BCE, Inc. (USA)

  • Canada's Big 3 Wireless Providers Show Value

    By William Alder - August 14, 2013 | Tickers: BCE, RCI, TU, VZ

    There have been rumors that Verizon (NYSE: VZ) might enter the Canadian market. Those rumors gained steam in May this year when reports resurfaced that Verizon’s wireless arm was considering a purchase of Wind Mobile, a small wireless company with around 600,000 subscribers. The likelihood of Verizon taking over Wind Mobile appears weak. Despite this, the news has artificially depressed the price of Canada’s largest wireless providers more »

  • Verizon's Effect on the Canadian Telecom Industry

    By Erik MacLennan - August 6, 2013 | Tickers: BCE, RCI, TU, VZ

    For decades, the telecom giants of Canada have had it easy. Together they control the prices, charging whatever they please. Startups that grow too large are quickly bought, like in the case of Fido Solutions, a growing competitor that was bought by Rogers Communications (NYSE: RCI) in 2004. Among the startup companies, Wind Mobile and Mobilicity have been the subject of large news for the industry. Verizon Communications (NYSE: VZmore »)

  • Could Rogers Outbid Verizon for Canadian Cellphones?

    By Phillip Woolgar - August 5, 2013 | Tickers: BCE, RCI, TU, VZ

    Canada's "Big 3" look poised to fight back against Verizon Communications(NYSE: VZ) interest to purchase Wind Mobile and Mobilicity. If it went through, the Verizon deal would blow the roof off of the Canadian cellphone companies' three-bedroom glass house.

    Rogers Communications (NYSE: RCI) is one of the three Canadian companies that controls 90% of the nation's cellphones. That market share is gradually decreasing, however, and will do more »

  • Telecom and Media: A Profitable Business Partnership?

    By Vanina Egea - July 30, 2013 | Tickers: BCE, PT, VIV

    Traditional phone companies have disappeared. Telephone companies today offer wireless services, satellite television, and broadband Internet in addition to landlines. Portugal Telecom (NYSE: PT), BCE (NYSE: BCE), and VIV Telefonica Brasil (NYSE: VIV) are some of the companies active in telecom that will be looked upon to assess these expanding prospects.

    Competition immune

    Canada’s largest communications company, BCE, has recently entered the multimedia business, and its main segments are more »

  • Foreign Telecoms for Your Portfolio

    By Damon Churchwell - July 25, 2013 | Tickers: BCE, ORAN, TEF, VOD

    The shares of numerous European and Canadian telecommunications providers look to have significant upside at their current valuations either for the near term or long term. I have selected several companies to discuss, and decide where to invest based on their income and balance sheet metrics. Stock recommendations will follow.

    A Canadian behemoth

    Canada's largest telecommunications provider, BCE (NYSE: BCE), operates through four segments:

    1. Bell Wireline is a more »

  • Dividend Stock Analysis of TELUS

    By Michael Weber - July 1, 2013 | Tickers: BCE, RCI, SJR, TU, VZ

    Canadian telecom stocks have been dropping in price ever since Verizon Communications (NYSE: VZ) announced that it plans to buy WIND Mobile. Rogers Communications (NYSE: RCI) and TELUS (NYSE: TU) have been hit the hardest because a large portion of their income is from wireless communications, which Verizon Communications would compete for. With the recent drop in prices, Rogers Communications is getting close to my target price. So, I thought more »

  • Interesting Landscape of the Canadian Wireless Telecommunication Space

    By Kiran Gulati - June 24, 2013 | Tickers: BCE, RCI, TU

    The Canadian telecommunication industry is one of the largest in the world, with mobile penetration close to 85%. At present, the 85% penetration accounts for 25 million users; however, by 2015 the penetration level is estimated to reach 100%. This offers a massive opportunity for TELUS Corporation (NYSE: TU) to develop an aggressive expansion strategy in order to become the largest player in the Canadian telecommunications industry

    Currently, the most more »

  • What Verizon's Entry Into Canada Means

    By Chris Katje - June 24, 2013 | Tickers: BCE, RCI, TU, VZ

    News has swirled fast that American wireless carrier, Verizon (NYSE: VZ), is considering a purchase that will take the company to Canada. In the northern country, three key communications conglomerates control 90% of the wireless market. The question remains whether or not Verizon can gain market share and recoup costs. The other question is what kind of a financial impact the three competitors would face from the entry of Verizon more »

  • Where to Still Find Good Yields

    By Damon Churchwell - June 19, 2013 | Tickers: ARLP, BCE, RAI, SO

    This year's market rally, with the S&P up about 15% during 2013, has rendered it more difficult to find above-average dividend yield investments. Most companies have not maintained elevated payout ratios (dividends as a proportion of net income), as share prices climbed. That said, there are a few industries where total-return remains an appealing factor, and healthy income can be received. The current 10-year Treasury bond yield, currently more »

  • Looking for Dividend Growth in the Canadian Communication Industry: Shaw Communications

    By Michael Weber - May 16, 2013 | Tickers: BCE, RCI, SJR, TU

    The Canadian Communications Industry is made up of only a few key players. Today I’ll be looking into Shaw Communications (NYSE: SJR) and seeing how its future expected dividend growth compares to some of its competitors, namely TELUS (NYSE: TU) , Rogers Communications (NYSE: RCI) and BCE (NYSE: BCE).

    Dividends

    A quick look at the Canadian Dividend All-Star List tells me that Shaw Communications has increased their dividend for 10 more »

  • 4G and New Initiatives Roadmap for Telecom Stocks

    By Shas Dey - March 19, 2013 | Tickers: T, BCE, S, VZ

    Changes in telecom technologies provide a gateway to create new business opportunities. The fourth generation (4G) of cellular technology standards, the rise in smartphone sales, and increasing mobile internet devices are transforming the telecom industry. These factors have reformed the industry into the most evolving sector. Which company will reap the rewards from this changing environment? There are limited players in the U.S. telecom market and the industry has more »

  • 3 Canadian Telecom Companies to Know

    By Damon Churchwell - March 13, 2013 | Tickers: BCE, RCI, TU

    Having previously posted a write up of BCE (NYSE: BCE), Canada’s largest telecom firm, illustrating its qualities as both an income and growth holding, it became of interest to consider its fellow providers within the nation. Plus, more recently I blogged about several European telecoms, including several that have sold off substantially. The difference with the U.S.’ closest neighbor is that the economy is expanding, albeit slowly. This more »

  • 4 Canadian Communications Stocks from Morningstar Canada Dividend Target 30 Index

    By Meena Krishnamsetty - January 31, 2013 | Tickers: BCE, RCI, SJR

    Many analysts expect the Canadian stock market to outperform the U.S market this year. According to Glushkin Sheff & Associates’ chief strategist David Rosenberg, the Canadian market rests on a firmer macroeconomic footing than its neighbor, the United States, which could be a basis for the strong performance of Canadian equities in the long run. Income investors seeking exposure to Canadian dividend stocks can choose from among several equity issues more »

  • The Tao of Dalio

    By AnnaLisa Kraft - December 28, 2012 | Tickers: BCE, BRK-B, MSFT, SWY, YHOO

    Bridgewater Associates founder Ray Dalio is one of the most private of investing whales, almost the J.D. Salinger of hedge fund honchos. In a rare interview with The New Yorker he explains how he turned Bridgewater Associates from a company he founded after a few years on the floor of the New York Stock Exchange into the world's largest hedge fund. It's also one of the most more »

  • Can This Income Stock Still Provide Strong Returns?

    By Damon Churchwell - December 15, 2012 | Tickers: BCE, GSK, LO

    Canadian telecom behemoth, BCE (NYSE: BCE) is one of the few companies offering a high yield and a history of consistent earnings growth, as well as a relatively low beta. The combination of an attractive dividend, growing profits and low risk has allowed for a solid total return, as the shares have been on a nice upturn from early 2009 until recently. When combined with the payout, investors have realized more »

  • Tempting Fate in Canada and the United States

    By Reuben Brewer - December 13, 2012 | Tickers: BCE, ERF, LBLCF, PENN, PWE

    October 31st, 2006 is a date that is engrained in the minds of those who owned Canadian Royalty Trust. That was the day that the Canadian government decided, literally, overnight to tax a previously tax advantaged corporate structure. The market's response was, indeed, swift and painful, earning the event the nickname The Halloween Massacre. Could the same thing be brewing in the REIT space?

  • Calling All Yield Hunters!

    By Chad Henage - October 1, 2012 | Tickers: BCE, ORAN, PT, VOD

    Dividends have become more popular over the last few years, as investors have realized that these payouts give them protection even if the market goes down. For those who reinvest their dividends they also get the benefit of a higher effective yield over time. There are certain areas of the market where dividends are more prominent, and the telecom industry has been a mainstay for income investors for a long time. In this industry though, there is clearly a situation of the haves and the have nots. On the surface, many telecoms seem to offer very attractive payouts with some yields in the double digits. However, investors have learned with the blowup of Telefonica's dividend, that these payouts are not all created equal. That being said, there are still some very attractive dividends offered in particular in the international marketplace.

  • Picasso Premium's and Investing

    By Peter Pham - May 10, 2012 | Tickers: AAPL, BCE, VNM, RCI, BID

     With the sale of Maple Leaf Sports and Entertainment to the two biggest media companies in Canada, Rogers Communications (NYSE: RCI) and Bell Canada (NYSE: BCE) in December for $1.3 billion they now each have a major stake in the Toronto Maple Leafs as well as the Vancouver Canucks (Rogers) and the Montreal Canadiens (Bell).  Their media oligopoly in Canada now extends to the most valuable brand in the more »

  • Billionaire Ray Dalio's Dividend Stock Picks

    By Meena Krishnamsetty - February 27, 2012 | Tickers: ACI, BCE, CA, INTC

    Ray Dalio began investing when he was a boy. At the age of 12, he bought shares of Northeast Airlines for about $300. The company was later merged with and Dalio successfully tripled his investments. Dalio is a BA from Long Island University and an MBA from Harvard. After graduating, he worked at the New York Stock Exchange, trading commodity futures. He has also worked as the director of commodities more »