Telus Corp (T.TO)

Recently touched a new all-time high. Selling slightly above its average multiple over the last number of years. Has the largest exposure to wireless. Likes its outlook. Increasing its dividend at about a 10% pace per year, which he thinks will continue for at least the next couple. Have strong pre-cash flow growth to support it.

Great stock. Growing at a faster clip than some of the other telcos. However, valuations of the telcos are at the high end of their historical range. This happens when you get into a period where investors need to be defensive and they need income and yield and they avoid cyclicals. 3.9% yield.

The whole telecommunication space, he feels, is getting overcrowded and more competitive. However, in a very difficult field, this company is doing well. Thinks the 4% dividend is safe so if you are looking for income and very modest growth, this would be a great long-term hold.

She is out of the telecoms because of competitive issues. Telus is doing well based on Internet TV offerings. This is the one she would buy if she was getting back into the sector. Stable income, increasing dividend over time.

Toronto dominion (TD-T) or Telus (T-T) for a TFSA? Neither one of these is a bad bet. In the long run, this is the one that he would want to own. Has had a great run over the last couple of years and he thinks this is going to continue. They have been raising the dividend twice a year over the last 3 years, which they have committed to do publicly.

Great story, the growth year for the name. It has had an incredible run. They will do well going forward but he thinks there will not be a lot of growth. Dividend is safe. 3.94% yield.

This company has been great. What has really gone well for the telecoms in general is the higher penetration rates on smart phones, which has led to higher data usage and they have really grown with this. He is watching in case this starts to slow down. Pretty expensive, but he continues to hold and likes it.

A nice, conservative holding. If the markets go into a down-turn, this has held in quite nicely in the past downturns, but it has done nicely recently and could fall next year so perhaps take a little off the table.

Very foresightful when they said they would raise the dividend 10% per year for the next 3 years. Investors are looking for clarity in dividend policy. One of the best performing stocks in the market. This is where the leadership is.

Raised dividend for last 3 years. There are buyers for this all day long.

(A Top Pick Oct 31/11. Up 22.1%.) To him, this is the best play in this sector. Still likes.

(A Top Pick May 15/12. Up 8.7%.)

There is a reasonable amount of activity with relation to their voting and non-voting shares. Good dividend. One of the few that have really shown a lot of transparency in terms of dividend increases going forward.

One caution right now is that telecoms, consumer staples and utilities have all rallied in the last year. Thinks there will be a pause, especially given that we are starting to see a decline in margins in all 3 areas. Dividends on this one have been going up at a nice sharp pace. He has been taking profits on this in the last year.

(Top Pick May 15/12, Up 7.29%) Is fine with them amalgamating the voting and non-voting shares as long as they don’t pay a premium.