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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?
Q: Like many others, I’m very frustrated with the performance of both Bell and Telus. (Bell is held in a non-registered account so could be a tax-loss candidate. Unfortunately Telus is held in my RRIF.)
Due to the decline in both BCE and T, Portfolio Analytics indicates that I'm underweight in the Telecom sector - not surprising! With such headwinds in this sector, do you see the need to replace Bell with Quebecor to stay in the same sector, or should I accept that being underweight can be a good thing?
The reason I’m considering QBR.B is because we recently switched from Bell to Freedom for our mobile phones. As well, their chart looks a lot better than either Bell or Telus.
Would you sell BCE to buy QBR.B or would you use the proceeds to buy into a sector with some tailwinds?
What sector(s) do you feel have tailwinds going forward?
Your comments are valued greatly. Please deduct as many questions as you see fit.
Due to the decline in both BCE and T, Portfolio Analytics indicates that I'm underweight in the Telecom sector - not surprising! With such headwinds in this sector, do you see the need to replace Bell with Quebecor to stay in the same sector, or should I accept that being underweight can be a good thing?
The reason I’m considering QBR.B is because we recently switched from Bell to Freedom for our mobile phones. As well, their chart looks a lot better than either Bell or Telus.
Would you sell BCE to buy QBR.B or would you use the proceeds to buy into a sector with some tailwinds?
What sector(s) do you feel have tailwinds going forward?
Your comments are valued greatly. Please deduct as many questions as you see fit.
Q: rating