Telus Corp (T.TO)

It has a very large number of new mobile users, 1.2 million and comes with a 6% yield. Like others it does have some challenges and has to make back its investment in infrastructure.       Buy 13  Hold 5  Sell 1

Canada's top-performing telco for the last 5 years. Pays around a 6% dividend, lower than its peers actually. Trades at a slight premium to peers, but deserved because it grows faster, like its dividend 8% compounded over the last decade. Balance sheet remains strong, so it has free cash flow this and next year so they can increase their dividend, retire debt, buy companies and/or shares. They bought LifeWorks over a year ago, for example, to diversify away from cell phones.

Difficult 2023 with high rates. Bouncing back. 2024 should be a good year for telecoms as interest rates come down. Never given credit for businesses it's grown internally. Likes it here. Benefits from 5G still to come to fruition over the next few years. Very nice dividend, regularly increased. Yield's around 5.2%.

Close in valuations. Owns and likes both, but Telus a little better at these levels, as it has not as much capex ahead plus diversified businesses. BCE has more debt. Looking to increase weight of Telus. Both seem to be bottoming. Regulatory looks tougher going ahead. Be wary of any slowing in immigration, especially with any change in government. 

Not the total return stories of the past 5-6 years, but good solid dividend yield. Start picking away at half positions.

Likes it.  They have higher exposure to wireless than wireline, likes their business mix vs. their peers. These dividend stocks saw a boost when interest rates declined last November-December, and the whole group can trend higher if rates keep falling. He sold a lot of dividend stocks in early 2021 and hasn't moved back in.

Strong dividend that believes is safe. Need from cash dropping as cellphone tower expansion not as high. Lowering interest rates will be good for business. Would recommend buying. 

Has been steady over the years and pays a good dividend, though anything sensitive to interest rates was punished last year. He's owned this in the past and is worth owning now. Pays a steady dividend, better than what bonds and HISA pay. Rates appear to be coming down. Hang on, if you own.

Currently undervalued. Believes dividend is safe. Sector poised for growth. Would recommend buying. 

Investors concerned with extra competition in wireless sector. Strong dividend a bright spot for investors. Will continue to own in portfolio. Increasing interest rates also tough on business (falling interest rates will be good). Demand for services not going away, especially with growing population. Scored 8/10 on fundamentals. Estimating ~13% upside. 

All Canadian telco stocks have moved in tandem, all facing the same headwinds. Higher interest rates mean less money to reinvest in the business or pay out in dividends. Higher expenses for 5G rollout. Very competitive space. Good for portfolio stability, but don't back the truck up. Yield close to 6.3%.

Trend indicating a step in the right direction. If breaks out, buy the stock. Unable to predict. 

He recently switched from BCE to Telus, a subtle change. Telus has a bit better growth dynamics with healthcare and TIXT. Finished fibre to the home capex, so free cashflow should increase. Great free cashflow with excellent yield. Oversold. Best in class of all the telcos.

If you had $0 in the market, this would be a good place to start. Interest rates stabilizing will help. Not cheap, but not as expensive as historically. People are travelling, so roaming fees are higher. Immigration is moving West, and Telus tends to be dominant in the West. 

It's gotten cheap with overdone selling. The valuation is in line with peers. Likes the Telus stocks.

Has not seen recent earnings report. Headwinds in the business with 4 players in Canada. High P/E ratio compared to Rogers. Higher interest rates tough on business. Would invest with a lower share price. Strong business for the long term.