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El Gato's avatar

I’ve been looking at Cogeco inc and comm for sometimes and especially inc has consistent and predictable fcf and rather cheap/attractive p/fcf. I would like to think the family actually cares about shareholder value as they are major shareholders, own like 60% and were approached by Rogers and Altice for their shares amd Cogeco assets. They also predicted 2-5 consistent revenue growth with costs decreasing. We can easily take a peek at their assets and a little read would show that they are prized jewels desired by big dogs and have a much higher value than the mkt cap altogether hence a rather easy choice especially when the price keeps tumbling offering better m.o.s. Lemme know how you feel…

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