BCE Inc. (BCE.TO)

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.

It has caught up with the other telcos. It rolled over just as the Trump trade started up again. It is one of the most stable stocks in the index. The valuation is reasonable. You have 5% yield, PE of 17 and very high return on equity. He holds a small position. They can maintain their dividend in a rising interest rate environment.

This is probably preferred, as compared to pipelines, as there is nothing particularly controversial or problematic. It has done rather well. To him, this has to be part of a core portfolio.

A long-term holding for him. It's been under a bit of pressure lately, and thinks it is really to do with utilities and yields pushing back the space.

We have a stronger business market, and with business activity picking up it might be a little better for them, but at the same time you have got higher interest rates, and they have a chunk of the sports business, which is slowing down. He wouldn't be afraid of this. They’ve raised the dividend every year, and expects they will do it again this year.

Have done a really excellent job in rolling out their 5 network and Platform 5 to the home. This is the most well diversified and consistent business. It’s not trading at an expensive multiple. Pays almost 5% in dividend.

Last year, the 12-month price was up 5.8% compared to Rogers (RCI.B-T) at 26% and Cogeco (CGO-T) and 27%. The dividend yield is at 5%. The acquisitions they have been making doesn't change the landscape at all. This is fine for the widows and orphans, but don't be suckered in to buying a high yield stocks, because if you are not getting the dividend growth with it, you are not getting a whole lot of capital appreciation.