Investment Thesis
Shaw Communications (SJR) (TSX:SJR.B) had a good Q1 F2019 in both its wireline and wireless segments. The company should continue to benefit from strong growth in its wireless segment as it continues to deploy its 700MHz spectrum and expand its coverage areas to other parts of Canada. We also expect it to buy more spectrums in the upcoming spectrum auction, thanks to favorable government policy towards new entrants. In its wireline Internet business, the implementation of DOCSIS3.1 should help Shaw to compete against TELUS (TU). In fact, after several quarters of