BCE Inc.

BCE-T

TSE:BCE

61.82
0.00 (0.00%)
BCE Inc., formerly Bell Canada Enterprises, is a publicly-traded telecommunications holding company for the Bell Canada corporate group and associated mass media holdings.
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Analysis and Opinions about BCE-T

Signal
Opinion
Expert
BUY
BUY
January 14, 2020

vs. Verizon Verizon is a good US income stock. Own this in a non-registered account to avoid the tax hit. Better to own BCE, because it won't be taxed in a sheltered account.

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BCE Inc. (BCE-T)
January 14, 2020

vs. Verizon Verizon is a good US income stock. Own this in a non-registered account to avoid the tax hit. Better to own BCE, because it won't be taxed in a sheltered account.

DON'T BUY
DON'T BUY
January 9, 2020
Doesn't own any telecoms, because of macro themes. He's been positioning more in value and cyclicals rather than the defensives and secular growth themes. Anticipates the growth cycle will continue.
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BCE Inc. (BCE-T)
January 9, 2020
Doesn't own any telecoms, because of macro themes. He's been positioning more in value and cyclicals rather than the defensives and secular growth themes. Anticipates the growth cycle will continue.
BUY
BUY
January 8, 2020
It has been a recent Top Pick for him. There is new management in charge. The new CEO publicly commented that Canadian cell phone rates are not that expensive. The company has the cash flow and infrastructure and he likes their TV services. This is a good place to be.
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BCE Inc. (BCE-T)
January 8, 2020
It has been a recent Top Pick for him. There is new management in charge. The new CEO publicly commented that Canadian cell phone rates are not that expensive. The company has the cash flow and infrastructure and he likes their TV services. This is a good place to be.
BUY
BUY
January 8, 2020
There won't be much topline growth in the telcos until 5G launches. Another problem is that other companies are using their networks, and the CRTC says they can pay the telcos less for this. BCE pays a great 5% dividend and they execute very well. Good to buy at these levels.
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BCE Inc. (BCE-T)
January 8, 2020
There won't be much topline growth in the telcos until 5G launches. Another problem is that other companies are using their networks, and the CRTC says they can pay the telcos less for this. BCE pays a great 5% dividend and they execute very well. Good to buy at these levels.
HOLD
HOLD
January 6, 2020
The company is fairly mature. The dividend is around 5%. His total return expectations are just a little over 6%. The share price does not have to move forward a lot to give you the average return from the S&P over the last couple of decades. It is a slow growth and slow dividend growth story and he believes they will continue to grow slowly.
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BCE Inc. (BCE-T)
January 6, 2020
The company is fairly mature. The dividend is around 5%. His total return expectations are just a little over 6%. The share price does not have to move forward a lot to give you the average return from the S&P over the last couple of decades. It is a slow growth and slow dividend growth story and he believes they will continue to grow slowly.
TOP PICK
TOP PICK
January 3, 2020
It pays a good dividend. Yield of 5.31%. It's found a nice base and it's broken out well. If it falls below $55, he would get out. As a utility type company, it is the one dividend paying stock he would own. (Analysts’ price target is $63.35)
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BCE Inc. (BCE-T)
January 3, 2020
It pays a good dividend. Yield of 5.31%. It's found a nice base and it's broken out well. If it falls below $55, he would get out. As a utility type company, it is the one dividend paying stock he would own. (Analysts’ price target is $63.35)
BUY
BUY
December 27, 2019
He likes it for their dividend. The cash-flow is excellent. If you want to add more, he would write a put option at $60 expiring in March or April.
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BCE Inc. (BCE-T)
December 27, 2019
He likes it for their dividend. The cash-flow is excellent. If you want to add more, he would write a put option at $60 expiring in March or April.
BUY
BUY
December 16, 2019

BCE-T vs. RCI.B-T. BCE-T is considered the steadiest and safest of the three. It has run up quite a bit in the last year as a flight to safety. RCI.B-T has come off a bit after offering their unlimited data plan which was a bigger success than they anticipated. He would buy RCI.B-T. A year from now they won't have any issues with unlimited data.

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BCE Inc. (BCE-T)
December 16, 2019

BCE-T vs. RCI.B-T. BCE-T is considered the steadiest and safest of the three. It has run up quite a bit in the last year as a flight to safety. RCI.B-T has come off a bit after offering their unlimited data plan which was a bigger success than they anticipated. He would buy RCI.B-T. A year from now they won't have any issues with unlimited data.

HOLD
HOLD
December 11, 2019
Target price? His target is $66 for the next 12 months -- pretty close to where they trade today. He models good revenue growth and dividend growth of 5% going forward. It trades at 17 times earnings. This is a yield proxy -- a decent holding, but it won't do the heavy lifting for your portfolio. (Analysts’ price target is $64.00)
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BCE Inc. (BCE-T)
December 11, 2019
Target price? His target is $66 for the next 12 months -- pretty close to where they trade today. He models good revenue growth and dividend growth of 5% going forward. It trades at 17 times earnings. This is a yield proxy -- a decent holding, but it won't do the heavy lifting for your portfolio. (Analysts’ price target is $64.00)
PAST TOP PICK
PAST TOP PICK
December 10, 2019
(A Top Pick Nov 22/18, Up 22%) Well-capitalized and they execute well. Fibre to the home is done and they're taking market share from Rogers. Bundling with fibre to the home is helping their wireless business. Even their wireline division is making money. The only issue is that BCE trades at 8x EBITDA to enterprise value, the highest in this sector.
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BCE Inc. (BCE-T)
December 10, 2019
(A Top Pick Nov 22/18, Up 22%) Well-capitalized and they execute well. Fibre to the home is done and they're taking market share from Rogers. Bundling with fibre to the home is helping their wireless business. Even their wireline division is making money. The only issue is that BCE trades at 8x EBITDA to enterprise value, the highest in this sector.
PAST TOP PICK
PAST TOP PICK
December 4, 2019
(A Top Pick Dec 07/18, Up 18%) Its FMV is $70, which BCE has never passed, but rather will bounce down. Not enough upside.
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BCE Inc. (BCE-T)
December 4, 2019
(A Top Pick Dec 07/18, Up 18%) Its FMV is $70, which BCE has never passed, but rather will bounce down. Not enough upside.
PAST TOP PICK
PAST TOP PICK
December 3, 2019

(A Top Pick Jan 22/19, Up 18%) A yield stock, good for his income clients. BCE is great for this as opposed to a growth stock like Google.

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BCE Inc. (BCE-T)
December 3, 2019

(A Top Pick Jan 22/19, Up 18%) A yield stock, good for his income clients. BCE is great for this as opposed to a growth stock like Google.

DON'T BUY
DON'T BUY
November 15, 2019
A stock that looks to be fully priced. He likes it under $57, now it’s at $64. They’re in an area that can be affected by government regulation. There’s also concerns over the expense of 5G. How much is it going to cost? He would sit on the side lines to see what the bill to do the big switch is. Under $60, he would look closer.
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BCE Inc. (BCE-T)
November 15, 2019
A stock that looks to be fully priced. He likes it under $57, now it’s at $64. They’re in an area that can be affected by government regulation. There’s also concerns over the expense of 5G. How much is it going to cost? He would sit on the side lines to see what the bill to do the big switch is. Under $60, he would look closer.
BUY
BUY
November 4, 2019

Most people buy it for the dividend yield. He likes the relative safety. His preferred way to play Telcos, utilities and pipelines is with an ETF, ZWU-T. It is a covered call strategy with about 7% yield and is much more diversified than picking one stock. But you can't help liking BCE-T regardless.

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BCE Inc. (BCE-T)
November 4, 2019

Most people buy it for the dividend yield. He likes the relative safety. His preferred way to play Telcos, utilities and pipelines is with an ETF, ZWU-T. It is a covered call strategy with about 7% yield and is much more diversified than picking one stock. But you can't help liking BCE-T regardless.

COMMENT
COMMENT
November 1, 2019

Rogers is now trading at 14x. They missed on earnings. BCE didn't miss on earnings and has good growth. They also have a good dividend. However, BCE is trading at 17x. Both will be beneficiaries of 5G.

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BCE Inc. (BCE-T)
November 1, 2019

Rogers is now trading at 14x. They missed on earnings. BCE didn't miss on earnings and has good growth. They also have a good dividend. However, BCE is trading at 17x. Both will be beneficiaries of 5G.

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