In short: Owns Telus over BCE — new CEO (ex-CIBC) arriving July 1 likely to cut the dividend and find cost savings; would add here with the stock at its lowest since 2013 (~11% yield).
Telus is one of Canada's big phone/internet companies. Harris owns it (not rival BCE) because a new CEO — a former CIBC bank chief who already sat on the board — is arriving and is likely to cut the very high dividend (~11%) and squeeze out costs.
The market hasn't "front-run" the good news because nobody yet knows exactly what he'll do, and the stock is at its lowest since 2013. Harris would add here: these telecoms won't grow their sales much, but they can grow profits by restructuring, cutting debt and using AI to lower costs.
20:47in potentially with a former CIBC CEO like in days um potentially cutting the dividend finding cost savings working whatever magic he did at CIBC and doing it to tell us why isn't the market front
21:03running that why am I looking at the stock trading at the lowest level since 2013 it continues to drop even though everyone knows he's coming in well I mean I I guess like with everything he's not he's probably uh needs so one of the things is he was on he was on the board before so he knows
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