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    Patrick Roe • Morgan Stanley

    Patrick Roe is an Equity Analyst at Morgan Stanley, specializing in coverage of select medical technology companies including STERIS. Known for his rigorous data-driven analysis, Roe has achieved a historical win rate of 66.7% on his stock calls, placing him ahead of many peers in analyst performance metrics. He has built his career as a quantitative finance researcher, focusing on backtested investment strategies, and holds relevant securities licenses as required by his role at Morgan Stanley. Roe's thoughtful coverage of companies within the healthcare sector and his consistent performance record have made him a valuable resource for institutional investors.

    Patrick Roe's questions to Rogers Communications Inc (RCI) leadership

    Patrick Roe's questions to Rogers Communications Inc (RCI) leadership • Q4 2024

    Question

    Patrick Roe, on behalf of Ben Swinburne, requested an update on Shaw synergy realization and the potential for further margin uplift. He also asked about the potential impact of a future Canadian election on immigration policies and subscriber growth.

    Answer

    CFO Glenn Brandt reported that the $1 billion synergy target has been achieved, with people-related integration substantially complete and systems work ongoing. He noted remaining opportunities in areas like media content costs and customer service. President and CEO Tony Staffieri stated that the company's outlook is prudently based on current government policies, as speculating on future election outcomes is too difficult.

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