Q: Given all the interest in tax loss selling for BCE. What do you think of the reverse trade (buy BCE before end of year)? Or is this another Nortel?
Q: Interesting potential entry point below $35 CAD today. 11.4% yield usually a sign of a dividend cut in the near future. I know the company has communicated that it intends to maintain and not grow the dividend over the next year.
What’s your take on the risk to the share price of a dividend cut at current price levels? Ie. is it mostly priced in here at $35?
What’s your take on the risk to the share price of a dividend cut at current price levels? Ie. is it mostly priced in here at $35?
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T-Mobile US Inc. (TMUS)
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BCE Inc. (BCE)
Q: I bought my first 100 shares of BCE on Oct 22, 2014 at $47.79. Ten (10!) years later it is $38.94/share. I estimate that over those 10 years I have received $32.34 in dividends - so that helps. But holding a stock whose share price is down 20% after 10 years is not something to be proud of.
I am torn with what to do with my BCE shares. Sell all, sell half, buy more? I am trying to maintain a diversified portfolio by having exposure to the Telecom Sector, and I am not interested in replacing BCE with Telus, Rogers, etc. I already own Telus, and am down on that as well.
Telecom stocks make up about 7% of my portfolio today (my target was 8%), so if I sold BCE my % in Telecom stocks would decrease further.
If I sold any or all of my BCE, the first choice would be to replace it with something in the Telecom sector from the US (not Canada!) to keep it from falling too far away from my target of 8%. What US telecom stocks would you suggest that are performing better than BCE, T? The Telecom sector has NOT been the place to be this year, and the future does not look any better, so it is hard to maintain my sector diversification target.
For a moderate growth investor with a medium risk tolerance, what % of the portfolio would you suggest be in Telecom stocks? Is an 8% target too high?
I am torn with what to do with my BCE shares. Sell all, sell half, buy more? I am trying to maintain a diversified portfolio by having exposure to the Telecom Sector, and I am not interested in replacing BCE with Telus, Rogers, etc. I already own Telus, and am down on that as well.
Telecom stocks make up about 7% of my portfolio today (my target was 8%), so if I sold BCE my % in Telecom stocks would decrease further.
If I sold any or all of my BCE, the first choice would be to replace it with something in the Telecom sector from the US (not Canada!) to keep it from falling too far away from my target of 8%. What US telecom stocks would you suggest that are performing better than BCE, T? The Telecom sector has NOT been the place to be this year, and the future does not look any better, so it is hard to maintain my sector diversification target.
For a moderate growth investor with a medium risk tolerance, what % of the portfolio would you suggest be in Telecom stocks? Is an 8% target too high?