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Bullboard - Stock Discussion Forum BCE Inc T.BCE

Alternate Symbol(s):  BCE | T.BCE.PR.A | BCPPF | T.BCE.PR.B | T.BCE.PR.C | BCEPF | T.BCE.PR.D | T.BCE.PR.E | BCAEF | T.BCE.PR.F | T.BCE.PR.G | BECEF | T.BCE.PR.H | T.BCE.PR.I | T.BCE.PR.J | T.BCE.PR.K | BCEXF | T.BCE.PR.M | T.BCE.PR.N | T.BCE.PR.Q | T.BCE.PR.R | BCEIF | T.BCE.PR.S | T.BCE.PR.T | T.BCE.PR.Y | BCEFF | T.BCE.PR.Z | T.BCE.PR.L

BCE Inc. is a Canada-based communications company. The Company provides wireless and fiber networks. The Company operates through one segment: Bell Communication and Technology Services (Bell CTS). Bell CTS segment provides a range of communication products and services to consumers, businesses and government customers across Canada. Its wireless products and services include mobile data and... see more

TSX:BCE - Post Discussion

BCE Inc > Some Thoughts
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Post by Experienced on Feb 09, 2024 10:37pm

Some Thoughts

In some ways, I can't blame them for their decisions.  The media business is undergoing a fundamental change just as the landline telephone business did many years ago.  I recall back in the day when analysts were writing BCE's obit cause the wireline business was dying....didn't happen.

Similarly, with the changes at the regulator, the older model of building out the network, letting a few people get in and then buying them out is more difficult now.  So the question then is why should we build a network for someone else to take our business away?  In any other industry, competiitors have to build their capabilities not get it for free and at little risk.

To me the question then becomes - "What does BCE do with the money they wouda spent on the network?"  If they find a use for that money that generates a higher return then the SP will go up - the converse is true.  Right now we don't have the answer.

For now, I am willing to get paid the dividend while I see what happens.
Comment by Annick2020 on Feb 10, 2024 12:57am
BCE needs to evolve.  Either they do it on their own terms or the market will force them to.  Many people have unplugged via TV.  Most people get their news online. Even many large newspapers have chosen to stop printing paper copies.  What BCE needs to do is to focus on online reporting.  There is still a TV presence needed but I would shift more to online marketing.  ...more  
Comment by cajansurfer on Feb 10, 2024 11:45am
The CBC announced layoffs in December 2023 I did not see comments from The Prime Minister on that decision. BCE is a private Company who is responsible to its shareholders. It shows he is hostile to business. Too much tax and regulation.
Comment by Torontojay on Feb 10, 2024 3:09pm
Dummy Trudeau doesn't even realize that he caused this mess. Canada is suffering and his policies are hurting corporations, small businesses and households.   
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