RE:RE:RE:RE:The definitive dividend payout ration question is ANSWERED! The next 12 will be more interesting.
my thesis is based on a reduction in debt causing a spike in SP as the Enterprise Value to Revenue balances. If they navigate this by selling the non core things like radio stations, tiny wireless markets and sports teams (which were great choices to trim) without touching core parts (like the Rogers announcement today) I think there is a lot of opportunity in the future...
I had no problem selling all my bell shares at 65 per share cause the pumpers at that time ignored big red flags but I reaquired down here at the bottom and have a bullish thesis on where this is headed in 2025/6...
we are at my buy price my sell price is up in the low 60s...
what I love about Bell is I get over 8% dividends to wait it out