BCE Inc.

BCE-T

TSE:BCE

56.85
0.12 (0.21%)
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
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.
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)
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