TSE:BCE

BCE Inc. (BCE.TO)

30.60
+0.13 (0.43%)
as of Nov 13, 2026, 9:00:00 pm Market Closed.
2003 watching
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COMMENT
Awaiting the final chapter in this saga. The hope is that it will close by the end of April. Have overcome 2 obstacles, the bond suit and the CRTC. She sold 2/3’s of her position. Thinks it is highly probable the deal will go through.
PAST TOP PICK
(A Top Pick Apr 17/07. Up 0.4% including dividends.) This is no longer a technical pick. It is now a fundamental pick. Will takeover go through or not? Had a stoploss and was stopped out of part of his position.
TOP PICK
The #1 risk/reward stock out there right now. As far as he knows, the deal is still on. Taking the stock today to where the deal will close it is about 100% return. Bondholders don't have a claim. Trading down because of fear on the street.
DON'T BUY
There is still the uncertainty of the CRTC, some regulatory things and, one or more of the banks, might pull out. Has inherited some stock from new clients but is not buying. This is a gamble.
BUY
(Market Call Minute.) The deal is going to go through, otherwise the teachers union have to pay $1 billion in break fee.
STRONG BUY
Thinks CitiGroup (C-N) would think twice about letting the deal fall through, as they may not get invited into other opportunities in future.
BUY
Thinks the deal is going to happen. Good risk/reward.
BUY
Feels the deal will get completed. The biggest issue right now is the bondholders trying to go to court.
PAST TOP PICK
(A Top Pick Apr 17/07. Down 7.7 %.) When he bought it, he didn't know about the takeover. Chart now looks terrible, so wouldn't touch it.
COMMENT
As a market technician, he can't help very much on this one as it is trading on its fundamentals. Will the takeover go or not. There are all kinds of interesting fundamental things.
COMMENT
A lot of money out there not willing to take $6 of easy money because of fear the deal will not close. 1) Everyone close to it thinks it will close. 2) A lot of smart money on the street thinks it will close. 3) A lot of debt is going to need to be placed out of this deal. The big risk is if there is no deal, it will drop back into the $20's.
BUY
The head of the Teachers Ontario Pension says the deal is going to go through. Some of the financiers giving their loans are causing the concerns. The market is telling you that it does have risks. If this is part of several of your holdings the odds are pretty good and could be worth the risk.
COMMENT
(Market Call Minute.) He has a model price of $25.11, a -28% differential.
TOP PICK
Latest earnings report suggests that the deal is going to go through. Gives about a 20% annualized return to the $42.75 target. There is also a dividend in the near term.
COMMENT
Debt holders are saying the deal is on as they are hoping the post merger balance sheet will be very leveraged and the credit quality will drop significantly. Equity guys are saying the deal is off because of someone pulling out of the agreement. There is a judicial decision coming for the bondholders. Thinks the break-up value is around $28 so the risk/reward is in favor of the deal going through.
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