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  • buynhold commented on MritikCapital's article 17 hr ago
    Rogers – Value in the North
    Pat Dorsey’s informative book, "The Little Book That Builds Wealth," highlights that most companies with economic moats from Morningstar coverage...
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    buynhold 06-18 12:52
    • Mritik,

      I am unfortunately not up to date on Shaw (I used to own it till 2007, but have not followed it since). When I bought Shaw in 2003, they were heavily buying back shares, and I considered their management to be less aggressive than Rogers', so I went with them.

      Over the last few years, Shaw seems to have made some substantial acquisitions, whereas Rogers has been buying back shares. That in itself should make Rogers' per share earnings growth look better than Shaw's. Without digging deeper I can't tell if Rogers is indeed performing better than Shaw, or is likely to going forward. It's shares have definitely done better lately, but that doesn't tell us anything :).

      I am wondering if you see any earnings driver(s) that set Rogers apart from Shaw.
  • buynhold commented on MritikCapital's article 23 hr ago
    Rogers – Value in the North
    Pat Dorsey’s informative book, "The Little Book That Builds Wealth," highlights that most companies with economic moats from Morningstar coverage...
    View all 2 comments
    buynhold 06-18 06:36
    • Mritik:

      Are there reason(s) you prefer Rogers to Shaw?
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