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.) 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.
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.
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