TSE:T

Telus Corp (T.TO)

12.07
-0.12 (0.98%)
as of Oct 27, 2026, 8:00:00 pm Market Closed.
1394 watching
0
BUY

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

BUY

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.

COMMENT
(Market Call Minute.) Has been selling his holdings.
PAST TOP PICK
(A Top Pick May 15/12. Up 5.85%.) The most expensive of the telcos but also has the best competitive position and the best growth prospects going forward.
COMMENT
Would you put a stop/loss on this and where would it be? This is a poster child for what corporations should be doing with their cash flows. For a Stop he would look at something around $58.
PARTIAL SELL
This is one of the safe haven stocks that people run to and has performed extremely well. PE is high because it has a very nice dividend of about 4.5%. This is done well over the last few years so if you own, it may be time to take some off the table.
WAIT
Has been a great stock to own over the past several years. In an uptrend but there is some resistance coming in at around $65 and you want to see it breaks through this. If they can do that with conviction, then the story is still very much intact.
HOLD
Feels the dividend will be maintained and likely increased. There is a good fundamental growth to their business. This would be his favourite among the telecommunications companies. They are more conservative and are doing some interesting things in Eastern Canada.
HOLD
People are flocking to telcos, especially those that are showing signs of growth. Didn’t think that they would have good wireless growth, but they did. Weak wireline but this is being overpowered by their wireless strength. Also have a little more pricing power given that they are levered to the west where the economy is doing better.
PAST TOP PICK
(Top Pick May 18/11, Up 19.10%)
TOP PICK
They are trying to consolidate the share structure, which in the end will be far better for the clients. He bought it as a run to great dividend stocks due to the fear in the market.
BUY
Dividend yield is going to be somewhat higher on non-voting shares. This is not his favourite image coupled group. Expect the non-voting share question will eventually get solved.
COMMENT
Non-voting shares (T.A-T) or this one? If you are buying, the non-voting gives you extra yield. In due course, you may end up moving closer to the voting shares.
TOP PICK
4% dividend. They are firing on all cylinders. In the west where there is no competitors. Recommending class ‘A’ shares. A clever hedge fund came in and sold short on the voting shares and forced them to take away the plan, so they have to collapse the plan on a 1:1 spread. Not worried about a small holder not being able to get out. 4.14% dividend. 10% annual boost of dividend and committed into 2013.
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.
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