TSE:BCE

BCE Inc. (BCE.TO)

32.79
-0.04 (0.12%)
as of Sep 4, 2026, 8:00:00 pm Market Open.
2008 watching
0
Investor Insights
star iconSep 7, 2026, 12:00 am

This summary was created by AI, based on 38 opinions in the last 12 months.

BCE Inc. has experienced significant challenges recently, including a dividend cut to manage its payout ratio and to invest in growth areas such as AI data centers. Experts view BCE as primarily a defensive play with a 5% yield, suitable for income-seeking investors rather than those looking for capital appreciation. While some analysts see potential in BCE's strategic initiatives, including cost reductions and a focus on AI, many remain cautious due to competitive pressures from companies like Starlink and regulatory challenges in the telecom sector. The general sentiment reflects a belief that BCE's core business will struggle amidst rising competition, and while there are positive indicators for long-term growth, the immediate outlook remains uncertain.

consensus icon
Consensus
Cautious
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Valuation
Fair Value
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Similar
T, 1344
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.
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