TSE:BCE

BCE Inc. (BCE.TO)

28.90
+0.82 (2.92%)
as of Oct 22, 2026, 4:53:06 pm Market Open.
2006 watching
0
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.
TOP PICK
Probably not a lot of growth but what is really key is that these companies wanted to be Internet companies, made acquisitions, and then sold them all and have now reverted to being a utility. Throwing off lots of free cash. Great dividend.
DON'T BUY
Moderately negative on the telecom sector. These guys did a good job of cost cutting and generating free cash flow. Attractive yield. And free cash flow used to increase dividends, so money gravitated here. With increasing competition, she sees limited capital gains. Moderate increases in dividend in the future.
COMMENT
Wouldn't Buy this for growth. If you are buying for yield and plan to hold it in your portfolio for a long time, that's how he would use it. 5.7% dividend.
HOLD
If you want secure income, this is good with the yield of 5.7%. Expect modest capital gains of 2%-4% a year giving a total return of 8%-9%.
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