BCE Inc. (BCE.TO)

The classic income stock. The dividend keeps rising year after year and he has clients who've owned it for generations. The stock appreciates modestly. All income stocks are in the toilet because of high interest rates, but now is a great time to buy it. It pays a dividend of 7%. They're finishing their 5G build-out, which will lead to lots of cash flow and maybe higher dividends. It's the least-indebted of the big 3 telcos. Oversold now.

Likes it for cashflow and yield of 7%. Telcos have had a tough time with rising interest rates. Will do better as rates come down. 

It is a stable business but has had a bit of a difficult year so far. 5G will happen more in the next while than it has in the past. Has a great dividend of 7% and regularly increases it.

Higher interest rates hard on business.
Good for long term investors. 
Will keep shares in company.
Demand for phone products very high.
Consistent dividend.

At the current dividend yield, you'll have a pretty good return even if the stock never goes up. An opportunity for a traditional widow(er)/orphan stock. Earnings are soft, cutting costs, CRTC focused on more competition. Hard to go wrong at this level.

BCE has outperformed, and has a higher yield currently. It is also cheaper on valuation right now. We would be fine buying it for income. Interest rates are always hard to call, but the worst should be over, based on Canada's slowing (even weakening) economic picture. 
Unlock Premium - Try 5i Free

Slow growth business.
Teleco space not growing very well.
Internet segment strong.
Current share price a good buying opportunity. 
~7% divided yield very attractive.
If interest rates fall, very good time to buy.

High profits in terms of ROE, low risk and strong balance sheet. Good earnings, too. They have big cell phone and media businesses. Demand is steady. They will likely keep growing their dividend by 5% annually. Sleep well owning this.

Attractive dividend yield (above 7%) that is safe.
Expecting further growth in profits and dividend. 
Good time to buy shares.
Owns shares in company. 

If you own it, continue to hold and collect the dividend. When interest rates go down, this will probably do better. You could buy a bit now. Be careful, and get out if it drops below $50. Yield's good. See his Top Picks for a yield play.

Telco's tough with higher interest rates.
Stable dividend, but don't expect major capital growth.
Good time to invest with share price weakness.
Demand for 5G and media products not going away. 
7% dividend yield fairly safe - expected to rise.

Free cashflow blues right now. Needs interest rates to fall, or regulatory certainty, and he's not sure either will happen right away. Still pricey at 17x PE, modelling flat EPS growth, and only 3% revenue growth. More downside than upside. You could pick away at it for the dividend. Won't do your portfolio's heavy lifting over the next 12 months.

Owns shares in Bell Media.
Thinks business is strong. 
Dividend is safe.
Increase in Canadian population good for business.
Good time to buy on share price weakness. 

Numbers today were roughly in line with expectations. Focus on the long term. Aggressive price competition coming in the space. Telus and BCE will be impacted the most, earnings will soften. Immigration won't be enough to offset the hit.

High quality, blue chip. Strong and recognized brand. Conservative investment. Stable, recurring revenue. Diversified cashflows from its many businesses. Lower debt than peers. Stable management. High 5-year profitability close to 20%, whereas the TSX is 12%. Yield is 6.9%.