Telus Corp (T.TO)

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.

He is very warm towards the telecom companies. Gaining market share from Rogers (RCI.B-T).

Best in class. Great free cash flow growth. Great wireless growth. The one weak spot is that they are losing wire lines and TV to Shaw (SJR.B-T). There is a good chance they are going to raise their dividend. 3.8% dividend.

(Market Call Minute.) The only telecoms stock that has upside potential. All the others look fully valued.

Most analysts prefer T to BCE but she doesn’t feel that way. Not fantastic growth but good at cost cutting and good long-term holds. Likes the Bell media assets but T has a bit of a better geographic mix.