This Day On The Street
Continue to site
ADVERTISEMENT
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

3 Stocks to Benefit From Online-Fixation

NEW YORK ( TheStreet) -- The excellent researchers at comScore recently released a report about online, social and mobile engagement among Canadians. (You can access the entire presentation here).

Having grown up on the Canadian Border -- in Niagara Falls, N.Y. - I have always had a deep love for Canada. I grew up and remain a Toronto Maple Leafs fan. Unlike a sizable swath of Americans, I have never ignored Canada. I have been to many of its great cities -- many times -- and keep tabs on what's happening over there. Thanks to my hockey fandom, I watch Canadian television and consume online media out of Canada daily, almost year-round.

For more than a year, I have been hyper-bullish BCE, Inc. (BCE - Get Report) (formerly Bell Canada) and Rogers Communications (RCI - Get Report). Along with other killer big media stocks, these two have returned impressive double digits over the last year.

You would not know this if you disregard Canada as irrelevant. Rogers and Bell, along with, to a certain extent, Telus (TU - Get Report) benefit from an unprecedented, at least relative to the U.S., regulatory environment. Rogers and Bell own "everything" in Canada -- the Toronto Blue Jays; the Raptors; stakes in the Maple Leafs and Montreal Canadians; the networks that air practically every sporting event, including hockey, across the country; arenas such as Air Canada Centre; and every aspect of the telecommunications infrastructure that connects Canadians to one another and the most valuable news, information and entertainment content.


It's a no-brainer for long-term investors to consider BCE and RCI as core positions.

While I wouldn't refer to BlackBerry (BBRY - Get Report) as a core position just yet -- it's still quite speculative -- I like it for many of the same reasons that make Rogers and Bell attractive.

Consider some numbers from the above-mentioned comScore report.


First, Canadians, compared to the rest of the world, rank first or second in key metrics that measure online visits, engagement and online video viewing. It's really quite remarkable.

Second, and maybe more importantly, these numbers have plenty of room to run as smartphone adoption continues to grow.

1 of 2

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!
SYM TRADE IT LAST %CHG
AAPL $124.75 0.00%
BCE $44.12 0.00%
BBRY $9.89 0.00%
RCI $33.98 0.00%
TU $34.46 0.00%

Markets

DOW 17,826.30 -279.47 -1.54%
S&P 500 2,081.18 -23.81 -1.13%
NASDAQ 4,931.8150 -75.9760 -1.52%

Partners Compare Online Brokers

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs