STOCKCHASE

Has done well and has had a great year. Wouldn't be piling his money into it but would Buy on dips. Expecting the dividend to go higher.

2010-09-02

TOP PICK

32.650

Probably not a lot of growth but what is really key is that these companies wanted to be Internet companies, made acquisitions, and then sold them all and have now reverted to being a utility. Throwing off lots of free cash. Great dividend.

2010-08-26

DON'T BUY

33.470

Moderately negative on the telecom sector. These guys did a good job of cost cutting and generating free cash flow. Attractive yield. And free cash flow used to increase dividends, so money gravitated here. With increasing competition, she sees limited capital gains. Moderate increases in dividend in the future.

2010-08-23

Comment

32.060

Wouldn't Buy this for growth. If you are buying for yield and plan to hold it in your portfolio for a long time, that's how he would use it. 5.7% dividend.

2010-08-13

HOLD

32.070

If you want secure income, this is good with the yield of 5.7%. Expect modest capital gains of 2%-4% a year giving a total return of 8%-9%.

2010-08-12

TOP PICK

32.230

(A Top Pick Aug 7/09. Up 33.5%.) Originally bought as a dividend stock, but new management is getting their act together and will become much more competitive. Increased dividends twice in the last 6 to 9 months and expects this to continue.

2010-08-06

Comment

31.600

Bruce Campbell

Had reached a 52 week high and had upped their dividends twice so he sold his holdings. There is a rumour of a 3rd dividend increase but if there is one, he expects it will be fairly minor. If you want this strictly for yield, it is okay.

2010-08-04

TOP PICK

31.090

4.35% Series AG Preferred. Decent yield for a leading telecommunications company in Canada. You could do better holding the common, but he likes the fact that you are paid before the common. You get extra yield over Rogers and Telus.

2010-08-03

Comment

32.240

The whole telecom space is getting more competitive with wireless. Wire line business is declining so they need growth in wireless to offset that. Have done a great job in cost cutting. Solid long-term hold if you're looking for income.

2010-07-26

PAST TOP PICK

31.790

(Top Pick Aug 7/09, Up 32% Total Return) Core holding. Not adding to it. It is not that exciting any more. Would sell at $35.

2010-07-22

BUY

31.500

Steve Carlin

Strong dividend yield. Very defensive in this kind of a market. Moved up a little higher than he thought it would have been the last 6 months. Good dividend yield.

2010-07-20

DON'T BUY

31.650

Consensus target is about $32.10 so very little potential capital gain. 5% plus yield. Increasing competition in telecoms, cable TV, etc. Will clear out any from accounts he manages.

2010-07-14

PAST TOP PICK

30.580

(Top Pick Jun 18/09, Up 36%) Thinks dividend will go up on this stock. Possibility of a foreign takeover, which would put it in the $40s. That’s not the only reason to own it.

2010-07-06

BUY

30.580

Gov’t announced possibility of increased foreign ownership in telecom, which raises the possibility of a takeover. Smart phones are data hogs. Have more bandwidth than Rogers. Bullish on entire telecom space.

2010-07-06

Comment

31.000

Good yield and not too volatile.

2010-07-02

BUY

31.000

Don Vialoux

When markets are choppy like they are now, you want to be in something like this. Very conservative and paying a nice dividend. Chart shows an upward trend and is now in a trading range, which he thinks will continue during this period of weakness and will probably move higher in September-October.

2010-07-02

BUY

30.960

Great company. Management has done a great job of bringing down the costs. Have also looked at the individual businesses to see what the return of capital is. Good growth in wireless. Service side has increased incredibly.

2010-06-24

BUY

31.160

Good solid holding. Owns but feels Rogers (RCI.B-T) has more growth and dividend growth opportunities.

2010-06-23

PAST TOP PICK

31.200

(A Top Pick Dec 18/09. Up 15.5%.)

2010-06-21

Comment

31.000

Robert McWhirter

Tempted on this for his income portfolio. Overall earnings are up 12% year-over-year. Coming quarter earnings are expected to be up 24%. Good for income investors but for growth there are better opportunities.

2010-06-18

TOP PICK

31.710

(A Top Pick March 29/10. Down 4%.) 4.35% Series AG preferreds. If it ever got called out it would be at $25. 5.28% yield.

2010-06-16

Comment

31.240

Richard Croft

Caller Sold a Sept Call and a Put and collected about $2. What strategies should he now use? Looks like he will be Called. To go back into the stock, Buy back the $30 Put that you’ve Sold and then Sell another Put at about $32.

2010-06-14

PAST TOP PICK

31.550

(Top Pick Jun 5/09, Up 34.64%)

2010-06-04

PAST TOP PICK

31.760

(Past Pick May 19/09, Up 40.85%) Telecoms were a great place to be.

2010-06-03

BUY

31.730

They complete with Rogers. Still more costs they can cut. Dividend growers.

2010-06-02

TOP PICK

30.670

Paul Gardner, CFA

Great management and are cutting costs, which are dropping to the profit line. Beat estimates. Wireless growth is decent. Olympics sponsorship really helped their wireless line. A free cash flow machine. Good yield.

2010-05-28

Comment

30.270

Very attractive yield. Good management. Have a lot of cash flow and is using these proceeds to increase dividends, which they have done a couple of times in the last year. She prefers cable.

2010-05-26

PAST TOP PICK

31.520

Bruce Campbell

(A Top Pick May 25/09. Up 36.86%.)

2010-05-17

PARTIAL SELL

31.900

Has had a wonderful move in the last little while. If you own, you could take the opportunity to lighten up a little. Has a good yield, which supports the stock on the pullbacks.

2010-05-14

PAST TOP PICK

30.800

(A Top Pick May 19/09. Up 35%.) They have the capacity to keep raising the dividend. Their land line is a huge cash machine and at the same time they're making good penetration in Internet and wireless.

2010-05-10

PAST TOP PICK

30.500

(A Top Pick June 5/09. Up 22.7% excluding dividends.) If it goes up to $35 he will probably take some profits. Buying for yield.

2010-05-07

BUY

30.330

Norman Levine

(Market Call Minute.)

2010-05-05

PARTIAL SELL

30.650

You have to look at this as almost a preferred share. Doesn't see significant upside momentum. Long-term, you could probably get a few more dollars a share of it. If you made a lot of money, consider selling half and keeping the rest for dividends.

2010-05-03

BUY

30.230

Core holding of his. Likes what they are doing – cutting costs spending on wireless so they compete better with Rogers. Increased dividend twice in 12 months. Thinks there is enough room for the new competitors that survive. BCE is his preference of the telecoms.

2010-04-20

BUY

29.650

Stock had a great move from the beginning of the year, so expects there was profit taking, which caused the drop in the price. Good yield. Under $30 is a good entry point.

2010-04-14

DON'T BUY

29.810

John Zechner

Very little growth in the telcos. Came close to his target of $30 so he sold his holdings.

2010-04-12

BUY

30.430

Jeff Parent

Exiting its consolidation level that it created in 09 and starting to trend upwards and making new highs. Yield of above 5.74%. Likes the sector. Can see $32 before year-end and as a downside $28.50. (See Top Picks.)

2010-04-06

Comment

30.140

Have been very successful in cutting costs. Very nice, safe dividend yield, which they have been raising. She prefers cable to telecom because they have their subscriber base behind them along with growth in wireless.

2010-03-30

TOP PICK

30.300

4.35% Series AG preferreds. One of Canada's leading communication companies. Safe play because you have protection of the dividend yield and any cut would have to come off the common shares first. Rate is fixed for a certain term and then can float in you some protection against rising interest rates.

2010-03-29

Comment

30.760

Jim Houston

Have increased dividends a couple of times and payout ratio would indicate there is still room for more increases. Their business is under a fair bit of competition in prices and new competitors. Attractive dividend.

2010-03-25

TOP PICK

30.760

Almost 6% yield and has great ability to increase its dividend. Trading at about 12% free cash flow yield.

2010-03-25

PAST TOP PICK

30.370

(A Top Pick March 9/09. Up 35.9%.)

2010-03-19

BUY

30.880

A believer in BCE. It’s a cash flow machine. Dividend will continue to rise.

2010-03-16

Comment

30.570

Mark Carpani

Strip bond due in 2026, yield of 6.2%. 16 years is fairly long and it is a zero coupon bond which means duration is also 16. If you don't need the cash flow, it is an OK longer-term hold.

2010-03-11

BUY

31.030

Norman Levine

Would own it here and buy it here. Has excellent upside from here. It is turning around. Throws off huge cash. Raised dividend and will do it some more.

2010-03-09

WEAK BUY

29.200

Linda Shick

Has been accumulating it for some time. Dividend is good support for the support. A pretty good run recently. We are not going to get to where it was when the pension plan was bidding for it. For a cash flow producer and good business metrics, she likes the stock. She likes Rogers more now.

2010-03-02

PAST TOP PICK

29.200

March 9,2009 Recommended at 24.14 the only think you could recommend in those days. A safe bet.

2010-02-26

BUY

29.200

His average purchase price is at $26. The company is right across Canada so it's not exposed in any particular market. The management is new, and is doing an extremely good job. Just increased the dividend, just under 6%.

2010-02-26

BUY

29.260

Good performer, since teacher deal fell through. Likes what they are doing. Focused on raising dividend. Hype about new entrants is overdone.

2010-02-22

TOP PICK

29.280

Lots of telecoms try to be internet and media companies. After 2002 they sold off a lot of assets that they bought. Now things are going back to more normalized levels. Paying down debt and lots of cash flow and great dividend.

2010-02-18

BUY

28.990

He prefers Rogers and Shaw. Sole reason for owning BCE is the dividend. Modest capital gains from here. Reasonable minimum downside. At some point he thinks they and Telus will spin off wireless.

2010-02-17

WEAK BUY

29.130

Lyle Stein

Likes – it’s a full position. It is a communications pipeline. Done a great job of returning capital to shareholders. Great cash flow. It’s sleepy but it pays a nice dividend. It’s an ok buy in this range. Their wireless business is ok and they are smart.

2010-02-12

BUY

28.560

Greg A. Taylor, CFA, BBA

Has always been the “steady Eddie” type company. Upgraded wireless system last year and that should add more of a spin to their mobile area. Good dividend yield.

2010-02-09

BUY on WEAKNESS

28.560

Benj Gallander

Hold for dividend. Some chance of capital appreciation. Would look to buy at a lower price.

2010-02-09

TOP PICK

28.230

Blew away the street with their wireless edition in the last quarter. Will have $2 billion of free cash flow. Earnings from operations that are not needed for capital expenditures will be given back to shareholders. Has been raising its dividend regularly. Trading at about 10X earnings.

2010-02-08

DON'T BUY

27.430

John Zechner

Outlook is relatively stable. Had a nice move off the bottom. Sold his holdings last year when it ran up. Problem is there is no real growth. Wire line is not growing at all.

2010-02-01

PAST TOP PICK

27.470

Jim Huang

(A Top Pick Jan 22/09. Up 10.1%.) Sold it at $27-$28 when it was fully valued. Company faces some challenges.

2010-01-29

TOP PICK

27.550

4.35% Series AG. Preferreds generally are trading higher than corporates right now as well as having tax advantages.

2010-01-26

PAST TOP PICK

27.540

(A Top Pick Jan 23/09. Up 18.34%.)

2010-01-21

BUY

27.540

Michael Smedley

Should be happy with 6% dividend. Is moving more global with Email and Blackberry.

2010-01-21

WEAK BUY

27.840

Equivalent of a long-term bond with a 6.23% yield. Earnings growth is pretty mediocre.

2010-01-18

TOP PICK

27.840

Very low PE and high dividend yield at 6.3%. Very high free cash flow yield. Now back to their good core businesses with some pricing power in some of them.

2010-01-18

BUY

28.030

Jeff Black

Telcos are not a heavy weighting in his portfolios. It will be some time before they lose significant market share against the new players but there will be some challenge to growth and margins. Good defensive play. 6.2% yield. This would be his 1st choice.

2010-01-14

PAST TOP PICK

27.730

Ross Healy

(A Top Pick Jan 9/09. Up 21.25%.) Would buy on weakness. Expect telcos will have some pressure from new wireless companies.

2010-01-11

BUY

27.840

6% yield and there is some upside and growth on the wireless side.

2010-01-08

BUY

29.120

Raised the dividend twice in 2009. Strong free cash flow. Paying down debt and funding their pension.

2010-01-04

BUY

29.000

Laura Wallace

Likes the 6% dividend yield. Management is delivering on what they say they will. Won't be a great growth story as wire lines will continue to drag. Expecting decent dividend growth.

2009-12-31

PAST TOP PICK

28.300

Hank Cunningham

(A Top Pick May 08/09. Up 20.09%.) 5.54% maturing Feb 15/17. Still likes.

2009-12-22

TOP PICK

28.130

Good dividend paying stock. Largest telco in Canada. Could make further acquisitions. New management is pointed in the right direction. Likes the yield, which has just been increased and is safe.

2009-12-21

TOP PICK

27.510

Likes management. Not a large uptick in share price but 7% dividend is good

2009-12-18

PAST TOP PICK

26.360

(A Top Pick Jan 5/09. Up 16.25%.) Still a buy.

2009-12-15

PAST TOP PICK

26.360

Ara Nalbandian

(Top Pick May 15/09, Up 11%) Still likes it. He trimmed his holdings by a third on recent strength, to accumulate Telus

2009-12-15

BUY

26.520

If Globalive really gets a foothold, you might get a merger of Shaw and Rogers. BCE and Telus could spin off their wireless operations and merge them.

2009-12-14

WAIT

28.420

Telecoms are interesting because they have all done better. Thinks a lot of yield money is flowing into the sector. Wouldn't chase these stocks as he thinks they will pull back with a market correction.

2009-12-10

HOLD

28.480

Has had a nice move over the last few months. Yield of about 5%. Doesn't see the share price moving up as it has recently. Good long-term holding.

2009-12-09

PAST TOP PICK

28.330

Norman Levine

(Top Pick Dec 15/08, Up 40.75%) Bought it the day the teacher’s takeover was cancelled. Getting rid of old management. It is turning around, but will take a coupled of years.

2009-12-08

BUY

28.360

Has had a nice run, recovering some of pain from unwinding from teachers deal. Great dividend and company is committed to raising it. Lots of free cash flow. This is a good dividend yield play to be in.

2009-12-02

TOP PICK

27.870

Preferred 4.35% series AG. A perpetual preferred, meaning it can run forever. Trading below its par of $25 at around $17.40. Current yield is over 6%.

2009-11-27

BUY

27.680

Earnings growth is probably high single digit. Very nice yield at 5.8%.

2009-11-26

HOLD

27.700

Paul Gardner, CFA

Likes Rogers better. But they have stable cash flow, so much free cash flow. Telcos are not a growth story but a dividend story. BCE will have to increase dividends over the years. Wait for another 10-15%. They are under levered.

2009-11-24

BUY

27.540

A safe place to park your money and gives a 6% yield. Expects earnings will grow 10% a year. Likes the space and thinks there will be dividend growth.

2009-11-19

PAST TOP PICK

27.540

(A Top Pick Dec 2/08. Down 7%.) Picked as a low volatility with some value for a defensive play. 5.8% yield. Thinks the dividend will go up.

2009-11-19

Comment

27.210

Mark Carpani

Strip bonds. Q: When should they get to Par since the company is doing okay? A: Zero discount bonds are issued at a deep discount when bonds are actually stripped so all you are really buying is a cash flow out in the future. Without knowing terms, you have to hold a while before getting back to par.

2009-11-17

Comment

27.210

Robert McWhirter

Getting more competition. Recent earnings were down. Sleepy conservative company at 11X PE. Will be able to maintain the dividend. 13% ROE. Okay if you want dividends but better choices for growth.

2009-11-17

HOLD

27.140

Just reported and had a pretty good earnings report. If you own this for the yield, you should be fine. Looks interesting and the new team seems to be doing the right thing.

2009-11-12

Comment

26.600

Glenn MacNeill, P.Eng.

(Market Call Minute.) Pays a good distribution. Biggest danger is that landlines are not the thing of the future and revenue will gradually decline over time.

2009-11-06

BUY

25.790

Stan Wong

Solid dividend of 6.3%. iPhones are now available to Bell subscribers, which should be positive for them. Diversified with home phones, satellite television, etc.

2009-11-04

HOLD

26.160

(Market Call Minute) Likes Rogers better. Nice dividend yield, 14% free cash flow. Over the longer term it is going to go higher.

2009-11-03

PAST TOP PICK

25.890

Hank Cunningham

(A Top Pick May 8/09. Up 16.4%.) Would still buy.

2009-10-30

TOP PICK

25.890

Good dividend of which he thinks will be maintained regardless. More aggressive management.

2009-10-30

PAST TOP PICK

25.600

Derek Webb, CFA

(A Top Pick Nov 26/08. Up 7.7%.) Was in conservative stocks at that time but has now sold all his holdings.

2009-10-29

PAST TOP PICK

25.470

Bruce Campbell

(A Top Pick Nov 25/08. Down 28.98%.)

2009-10-28

BUY

25.600

There has been a real under evaluation of the telephone sector in Canada. From the start of the year, they have not done anything while the rest of the market has gone up 25%. Good, deep value Buy.

2009-10-27

BUY

25.600

Mike S. Newton, CIM FCSI

Reason he bought was first and foremost the dividend. Things are shaking up well.

2009-10-27

TOP PICK

25.330

Ross Healy

The long-term market low has carried it down to book value. Very defensive. 6.4% dividend.

2009-10-26

DON'T BUY

25.550

Steve Carlin

Don’t see a lot of upside potential, but you do get a 6+% dividend. They think management will do a great job of taking some costs out of the equation. Would not hold in growth funds.

2009-10-22

BUY

25.510

With 6.3% yield it’s hard not to want to continue holding it. Higher yield on common stock than on their bonds. Probably modest growth and maybe in a year of two a dividend increase.

2009-10-21

DON'T BUY

25.370

Michael Sprung

There is some new competition coming in between now and 2011. With this threat, he could see the stock moving sideways or even down for the next little while.

2009-10-14

Comment

25.960