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BCE Inc. (BCE $32.41)
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Rogers Communications Inc. Class B Non-voting Shares (RCI.B $52.40)
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TELUS Corporation (T $18.65)
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Quebecor Inc. Class B Subordinate Voting Shares (QBR.B $51.17)
Q: I believe your last Telus vs "the others" comparison was a couple months ago in which you had favoured T. Has that changed? I believe in a comparison, T's debt ratio was worse than both BCE and Rogers.
A recent guest on BNN stated that his preference was moreso for the other two, but actually even more for Quebecor. His concern on T was the lack of dividend coverage over the next few years. Do you have concerns here? I'm trying to determine whether I should make the switch from T to BCE since the latter has already took the dividend-cut pain.
A recent guest on BNN stated that his preference was moreso for the other two, but actually even more for Quebecor. His concern on T was the lack of dividend coverage over the next few years. Do you have concerns here? I'm trying to determine whether I should make the switch from T to BCE since the latter has already took the dividend-cut pain.
5i Research Answer:
We have comments posted this week on the T dividend. We would continue to favour T overall, and for potential growth. Note it also is outperforming and increased its dividend last week.