TSE:BCE

BCE Inc. (BCE.TO)

30.37
-0.18 (0.59%)
as of Jul 2, 2026, 8:00:00 pm Market Open.
2005 watching
0
Investor Insights
star iconJul 2, 2026, 12:00 am

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

BCE Inc. has faced significant challenges in the competitive telecommunications landscape, leading to a recent dividend cut of 56% aimed at funding growth and restructuring efforts, particularly in the AI data center infrastructure sector. Many experts recognize the company's dividend as relatively safe and attractive, citing a yield of around 5%, which is appealing for income-focused investors. However, they caution that the core business is under pressure due to intense competition, and prospects for capital appreciation may be limited in the near term. Some analysts suggest that BCE's strategic moves, including investments in the U.S. and advancements in fiber technology, could lead to long-term benefits, but a turnaround in share price may take time. Overall, while some see potential for stabilization and gradual growth, the general sentiment leans towards caution, with many preferring to approach BCE as a defensive income play rather than a growth stock.

consensus icon
Consensus
Caution
valuation icon
Valuation
Fair Value
review icon
Similar
RCI.B
SELL
2024 10% strip bonds. Given that interest rates have come down significantly, there has been a massive capital appreciation in this. Expect interest rates have put in a bottom here, particularly in the longer end, so consider taking profits.
PAST TOP PICK
(A Top Pick Oct 30/09. Up 38%.) Reasonably priced. At this time would buy Manitoba Tel (MBT-T).
BUY
Likes their purchase of CTV Globe Media. Sees it throwing off tons of cash and being able to continue to raise dividends on a regular basis.
HOLD
10% strip maturing 2024. These strip bonds always go up providing a company doesn't default. High yielding securities.
COMMENT
5% should be safe and has been increasing as in the last year or 2. Management has done a good job in restructuring. Doesn't own any telecom stocks as environment is getting too competitive. If you just want dividend income, this is okay.
COMMENT
Deal to buy CTV Globe Media is interesting and highly beneficial. Have to look at the whole content question in 2 aspects. 1) How does it relate to telecoms and 2) applications and hardware in the smart phone area. If you own for income, Hold.
PAST TOP PICK
(A Top Pick Aug 28/09. Up 12.37%.) 4.35% Series 17 preferred bond.
BUY ON WEAKNESS
Great dividend. Chart continues to look very strong being above the 50 day and 200 day moving averages. Expects decent growth. Convergence with Globe media makes a lot of sense.
COMMENT
Recently sold his holdings when it got into the mid-$30's and raised dividends. Just acquired CTV so well now revaluate the situation. Challenge for telecom companies in Canada is that they are slow growing. Replacing wire line with faster wireless, which has much more competition in the next couple of years.
BUY
Taking over CTV media and looking to create income right away. Make sense for them right now. Targeting 65%-75% towards dividends.
PARTIAL SELL
Increased dividends twice this year. Earnings will grow 6% to 8% and they’ll increase their dividends at that rate. If you own, you could trim but he wouldn’t be out of it.
PAST TOP PICK
(A Top Pick Oct 26/09. Up 35.03%.)
BUY
Continues to hold it. One of the attractions is the huge cash flow that comes through it. Expects further dividend increases.
PAST TOP PICK
(A Top Pick Aug 7/09. Up 37.1%.)
BUY ON WEAKNESS
Has done well and has had a great year. Wouldn't be piling his money into it but would Buy on dips. Expecting the dividend to go higher.
Showing 1,171 to 1,185 of 2,248 entries