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
He has not been courageous enough to own this. If the deal were to crater, it would probably fall down to $30 or the high $20's. If you own and are ahead, he would be tempted to take the money. He guesses there is a 70% or 80% that the deal gets closed.
BUY
Thinks the deal will go through. The rate at which banks lend to each other keeps going down, which means the ability of the banks to fund the deal becomes more likely and profitable.
COMMENT
Thinks the deal will go through. Weaker Cdn$ will also help. Probabilities are on your side.
TOP PICK
There is very little probability that the deal will not go through for $42.75.
HOLD
The question is whether the deal closes or not. He favours the view that it will happen. If it doesn't, you get a bit of settling back of the price and then you probably get some dividend restoration.
COMMENT
The weaker Cdn$ means the US banks involved will have to access less US$ but won't be the critical factor on whether the deal is done or not. The major players say the deal will be done and he feels the same.
DON'T BUY
If something you own is not behaving the way it should, then you are missing something. At this point you are speculating. The market is telling you something else. If this deal gets done you wills see a lot of money pulled out of the preferreds and into the bank preferreds.
HOLD
She sold about 2/3’rds of position. Hold unless big position, in which case sell. Thinks the deal will get done, but the question is price.
RISKY
When dividend stopped that really hurt. City Group could come back and ask to revise the rules again. Situation has changed so much since this deal went down. Would not short sell BCE. Deal could go through at a lower price.
DON'T BUY
Vs. Bonds. Is the stock the best play or the bonds? Stock was a pretty good play earlier in the year. Not all the bonds are going to be called. If you have the risk, play the stock. Don’t buy the bonds expecting them to be called.
RISKY
Stock is where it is because of uncertainty based on Royal Bank of Scotland coming under scrutiny. Downside is to about $25 before it closes.
BUY
If deal is not done it will re-instate dividend right away. Very little downside. 60% change of deal going through.
DON'T BUY
Never thought the deal would go through – didn’t think the deal was financable. Still doesn’t think that city-group, the lead financier, can go through with the deal with something on the other side. Wife is a teacher and things teacher is paying way too much.
HOLD
Thinks deal will close but may be delayed. Impressed with managers. Bullish on this stock. After stabilizing the asset, they may have to build out to convert to GSM.
PAST TOP PICK
(A Top Pick Sept 12/07. Flat) Believes deal will still get done. The banks can still come up with the capital.
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