BCE Inc Stock Discussion

$BCE Inc (BCE.CA)$ $BCE Inc (BCE.US)$
The Ziply Fiber deal is not that bad, not -10% bad.
The deal has its merits. Let the management explain why they want to focus on BCE core competency and expanding Digital Services to SMB via these fiber infrastructure.

$BCE Inc (BCE.CA)$ $BCE Inc (BCE.US)$
BCE acquired its ownership stake in Maple Leaf Sports and Entertainment (MLSE) for C$1.32 billion in 2012.
BCE sold its ownership stake in Maple Leaf Sports and Entertainment (MLSE) to Rogers Communications for C$4.7 billion.
A 256% retuens, or a 21% returns per year in the 12 years of ownership.

$BCE Inc (BCE.CA)$ $BCE Inc (BCE.US)$
Which one is a better future revenue generator? MLSE or Ziply Fiber?
Management needs to explain in the earnings call.

$BCE Inc (BCE.CA)$  $BCE Inc (BCE.US)$
Digital Services is the new growth area. That's what I thought. Does the management think they also want to grow in the US using their Fibre expertise?

$BCE Inc (BCE.CA)$ $BCE Inc (BCE.US)$
Is the Canadian business too restrictive or too saturated for growth? Hence, an expansion to the US for less restricted growth?
What is the valuation metric for the deal?

$BCE Inc (BCE.CA)$ $BCE Inc (BCE.US)$
Next .25% cut in the FED rate is almost a certainty based on today's terrible 14K nonfarm payrolls #. Would the Fed go .5% like last time when they saw the real bad employment situation?
Good Ole Canada will be .5% cut next time. Canada GDP is flat line at 0%.

$BCE Inc (BCE.CA)$ $BCE Inc (BCE.US)$
Adam Shine, CFA, analyst of National Bank wrote, "Despite a dividend positioned to be safe, we see muted upside to our new target and have thus downgraded our rating."
Dividend is safe, and now you can accumulate at a lower price.
Perfect setup for long-term dividend collectors.

$BCE Inc (BCE.CA)$ $BCE Inc (BCE.US)$
Fed is taking the rate to 2.75%.
BoC is getting there faster as Canadian economy is crap, thanks to the wonderful politicians.

$BCE Inc (BCE.US)$ $BCE Inc (BCE.CA)$
Fed might preemptive cut rate by .5% on Nov 8th.

$BCE Inc (BCE.US)$ $BCE Inc (BCE.CA)$
BoC will likely drop .25% on Oct 23rd as a minimum, if not surprise with a .5% drop.
BCE debt level returns to lower level.
BCE is expanding from an infrastructure services company into a Digital Services company. Will it become a growth/dividend company?