Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

Quebecor Has A Big Decision To Make In Wireless

(Editor's Note: Investors should be mindful of the risks of transacting in illiquid securities such as QBCRF. Quebecor's "B-class" shares in Toronto, QBR-B.TO, offer stronger liquidity.)

These are interesting days for Quebecor (OTCPK:QBCRF) (QBR-B.TO). The Canadian government has made it clear that they'd like a fourth national wireless service provider, but Quebecor has been cagey about how it will approach this opportunity - leaving a lot of speculation and concern in the market as to the company's plans. In the meantime, the newly restructured media assets business seem to be doing better, while the company's Videostron operation is trying to balance weak subs with better margins.

I liked Qubecor in early February, thinking that the market was...

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