BCE Inc. (BCE.TO)

Yield over 5% now and continues to increase. It is a defensive name. The attractive side of the business is the wireless. Well managed company. Not a lot of capital growth.

He owns BCE, favors it over the other Telcos, and bought more during the recent volatility. They just reported strong numbers, stronger than the other Telcos. The Fibe roll-out is going well.

Is their investment into fibre optics and home security going to impact them going forward? He thinks this company is going to $43. Interest rate increases will cause investors looking for yield to leave. The price is too high for current valuations. This is an interest rate sensitive stock and a stampede for the door could begin as GIC rates go higher. Yield 5%.

He normally doesn't pick telcos as top picks, but this one offers increasing cash flow for the next few years. It's the dominant player in this space and will do well. One headwind could be upcoming CRTC spectrum hearings which could present a buying opportunity for new buyers. 5.4% yield. (Analyst's price target is $60.71.)

‘On Balance Volume’ is looking at the buys and the sells. When buys are hitting the bid it is positive. Otherwise it means people are selling into the market. It has broken below its channel here. Yield plays are out of season here. It has done okay but struggled. Wait for it to get back into its trading channel.

The dividend is safe and will grow over the next number of years. It is a great overall package. The group is growing more slowly than before and the valuations are high, but you should be absolutely fine with it here.

They have done a good job rolling their fiber program. The Canadian side is like an oligopoly vs the US side with a lot of competition. Hesitant to go into this sector. Big part of the business sis shifting away. Attractive for the yield for dividend investors.

Should I add to my position? It trades at a fair price, but comes with a fair amount of debt. They had a good wireless quarter. What could shake things up is if true wireless competition will become real. Yield 5.4%.

Good earnings with many new subscribers, but have a high payout ratio. Increased their dividend by 5%. There will be spectrum auctions and outflows from the company. So, when do you stop the dividend and pay for things that the company needs? Defensive stock. Good subscriber growth. Own it for the income.

BCE will come out with earnings tomorrow and is well positioned for growth and sustainability of dividends. They are half way through their goal of 8 million homes to receive fibre optic lines. BCE has free cash flow available and he thinks this leaves potential for dividend growth, unlike Telus (T-T) and Rogers Corp (ROG-T). Yield 5%. (Analysts’ price target is $61.78)

(A Top Pick Mar. 2017 Down 5%) He thinks it has a fantastic balance sheet. . BCE has free cash flow available and he thinks this leaves potential for dividend growth, unlike Telus (T-T) and Rogers Corp (ROG-T). Yield 5%. (Analysts’ price target is $61.78 )

If you're an income-oriented investor, it's a good time to enter this name. Don't expect much earnings growth. Alarmforce was a good acqusition. Dividend will likely rise. Rising interest rates in Canada won't mirror those in the U.S. and expects only one or no hikes here, so will lessen impact on BCE. Reasonable valuation.

BCE moves in a defined trading range between $57 and $62. He’s been trading it, buying at the lower end and selling at the higher end. There is not much room for capital gain but it is a good income stock. If your objective is income, it is a good hold.

In this trouble times you look for companies that pay a good dividend. Anytime BCE yield he basically buys it. Good stock for people that needs cash flow. (Analysts’ price target is $ 61.42)

It falls into the category of not much organic growth so you own it for the yield. It has come off like the yield stocks. It is quite a high quality so you don’t have to worry about dividend cuts. They can’t change who they are. Dividend increases could be muted, but it is safe.