TSE:BCE

BCE Inc. (BCE.TO)

29.29
-0.40 (1.35%)
as of Sep 28, 2026, 2:30:43 pm Market Open.
2008 watching
0
COMMENT
Bothers him that the arms in New York still have very large positions. May be waiting to see if dividends will be reinstated or if another deal will be going through. This is an OK price. If you are trading and it ran up to $25 take your profit.
BUY
6.55% May 1, 2029 bonds yielding about 9.51%. Bonds in general are a great place to be. However, he prefers sovereign debt because it is safer. This would be one step below but he is okay with that.
BUY
90% chance that the deal with Ontario Teachers’ Pension Plan will not go through. The entire telecom space looks good.
TOP PICK
He doesn't know what is happening but is guessing that the takeover is dead. If so, it will reinstate its dividend and may issue a special one. It may buy back shares. They have a lot of cash and a number of good things can happen. Oversold.
DON'T BUY
(Market Call Minute.) Too many built-in sellers. There are other names he would look at in this group.
HOLD
(Market Call Minute.)
COMMENT
He owns the bonds so he is quite happy. Thinks the deal is finished.
DON'T BUY
We don't know if there is a deal or not. There are a lot of good stocks and preferreds in companies that can be analyzed clearly. Let this settle out for the time being.
TOP PICK
A lot of people didn't want the deal to happen. Became oversold and is now one of the more attractive stocks to own. Should be a $30 stock. Last 3 quarters have been excellent. Have $3 billion in cash so they are either going to buy back stock or reinstate dividends.
DON'T BUY
Speculation. Not sure if you should be contemplating a position at this time. Believes the deal should go through. If the deal fails, you could pick shares up at probably $10 below the current price.
TOP PICK
Every bank in the consortium has been government guaranteed, which he thinks means the deal absolutely closes.
COMMENT
Tough call. A lot of people think the deal will happen. She has stayed away from this one. If the deal did not go through, it would be a good buying opportunity. New management has already begun restructuring.
COMMENT
Very difficult call. Some concern about the deal going through and CitiGroup’s ability to hold up their end. Others feel that because of a signed agreement it will go through. He will continue holding to see what happens.
BUY
His view is that the deal is going to go through at $42.75 on Dec 12. Doesn't understand why it continues to trade at this attractive discount. If the deal fails, you still end up with a much stronger company and management team. He is continuing to Buy.
DON'T BUY
Deal is still not a sure thing. Getting better as it gets closer. This is not an investment decision but is a gamble. Where he would buy is if the deal actually collapsed. In this case, they would reinstate the dividend as well.
Showing 1,396 to 1,410 of 2,255 entries