BCE Inc. (BCE.TO)

He prefers this to Rogers (RCI.B-T) because Rogers has a much bigger footprint in wireless, and they have been losing market share and subscribers.

Are the yields of 4.5%-5.5% sustainable on BCE (BCE-T), Verizon (VZ-N) and Vodafone (VOD-Q)? Most of the dividends are sustainable and he thinks they can afford to grow their dividends. BCE trades at a very high multiple at almost 16X earnings. Why people are worried about BCE is that it is not only a telephone company, but also a communications company. Verizon and Vodafone gives you much more of a pure play.

This is a very competitive space in Canada. Although there is price deflation occurring in this space we are spending more, which is a great combination for this company. What is surprising to him is how good their product really is. They are really doing well on their wire line growth. Great dividend yield.

He likes this. The stock has come down to the 100 day moving average, which makes it attractive from a buying perspective. The RSI has dropped-down to the oversold level which makes it very attractive. Nice dividend of 4.76% and thinks it is going to continue to grow. He also likes and owns Telus (T-T).

Recently sold it because he thought it was overly expensive. A good, safe yield. There are some CRTC issues but he does not think they are meaningful to the stock price. $50ish is a good re-entry point.

The media side will be affected by what’s happening with the CRTC but it is too early to gauge how much it will hurt them. He believes it will be only slightly negative for BCE-T.

People are thinking maybe there is going to be an increase in interest rates and have driven interest sensitive stocks down 10% or more. This would affect the BCE preferred. People can get terrified and sell these things down.

We can’t go wrong with Canadian telcos. Risks are in the form of new entrants, but there will not be any for the foreseeable future. For income investors this is a good place to be relative to the other two.

It pulled back from when the initial deal was announced. Glentel has approved the deal, but it won’t close until later this spring.

A great company and did a very good job of taking a lot of costs out. Also, their TV and wireless businesses have grown very nicely. Trading at about 17X earnings with a dividend of almost 4.5%. They can continue to grow their dividends. The big issue is that they have a lot of media assets, and you have to see if they all work out in the end.

BCE (BCE-T) or Enbridge (ENB-T) for upside? This one is the less expensive name and Enbridge is the one with the most growth going forward. Enbridge would be her preference.

(A Top Pick Feb 21/14. Up 22.27%.) Was a little surprised the way it ran up the way it did. The current price of around $55 is a good buying range. Likes the business they are in. They are very competitive.

(A Top Pick Jan 29/14. Up 6.8%.) 3.35% bond maturing June 18/19. The bonds are fairly liquid and good quality as well. Have a good following in the retail world.

Got very expensive and was downgraded. He would look for it to get closer to $50 before getting back in. Expects to get there in the next month or two.

Had seen this weakness coming a little, so he bought some more today. It could come back to around the $53 level, or just below the $52 level, which would probably get the buyers very interested. The whole telecom space has been a bit weak. He would like to not see it get below $50.