BCE Inc. (BCE.TO)

Debt servicing costs are going up. Regulatory environment in Canada is uncertain. Consolidation in the communication space, driving price competition. Market share gains are really tough. As interest rates tick higher, dividend yield is less compelling when you can get the same return from bond-type investments.

It is a sideways moving stock in a trading range so buy at the bottom. He just bought it recently. Since it pays a 6 1/2 % dividend you can afford to hold it during the sideways movement. With sideways stocks in a trading range you know the downside.

Owns shares in the company.
Bullish on telecommunications business.
Very strong dividend (~6%).
Telus better pick, but BCE very strong business.
Would recommend buying shares. 
Good for long term investors.

Media business with semi-strong assets. 
Performance of business is good. 
Business consistently generating profits.
Good long term investment.

High yielders with high interest rates make it a tough environment. Not worried about the Rogers merger. Spent lots of capex on their network. Will continue to do well. BCE has laid off people, changing how their business will look. Really nice dividend yield.

Avoid all Canadian telecom names. Pricing pressure coming. 

Telecom sector is good exposure for income investors. BCE has the higher yield, close to 6%. Telus yields about 4.5%. Both increase dividend each year, generate free cashflow, build out 5G network. Immigration will be positive for the sector.

Stable business with strong dividend yield.
Not a growth company - don't expect capital gains.
Good exposure to media.
Does not own shares.

A recent buy for him. Largest telecom business in the country. Earns a higher return on shareholders equity of about 16%. Very consistent dividend grower. In a position of financial strength relative to all its peers. Yield is 6.07%.

ATD has more growth prospects. Total acquisition is really important, as it gives them more geographical diversification in Europe, and they get more stores. Acquisition was at a good price. Debt to EBITDA has gone up, but this is typical and will come down. Great job of buying businesses and integrating.

BCE has a 6.4% dividend yield. Reported decent numbers, except media division was hurt by advertising. Own it for a nice dividend yield that will slowly grow. 

ATD gets the nod, but he owns both.

Big runup through 2021, pullback in line with broader markets. Moved sideways through October. For the stock to really get going, he'd want to see a series of higher highs. Seeing higher lows, which is positive, but not seeing the higher highs. Doesn't mind nibbling to add exposure here. But reduce exposure if it takes out lows of the last couple of weeks and especially those at the end of December, as that would tell you it's really going to retest the October lows.

One to own for a portfolio. The dividend is fairly safe, a cut unlikely. The stock has a constructive chart and he's been adding on dips.

6% dividend yield. A better bet than Telus. 

Sees very little risk to the dividend, absolutely safe, more likely to increase it over time. Businesses are solid. Great content assets. He'd pick RCI.B for growth. Valuation is more than RCI.B, but cheaper than Telus. Yield is 6.4%.

Nothing wrong with this, but it's not his favorite telco. It lags in growth and capital appreciation. Held back by over-relying on wireline subscription. If you own, the dividend is stable to collect.