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Avenue Investment Management's investment thesis on BCE Inc. ($BCE.TO) — Q2 2025 | Buyside Digest

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$BCE.TONASDAQBCE Inc.

BEAR

Avenue Investment Management—BCE.TO

Fund Letter

Q2 2025

Published July 23, 2025

View Fund Profile

$32.65USD

-0.4% vs last month

$33.16Pitched

-1.5% since pitch

Market Cap$29.9B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

BCE is a capital-intensive telecommunications provider that suffers structurally in inflationary environments due to the high capital cost of maintaining and upgrading physical infrastructure. Strict regulatory oversight...

— Bryden Teich

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