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Compiling comments that experts make about stocks while on public TV.

BCE Inc. Stock Symbol: BCE-T

Last Price Recorded: $58.6400 on 2017-09-22

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Date Signal Expert Opinion Price
2017-09-20 COMMENT Zachary Curry

He is holding this for the income, which could be under pressure. Doesn’t think you are going to see dramatic increases in the underlying price, but the fundamentals are there. You potentially have a new wireless refresh cycle going on.


Price:
$58.930
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2017-09-20 COMMENT Bruce Murray

The business is under assault, but this company has managed extremely well. They are notorious for controlling costs. They’ve done a good job of acquiring companies where they are generating content to offset the business. The broadcast part of the business may go down, but the content part will be there and there will be distribution. People will want to see it. Thinks you are safe with this, but just doesn’t see a lot of opportunities for capital gains. Dividend yield of 4.9%.


Price:
$58.930
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2017-09-13 COMMENT Michael Sprung

Out of all the Canadian telecoms, he primarily looks at this one. They’ve always had the advantage of having the grandfather position in Canada. Lately, they’ve been changing their model a bit and going more to wireless, with less dependence on their wire line offerings. Also, the provision of Internet services is becoming a bigger and bigger thing. We are seeing a huge movement in the industry to Internet protocol, whether TV, telephone or whatever. This company is going to be one of the primary beneficiaries of that. Feels we may be reaching a plateau with all the telecoms, and he wouldn’t be surprised to see them all pause. Dividend yield of 4.9%.


Price:
$58.250
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2017-09-13 COMMENT Paul Gardner, CFA

Out of all the telcos, he likes this one. Their free cash flow yield is around 6%. Has a ton of free cash flow to either buy back or increase dividends. Fibre to the home is almost 2/3 done. The iPhone release is going to be positive for them. They have the lowest wireless attribution to their overall revenue numbers, so they have the most upside. Their biggest problem is that the wire line is decaying. Dividend yield of 4.9%.


Price:
$58.250
Subject:
REITs, BONDS AND DIVIDEND STOCKS
Bias:
UNKNOWN
Owned:
Yes
2017-09-11 HOLD Teal Linde

The dividend (4.9%) is the main reason to own it.  It is fairly valued right now.  The growth is not great.  They are not as strong in wireless.  Their fiber to the home is behind TELUS.  You cannot go wrong with any of the top three.


Price:
$58.180
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Yes
2017-08-30 COMMENT Mike S. Newton, CIM FCSI

The roll out of FIBE is going to be a huge focus in 2018 for this company. They are taking market share from other players. Good dividend.


Price:
$59.720
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Yes
2017-08-21 DON'T BUY David Driscoll

BCE-T vs. T-T.  You are getting bond like returns and in the future they are going to spend a lot on 5G, but won’t get much payback for it.  He is weary to buy a stock with a bond like yield.  It is a group he does not invest in.


Price:
$58.970
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
No
2017-08-15 BUY Kash Pashootan

Boring, but boring is good. When building a portfolio, this is a name that is difficult to ignore. The steady Eddie of a portfolio giving you a 4.5%-4.7% dividend yield. If you get a 4%-5% share price appreciation, it has done its job. In the last couple of years, it has done better than that, but recently all the telcos have pulled back.


Price:
$59.390
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Unknown
2017-08-11 BUY on WEAKNESS David Cockfield

He considers this as a core stock, 3%-4% and you might get up to 5%. Throws off a very predictable dividend. This is definitely a Buy under $57, and even under $58 you could pick away at it. You are buying this for the dividend. Dividend yield of 5%.


Price:
$58.600
Subject:
CANADIAN & ETF's
Bias:
CAUTIOUS
Owned:
Yes
2017-08-08 BUY Lyle Stein

He owns this for the dividend and that the dividend has seen growth and will continue to see growth. An interest sensitive name, so there has been a little bit of weakness lately. This is bread-and-butter in any core investment portfolio in Canada. Its wireless business continues to show growth. The wire line is slowing down, but it is a cash generator.


Price:
$59.320
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-08-02 HOLD Andy Nasr

Switch out of Bell Canada (BCE-T) to Pembina Pipeline (PPL-T)? An interesting comparison. He wouldn’t make the switch. They are very different risk profiles. This is a very stable business and you can rely on the dividend and not have to worry about it. Yield of about 4.8%.


Price:
$59.410
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Unknown
2017-07-31 COMMENT Brooke Thackray

The real seasonal period for telecoms is in September. The chart shows it is still in an uptrend, and paying a dividend of almost 5%. If we don’t break the trend, this is still a good stock to be in.


Price:
$58.520
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2017-07-26 PAST TOP PICK David Cockfield

(A Top Pick July 8/16. Down 0.23%.) If this gets down into the $57, it is definitely a Buy. This is for the dividends.


Price:
$58.290
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2017-07-25 COMMENT John O'Connell, CFA

This has held in pretty well as all good dividends paying stocks did. The big issue with big telcos in general is that half their earnings, interest, tax and appreciation comes from their wire line business. That business is dying slowly. Their offset to that has been acquisitions, boosting their dividend greater than their earnings through tax strategies, their mobile strategy and their forays into advertising and sports content. This is just above investment grade and he would not call it a safe dividend stock.


Price:
$58.170
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-07-24 PAST TOP PICK Keith Richards

(A Top Pick June 12/17. Down 2.8%.) He owns this because it is a low beta stock. Also, telecoms can do okay, particularly in the latter part of the summer. There is very little danger and it pays a very good dividend.


Price:
$58.200
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 15 of 1,650 entries
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