TSE:T

Telus Corp (T.TO)

15.75
-0.27 (1.69%)
as of Jun 25, 2026, 8:00:00 pm Market Open.
1396 watching
0
Investor Insights
star iconJun 25, 2026, 12:00 am

This summary was created by AI, based on 81 opinions in the last 12 months.

Telus Corp is currently facing challenges typical of the Canadian telecommunications sector, including competitive pressures and concerns about dividend sustainability. The recent appointment of a new CEO has raised expectations for potential changes in management strategy, particularly regarding the maintenance or possible cut of the company's dividend, which is currently yielding around 9%. While many experts see some long-term value given the company's assets and market position, there is a prevailing sentiment of caution due to the high dividend payout ratio and significant debt levels. Analysts suggest a mixed outlook, with views ranging from holding for income to the potential necessity of asset sales to stabilize the company's financial health. Overall, Telus represents a more conservative investment choice with defensive characteristics, suitable for income-seeking investors, albeit with inherent risks linked to the telecom industry's growth outlook.

consensus icon
Consensus
Cautious
valuation icon
Valuation
Undervalued
review icon
Similar
BCE
BUY
Has done a very good job. Has run up a lot but you are going to get a good dividend. Have made some really strong growth on the TV and wireless side.
COMMENT
US Telcos are getting tired and this will sp[read to the whole sector. If you own, consider reducing your holdings unless you are in it for the yield. Feels the capital return is over.
WATCH
She is a little bit cautious on the telco space which had a nice run, especially into year-end. They have been driven more by the defensive trader had a need for income and stability. Expect the market will be looking at these a little closer and realize there are headwinds including new entrants into the harness space. This is one of the better names in this space. Dividend yield of almost 4.5%.
BUY ON WEAKNESS
Difference between the regular shares and the A shares? Stick with the voting shares. Once you get into the A shares you run into potential problems. The communication companies are producers of net free cash flow. Charts of this company and BCE (BCE-T) are more positive than Rogers (RCI.B-T) or Shaw Communications (SJR.B-T). Stocks are cheap relative to their growth rates. Interested in this if it pulled back 5%.
BUY
Likes the telecom area because there is some growth and dividends are attractive and they grow. He owns 3 others. Can’t com up with a reason not to buy T-T
BUY
Excellent earnings this quarter. Good wireless growth. Raised the dividend and promised to keep raising it up to and including 2013. Wouldn't expect much capital appreciation as it is pretty well fully priced. If you want a nice tax effective yield will continue to grow, this is a pretty good choice.
TOP PICK
Excellent dividends which are rising by 10% a year. Expect they will merge their 2 classes of stock which will give them more liquidity.
DON'T BUY
Will be a little impeded in the next couple of years in terms of growth. He’d rather own this than a utility, or bank or pipeline.
PAST TOP PICK
(Top Pick Nov 10/10, Up 25.70%) Executed better than expected on TV offering.
BUY
Shaw’s Wifi strategy should be good for Telus, but it hasn’t moved. It did well because of the high yield. She likes it. Fundamentals are decent.
COMMENT
For income players, he would go to BCE (BCE-T) and this one. For growth he would go to Rogers (RCI.B-T). Because of the increasing competition, he is out of this sector for the present time.
BUY
Had a great quarter. The story for telcos is smart phones growth. Smart phone adoption in Canada is only about 35%-40%. Could see this getting close to 70%-80% over the next 2 years. (See Top Picks.)
BUY
One of the “best in class”. Competition telcos feared has impacted them a little bit but they benefiting from the changeover to data, which is now the growth engine. Telcos will be in better shape than cable because they are coming out with the fiber TV.
HOLD
Prefers cable companies.
COMMENT
Has a pretty good yield, but not the highest yield nor the highest upside of the telcos. Had a good run over the last year and has probably performed the best but he prefers Rogers (RCI.B-T) growth prospects better.
Showing 661 to 675 of 1,268 entries