It is at a more reasonable valuation and is dominant in the home renovation market in the U.S. Don't sell for tax reasons.
The question was also about selling stocks before June 24 to avoid the increase in capital gains. His advice is not to put your stocks on fire-sale to avoid the new capital rules which come into effect on June 24.
Even though the dividend is at 9% he doesn't think they will cut it even though earnings are barely covering it. The problem with BCE is free cash flow generation but it has a great yield and is at a low valuation. In the telecom sector in general, people are worried about wireless with the new fourth player and are also underestimating the growth in this sector.