This study points to the BCE growth strategy in Digital Serv...
This study points to the BCE growth strategy in Digital Services, also demonstrated by the two following acquisitions. Dividend seeking analysts don't care for growing the base for dividend and FCF growth for the future, speaking of shortsighted. So they trashed BCE valuations.
BCE, through its subsidiary FX Innovation, acquired HGC Technologies (HGC) in October 2024. HGC is a ServiceNow Elite partner based in Montréal, with operations in both Canada and the United States.
Then in Nov 2024, BCE bought Ziply Fiber to expand the fibre locations and Digital Services in the US.
Collect 10%+ dividend while you wait. It is just amazing how the analysts 'group think' can give you such a long-term bargain.
I suppose they just purely number crunching for the short term. Soon, their jobs will be lost to AI if they are not starting to be innovative and stay boring.
BCE, through its subsidiary FX Innovation, acquired HGC Technologies (HGC) in October 2024. HGC is a ServiceNow Elite partner based in Montréal, with operations in both Canada and the United States.
Then in Nov 2024, BCE bought Ziply Fiber to expand the fibre locations and Digital Services in the US.
Collect 10%+ dividend while you wait. It is just amazing how the analysts 'group think' can give you such a long-term bargain.
I suppose they just purely number crunching for the short term. Soon, their jobs will be lost to AI if they are not starting to be innovative and stay boring.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more
Comment
Sign in to post a comment
李白的李 : Bell needs to learn from Telus and spin off the enterprise business of the company for IPO. Analysts estimate that the dividends are unsustainable, with very heavy selling pressure recently and no bid support at all. On the other hand, Rogers, Telus, and even Québecor, despite experiencing corrections, have buying interest.
SoundOfMusic OP : The new dividend reinvestment plan will keep the payout ratio below 100%. Dividend reinvestment gives a 3% discount on the share price. The shares will be coming out from the treasuries. At any time, BCE can also do a share buyback to refill the treasuries, especially around these low prices.
IPO and spinoff are good ideas.
Bryan Siow : I long for Bell
looking forward 5 years performance