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TSE:T

Telus Corp (T.TO)

11.19
-0.06 (0.53%)
as of Oct 6, 2026, 7:59:59 pm Market Open.
1392 watching
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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.
PAST TOP PICK
(A Top Pick June 14/10. Up 45.5%.) Would wait for a pullback before buying any of the telcos.
BUY
Will the upward trend continue? This is the right space to be in at this time. There is a strong upward trend that should continue. (See Top Picks.)
TOP PICK
They expect to raise their dividend, perhaps twice a year over the next 3 years. A 10% dividend growth rate. Very strong wireless exposure and have done a good job with it. Have potential to grow their business in the OptiTV, IP based television services.
BUY
Great franchise. Technically speaking, fantastic hart with higher highs and higher lows. As a telecom with a high dividend, dividend might not be as strong as interest rates eventually move up. Looks okay.
BUY
In a good market area on the west coast and in Alberta with a good yield.
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.
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