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
HOLD
It looks like the deal is going through. Trading at a discount because there are no dividends payable. There is still a 5% chance that the deal blows up. He owns the bonds.
COMMENT
If all goes well, the stock will be taken out at $42.75 in December. There will be no dividends. There is always the potential for something to happen, but given what has transpired over the last several weeks, it looks like the deal has a better chance of completing than it did before.
SELL
There is still a chance that someone could back out of the deal. Likelihood is not high but that is why the price is down. This is a speculation.
TOP PICK
Highly probable that the deal closes at $42.75 in 5 months giving more than a 20% annualized rate of return.
DON'T BUY
Thanks in all likelihood the deal will close but there is some risk that it will be re-priced at a lower level.
HOLD
Thinks the deal will go through.
COMMENT
Supreme Court of Canada has now said the deal can go through. Because of the state of the financial community, there could be a new deal with the banks. There are still a lot of questions regarding the final price.
SELL
Sold his holdings after the Quebec ruling. Now a coin toss. Telecom sector is having a tough time no matter which company you look at. Other places that will give you better odds.
DON'T BUY
Right now this is a gamble, not an investment. You are gambling on how the Supreme Court will rule. Also will the banks that are bankrolling this will play ball or not.
COMMENT
Feels the downside is the low $30’s and it’s basically there and there’s still a chance you still end up in the high $30’s.
SELL
A bet that the Supreme Court overrules the lower court's decision on the bondholders or that the company is able to come to a reasonable settlement with the bondholders. Doesn't think the lower court's decision will be overturned.
SELL ON STRENGTH
Few dollars on the upside if things work out, $4-5 on the downside if it is re-priced. Thinks the bondholder position is supported. Sell on strength. Deal could be re-priced in high 30’s.
HOLD
Thinks deal will close at $42.75 and all will occur as expected. Sit tight, huge breakup fee if deal fails. Paying Bondholders to mitigate their risk would be cheaper. Credit markets are now a little better behaved.
COMMENT
The longer this situation goes on; the more it becomes a speculation. As time goes on, it is less and less likely to deal will go through.
HOLD
Thinks the most likely thing that happens is that they win the appeal but it will take a while. With the delay you may end up with $38/$39 and some dividends.
Showing 1,441 to 1,455 of 2,255 entries