TSE:BCE

BCE Inc. (BCE.TO)

29.10
+1.02 (3.63%)
as of Oct 22, 2026, 8:00:00 pm Market Closed.
2006 watching
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COMMENT
Preferred shares. Starting to warm up to this company now. Could be worth looking at.
HOLD
(Market Call Minute) Like other telecoms: very little growth profile. Great free cash flow.
SELL
Would prefer Telus but would not buy it today.
DON'T BUY
Faces challenges in communications sector. Data sales are up but wireless is less than expected. 2% earnings growth forecast.
PAST TOP PICK
(Top Pick Apr 08/08 Down 24%) Failure of takeover was perhaps the best thing that could have happened to it. 6 months or so of the private equity guys pouring through the balance sheets, looking to reduce costs was all a good thing. Valuation-wise he is a little cautious but long time you have a company that can grow dividends.
PAST TOP PICK
(A Top Pick April 11/08. Down 28.36%.) But on the basis to deal with the Teachers would go through but if not, you get a 6% dividend, new management and a good balance sheet. Good solid Hold or a Buy at $25.
TOP PICK
Management has improved. Have cash. Have become competitive again. Would prefer to buy under $25 but okay at this price. 6% yield.
DON'T BUY
Not a big believer in the traditional telecom model. Thinks the cable companies have won and is now a question of time. Can't see them growing the business. Better places to be very
BUY
Great stability and a pretty decent yield. Not tremendous upside potential but at these levels it could trade into the high $20's in 12 months.
BUY
This is a yield play. There will be some fairly decent buying on yield stocks. Has some pretty tough competition. 5.9% yield.
BUY
This is a stock that he thinks could rally by 20%. Very good value scores in the proprietary work that he does. Good yield of about 6%. Payout ratio is acceptable. Relatively low risk.
TOP PICK
Doesn't have phenomenal growth ahead of it but has new management, which will surely find a whole bunch of cost cutting available. Has bought back a lot of stock. Could make a strategic move to become a stronger player. 5.8% yield.
BUY
Good yield which is supported by good cash flow. Phone services are probably the last thing that people turn off, even if things go very badly for them economically. Good management.
BUY
Bought 150 of the Source stores, which he thinks is a good idea. Gives him a little bit more distribution on their products on the retail end. Likes management. Good assets. Because of financing, smaller competitive players will have difficulty penetrating wireless. 6.1% dividend.
BUY
Bonds long-term. Corporate bonds are an extremely attractive area. Spreads relative to governments’ have widened a great deal. Would be inclined to the shorter terms, 10 years and under.
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