In short: Forming a base after halving the dividend to pay down debt; the ~5.5% yield is now reliable and "not going down anymore" — back to the steady income story. Doesn't own it (prefers Telus).
BCE (Bell) is the other Canadian telecom giant. It had a rough stretch, cut its dividend in half to pay down a heavy debt load, and is now "forming a base" — the stock has stopped falling apart.
Harris's read: the ~5.5% dividend is now dependable and won't be cut again, so it's back to being the steady income stock people used to buy. He doesn't own it (he prefers Telus's bigger turnaround), but he's constructive on it as a reliable, recovering name rather than a broken one.
18:13and well, our next question is about BCE. Is it time to get back in? Do you think a real turnaround is really in the cards? This question coming from Martin and Susain Marie. Um, it's interesting. The stock is kind it's like forming a base if you're technical, you know, it's kind of just humming along. It's not imploding anymore.
Nothing matches this filter.
Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.