TSE:BCE

BCE Inc. (BCE.TO)

29.69
-0.46 (1.53%)
as of Sep 25, 2026, 8:00:00 pm Market Open.
2008 watching
0
BUY
Best sweet spot of all the telecoms. Good growth in fibre, good deployment in 5G. Best footprint in Canada for wireless. Cost effective, which will help increase dividend. Payout ratio should decline. Good yield of 6%.
BUY

BCE vs. T He'd go with BCE if he had to choose. Telus is more wireless based. BCE also includes media aspects. BCE is a more conservative play, with a dividend of just over 6%. Telus' dividend is just under 5%. When interest rates move down, BCE tends to do better. When interest rates move up, Telus tends to do better. With interest rates tending to moderate this time of year, and markets being a bit softer, he'd go with BCE.

DON'T BUY
A predictable holding. More like a bond proxy. Higher yield, less growth. Expects it to underperform the market. Other parts of the market are more interesting than telecom. Dividend growth over 5% per year. We can find better. Focus on more economically sensitive groups than this one.
TOP PICK
Overlooked recently. Major expenditures with fibre to the home for 5G. Very good multiple, good yield. A safe investment. A good time to be in large, stable companies. Yield is 5.99%. (Analysts’ price target is $60.01)
TOP PICK

This is a low hanging fruit that has low risk but has good upside potential with dividend. They will benefit from their network updates and 5G. There will be consolidation with Rogers and Shaw which will help their business. You will get a nice dividend. A great all weather stock. (Analysts’ price target is $60.09)

HOLD
Very high quality with no issues on the balance sheet. Own it for its yield at 6.1% with a reasonable payout ratio. Low volatility. A bond replacement. Hold for the yield.
BUY ON WEAKNESS
The space is expensive. A great long-term and free cashflow story. Great position to steal market share as they've spent many millions on 5G. He'd buy at a better entry point.
BUY

BCE vs. ENB He owns both. BCE pays over 6% and ENB 7% in dividends. These are solid long-term investments. They're mature companies. Dividends and share prices will grow. BCE is a little safer, but ENB offers a bit more of a return, but also risk considering their line 5 battle in the courts.

BUY

He's positive with BCE at current levels. The Rogers-Shaw deal could bring regulatory uncertainty, though, for all the telecoms. Their 6% dividend yield is too cheap compared to similar investments, and it will likely be ground down over time as liquidity tries to find a place for investment, and BCE is worthy of this.

PAST TOP PICK
(A Top Pick Apr 13/20, Up 4%) Underperformed as investors chase hot areas. The telecom group sticks out as a great buy. Free cashflow, high dividend yield, well positioned for 5G.
TOP PICK
Likes the assets, growth, valuation, operating cashflow, dividend yield, free cashflow growth, long duration infrastructure asset. Great play on internet, streaming, and 5G. Yield is 6.15%. (Analysts’ price target is $60.11)
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It’s one of the safest blue chip stocks, although it is not completely risk-free. It is a good choice for conservative investors. An allocation of around 10% for telecom would be good depending on your risk tolerance. Unlock Premium - Try 5i Free

DON'T BUY

As an infrastructure play. Likes it, but his preferred way to play cell tower space is through cell tower companies like American Tower or SBAC. There's more leverage and the business is more stable.

COMMENT

Relatively stable players. Would prefer ZWU for yield seekers who want exposure to these stocks. A good way to extract yield from markets. BCE is probably around $60-$65. At around $55 a buy that pays a nice yield.

HOLD
Likes it. Stock has moved sideways. Live sports coming back should increase ad revenues again. Long-term, wireless market will continue to be strong. Likes it for the dividend and transition to 5G. Yield is 6% and should grow by 4-5%.
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