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BCE Inc. Stock Symbol: BCE-T

Last Price Recorded: $60.4800 on 2016-05-27

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Date Signal Expert Opinion Price
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
2016-04-25 BUY James Rife

They are executing the best in terms of customer metrics that are tracked.  The average revenue per phone bill has been the best.  T-T has fears about Western Canada.  RCI.B-T has had sports and media being a bit of a drag.  BCE-T are executing the best. 


Price:
$58.370
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Unknown
2016-04-15 BUY Rick Stuchberry

Looks like the best one in the sector. He doesn’t own any thing in the sector right now. The dividend is quite safe. The question is, where are you going to get the growth from. It doesn’t look like it is going to come from the mobility side, which is too competitive.


Price:
$59.625
Subject:
CANADIAN LARGE & ADRs
Bias:
OPTIMISTIC
Owned:
No
2016-04-11 COMMENT Colin Stewart

It would be very hard to believe there could be a dividend cut.  There is merit for Canadian players in this space to trade at a premium to their US counterparts.


Price:
$59.240
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
CAUTIOUS
Owned:
Unknown
2016-04-11 COMMENT James Telfser

There are a lot of good qualities about on safety, dividend growth, etc. Its valuation is okay. His concern with telecoms right now is that they are at historic high levels. We are coming off a lot of volatility in the early part of the year, and a lot of flows went from materials, energy and cyclicals to telecoms and utilities. Trading at pretty close to its 52 week high.


Price:
$59.240
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
No
2016-04-06 WAIT Stan Wong

He recently took profits and moved to RCI.B-T.  He got out because it was getting back to the old highs of last October.  It has a great dividend.  He likes it longer term.


Price:
$59.400
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2016-03-31 HOLD Greg Newman

He models that they can grow earnings by 6% over the next couple of years. Right now, like the other big 3, it is pricey relative to its 5 year. Also, the payout ratio is creeping up. In order to increase the dividend, they are going to need to execute very well, and not get impacted by the skinnier bundle. He would look to get into this $5 cheaper.


Price:
$59.190
Subject:
CANADIAN DIVIDEND
Bias:
BEARISH on ENERGY
Owned:
Unknown
2016-03-22 BUY Norman Levine

BCE-T vs. RCI.B-T.  He has owned BCE-T for a long time.  They grow the dividend, but Rogers is not going to do so in favour of paying down debt.


Price:
$58.120
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-03-21 COMMENT John Kim

This is okay, but prefers Rogers (RCI.B-T) and Telus (T-T). This is a good core holding. It will probably keep raising its dividend over time. Telecommunications are not going to go away just yet. The only concern he would have would be on the media side of the business. If you look at what has happened to the media companies in the US, they have all come down in valuation.


Price:
$58.370
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
Showing 1 to 15 of 1,528 entries
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