Telecom & Cable

Learning from Australia

Bronwyn Howell authored an important commentary in Cartt.ca with “Lessons from Australia’s national network mess.” Based on observations about Australia’s broadband and mobile markets, she warns politicizing Canadian telecommunications regulation is a bad idea. Australia appears to be a sim ...

Q: Pat, would you kindly provide an analysis of Nice Ltd. (NICE—Nasdaq). Thank you.

A: NICE Ltd. (ADR), $152.79, symbol NICE on Nasdaq (ADRs outstanding: 62.3 billion; Market cap: $9.6 billion; www.nice.com), is an Israel-based company, specializing in telephone voice recording, data security and surveillance, as well as systems that analyze this recorded data. That “big data ...

What investors need to know about the U.S.-China trade accord

On Oct. 11, U.S. President Donald Trump announced that the U.S. and China have agreed in principle to what is being characterized as the first phase of a trade accord. Here are seven key takeaways about the agreement:   China has not yet called this a ‘deal’ It is unclear whether or not ...

A cautionary tale of political interference

This morning, Bronwyn Howell, adjunct scholar at the American Enterprise Institute, published “Upping the political ante in mobile markets: A cautionary tale from Canada” on the AEIdeas blog. It is worth a careful read, urging caution for those advocating political interference in the telecommu ...

Canadian telecom stocks could be in for a rough ride, this investor says

Think Canadian telecom stocks are a good place to hang out in a defensive environment. Think again, says one investor. Shaw Communications (Shaw Communications Stock Quote, Chart, News TSX:SJR.B), for example, may seem like the smart play during times of economic uncertainty but investment manager ...

Mozilla v. FCC: In praise of a lighter touch approach

Yesterday, the US Court of Appeals for the District of Columbia released its decision [186 pages, pdf] in Mozilla v. FCC, better known as the challenge to the FCC’s Restoring Internet Freedom order. A few excerpts are notable from my initial read. Among the first paragraphs is this summary: Petit ...

Dell Latitude 7400 2-in-1 2019 laptop review: As flexible as you are

I’m saying it: the Latitude 7400 2-in-1 is quite possibly my favorite laptop this year. Its solid build quality, abetted by the phenomenal keyboard and long battery life, is everything I could ask for in a business notebook. Dell also offers plenty of security feature at the cost of a smaller b ...

Telus’s stock isn’t going anywhere, this investor says

Telus’s stock (Telus Stock Quote, Chart, News TSX:T) will be a solid one to own over the next year, according to investment advisor Bruce Campbell. Just don’t expect fireworks from this conservative play in the telco space, he adds. Telus impressed with its latest quarterly report, delivered in ...

The cost of spectrum policy

“High spectrum prices can cause negative consumer outcomes, including lower coverage levels and slower data speeds.” That’s just one of the findings of a new report released last week, by the GSMA. The report, “The impact of spectrum prices on consumers” [pdf], shows that countries with p ...

Rogers Communications stock is not a buy, this portfolio manager says

Rogers Communications (Rogers Communications Stock Quote, Chart, News TSX:RCI.B) is in negative territory for the year, with the stock currently on a month-long slump. But even with its share price looking cheaper, there are better options in the telecom space, says fund manager Michael Sprung. “ ...