Market Factors: BCE shouldn’t raise its dividend

In today’s edition: a Scotiabank analyst thinks BCE should freeze its dividend after a big fiber-to-the-home-related spending spree; Goldman Sachs highlights the impossibility of keeping up with the market without owning tech stocks; and a fascinating column discusses the importance of unquantifiable disorder in making citizens uneasy in public spaces.).

The analyst has no issue with the fiber-to-the-home business strategy that led to the company’s recent spending binge. Mr. Yaghi writes, “We believe that this investment has future proofed the company and even repositioned it for growth in the long term.” On the other hand, he doesn’t think they should have been raising the dividend during the period.

from Goldman Sachs featured some remarkable statistics about technology, as part of chief global equity strategist Peter Oppenheimer’s argument that AI stocks are not another tech bubble. Goldman Sachs thinks we are entering a stage where AI-related profit growth spreads from the dominant hyperscale companies like Amazon.com, Microsoft and Nvidia to “a new wave of tech superstars” that develop new products using AI and machine earning. Inconveniently, he does not provide the names of stocks that might be these superstars but I will be watching for future reports.for why people believe crime rates are spiking while violent crime rates have actually been falling: the U.S.

The column includes an important reminder concerning public spaces. He writes, “Cities’ comparative advantage is agglomeration and network effects: concentrating people in one place can create innovation that yields more than linear returns. But that only is possible if people have shared public spaces in which to interact.

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