Added to YB: 2025-07-16
Pitch date: 2025-07-14
CGO.TO [neutral]
Cogeco Inc.
-12.75%
current return
Author Info
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Company Info
Cogeco Inc. operates in the communications and media sectors in Canada and the United States. The company operates in two segments, Canadian Telecommunications and American Telecommunications.
Market Cap
CAD 648.0M
Pitch Price
CAD 67.09
Price Target
N/A
Dividend
5.40%
Sector
Diversified Telecommunication Services
Category
value
Monday Delight: 14/07/25 - Cogeco Inc.
CGO.TO (quick overview): Trading below value of Cogeco Communications stake, ignoring media assets. Media business pays ~20M CAD 'management fee' to parent, likely achieves ~20% op margin when adjusted. 10% FCF yield (7% dividend from CCA + 5% CCA buybacks). Risk: telecom business highly levered with potential structural subscriber losses.
Read full article (1 min)