Analysis and Opinions about BCE-T

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
February 28, 2020
They own it in their income platform. There is a range from high $50 - low $60. It's now trading at the lower end of the range. It would be a good entry point, especially with a good dividend.
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BCE Inc. (BCE-T)
February 28, 2020
They own it in their income platform. There is a range from high $50 - low $60. It's now trading at the lower end of the range. It would be a good entry point, especially with a good dividend.
HOLD
HOLD
February 24, 2020
It is an extremely well managed company. It is a great space to be in as there is tremendous growth in the wireless space. They have to keep reinvesting. They have a strong balance sheet. The only risk is regulatory risk. You could buy on a pull back.
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BCE Inc. (BCE-T)
February 24, 2020
It is an extremely well managed company. It is a great space to be in as there is tremendous growth in the wireless space. They have to keep reinvesting. They have a strong balance sheet. The only risk is regulatory risk. You could buy on a pull back.
DON'T BUY
DON'T BUY
February 19, 2020
He still likes it and has long held it. He feels neutral about it now, not expecting much upside. Be cautious about jumping on a momentum bandwagon here. Don't enter it now.
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BCE Inc. (BCE-T)
February 19, 2020
He still likes it and has long held it. He feels neutral about it now, not expecting much upside. Be cautious about jumping on a momentum bandwagon here. Don't enter it now.
BUY
BUY
February 14, 2020
They keep delivering to investors and they also keep raising dividends. PEs are high across the board so it is not unusual. As long as interest rates are low, people will want dividends. There's a rumour that they want to unlock their data centre assets that can be a catalyst for growth.
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BCE Inc. (BCE-T)
February 14, 2020
They keep delivering to investors and they also keep raising dividends. PEs are high across the board so it is not unusual. As long as interest rates are low, people will want dividends. There's a rumour that they want to unlock their data centre assets that can be a catalyst for growth.
HOLD
HOLD
February 13, 2020
If you own it, continue to hold. Great income stock, with an attractive yield around 5%. Increase dividend each year in mid-single digit range, with no signs of stopping. Doesn't expect a lot of capital appreciation, perhaps around 5%. This gives you a return of around 10%, quite reasonable in this environment.
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BCE Inc. (BCE-T)
February 13, 2020
If you own it, continue to hold. Great income stock, with an attractive yield around 5%. Increase dividend each year in mid-single digit range, with no signs of stopping. Doesn't expect a lot of capital appreciation, perhaps around 5%. This gives you a return of around 10%, quite reasonable in this environment.
WATCH
WATCH
February 6, 2020
He is not that interested in 5G but is interested in the fact that they have all been hit by the CRTC to make Canadian wireless more competitive. It came down and then rallied up. He thinks the stock is tired and could use a rest period.
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BCE Inc. (BCE-T)
February 6, 2020
He is not that interested in 5G but is interested in the fact that they have all been hit by the CRTC to make Canadian wireless more competitive. It came down and then rallied up. He thinks the stock is tired and could use a rest period.
HOLD
HOLD
February 5, 2020

Telecoms? Rogers is an interesting name. He owns BCE instead. A push for lower cell phone rates along with greater investment in 5G networks are key headwinds in this sector. Telcoms will face a lot spending to build up 5G, which will impact the financials for the next few years. He likes the dividend they pay, however. If your time horizon is long, then holding is fine.

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BCE Inc. (BCE-T)
February 5, 2020

Telecoms? Rogers is an interesting name. He owns BCE instead. A push for lower cell phone rates along with greater investment in 5G networks are key headwinds in this sector. Telcoms will face a lot spending to build up 5G, which will impact the financials for the next few years. He likes the dividend they pay, however. If your time horizon is long, then holding is fine.

BUY
BUY
February 5, 2020
A core holding. Loves the name. Pays a 6% dividend. They're doing a lot of good things, like Crave streaming.
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BCE Inc. (BCE-T)
February 5, 2020
A core holding. Loves the name. Pays a 6% dividend. They're doing a lot of good things, like Crave streaming.
PAST TOP PICK
PAST TOP PICK
February 4, 2020
(A Top Pick Jan 22/19, Up 18%) He owns if for the dividend yield of 4.7%. Pure and simple. Happy to.
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BCE Inc. (BCE-T)
February 4, 2020
(A Top Pick Jan 22/19, Up 18%) He owns if for the dividend yield of 4.7%. Pure and simple. Happy to.
DON'T BUY
DON'T BUY
January 31, 2020
He would be cautious. He's recommended this in the past and it has done well. However, the government's effort to reduce costs, as well as the cost of 5G worries him. Cashflow could be directed in that direction, which is a longterm play, but in the short term, the cost could be great. All the telcos are in the same situations.
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BCE Inc. (BCE-T)
January 31, 2020
He would be cautious. He's recommended this in the past and it has done well. However, the government's effort to reduce costs, as well as the cost of 5G worries him. Cashflow could be directed in that direction, which is a longterm play, but in the short term, the cost could be great. All the telcos are in the same situations.
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.
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