TSE:BCE

BCE Inc. (BCE.TO)

28.55
+0.47 (1.67%)
as of Oct 22, 2026, 1:53:38 pm Market Open.
2006 watching
0
DON'T BUY
Expensive right now. Dividend is safe. Are positioning themselves for the 4G network. ARPO is about $60, which is high among their piers. Prefers T-T
DON'T BUY
Telecom’s seasonality isn’t right now. Strong trend line and a few tops right here. A rising wedge, which is a bullish pattern. A good stock, but not something he would favour this time of year.
BUY
Bell and Telus are good. He owns both. Wire line service is deteriorating more slowly than those in the US. Fiber TV is growing. Dividend will probably increase.
BUY
Hit a new high recently and is running against the grain of the market. Still has an excellent yield.
COMMENT
6.8% strip bonds expiring May 2042. Strips have definite purposes. You can match them up to retirement, education, that sort of thing. As long as you are comfortable that the company was last that long, they make a lot of sense.
BUY
Has held in nicely during the market selloff. Feels it is a flight to quality and safety. Strong dividend. One of the better telcos in Canada.
TOP PICK
(Top Pick Oct 28/10, Up 19.35%) People prefer dividends to bond yields. You need stocks that pay dividends in this volatile market.
COMMENT
An OK buy. If you look at the 3 telcos, this one has the highest yield but also the highest multiple. Feels there is a little bit better long-term growth with Rogers.
COMMENT
This is an “okay” buy. Looking at the Canadian 3 telcos, this one has the highest yield but also has the highest multiple. Prefers Rogers (RCI.B-T) because of better long-term growth. Sacrificing yield now but with the potential of bigger yields down the road.
BUY
Increasing smart phones, which is the driver of all wireless business. It is relatively fully valued but he sees earnings growth and dividend growth, so if you want a good solid dividend payer, you will also get some dividend growth. They are doing a good job.
BUY
An attractive opportunity here. A de facto utility. Much better balance sheet, free cash flow, better dividend increases compared to utilities but are trading at 12-13 times earnings. Could get into the $40 range if people continue to be nervous and are looking for defensive stocks. (See Top Picks.)
DON'T BUY
6.46% strip bonds expiring May 2042? Normally he does not give money longer than 7 years because the business cycle is 3-4 years. You not getting paid enough to extend that far out. He owns 2016 bonds.
TOP PICK
(A Top Pick Feb 15/11. Up 12.72%.) Yielding 5.5%. Have done a great job of cutting costs. Well run with a well rounded management team.
PAST TOP PICK
(A Top Pick Aug 6/10. Up 25.3%.) Fits his pattern of a good large-cap company that pays a good dividend and willing to increase dividends.
BUY
Great dividend. Very steady cash flow. Have done a great job in restructuring. Telecom is a sector where he would be buying stocks right now.
Showing 1,096 to 1,110 of 2,259 entries