Rogers Communications Inc. (RCI) is undervalued with growth potential and upcoming asset monetization.
From Yahoo Finance: 2025-06-24 09:01:00
Rogers Communications Inc. (RCI) is trading at $26.65 with a forward P/E of 7.73. The company appears undervalued with potential catalysts, including the monetization of MLSE assets. Discussions with institutional investors are ongoing, and a $9 billion Blackstone equity deal will reduce leverage. The stock offers upside with limited downside.
Precision Drilling Corporation (PDS) was framed as a misunderstood Canadian rig leader with strategic exposure and pricing power. Despite U.S. softness, resilient Canadian demand supports strong free cash flow. The stock has appreciated by approximately 15% since coverage. RCI is not among the 30 Most Popular Stocks Among Hedge Funds, but some AI stocks offer greater promise.
Nugget Capital Partners highlighted a bullish thesis on RCI, emphasizing the company’s undervaluation and potential catalysts for growth. RCI’s historic low valuation metrics and upcoming monetization of MLSE assets make it an attractive investment opportunity. The stock offers a compelling asymmetric opportunity in an overlooked asset class.
Read more: Rogers Communications Inc. (RCI): A Bull Case Theory