Telus Corp (T.TO)

Has owned this. Nothing wrong with owning it. Over time, the telcos could see their oligopoly erode with more competition. Also, higher GIC rates are hurting the telco stocks, known for their dividends. Don't sell. Wait for interest rates to stabilize. Sure, GICs pay 5%, but what about inflation? Dividend stocks are a better hedge against inflation over the long term.

Telus has been great for him as a customer. All telcos are getting hit. Unlike Rogers and BCE, Telus lacks the same integration or diversity of business. It will probably bounce at some point, but it will take a while before such "safe" dividend stocks bounce.

It is at a good valuation now, being near its low. Has a solid dividend and dividend growth rate. In general telecom stocks are down and there are competition concerns for the sector but this should not be a major concern.

6% or so dividend yield. Earnings are soft. CRTC is determined to find a way to keep prices lower, a politically popular strategy. Still, these companies have an oligopoly. If they make less in one area, they'll increase earnings in another. All in cost-cutting mode.

Rising interest rates tough on business.
Steady business with safe dividend.
Good time to buy with current share price.
Not expecting further interest rate hikes.

Telcos have underperformed in the last year, pretty cheap. People are worried about rising interest rates affecting income. Majority owner of TIXT, which missed on results. Undervalued. Solid buy.

Sector is struggling with higher rates. Lack of growth going forward. Fighting competition out West. TIXT has been a drag. Will eventually come out the other side. Hold if you own, don't put new money in. Prefers BCE for income.

Great company that she loves. Pullback is a great buying opportunity. Stable dividend. Value 8/10, fundamental 9/10. She recently added. Potential upside of over 20% from here.

Likes it, but is sensitive to higher interest rates (it is highly leveraged). They spun out the international unit, which is struggling, probably losing market share. Because of this, Telus reduced its full-year guidance. A great business and the best of the Canadian telcos, though. Will continue to grow the dividend.

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?