
TSE:BCE
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Although it is expected based on consensus to show lower growth, the business is more diversified than their peers. Overall it is a safer investment. It is not significantly oversold at these levels at 18x earnings. Unlock Premium - Try 5i Free
Best quality in the telecom space. Good, stable cashflow to support the great dividend. TV ads might have been hurt by Covid, but infrastructure remains important with the 5G rollout. Well run, will continue to do well. A close competitor is Telus, but why switch?
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It has balanced business lines and is a little safer than its competitors. The sector is fine to buy today for those seeking income with some growth. If interest rates rise, it could be affected negatively, but it looks like this is a ways away. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company is expected to have $5.64B in revenue and earnings per share of $0.77. The stock has beat results around 50% of the time. With 99% of their retail stores being re-opn, there is no reason to expect disappointing results. Unlock Premium - Try 5i Free
All the telcos have paused over the last few months. Mobile data volume allowance is going up in plans while plan costs go down. A price war is hitting their top line. He prefers Shaw and Rogers. It is a marriage that at some point may happen. Telus has created a digital health care market. He prefers T-T.