TSE:BCE

BCE Inc. (BCE.TO)

30.08
+0.17 (0.57%)
as of Jul 24, 2026, 8:00:00 pm Market Open.
2008 watching
0
Investor Insights
star iconJul 26, 2026, 12:00 am

This summary was created by AI, based on 44 opinions in the last 12 months.

BCE Inc. has been facing considerable challenges in a competitive telecommunications landscape, particularly with the advent of Starlink and other market disruptors. While the company recently cut its dividend, the move has led to a more sustainable payout ratio, garnering some support among analysts. BCE is evolving into an AI and data center play, diversifying its business model beyond traditional telecommunications. Despite its defensive characteristics and attractive yield of around 5%, many experts express caution about potential capital growth and the firm's overall future performance in the face of regulatory pressures and rising competition. A consensus emerges that BCE may provide stability and income but also raises concerns about long-term growth prospects in a complex market environment.

consensus icon
Consensus
Cautious
valuation icon
Valuation
Fair Value
review icon
Similar
RCI.B
BUY
It has been a good holding for him. Management is doing the right things. There is still lots of turn-around potential and so he sees further upgrade. Agrees with BCE buying CTV, owner of BNN.
TOP PICK
Dividend story. Has raised dividends since the bottom and management is making little tuck-in acquisitions, which might amount to something someday creating a little bit of growth.
PAST TOP PICK
(A Top Pick Aug 27/09. Up 42.43%.) Still a Hold.
COMMENT
Biggest growth potential between BCE (BCE-T) and Telus (T-T) for a long-term investor? Tends to favour BCE because of us competition and more room to cut costs. Expect they will both grow dividends 5%-10% a year but thinks Rogers (RCI.B-T) and Shaw (SJR.B-T) program with her dividends and buybacks shares faster. (See Top Picks.)
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.
Showing 1,171 to 1,185 of 2,252 entries