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
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.

PAST TOP PICK
PAST TOP PICK
October 30, 2019
(A Top Pick Nov 15/18, Up 20%) It's more of a trading stock now. Returns were better a few weeks ago before the telco pullback. Still holds and likes it.
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BCE Inc. (BCE-T)
October 30, 2019
(A Top Pick Nov 15/18, Up 20%) It's more of a trading stock now. Returns were better a few weeks ago before the telco pullback. Still holds and likes it.
COMMENT
COMMENT
October 25, 2019

BCE vs T Both operate in a regulated industry that allows above normal margins. Consumers are cutting cords and there is push back on cell phone bills. You are probably better owing a US telecom company instead. He prefers Shaw or AT&T.

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BCE Inc. (BCE-T)
October 25, 2019

BCE vs T Both operate in a regulated industry that allows above normal margins. Consumers are cutting cords and there is push back on cell phone bills. You are probably better owing a US telecom company instead. He prefers Shaw or AT&T.

PAST TOP PICK
PAST TOP PICK
October 22, 2019
(A Top Pick Oct 12/18, Up 32%) It will rise only a bit further after a great year. It tends to quit, then sets back after hitting fair market value. That's a good trading opportunity.
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BCE Inc. (BCE-T)
October 22, 2019
(A Top Pick Oct 12/18, Up 32%) It will rise only a bit further after a great year. It tends to quit, then sets back after hitting fair market value. That's a good trading opportunity.
BUY
BUY
September 24, 2019

Rogers? He doesn't follow the telcos daily, but he prefers telcos over cable companies. Telus and BCE have nearly completed their 5G install, though Rogers is converting too. BCE is better than Rogers, which blew its budget on the NHL broadcast licenses; Canadian teams haven't gone deep into the playoffs which has limited Rogers' revenue. In fact, there's more growth in soccer and other non-hockey sports, so that's a tailwind for BCE's broadcasting arm. All telcos will be impacted by the unlimited data plans now on the market. BCE has great assets and a lower payout ratio than Rogers.

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BCE Inc. (BCE-T)
September 24, 2019

Rogers? He doesn't follow the telcos daily, but he prefers telcos over cable companies. Telus and BCE have nearly completed their 5G install, though Rogers is converting too. BCE is better than Rogers, which blew its budget on the NHL broadcast licenses; Canadian teams haven't gone deep into the playoffs which has limited Rogers' revenue. In fact, there's more growth in soccer and other non-hockey sports, so that's a tailwind for BCE's broadcasting arm. All telcos will be impacted by the unlimited data plans now on the market. BCE has great assets and a lower payout ratio than Rogers.

PAST TOP PICK
PAST TOP PICK
September 24, 2019
(A Top Pick Nov 22/18, Up 22%) It's an easy election issue--Trudeau now and Harper before for 10 years. Canada is a big country with a small population. Trudeau's threat to slash rates doesn't worry him, thinks it's unlikely. BCE is his favourite telco. (see his comments today)
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BCE Inc. (BCE-T)
September 24, 2019
(A Top Pick Nov 22/18, Up 22%) It's an easy election issue--Trudeau now and Harper before for 10 years. Canada is a big country with a small population. Trudeau's threat to slash rates doesn't worry him, thinks it's unlikely. BCE is his favourite telco. (see his comments today)
HOLD
HOLD
September 20, 2019

A lot like the other telecoms there is relatively low growth, T-T pays a good dividend. He owns BCE-T instead. Valuations are on the upper end of the band for both these. You could expect 3-5% increases in share price plus the dividend. Yield 4.6%

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BCE Inc. (BCE-T)
September 20, 2019

A lot like the other telecoms there is relatively low growth, T-T pays a good dividend. He owns BCE-T instead. Valuations are on the upper end of the band for both these. You could expect 3-5% increases in share price plus the dividend. Yield 4.6%

HOLD
HOLD
September 19, 2019
He has been scaling back his position over the last couple of years. He has a hard time buying it for new clients at these levels. It is the unlimited plans. He likes others better at these prices. Wait for a broad market pull back if you want to step into it.
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BCE Inc. (BCE-T)
September 19, 2019
He has been scaling back his position over the last couple of years. He has a hard time buying it for new clients at these levels. It is the unlimited plans. He likes others better at these prices. Wait for a broad market pull back if you want to step into it.
TOP PICK
TOP PICK
September 9, 2019
They positioned themselves ahead of the others with fibre to the home. They have always been a consistent performer, increasing their dividends over time. (Analysts’ price target is $62.63)
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BCE Inc. (BCE-T)
September 9, 2019
They positioned themselves ahead of the others with fibre to the home. They have always been a consistent performer, increasing their dividends over time. (Analysts’ price target is $62.63)
WATCH
WATCH
September 6, 2019
It’s had a good run, and it’s flat lining. It’s stalling here. In the short term, he would watch closely.
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BCE Inc. (BCE-T)
September 6, 2019
It’s had a good run, and it’s flat lining. It’s stalling here. In the short term, he would watch closely.
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