BCE Inc T.BCE.PR.E

Some of You LT Holders are WAY too Sensitive

[DeanEdmonton]

I own BCE for the dividend stream. I like the stock but the comments on BNN yesterday were accurate. Growth of this business is constrained by the market size, large ongoing capital investments that are required and by the Government trying to force more competition and lower prices.  There are growth stocks and then there are value, dividend Oligopolies. Electric utilites have a growth curve due to ever increasing use by retail customers, server farms and AI. Pipelines have limted growth unless they buy assts outside of Canada due to how long it takes, if ever, to get new pipe put in. Telecom is the same, unless they start expanding into other markets, or other businesses their growth is severly constrained.

If you don't recognise that, you have your head in the sand. Does not make BCE, Telus of Rogers a bad stock, just limits the share price growth, and that doesn't fit his investment strategies.

[flush777]

Just to restate IMHO growth has to be to expand to the US, Europe, Asia ... then. If you are correct, then really there is boundless opportunity for expansion and growth! Just like Canadian banks, etc. NO REASON TO BE NEGATIVE! Personally, I feel too many actors want to drive the stock price down for various reasons. Me, I am an optimist ...

[flush777]

You wont sell BCE due to the dividend stream but you are negative and want to drive the price down??

[Quintessential1]

Nobody on these boards has the power to drive the price in either direction. Negative information isn't nice to hear but should be weighed especially when delivered constructively. That said, even as just a dividend income stream BCE has a longer runway to its share price value still. There are investments that are prized just for their safe and secure dividend income.   This is

[KillaDip]

Population increase is an obvious growth driver but just as you mentioned retail have growing energy demands so too will retail with bandwith demands. With the adoption of AI on pretty mich every new mobile phone and many other new downloadable apps, bandwith demand will be on a steady rise. Second order effects take time to materialize but they will eventually materialize.