BCE Inc. (BCE.TO)

Shares have been under pressure because its debt ratio looks too high. The dividend is safe for the short term, but pressure from the big institutions may force a cut. Also, he firmly believes that interest rates will fall later this year which will reduce the pain of their debt, so these stocks will rise. Don't sell BCE here, but it won't go up in the next few weeks.

Due to the falling price it now pays about an 8% dividend which he feels is sustainable, although the payout ratio is quite high. If interest rates come down this should help dividend payers and the Canadian stock market in general. The Canadian markets have more dividend payers than the U.S. markets.

Layoff news has been putting pressure on the stock. Concerns about cash flow a worry on the dividend sustainability. Doesn't expect dividend to see increases any time soon. Would recommend holding stock - business will recover eventually. 

Interest rates went higher, and there's a lot of competition. CRTC regulations will hurt ROE. Oversold now. At some point, it will be time to buy. Fears of small dividend cut. Long term, the ship will right. Yield is 8.6%. 

Over history, there are always former darlings that take a tumble, like ENB and TRP. Eventually, it will return to $51-53 and you'll be fine. If you're not already overexposed to the name, you can buy some here.

Has recently sold shares in company. Dividend growth not sustainable. Free cash flow and earnings not growing enough. Would not recommend investing. Not seeing growth prospects for business. 

Lots of people own it for the dividend. That's fine until underlying performance issues cause the stock to go down 10-15%. Right now, looks oversold, wouldn't be surprised by a short- to medium-term bounce in the not-too-distant future.

Long-term, not sure he'd want it as part of his portfolio. Better returns elsewhere. Similar dividend income from the Canadian banks or covered call strategy, with less risk.

Higher interest rates have caused the stock to fall. Exiting unprofitable businesses has caused flak, but it makes sense. 18x earnings. 5G has not fully come to fruition yet. Once it does, will do better. Difficult for next little while, chance to buy, nice dividend will help you through the bouncier times.

Media company with oligopoly like market. However, business requires high spending on assets to maintain business. Would like to see dividend growth rate reduced to reduce debt. Falling interest rates would be good for business. Would rather own companies that are less capital intensive. Better names for investors out there. 

High quality, blue chip. Strong and recognizable brand. Telecoms in Canada are oligopolies, which means pricing power. Canada's largest telecom provider. A conservative investment, given the long-life assets. Interest-rate sensitive, so competes with attractive fixed income. Yield almost 8% and safe, because management "understands who their investor base is".

Return on equity not strong. Does not own shares. Payout of dividend is high, but wouldn't expect capital gains. Recent weakness in business a concern. Canadian oligopoly of media good for business model, but probably wouldn't survive competition. Better options for investors out there. 

The telco space isn't exciting and there are better sectors. BCE peaked around $75 in January 2022 and has been a waterfall down since. He'd be concerned if this broke below $49-50; holding it for the dividend is not enough. 

Hit fairly hard over last year. Since Rogers-Shaw deal, lots of pressure in the industry to reduce costs. Hit profitability for all, layoffs ensued, trying to right-size cost structure. His issue is growth. Reasonable valuation. High dividend that's covered by free cashflow, safe. Not a lot of downside, but better opportunities.

Prefers utilities though both pay a 7% dividend. ENB has more certain growth, than the telcos which also face regulatory pressure.

Prefers utilities though both pay a 7% dividend. ENB has more certain growth, than the telcos which also face regulatory pressure.

BCE beat, raised dividend, but free cashflow problems and layoffs. Dividend is really good. Will probably go to $48 before all is said and done. When there's bad news, stocks take a while to fully bleed out. Doesn't mean there isn't good value here from a dividend point of view.

For TD, banks are a tougher story due to capital ratios and inability to grow. Best balance sheet, due to failed takeover bid in US. Between the two, he'd pick this one right now. But instead of a bank, look to MFC or SLF.