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TSE:BCE

BCE Inc. (BCE.TO)

34.29
-0.20 (0.58%)
as of Jun 11, 2026, 8:00:01 pm Market Open.
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Investor Insights
star iconJun 11, 2026, 12:00 am

This summary was created by AI, based on 45 opinions in the last 12 months.

BCE Inc. has been facing significant challenges, including a recent dividend cut aimed at bolstering cash flow for investments, particularly in the U.S. market. Expert reviews highlight that while the stock offers a decent dividend yield of approximately 5%, it's viewed more as an income-generating asset rather than a growth opportunity. Concerns regarding competitive pressures in the telecommunications sector, especially with increasing competition from players like Freedom Mobile and regulatory hurdles, have emerged as notable headwinds. Many analysts maintain a cautious outlook, suggesting that the stock could stabilize in the long term but may not witness substantial upside in the near future. Overall, while there are opportunities for operational improvements and strategic pivots, uncertainty remains about BCE's ability to reclaim previous growth trajectories.

consensus icon
Consensus
Cautious
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Valuation
Fair Value
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Telus, T
COMMENT
It is in a very competitive market. Recent results suggest the move to streaming is weighing on Shaw. There is increasing competition in the wireless space. It is too early to tell how they will do here. It is an oligopolistic industry so there are some limits to how high rates can go from here. It has a yield in excess of 4%. He would prefer to look at BCE-T or T-T instead.
BUY ON WEAKNESS
It's more expensive than Rogers, but he prefers it. They have more wireline and more media. Well-managed. The 5% yield is very attractive. It won't rise much beyond $60. It's a safe place to park money and collect the yield. If it comes off, he'd add more, but not at current levels.
PAST TOP PICK
(A Top Pick Apr 04/18, Up 16%) Telcos are basically a tax on consumers. This is for investors looking for yield. A good company. Likes this very long-term.
HOLD
He likes the name and sees it as an anchor in a portfolio. It has a great dividend and low beta with the market. It will be challenged with adding growth, but has been using acquisitions to do it and add new clients. It is definitely a hold. He would never own more than 5% in a portfolio in any equity.
SELL
Very overpriced. $45.70 is his target price. 5.2% dividend is barely covered by earnings. Hold or sell this.
BUY
Will Rogers or BCE benefit more from the new 5G system? BCE is national so it has an edge. It's approaching its old high in the $60s, and it could break out of that. BCE increases its dividend usually. Good cash flow and fared well in December 2018.
COMMENT
5 yr. hold? He does not own T-T -- it holds BCE-T instead. Interest rates impact these types of stocks. He thinks T-T may be able to continue increasing dividends, but they have exposure to Waiwae, so he wold be cautious.
BUY ON WEAKNESS
It had a long downtrend in most of 2018, then has moved sharply up. The momentum is peaking now and he expects a short-term pause or pullback. The long-term chart looks constructive. You can take some profits then add during weakness.
BUY
Sell BCE to buy AT&T? Stick with BCE. AT&T's strategy to buy HBO is suspect and their balance sheet is suspect. Plus, you don't keep all the dividends (because it's American). Currency moves are also a worry.
PAST TOP PICK
(A Top Pick Feb 21/18, Up 12%) They're making fine progress in fiber to the home and capturing market share. Their wireless is also doing well. They regularly raise their dividend.
PAST TOP PICK
(A Top Pick Feb 07/18, Up 11%) Best in class. Their fibre to the home network is mostly done and will gain them more market share. Pays a 7% cash flow yield. BCE can bundle with their new fibre, while their Fibe is doing well. Their net additions last quarter beat expectations. He took some profits recently yet still likes it alot.
BUY ON WEAKNESS
They're good at finding ways to grow 2-4%. Slightly better and safer than Telus. By this on a dip like $56-57. Hold it if you own it.
HOLD
If you believe that interest rate won't go up you can do well with this name. It has higher leverage but it was always like that. Stable business.
COMMENT
Sell now at $59 after buying at $50? Smart to buy during the Xmas pullback. The telcos are fairly valued now, so you can hold onto this and collect the good 5.3% yield. Internet demand won't diminish. Don't be anxious to sell it, but if you're a trader, sell.
PAST TOP PICK
(A Top Pick Feb 02/18, Up 11%) Good for regular cash flow and he expects a dividend increase. This sector continues to grow and BCE came raise charges. Telcos are a good space and BCE is the biggest player here.
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