TSE:T

Telus Corp (T.TO)

17.17
+0.08 (0.47%)
as of Jun 5, 2026, 2:18:47 pm Market Open.
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Investor Insights
star iconJun 5, 2026, 12:00 am

This summary was created by AI, based on 78 opinions in the last 12 months.

Telus Corp (T-T) has faced significant scrutiny from investors and analysts amid concerns regarding its dividend sustainability and overall growth potential. While some experts appreciate the attractive dividend yield, currently around 9%, many express doubts about its ability to maintain this payout, suggesting a likely cut could be necessary to strengthen the balance sheet. The telco sector overall is viewed as stagnant, with heightened competition and a lack of population growth negatively impacting revenue prospects. Discussions around the company’s debt levels, capital expenditures, and the impact of a new CEO suggest that while there may be turnaround potential, the immediate outlook remains cautious. Overall, investors should be prepared for a period of restructuring, with mixed opinions on whether Telus can reinvigorate its growth strategy in the face of prevailing challenges.

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Consensus
Cautious
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Valuation
Undervalued
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Similar
RCI.B
HOLD
Many of the telecoms have gone through restructuring and are very profitable and generating lots of cash. The wireless business is very competitive. Seem to be able to stay profitable I Canada. This one is behaving very well. They are talking about their new wireless network that they are going to move towards.
BUY
They are resurrecting Clearnet. Telus has done very well. Came from undervalued to reasonably valued. Now Rogers is the cheapest and the best cash flow.
PAST TOP PICK
(Top Pick Mar 16/10, Up 43.20%) You have to be bullish if you look at the metrics of the acquisition of T mobile by AT&T. Does not think Canadian industry is not suffering from foreign competition.
BUY
Stock is in a holding pattern. Same as others and it’s because of competition. He believes longer term all these guys are going to be winners. Have increased dividend nicely but could be moderated in the future.
PAST TOP PICK
(A Top Pick Feb 23/10. Up 47.77%.) Have the ability to keep increasing dividends.
HOLD
This is a stock where you are getting a little bit of appreciation as well as some yield. Telecom stocks are behaving all right. Wireless business is good but there is growing competition. (Prefers companies that are supplying infrastructure for telecoms.)
HOLD
Likes the outlook for the telecom stocks, growth of wireless especially. Starting to move aggressively into the TV market giving them further growth opportunities.
BUY
In his higher yield portfolio. Likes the business. Prefers BCE
BUY
It has recovered from 2007. Keep raising the dividend. They are really gaining a lot of momentum here. RCI.B is more attractive to him.
PAST TOP PICK
(A Top Pick Dec 3/09. Up 43%.) New TV product, IPTV is doing well in western Canada. Can bundle it with their other wire line and wireless products. Main competitor Shaw (SHR.B-T) is just starting to build out a wireless network. 2 dividend increases this year.
DON'T BUY
Rogers (RCI.B-T), BCE (BCE-T) or Telus (T-T)? Telecoms look a little expensive. On a pull back he would be tempted to buy BCE, which has momentum and is gaining on wireless. Average revenue per unit is going up. Moving into internet protocol television (IPTV) is going to make them very competitive with cable companies.
DON'T BUY
BCE (BCE-T) or Telus (T-T)? Has no exposure to telecoms right now. Too much competition. Dividends on these 2 are safe but don’t see a lot of earnings growth.
DON'T BUY
Doesn’t like any of the telecoms because of the competition coming down the pipe with the newer mobiles but if she were choosing one, it would be this as it is in the part of the country that is seeing better growth.
COMMENT
Telecoms. BCE (BCE-T), Telus (T-T) or Rogers (RCI.B-T)? BCE is more of a dividend play with 5.4%. Growth is close to 6% long term. Rogers is more of a growth story. He would rate Telus as third.
TOP PICK
(Preferred A) Likes the free cash flow and dividends (currently over 4%).ROE of about 13%. Good growth potential despite all the competition. Has a new product called OpticTV, which has proven to be quite successful and will help them to compete.
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