TSE:T

Telus Corp (T.TO)

13.75
-0.00 (0.00%)
as of Aug 6, 2026, 8:00:00 pm Market Open.
1398 watching
0
Investor Insights
star iconAug 6, 2026, 12:00 am

This summary was created by AI, based on 82 opinions in the last 12 months.

Telus Corp currently faces significant challenges, as reflected in the mixed reviews from various experts. Many analysts express concern about the company's high debt levels, issues with dividend sustainability, and the overall lack of growth in the telecommunications sector due to competitive pricing pressures. The recent dividend cut and the strategic pause in future dividend growth have raised questions about the company's financial health and ability to maintain its appeal to income-focused investors. While some see the potential for a turnaround, especially with a new CEO and asset monetization plans, others are skeptical about the stock's prospects and the likelihood of significant recovery in the near term. Overall, investors are advised to proceed cautiously, with many suggesting a focus on dividends while closely monitoring cash flow and debt levels.

consensus icon
Consensus
Cautious
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Valuation
Undervalued
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Similar
Rogers,RCI.B
COMMENT
If you are going to own any telco, this one probably makes the most sense. Probably has the best growth in it on the wireless side and best market domination. However, he finds valuation a little bit stretched on the telecom stocks. People have been paying so much for defensive positions, more than they have in the past. Growth has slowed down for these companies very dramatically. Trading at 14X earnings and 11X operating cash.
BUY
(Market Call Minute.) Like all the telcos here remains very, very shielded from global macro risks.
COMMENT
They want to collapse the voting and nonvoting structure as it is not necessary anymore. Not sure how this is going to end up but in the long run she is not sure if that will impact the share price that much. She doesn't own any telecom stocks.
HOLD
Switching non-voting shares to voting and a hedge fund is getting involved. Comments? Hard to know what the result of that will be. Hedge fund owns a good slug of the voting shares. They want the premium and are complaining that they are not getting it. You should look beyond this as it will not be a big difference. Dividends have been growing 5% every 6 months. Feels the earnings growth over the next 3 years will be in the order of 9%-11% per year.
PAST TOP PICK
(Top Pick May 18/11, Up 15.59%)
BUY ON WEAKNESS
Isn't overvalued but is pretty expensive. Doesn't expect much more upside other than collecting the dividend. He would prefer it $3-$4 lower.
HOLD
Did well because they did so well at gaining wireless market share. It is a very competitive industry so we are seeing pricing is getting more competitive. You have to have a very long-term outlook. Certainly Telus has been one of the better-managed telecom companies. You missed this run.
BUY ON WEAKNESS
The telcos are the new utilities. Telcos have lower multiple, better balance sheets, more dividend growth, more free cash flow and selling products in hot demand. Likes all three, but prefers Rogers. Would be a buyer of all three on a pull back.
SELL
If you have profit opportunities you should sell. Not necessarily all of it but some. Replace on a pull pack. He often trims a quarter or a third.
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.
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