BCE

All beaten down telecos, REITS, Utility . I expect all do good short time. Oi is dropping,
I would be careful with office space REITs (if there are still any). Seem like many people prefer to work from home or the country cottage (like my rich broker friend with the beautiful wife).

Question: How certain are we that interest rates will drop in 24? In my lifetime I've seen rates in double digits and life still went on.
 
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I would be careful with office space REITs (if there are still any). Seem like many people prefer to work from home or the country cottage (like my rich broker friend with the beautiful wife).

Question: How certain are we that interest rates will drop in 24? In my lifetime I've seen rates in double digits and life still went on.

I have seen rate close to 20% 1980 and life went on. It Depends what is your NAV.
 
Did not expect to come on this site and talk about stocks lol. I started an entry position with BCE and T last week taking advantage of the discount as it hit my target price.
After taking a big L in weed and buying meme stocks I slowly transitioned into blue chips / eft stocks for a better night sleep and now im slowly dipping my toes with a dividend portfolio.
 
BCE is a regulated utility guaranteed a rate of return. So, is the regulated return inadequate?

Having a regulated business does not guarantee anything. The regulations dictate the rules and standards a business must follow. In BCE's case, it has to comply with TV and radio broadcast standards, wireless spectrum, etc so their equipment does not cause interference. It also has to comply with consumer protection rules like the Wireless Code, which dictates things handling complaints, how contracts are worded, etc.

You must be thinking of a Guaranteed Investment Certificate (GIC). The amount you invest including the interest in a GIC is guaranteed up to $100K by the Canadian Deposit Insurance Corporation.

BCE's biggest challenges are its legacy TV and radio businesses. TV and radio shows are very expensive to produce. Ad revenue in those business have and will continue to fall as people dump their TV packages and turn to streaming. Rogers has a simlar problem with legacy media.
 
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Regarding "BCE is a regulated utility guaranteed a rate of return ", I think this is something that hasn't been really true for a decade or so. This was very true with land lines, limited wireless and when LD was chargeable. Not so much these days with so many other alternatives to their 3 core business. Wireless, Wireline & Media - all things the internet continually disrupts. I think BCE's advantage is the, current but could change, oligopoly that exists in Canadian-telecom.

That being said, I'm holding off on investing in telecom these days, despite being beaten down. Pure opinion but I think this sector could be beaten down further.
Could you provide your rational for the beat down. I'm curious as I have my own.

My 2 cents,,,

The bigger the population grows the bigger the customer base. Increasing pop year after year.

Not a fan of the media section since it's a slowly dying sector when you can see how big media has lost credibility and the independent vloggers can build their brand. Web based entertainment etc.

I think bce will continue to grow, but nothing exceptional. Consistent growth with occasional stock highs, dependent on the emotional reactions of investors.
 
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BCE may be due for a short term rise from $51.41 ( Dec 23 ).
 
BCE hit 55.66 today but it will move down before it goes higher, but will continue to go higher.
 
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BCE is not the type of stock I like to track or invest in. I like stocks that I can pounce on, quick as a cat. As I predicted ( post 38 ) It has moved down and then up. I think that it will again move down before it moves up and higher. Maybe one or two times. There may be an extreme move up or down soon. I can only tell you the direction just before it happens.
These things can happen at any time

The indications for CPX are very similar for now. It will move down before it moves higher than $37.78


:LOL: just own too much of it already

There is never too much. If you have a large amount, you can sell on the highs and buy on the dips.
 
BCE has gone down to $55.62, it looks like it has the power to rise from here. CPX did a single SOG and looks like it need some recovery time.
 
BCE has gone down to $55.62, it looks like it has the power to rise from here. CPX did a single SOG and looks like it need some recovery time.

With the bloodbath of interest rate sensitive stocks. BCE is holding well. It is long term hold.

Energy stocks are in the dump. I only have ENB long term hold same as SU. I wish I had some extra cash as TOU has badly beaten.
 
ENB and TOU ready to move up.
 
BCE has gone down to $55.62, it looks like it has the power to rise from here. CPX did a single SOG and looks like it need some recovery time.



As predicted BCE rose to 56.03, both BCE and CPX are showing signs of slowing.



Question : Do you guys that own BCE, CPX, TOU and ENB buy and hold or do you trade it?
 
As predicted BCE rose to 56.03, both BCE and CPX are showing signs of slowing.



Question : Do you guys that own BCE, CPX, TOU and ENB buy and hold or do you trade it?

I am an income investor . I hold BCE, CPX and ENB(52avg). I do trade TOU but most of the stocks that I have I hold and collect distribution/div. I am comfortable with my holdings. GL
I
 
Jan 19 Noon.

- CPX $37.17 The market has shifted and CPX may go higher in the short term

- BCE may be coming to a change in direction as the highs and lows are getting thin.

- ENB $48.14 is set to go higher

- TOU $57.31 seems to be at a low and may also make a move higher.



TOU is a good stock to trade, but I am after bigger game. ENB, TRP and BCE can also be traders, they are sure and safe.


BTW - Do not tell U-man I am using his EMMM ( Enny, Meany, Miney, Moe ) stock picking method. If he finds out he will shut me down.