Rogers has not suffered as much as Telus or BCE, partly because they did not prioritize dividends, thus avoiding cuts.
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Broken Business or Broken Stocks? 6 Beaten-Down Canadian Stocks Ranked
The creator discusses six beaten-down Canadian stocks, ranking them from S to E. The video focuses on companies that were previously considered excellent but have seen significant drops in their stock prices. The analysis includes Stantec, Telus, Thomson Reuters, Constellation Software, Suncor, and CAE, with a particular focus on how AI might impact these businesses, especially those reliant on billable hours and large workforces. Stantec is highlighted as an engineering firm with a strong backlog and growth in earnings, despite concerns about AI's impact on its business model.
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Tickers discussed in this post
Telus's exposure to health and digital sectors, which helped it more than BCE, did not protect it from the current telecom sector downturn.
CAE is mentioned as one of the six Canadian stocks discussed, and is noted as potentially being less affected by AI compared to others.
Cameco is named as one of the six Canadian stocks that will be analyzed in the video.
Stantec, an engineering firm, is discussed as a beaten-down stock with a strong backlog and earnings growth, trading at a reasonable P/E, but faces investor concerns about AI's impact on its workforce.
Thomson Reuters is listed as one of the six Canadian stocks being reviewed in the video.
Telus is mentioned as one of the six Canadian stocks discussed in the video, noting it has been impacted by AI but also faces other recent struggles.
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