Telus Corp (T.TO)

Telecom sector sensitive to rising interest rates (comparable rates with Treasuries). 
Sector attractive given recent selloff.
Inflow of immigration into Canada good for business.
Competition with Rogers hard on business.
Prefers BCE. 

He bought it recently after selling it earlier this year. All telcos have come under pressure in Canada and US. Quebecor adds competition, though this market will be consolidated compared to the US. The services side continues to grow through streaming, etc. Few give the telcos credit.

Expecting volatility, but good long term investment.
Large immigration in Canada will be good for business.
Assets currently built are valuable - hard to replicate.
Good management team. 

This one depends on your time horizon. Q2 was in line. Really trying to do cost-saving. Cut free cashflow guidance, with negative EPS for the next little bit. Nice 7% dividend growth. Expensive PE. Best in the space with core business and other assets, which should be tailwinds. He's more of a buyer than a seller at this point.

Incredibly well run. Great dividend, not a high multiple. Buy it here. Headwinds from previous years will turn into tailwinds.

He sold his holding. The YTD chart is downward, not good. It might be hitting support now, but if this doesn't hold, then what?

Focus on the long term. Aggressive price competition coming in the space. Telus and BCE will be impacted the most, earnings will soften. Immigration won't be enough to offset the hit.

Usually trades at a premium because of faster growth and its lead on fibre to the home. Yield of 6.3%, best dividend grower in the sector. Lacks TV stations and sports teams, but has made forays into digital health. Good ROE. Balance sheet is leveraged. High multiple of 24x, so avoid on valuation.

The telcos have been punished. Telus is seeing lower lows. He got caught on this and may sell it.

Rising interest rates make its dividend yield less attractive. Hopefully rates will fall sometime next year, and before that telcos should start to base and move up higher. Interesting place to be for income-seeking investors. Yield is 6%.

Telcos have been hammered globally mainly due to Verizon and AT&T and potential lawsuit on lead. If those two names can hold in, then he doesn't mind nibbling at these levels. Limit risk at the lows we recently saw. Rotation this year away from defense.

The dividend is safe and in fact growing at the fastest rate among Canadian telcos at 5-7% this year. Pays 6.2%. He's about to buy more shares for himself and clients. Good long-term growth ahead because immigration is rising at high levels, a tailwind for Telus. But they're having problems with Telus International, so they lowered guidance. They invested in next-generation technology, good long term but will be lumpy. More competition comes with Shaw-Rogers, but this won't be a huge change. Shares are as cheap as they have been for a long time.

Does not own shares in company.
Share price weak the past year.
Stable business with legacy assets.
Strong dividend yield that is safe.
Pricing power with oligopoly.

Telecom business models under pressure due to toxic lead ingredients used in business.
Large debt loads will also be tough on business with rising interest rates.
Is a good time to buy given negative headlines.

Likes the space for income. Yield of 5.7%. Expects a bit of capital appreciation. Rogers buying Shaw may increase competition. Immigration should offset short-term price competition. She owns BCE for the higher yield of 6.6%.