Viewing Company BCE Inc. | StockChase
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Compiling comments that experts make about stocks while on public TV.

BCE Inc. Stock Symbol: BCE-T

Last Price Recorded: $60.2500 on 2016-06-23

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Date Signal Expert Opinion Price
2016-06-23 HOLD Stan Wong

(Market Call Minute.) He likes this for the dividend and you are getting a nice cash flow, but valuations are getting a bit lofty.


Price:
$60.250
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Unknown
2016-06-22 BUY Kash Pashootan

Playing the game of whether this is expensive on a high-quality name like this is a little bit risky. Trading at around 17X PE, and long-term he doesn’t think this as expensive. You might see a correction, but he wouldn’t let that scare you. Their Manitoba Tel (MBT-T) was excellent. Safe dividend yield of about 4.5%.


Price:
$59.720
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-21 COMMENT Zachary Curry

Trimmed half his position 2 years ago. Considers this to more of a utility rather than a growth stock. The recent Manitoba Tel (MBT-T) will bode well for them and their dividend. Payout ratio is fairly high. The dividend goes up every year. They are going to have to find some avenue to continue the growth of the dividend.


Price:
$59.740
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-06-20 BUY John Zechner

Whatever the trends are in the US, they are coming up here. AT&T (T-N) customers are getting rid of land lines, and this action will impact BCE. However, the company is a great growth story. They have positioned themselves very well in wireless. Have also added content. Good yield. When you want safety and income, this is a better Buy today than Canadian banks, with the risk of housing markets and energy.


Price:
$59.220
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2016-06-15 HOLD Bruce Campbell (1)

You buy this for the dividend of about 5%. There’s not a lot of growth. Valuation is relatively full. $60-$61 is all he can see a year out.


Price:
$59.040
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-06-13 BUY John Stephenson

This one fits in with his defensive thesis. All the telco names do. Not a huge amount of growth in these names. This recently acquired Manitoba Tell (MBT-T) which was a good transaction overall. Not a lot of downside.


Price:
$58.530
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
CAUTIOUS
Owned:
Unknown
2016-06-08 HOLD Colin Stewart

The deal with Manitoba Telecom (MBT-T) is likely to go through. A really well run business and a good dividend payer.


Price:
$60.300
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Unknown
2016-06-03 BUY Jason Mann

This scores well on all 3 of his metrics. It is the single best stock from a volatility perspective. Good dividend of 4.5%. This should be one of those stocks that is a core value of a portfolio.


Price:
$60.780
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-05-27 PARTIAL BUY David Cockfield

This has had a really good run. He would tend to sit on the sidelines and see how the market does in the next few weeks. Alternatively, you could buy half of what you want. This is a core position for him. The dividend is great and they keep increasing it.


Price:
$60.480
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-26 TOP PICK Hap (Robert) Sneddon FCSI

Earnings were reasonably decent. Has a fantastic dividend yield of 4.5%. The space is a really tough one right now, but the chart shows a strong long upward trend. He has a price target of $82.


Price:
$60.730
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-05-25 COMMENT Michael Decter

Canadian rates are staggeringly high compared to other jurisdictions. Despite many governments promising they were going to introduce competition in the sector, nobody has successfully done that. He doesn’t own this because he feels that someday there may be price competition of a real sort, but then again, maybe not.


Price:
$60.540
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2016-05-19 BUY on WEAKNESS Stan Wong

Sold his holdings recently in the $59-$60 level because these names start to become a bit toppy and hitting the highs that they had hit before. He likes the name. Great dividend, great cash flow and good media content. Would like to buy it a little cheaper.


Price:
$60.000
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
No
2016-05-18 HOLD Steve Belisle

The issue with the telco industry at this stage is that you have a new entrant on the wireless side coming in. You are also facing a lot of pressure on the cable side with the people going over the top, etc. The industry is facing some serious headwinds. He has been reducing his exposure to the sector. However, if you have to be in this sector and you want very low risk, this is probably the name to have. They have a decent strategy and are deriving very visible and stable growth. The dividend will continue to grow at a slow pace, but you have good visibility on it.


Price:
$60.060
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Unknown
2016-05-13 BUY Kash Pashootan

Acquiring Manitoba Telecom (MBT-T), and will essentially give BCE 500,000 new subscribers if the deal goes through. The “average revenue per user” is considerably lower than the one for BCE. Once those clients come online, with the wider variety of products and services BCE has, the revenue per user can go up as well. 4.5% dividend yield.


Price:
$59.720
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
CAUTIOUS
Owned:
Yes
2016-05-05 BUY Paul Harris, CFA

Telus (T-T) Bell (BCE-T) or Rogers (RCI.B-T)? He owns BCE which he likes. They just did a big deal where they acquired Manitoba Tel. The issue is whether the deal goes through as they still need regulatory approval.


Price:
$59.050
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 1,536 entries
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