TSE:BCE

BCE Inc. (BCE.TO)

30.37
-0.18 (0.59%)
as of Jul 2, 2026, 8:00:00 pm Market Open.
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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.

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Consensus
Caution
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Valuation
Fair Value
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RCI.B
BUY
Great company. Management has done a great job of bringing down the costs. Have also looked at the individual businesses to see what the return of capital is. Good growth in wireless. Service side has increased incredibly.
BUY
Good solid holding. Owns but feels Rogers (RCI.B-T) has more growth and dividend growth opportunities.
PAST TOP PICK
(A Top Pick Dec 18/09. Up 15.5%.)
COMMENT
Tempted on this for his income portfolio. Overall earnings are up 12% year-over-year. Coming quarter earnings are expected to be up 24%. Good for income investors but for growth there are better opportunities.
TOP PICK
(A Top Pick March 29/10. Down 4%.) 4.35% Series AG preferreds. If it ever got called out it would be at $25. 5.28% yield.
COMMENT
Caller Sold a Sept Call and a Put and collected about $2. What strategies should he now use? Looks like he will be Called. To go back into the stock, Buy back the $30 Put that you’ve Sold and then Sell another Put at about $32.
PAST TOP PICK
(Top Pick Jun 5/09, Up 34.64%)
PAST TOP PICK
(Past Pick May 19/09, Up 40.85%) Telecoms were a great place to be.
BUY
They complete with Rogers. Still more costs they can cut. Dividend growers.
TOP PICK
Great management and are cutting costs, which are dropping to the profit line. Beat estimates. Wireless growth is decent. Olympics sponsorship really helped their wireless line. A free cash flow machine. Good yield.
COMMENT
Very attractive yield. Good management. Have a lot of cash flow and is using these proceeds to increase dividends, which they have done a couple of times in the last year. She prefers cable.
PAST TOP PICK
(A Top Pick May 25/09. Up 36.86%.)
PARTIAL SELL
Has had a wonderful move in the last little while. If you own, you could take the opportunity to lighten up a little. Has a good yield, which supports the stock on the pullbacks.
PAST TOP PICK
(A Top Pick May 19/09. Up 35%.) They have the capacity to keep raising the dividend. Their land line is a huge cash machine and at the same time they're making good penetration in Internet and wireless.
PAST TOP PICK
(A Top Pick June 5/09. Up 22.7% excluding dividends.) If it goes up to $35 he will probably take some profits. Buying for yield.
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