BCE Inc. (BCE.TO)

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.

He's not selling on recent news, even though it will probably tick lower. Still a great company. Rogers deal brought competition, regulatory overhang. Stock will still work for next 10-20 years.

Nothing wrong with BCE, but a victim of rapidly rising bond yield. BCE shares have regained some of its losses in this period. Telus has traded the same way, though he prefers it. BCE continues to pay a juicy yield that will continue to grow.

It pays a good dividend of 7% and she is looking for a multiple year return of 5 to 7%. BCE has spent a lot on building fiber networks and supplying it to homes. That expense should be tailing off soon. The stock is off with a small rebound and is interest rate sensitive.  She has a 20 year plan for owning stocks. 

Solid, but its big growth lies behind it. Everybody now has cell phones. The stock is undervalued buy going forward this won't be a big grower. A safe place to invest money and bide your time.

Has owned this 17 years. Now is a great time to buy it as it pays a safe 7% dividend. There were concerns about the dividend, but shares are creeping up as that concern fades. Great margins and cash flow.

Owns shares and likes ~7% dividend yield. Falling interest rates will be good for the business. Wireless industry basically an oligopoly. Immigration into Canada will be good for business. Demand for interest also rising. Expecting to see further growth.