TSE:BCE

BCE Inc. (BCE.TO)

30.55
+0.08 (0.26%)
as of Nov 13, 2026, 7:40:11 pm Market Open.
2003 watching
0
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%.
TOP PICK
(A Top Pick Aug 7/09. Up 33.5%.) Originally bought as a dividend stock, but new management is getting their act together and will become much more competitive. Increased dividends twice in the last 6 to 9 months and expects this to continue.
COMMENT
Had reached a 52 week high and had upped their dividends twice so he sold his holdings. There is a rumour of a 3rd dividend increase but if there is one, he expects it will be fairly minor. If you want this strictly for yield, it is okay.
TOP PICK
4.35% Series AG Preferred. Decent yield for a leading telecommunications company in Canada. You could do better holding the common, but he likes the fact that you are paid before the common. You get extra yield over Rogers and Telus.
COMMENT
The whole telecom space is getting more competitive with wireless. Wire line business is declining so they need growth in wireless to offset that. Have done a great job in cost cutting. Solid long-term hold if you're looking for income.
PAST TOP PICK
(Top Pick Aug 7/09, Up 32% Total Return) Core holding. Not adding to it. It is not that exciting any more. Would sell at $35.
BUY
Strong dividend yield. Very defensive in this kind of a market. Moved up a little higher than he thought it would have been the last 6 months. Good dividend yield.
DON'T BUY
Consensus target is about $32.10 so very little potential capital gain. 5% plus yield. Increasing competition in telecoms, cable TV, etc. Will clear out any from accounts he manages.
PAST TOP PICK
(Top Pick Jun 18/09, Up 36%) Thinks dividend will go up on this stock. Possibility of a foreign takeover, which would put it in the $40s. That’s not the only reason to own it.
BUY
Gov’t announced possibility of increased foreign ownership in telecom, which raises the possibility of a takeover. Smart phones are data hogs. Have more bandwidth than Rogers. Bullish on entire telecom space.
COMMENT
Good yield and not too volatile.
Showing 1,201 to 1,215 of 2,264 entries