TSE:T

Telus Corp (T.TO)

15.75
-0.27 (1.69%)
as of Jun 25, 2026, 8:00:00 pm Market Open.
1396 watching
0
Investor Insights
star iconJun 25, 2026, 12:00 am

This summary was created by AI, based on 81 opinions in the last 12 months.

Telus Corp is currently facing challenges typical of the Canadian telecommunications sector, including competitive pressures and concerns about dividend sustainability. The recent appointment of a new CEO has raised expectations for potential changes in management strategy, particularly regarding the maintenance or possible cut of the company's dividend, which is currently yielding around 9%. While many experts see some long-term value given the company's assets and market position, there is a prevailing sentiment of caution due to the high dividend payout ratio and significant debt levels. Analysts suggest a mixed outlook, with views ranging from holding for income to the potential necessity of asset sales to stabilize the company's financial health. Overall, Telus represents a more conservative investment choice with defensive characteristics, suitable for income-seeking investors, albeit with inherent risks linked to the telecom industry's growth outlook.

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Consensus
Cautious
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Valuation
Undervalued
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COMMENT
Good wireless exposure and growth prospects but concerned it is getting a little too high but that is 15%-20% away. 4.5% yield.
BUY
Likes the telephone/quasi-utility space. Chart shows a pretty good trend line. Next resistance point would be about $48. 4.8% yield.
PAST TOP PICK
(A Top Pick June 24/09. Up 9.33%.) 4.95% bond due May 15/14. Still likes.
COMMENT
The whole telecom space is getting more competitive with wireless. Wire line business is declining so they need growth in wireless to offset that. Have done a great job in cost cutting. Solid long-term hold if you're looking for income.
PAST TOP PICK
(A Top Pick June 4/09. Up 33.7%.) Still likes.
BUY
Cheap. Still have quite a bit of leverage on. Expects some very good growth on their wireless business but questions declines they will have on their wire lines but expect wireless to out do this. At the current valuation with a current yield, this stock makes a lot of sense.
PAST TOP PICK
(A Top Pick June 24/09. Up 7.44%.) 4.95% bond due May 15/14.
COMMENT
Good company but feels there's more growth in BCE (BCE-T).
BUY
Good solid holding. Owns but feels Rogers (RCI.B-T) has more growth and dividend growth opportunities.
DON'T BUY
4.95% Bond maturing May 15/14. BBB+ rated, just above investment-grade. Likes that it is within the 5-year yield curve however, credit spread has started to shrink to about 3.87%. You are paying almost $104 for a $100 bond. Probably better choices with better credit ratings and higher yields.
TOP PICK
Good 1st quarter. Cutting costs dramatically with a surprise dividend increase. Looking for 10% earnings growth over the next few years as well as dividend increases. 5.1% dividend. Looks very cheap.
BUY
Stock is done very well and provides a very attractive, safe yield of over 5%. If you want income, this is a good investment. Getting wireless subscriber growth. Very good at cutting costs and have been using this to increase dividends.
WAIT
This is a dividend play and is the reason for the stock moving up. Increased their dividend. If you don't own, there will be opportunities to buy down the road.
BUY
There will be inflation, which will affect dividends. Could start by 2012. Likes telcos because they have pricing power i.e. the demand for their product is such that they can raise prices without losing customers. Good dividends.
PAST TOP PICK
(A Top Pick Apr 16/09. Up 28.74%.)
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