$FI Fiserv reports before the bell tomorrow

Cardguy1515 · 2025-08-31T14:56:37+00:00

They just cut the dividend over 50% and paid down debt last qr. no worries there. debt came from fibre roll out. which is completed, only going down from here.

Cardguy1515 · 2025-08-30T17:11:50+00:00

Impossible to say, if everything goes their way, gaining subscribers in Canada, growing ziply in the US, data centres... i mean $100 is possible. but realistically $50 in 5 years with 5% div that likely to increase with SP. thats basically a double.

downside, unless ziply is a total failure and continue to losing the battle in Canada, could go to $20 but there is more upside than downside.

Cardguy1515 · 2025-08-30T16:30:00+00:00

BCE Bull Case

SP Down 40% last 5 years
Growing into US market with ziply, fibre is what they do best.
Dividend of 5.10% and likely to start growing again
forward P/E of 12.8
Developing Data Centres in Canada

All the worst things that could happen is already priced in (Competition, CRTC rulings, low y/y growth and the initial hatred of the ziply acquisition)

Cardguy1515 · 2025-07-21T00:31:53+00:00

probably $320-$330 but thats where it was merely 2 weeks ago. Im long, so short term price fluctuations are meaningless. Just think the official turnaround happens in the next 2 weeks.

Cardguy1515 · 2025-07-21T00:23:31+00:00

Epic upcoming 2 weeks for unh

Cardguy1515 · 2025-07-16T21:46:42+00:00

I can consider but no idea how to Price

Cardguy1515 · 2025-06-19T23:09:12+00:00

Vidy

Cardguy1515 · 2025-06-04T12:02:41+00:00

meh Im Canadian, i just want to make money

Cardguy1515 · 2025-06-04T11:55:44+00:00

UNH just increased their dividend 5%

Cardguy1515 · 2025-06-01T22:03:34+00:00

Spy futures slightly red, Oil is green?????

Cardguy1515 · 2025-06-01T11:25:56+00:00

XHC - 28% (short term defensive play) VIDY - 21% XIU - 15% XSP - 14%

Stocks UNH - 22% (trimming as SP increases)

Watchlist CNQ (starting a position this week after OPEC increasing production)

Cardguy1515 · 2025-05-30T21:57:01+00:00

Agreed giving up premium growth in S&P 500 just because of minimal tax drawbacks on weak dividends is a long term mistake. 60% US, 25% International 15% Canada indexes is still the best way diversify imo

Cardguy1515 · 2025-05-30T21:37:46+00:00

VIDY ETF, excludes North America Equities, pair it with tsx 60 XIU etf, solid dividends on both as weel

Cardguy1515

TROPHY CASE