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 drawn mixed reviews from experts, with many suggesting it is consolidating as a defensive and income-generating play due to its high dividend. Recent challenges include a significant dividend cut and increasing competition from tech advancements like Starlink, which has adversely affected its market performance. While the company is seen diversifying its revenue streams, particularly towards AI and data center infrastructure, concerns around long-term growth persist. Analysts view the current environment as less favorable for telcos amid rising interest rates and competitive pressures. Despite these factors, some experts are optimistic about BCE's potential to stabilize and gradually recover as market conditions improve and cost-cutting measures take effect.

consensus icon
Consensus
Neutral
valuation icon
Valuation
Fair Value
review icon
Similar
T, T
HOLD
(Market Call Minute) Likes Rogers better. Nice dividend yield, 14% free cash flow. Over the longer term it is going to go higher.
PAST TOP PICK
(A Top Pick May 8/09. Up 16.4%.) Would still buy.
TOP PICK
Good dividend of which he thinks will be maintained regardless. More aggressive management.
PAST TOP PICK

(A Top Pick Nov 26/08. Up 7.7%.) Was in conservative stocks at that time but has now sold all his holdings.

PAST TOP PICK
(A Top Pick Nov 25/08. Down 28.98%.)
BUY
There has been a real under evaluation of the telephone sector in Canada. From the start of the year, they have not done anything while the rest of the market has gone up 25%. Good, deep value Buy.
BUY
Reason he bought was first and foremost the dividend. Things are shaking up well.
TOP PICK
The long-term market low has carried it down to book value. Very defensive. 6.4% dividend.
DON'T BUY
Don’t see a lot of upside potential, but you do get a 6+% dividend. They think management will do a great job of taking some costs out of the equation. Would not hold in growth funds.
BUY
With 6.3% yield it’s hard not to want to continue holding it. Higher yield on common stock than on their bonds. Probably modest growth and maybe in a year of two a dividend increase.
DON'T BUY
There is some new competition coming in between now and 2011. With this threat, he could see the stock moving sideways or even down for the next little while.
COMMENT
This is on his watch list. Yield is attractive.
BUY
Have done a great job cutting costs and working on growing the business. Also doing well growing wireless assets. Nice stable 6% dividend yield. Trades at a low valuation. To hedge this, you could Short Manitoba Tel (MBT-T) or some of the US telcos.
COMMENT
Never liked because head winds were so strong over the last 3 years. Used as a proxy for the bonds he holds. Trading at around 10X forward earnings. Just announced they and Telus (T-T) will be starting a new 3G network and selling iPhones & Blackberries, which should be able to help gain market share. (See Top Picks.)
PAST TOP PICK
(A Top Pick Dec 17/08. Up 26%.) Bell Canada Bonds 4.64% maturing 2016.
Showing 1,276 to 1,290 of 2,252 entries