BCE Inc. (BCE.TO)

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. 

~5% yield is safe. Good for defensive investors. Rising population good for business. Recent share price weakness a good place to buy. Would hold if already own shares. Good infrastructure in company. 

Close in valuations. Owns and likes both, but Telus a little better at these levels, as it has not as much capex ahead plus diversified businesses. BCE has more debt. Looking to increase weight of Telus. Both seem to be bottoming. Regulatory looks tougher going ahead. Be wary of any slowing in immigration, especially with any change in government. 

Not the total return stories of the past 5-6 years, but good solid dividend yield. Start picking away at half positions.

He doesn't see much downside and the 7% dividend yield makes it attractive. A former top pick of his. Last year, telcos faced pressure, but this year will be better. People won't give up their cell phones and 5G internet to their homes.  Now is a pretty good entry point.

BCE is more like a bond, given less growth than POW. POW will outperform this year. Insurers have done very well in the past year. Great-West Life is 70% of POW, now trading at a 30% discount to NAV vs. its historic 15-20% discount, so should gain momentum on this alone. The insurers are a little better than the telcos now.

Interest rates went up further than he thought, and bond proxies fell. Balance sheet now more stretched, recent acquisition has led to questions on best use of capital. 5% dividend growth, but investors are questioning wisdom of that use of cash. 17.7x PE is not cheap. This name will work over the next few years.

He doesn't think a 5% weighting in a stock is crazy, it's very reasonable. If you have a lot of conviction in those companies, then that's where your weighting should be. Yield is around 7%. Won't reduce the dividend unless something really terrible happens. Extremely mature company, will grow with GDP plus or minus, highly levered. 

Investors own for the dividend. He wouldn't overweight his portfolio with it, but makes sense for a certain demographic.

Bullish on stock, and would recommend buying. Recent selloff presenting a good buying opportunity. Stable dividend for long term investors. Shift into more social media content bodes well for BCE.