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BCE Inc. Stock Symbol: BCE-T

Last Price Recorded: $53.3400 on 2015-03-27

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Date Signal Expert Opinion Price
2015-03-26 WAIT Jeff Young

Recently sold it because he thought it was overly expensive.  A good, safe yield.  There are some CRTC issues but he does not think they are meaningful to the stock price.  $50ish is a good re-entry point.


Price:
$53.340
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
Unknown
2015-03-20 BUY Norman Levine

The media side will be affected by what’s happening with the CRTC but it is too early to gauge how much it will hurt them.  He believes it will be only slightly negative for BCE-T.


Price:
$52.990
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on EUROPE
Owned:
Yes
2015-03-17 COMMENT Ross Healy

People are thinking maybe there is going to be an increase in interest rates and have driven interest sensitive stocks down 10% or more.  This would affect the BCE preferred.  People can get terrified and sell these things down.


Price:
$53.790
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2015-03-16 BUY Andrew Hamlin

We can’t go wrong with Canadian telcos.  Risks are in the form of new entrants, but there will not be any for the foreseeable future.  For income investors this is a good place to be relative to the other two.


Price:
$53.390
Subject:
NORTH AMERICAN - INCOME
Bias:
BEAR
Owned:
Unknown
2015-03-12 HOLD Christine Poole

It pulled back from when the initial deal was announced.  Glentel has approved the deal, but it won’t close until later this spring. 


Price:
$53.100
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2015-03-12 COMMENT Paul Harris, CFA

A great company and did a very good job of taking a lot of costs out. Also, their TV and wireless businesses have grown very nicely. Trading at about 17X earnings with a dividend of almost 4.5%. They can continue to grow their dividends. The big issue is that they have a lot of media assets, and you have to see if they all work out in the end.


Price:
$53.100
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
No
2015-03-02 COMMENT Veronika Hirsch

BCE (BCE-T) or Enbridge (ENB-T) for upside? This one is the less expensive name and Enbridge is the one with the most growth going forward. Enbridge would be her preference.


Price:
$54.750
Subject:
CANADIAN & ALTERNATIVE
Bias:
OPTIMISTIC
Owned:
No
2015-02-18 PAST TOP PICK David Cockfield

(A Top Pick Feb 21/14. Up 22.27%.) Was a little surprised the way it ran up the way it did. The current price of around $55 is a good buying range. Likes the business they are in. They are very competitive.


Price:
$55.630
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-02-11 PAST TOP PICK Hank Cunningham

(A Top Pick Jan 29/14. Up 6.8%.) 3.35% bond maturing June 18/19. The bonds are fairly liquid and good quality as well. Have a good following in the retail world.


Price:
$56.120
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2015-02-09 WATCH Larry Berman CFA, CMT, CTA

Got very expensive and was downgraded.  He would look for it to get closer to $50 before getting back in.  Expects to get there in the next month or two.


Price:
$54.800
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-02-09 BUY Hap (Robert) Sneddon FCSI

Had seen this weakness coming a little, so he bought some more today. It could come back to around the $53 level, or just below the $52 level, which would probably get the buyers very interested. The whole telecom space has been a bit weak. He would like to not see it get below $50.


Price:
$54.800
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-02-06 COMMENT Michael Simpson, CFA

Management has done an excellent job turning this company around over the last 5-6 years. A giant in the industry. Very solid cash flows, but valuation has gotten up there. Just raised their dividend by 5%. Trades at EBITDA at about 8.5X, so the valuation is rich. In a world where you have very low interest rates and where a lot of investors want to get off resource stocks, they turn to a large Canadian liquid name; as a result this company has enjoyed a good ride. If you don’t own, buy it on a 10% pullback, but if you do own continue to Hold.


Price:
$56.740
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
OPTIMISTIC
Owned:
Unknown
2015-02-06 BUY on WEAKNESS Chris Hensen

All the telecoms seem to be doing well. He is more favourable to Rogers (RCI.B-T) at this time, given the valuation relative to Telus (T-T) and BCE. You can’t go wrong with this company, but at this level he doesn’t see a tremendous amount of upside. They are doing the right things by taking excess cash and buying back stock and increasing the dividend.


Price:
$56.740
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2015-02-04 PAST TOP PICK David Baskin

(A Top Pick Jan 9/14. Up 36.49%.) Has added to his position and is still buying.


Price:
$58.790
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-01-29 PARTIAL SELL Ben Cheng

Telecoms in Canada have valuations that are between 6 and 8.5 times cash flow.  This one is at the high end of this scale.  This at the expensive end of the range.  You should trim when you get to this point.


Price:
$58.310
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
CAUTIOUS
Owned:
Unknown
Showing 1 to 15 of 1,450 entries
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