TSE:T

Telus Corp (T.TO)

17.09
-0.01 (0.06%)
as of Jun 4, 2026, 8:00:00 pm Market Open.
1394 watching
0
Investor Insights
star iconJun 4, 2026, 12:00 am

This summary was created by AI, based on 77 opinions in the last 12 months.

Telus Corp (T-T) has faced significant scrutiny from analysts regarding its dividend sustainability and overall growth potential. Many experts express concerns about the company's heavy debt loads and competitive pressures within the telecom sector, leading to a consensus that a dividend cut may be forthcoming to improve financial flexibility. Despite these challenges, some analysts appreciate the company's long-term asset potential and the new CEO's ability to possibly drive positive changes. The stock's high dividend yield, hovering around 9%, attracts income-focused investors, yet uncertainties about future performance dominate expert opinions. While there are those who see potential in asset monetization, the prevailing sentiment suggests caution as the telecom landscape remains highly competitive and challenged by regulatory issues.

consensus icon
Consensus
Caution
valuation icon
Valuation
Fair Value
review icon
Similar
Rogers, RCI.B
COMMENT
Rogers (RCI.B-T) or Telus (T-T)? Telus probably has more downside protection but a higher dividend yield of about 6.5%. Rogers has about 4.5% dividend and maybe represents a better long-term hold because of better growth prospects.
BUY
Bond yielding 2.6% picture in 2012, 3.85% but during 2013 and 5.1% maturing 2017. The whole telecommunications sector is interesting. This company has been one of the big issuers. BBB credit rating, which is just above investment grade.
DON'T BUY
Has been negatively impacted over the last year. Much more leverage to wireless but has Issues with GSM technology. Guidance came out much lower in the last quarter. Revenue per phone is lower. Will need a lot of capital expenditure into upgrading. Rogers (RCI.B-T) is the best in class. (See Top Picks.)
BUY
Telus (T-T) versus BCE (BCE-T)? Likes the telecommunications sector and thinks there is good value. His favourite is BCE because of their operational improvements but also likes Telus. Both trading at attractive valuations. Overhang of the wireless competition coming on is overstated.
COMMENT
Paying a dividend that is in excess of next year’s potential free cash flow generation. Losing some market share to Shaw (SJR.B-T). In a competitive space and is showing signs of weakening in the wireless space. Would prefer their bonds.
DON'T BUY
Traditional telephone providers are not going to be the winners. It will be wireless for personal communication and wires for TV sets. Cable companies have won that battle. Thinks dividends are safe for the next couple of years but questions if they grow. Would rather own the debt (which he does) rather than the stock.
TOP PICK
4.95% bond due May 15/14. Likes the telco sector. Yielding 2% more than the government of Canada is paying and well above what provincial bonds are paying. Single A low triple B high credit.
BUY
Good dividend. Undervalued at this time and probably due for an upsurge. This sector has proven to be quite recession resistant.
TOP PICK
6% yield. Big performer at 27% over the last year. There could be a merger with Bell (BCE-T). Now doing television.
COMMENT
Important thing to look at in this sector is whether a company is a leader or a laggard in the industry. Rogers (RCI.B-T) has a leading technology and is probably the “go to” stock. This company and BCE (BCE-T) are relatively safe and ok for yield. 5.9% yield.
DON'T BUY
Would buy BCE (BCE-T) instead.
BUY
One of the best management teams. Have some economic weakness in the region. Also some headwinds with CapX risks. At about 5X EBITDA and 9x earnings and paying a 6% yield makes it really attractive.
DON'T BUY
Fails to see enough catalysts to get the stock moving. Last quarter was not a stellar one. Struggling on both the revenue side and wireless. Management is going to start some cost cutting to help bolster the bottom line.
HOLD
Prefers BCE (BCE-T) but thinks the whole telecommunications sector is interesting. Feels dividends are safe. Generates good free cash flow. Good defensive play.
HOLD
(Market Call Minute.) Would Buy BCE (BCE-T) instead.
Showing 751 to 765 of 1,263 entries