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Alphabet Inc. (GOOG $206.72)
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Verizon Communications Inc. (VZ $44.44)
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BCE Inc. (BCE $35.24)
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TELUS Corporation (T $22.94)
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T-Mobile US Inc. (TMUS $251.95)
Q: I hold these 3 stocks for income and have seen capital erosion in recent years with weakness in the telecom sector. In terms of industry concentration, how much overlap is there between the three (Telus has held up best), would you recommend letting one or two of them go, which one(s), and what would you recommend in the general sector as a replacement (US or Cdn)?
In particular, I am curious about BCE's prospects following the US acquisition after selling MLSE stake, dividend cut, debt, and scaling back of capex.
In particular, I am curious about BCE's prospects following the US acquisition after selling MLSE stake, dividend cut, debt, and scaling back of capex.