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
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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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BCE
PAST TOP PICK
(A Top Pick Apr 23/09. Up 24.9% excluding dividends.) Core market is in Alberta and BC so it doesn't have to compete with Rogers (RCI.B-T).
PAST TOP PICK
(A Top Pick Apr 14/09. Up 33.81%.) Still a Buy.
COMMENT
Dividend yield of nearly 5% is looking at little rich right now. Stock has been overbought.
COMMENT
Telcos did poorly when the market was soaring but when it started to level off telcos started to come back. This one has been a poor performer versus BCE (BCE-T). Also has stronger competition out West. Might be worth looking at but in the short term BCE is still the better one.
TOP PICK
It is a yield story for him, no longer growth. Dividend is sustainable. Well entrenched to fend off competitors.
PAST TOP PICK
(Top Pick Mar 12/09, Up 13%+dividend) People were concerned when new entrants came into market. He thought it was over done at the time.
HOLD
He thinks BCE and Verizon are a lot better. People are looking for what is undervalued and nice yield and this one fits that.
PAST TOP PICK
(Top Pick Mar 12/09, Up 12.07%) Due for a good year because we haven’t seen much market penetration from the new entrants.
TOP PICK
5.5% dividend yield. Average revenue is declining. Growing their data and TV business. Likes it because it is beat up and should grow in 2011. 1% capital appreciation expected this year.
PAST TOP PICK
(A Top Pick Feb 9/09. Down 5% excluding dividends.) Likes the telcos and this one has a nice high yield.
PAST TOP PICK
(A Top Pick Feb 9/09. Up 4.72%.) The panic over the new entrants in the wireless market is a little overdone.
BUY
Excellent dividend. Telcos are not a heavy weighting in his portfolios. It will be some time before they lose significant market share against the new players but there will be some challenge to growth and margins. Good defensive play. BCE (BCE-T) would be his 1st choice.
WAIT
Starting to look interesting again. With the headwinds of Globalive now getting approval and a few new players in wireless, expect margins will be under pressure for a couple of quarters. Earnings growth is okay.
BUY
Mildly positive guidance given recently. It is priced into the stock price. It is attractive at these prices and is his favorite telecom.
PAST TOP PICK
(A Top Pick Jan 22/09. Up 18.27%.) 4.95% bond maturing March 15/17.
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