
TSE:BCE
This summary was created by AI, based on 41 opinions in the last 12 months.
BCE Inc. has faced several challenges in the telecom sector, including a recent dividend cut that has raised concerns among investors. While some experts believe the company is transitioning effectively towards data center operations and AI infrastructure, others remain cautious about its growth prospects amid increased competition and regulatory pressures. The dividend yield, now around 5%, provides some appeal for income-focused investors, even as many analysts view BCE as a defensive play with limited capital appreciation potential. The stock has experienced significant volatility, and some analysts caution against investing heavily until clearer upward trends are observed. Nonetheless, there are indications that the stock may attract institutional interest due to its recovery potential and solid foundational assets.
Best quality in the telecom space. Good, stable cashflow to support the great dividend. TV ads might have been hurt by Covid, but infrastructure remains important with the 5G rollout. Well run, will continue to do well. A close competitor is Telus, but why switch?
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It has balanced business lines and is a little safer than its competitors. The sector is fine to buy today for those seeking income with some growth. If interest rates rise, it could be affected negatively, but it looks like this is a ways away. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company is expected to have $5.64B in revenue and earnings per share of $0.77. The stock has beat results around 50% of the time. With 99% of their retail stores being re-opn, there is no reason to expect disappointing results. Unlock Premium - Try 5i Free
All the telcos have paused over the last few months. Mobile data volume allowance is going up in plans while plan costs go down. A price war is hitting their top line. He prefers Shaw and Rogers. It is a marriage that at some point may happen. Telus has created a digital health care market. He prefers T-T.
A necessary service, no matter when a Covid vaccine is ready. We love our phone, internet, and Netflix. We're using more bandwith all the time and have to store more data. Legacy businesses are being replaced by 5G and fibre optic. Great and reliable dividend. Good addition to any portfolio. Yield is 5.92%. (Analysts’ price target is $60.66)