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
COMMENT
COMMENT
August 23, 2019
Has been taking some profits from BCE. Will eventually buy it back when it pulls back. It has a pretty strong upward resistance so you want to take some profits here. Could drop in the next recession.
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BCE Inc. (BCE-T)
August 23, 2019
Has been taking some profits from BCE. Will eventually buy it back when it pulls back. It has a pretty strong upward resistance so you want to take some profits here. Could drop in the next recession.
DON'T BUY
DON'T BUY
August 20, 2019

BAM vs. BCE A 3% weight in BCE is enough. 50% of their EBITDA comes from landlines, but their credit rating isn't great. Cord cutting is accelerating on the old telephones. He prefers BAM here. Brookfield is a money manager that does very prudent acquisitions, and is a Canadian success story. BCE's dividend growth will wane given the above reasons, unless they expand internationally. Brookfield offers international exposure.

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

BAM vs. BCE A 3% weight in BCE is enough. 50% of their EBITDA comes from landlines, but their credit rating isn't great. Cord cutting is accelerating on the old telephones. He prefers BAM here. Brookfield is a money manager that does very prudent acquisitions, and is a Canadian success story. BCE's dividend growth will wane given the above reasons, unless they expand internationally. Brookfield offers international exposure.

HOLD
HOLD
August 15, 2019
Likes it. Have wireless, content, broadband. In good shape. Good dividend yield, which continues to improve. Compounds at 5-8%, along with the dividend. Not tremendous upside. Have to worry about costs of 5G, and can they get a lot of gains out of that. More expensive than the US comparables. Stable.
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BCE Inc. (BCE-T)
August 15, 2019
Likes it. Have wireless, content, broadband. In good shape. Good dividend yield, which continues to improve. Compounds at 5-8%, along with the dividend. Not tremendous upside. Have to worry about costs of 5G, and can they get a lot of gains out of that. More expensive than the US comparables. Stable.
TOP PICK
TOP PICK
August 14, 2019
A safe haven stock. A great yield and the dividend grows yearly. If interest rates fall, it will continue to look good. Earnings are growing as well. Yield 5.14% (Analysts’ price target is $62.14)
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BCE Inc. (BCE-T)
August 14, 2019
A safe haven stock. A great yield and the dividend grows yearly. If interest rates fall, it will continue to look good. Earnings are growing as well. Yield 5.14% (Analysts’ price target is $62.14)
BUY WEAKNESS
BUY WEAKNESS
August 14, 2019

The unlimited data plans will hurt the telcos. Another headwind is the CRTC banning 3-year plans on buying cell phones. BCE is trading at a high 16.3.x PE and growing at only 3.5% EPS. But the good thing about BCE is that they're less wireless than its peers. You will get paid the yield but don't expect growth. Buy this at $55. In fact, telcos did well today when the markets dropped 2-3%. But he prefers Quebecor and Shaw.

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BCE Inc. (BCE-T)
August 14, 2019

The unlimited data plans will hurt the telcos. Another headwind is the CRTC banning 3-year plans on buying cell phones. BCE is trading at a high 16.3.x PE and growing at only 3.5% EPS. But the good thing about BCE is that they're less wireless than its peers. You will get paid the yield but don't expect growth. Buy this at $55. In fact, telcos did well today when the markets dropped 2-3%. But he prefers Quebecor and Shaw.

HOLD
HOLD
August 13, 2019
A good income stock with a good yield that grows each year. Part of an oligopoly in Canada, where the players are all increasing subscribers. Immigration is growing in Canada and appears to be helping these companies. Yield 5.2%
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BCE Inc. (BCE-T)
August 13, 2019
A good income stock with a good yield that grows each year. Part of an oligopoly in Canada, where the players are all increasing subscribers. Immigration is growing in Canada and appears to be helping these companies. Yield 5.2%
PAST TOP PICK
PAST TOP PICK
August 8, 2019
(A Top Pick Oct 12/18, Up 25%) Starting to get on the pricey side. At $66-68, he'd take profits. Nice yield for now.
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BCE Inc. (BCE-T)
August 8, 2019
(A Top Pick Oct 12/18, Up 25%) Starting to get on the pricey side. At $66-68, he'd take profits. Nice yield for now.
DON'T BUY
DON'T BUY
August 2, 2019
Using DRIP can be very successful with compound interest, especially if you can buy fractional shares. Not impressed with their latest results. The dividends are growing at 5% whereas the average is 7%. A big problem is that you have a virtual oligopoly in Canada but can't get more than 1 or 2% revenue growth. Where is the payback for 5G coming from?
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BCE Inc. (BCE-T)
August 2, 2019
Using DRIP can be very successful with compound interest, especially if you can buy fractional shares. Not impressed with their latest results. The dividends are growing at 5% whereas the average is 7%. A big problem is that you have a virtual oligopoly in Canada but can't get more than 1 or 2% revenue growth. Where is the payback for 5G coming from?
HOLD
HOLD
July 16, 2019
A bond proxy? A steady stock with a good dividend. The price war in wireless is canalizing some margins. He thinks the fundamentals of the company will likely deteriorate over the next couple of years. A 5.3% yield. He will continue to hold for now.
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BCE Inc. (BCE-T)
July 16, 2019
A bond proxy? A steady stock with a good dividend. The price war in wireless is canalizing some margins. He thinks the fundamentals of the company will likely deteriorate over the next couple of years. A 5.3% yield. He will continue to hold for now.
PAST TOP PICK
PAST TOP PICK
July 12, 2019
(A Top Pick Jul 06/18, Up 17%) Generous dividend increases which should continue. Dividend supports the stock in bad markets. A core holding. Will do fine as long as Canadian economy chugs along. Yield is 5.25%.
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BCE Inc. (BCE-T)
July 12, 2019
(A Top Pick Jul 06/18, Up 17%) Generous dividend increases which should continue. Dividend supports the stock in bad markets. A core holding. Will do fine as long as Canadian economy chugs along. Yield is 5.25%.
BUY
BUY
June 17, 2019
There is a bit of friction between the various providers. We are seeing the introduction of new and bigger data plans with more reasonable pricing. It is one of the ones he would look at within the industry.
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BCE Inc. (BCE-T)
June 17, 2019
There is a bit of friction between the various providers. We are seeing the introduction of new and bigger data plans with more reasonable pricing. It is one of the ones he would look at within the industry.
HOLD
HOLD
June 14, 2019
Technology infrastructure. Cost is actually going down. Franchise value. Sports' emotion gets played out in the stock market. Likes it as a core holding, great dividend, stable, extremely well managed. All this is really hard to replicate. With patience, great long-term rate of return.
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BCE Inc. (BCE-T)
June 14, 2019
Technology infrastructure. Cost is actually going down. Franchise value. Sports' emotion gets played out in the stock market. Likes it as a core holding, great dividend, stable, extremely well managed. All this is really hard to replicate. With patience, great long-term rate of return.
BUY
BUY
June 13, 2019
They don;t own any of the cable operators. The dividend is safe. A problem that they had for a while which was the under-funding of their corporate pension plan was cleared. If you are looking for an oligopoly with safe income this fits nicely.
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BCE Inc. (BCE-T)
June 13, 2019
They don;t own any of the cable operators. The dividend is safe. A problem that they had for a while which was the under-funding of their corporate pension plan was cleared. If you are looking for an oligopoly with safe income this fits nicely.
WATCH
WATCH
June 6, 2019
He would not get out before the next dividend. It is a great Canadian company with a great dividend. Wait and hold it for the dividend and then see where it goes.
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BCE Inc. (BCE-T)
June 6, 2019
He would not get out before the next dividend. It is a great Canadian company with a great dividend. Wait and hold it for the dividend and then see where it goes.
PAST TOP PICK
PAST TOP PICK
May 31, 2019
(A Top Pick Jul 06/18, Up 16%) It has held up very well. He continues to hold it and is happy with it. It is a good stock to have as a base stock for a portfolio.
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BCE Inc. (BCE-T)
May 31, 2019
(A Top Pick Jul 06/18, Up 16%) It has held up very well. He continues to hold it and is happy with it. It is a good stock to have as a base stock for a portfolio.
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