Forbes likes the looks of Rogers these days for what they call its Canadian Triple Play. We would actually call the Rogers combination of TV, Internet, Wireless, Digital Home Phone a full quadruple play. Or four-play, if you like that better.
Nikhil Hutheesing, editor of Forbes Wireless Stock Watch, recommends RCI:
In the U.S., no similar company exists. There are cable-TV companies that offer high-speed Internet access and voice-over-IP telephone service. There are also wireless service providers like Cingular and Verizon Wireless that offer cellphone service and broadband 3G service, and telecom companies that provide Internet access via DSL. In Canada, Rogers Communications offers customers all of these options.
Besides, Hutheesing notes that since the Canadian penetration for wireless is only about 50%, compared to 70% in the U.S., “growth rates will be higher than companies such as Sprint Nextel and Verizon Wireless.”
Nice to see the attention from the US business community. In June, we observed that Business Week put Rogers in their IT-100 listing of the top 100 information technology performers.