Q: This is for a 2 year hold. I am 15% down on BCE. I also see stocks like SMCI crushing it.
For total growth of 50% over 2 years, which do you prefer?
FYI in Feb 2024, I am seeing articles on BCE such as:
https://mila.quebec/en/bell-and-mila-to-study-how-deep-learning-ai-can-improve-business-performance/
and this:
https://business.bell.ca/shop/medium-large/resource/bell-collaborates-microsoft-hybrid-work-solutions?INT=BBM_bbmhmpg_TXT___020624_VS_COM_banner-microsoft-news
For total growth of 50% over 2 years, which do you prefer?
FYI in Feb 2024, I am seeing articles on BCE such as:
https://mila.quebec/en/bell-and-mila-to-study-how-deep-learning-ai-can-improve-business-performance/
and this:
https://business.bell.ca/shop/medium-large/resource/bell-collaborates-microsoft-hybrid-work-solutions?INT=BBM_bbmhmpg_TXT___020624_VS_COM_banner-microsoft-news
5i Research Answer:
We think BCE is generally fine, but we consider it fairly low growth, and if growth is the objective SMCI wins this contest easily. BCE has a history of acquisitions to diversify, and we expect it to continue to look into new technology, but its legacy businesses (phone, internet, media) are still the dominant driver of its results.
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in SMCI.