TSE:T

Telus Corp (T.TO)

14.95
+0.23 (1.56%)
as of Jul 16, 2026, 6:15:55 pm Market Open.
1397 watching
0
Investor Insights
star iconJul 16, 2026, 12:00 am

This summary was created by AI, based on 83 opinions in the last 12 months.

Telus Corp is currently facing significant challenges, with many analysts expressing concerns about its declining stock performance and the ongoing risk of a dividend cut. Despite a high dividend yield of around 9%, experts are divided on the sustainability of this yield given the company's high payout ratio and increasing competition within the telecom sector. The upcoming leadership transition with a new CEO is viewed as a potential turning point, but skepticism remains due to the ongoing issues within the industry, including regulatory pressures and market competition. Many suggest that Telus may be undervalued compared to its peers, but caution against expecting substantial growth in the near term due to the overall unfavorable industry environment and the potential for further capital expenditures without immediate returns. Long-term holders are advised to be patient and monitor developing strategies for debt reduction and financial stability.

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Consensus
Negative
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Valuation
Undervalued
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DON'T BUY
Less attractive then BCE and a higher yield. The iPhone is less profitable than a regular due to subsidies and data volumes.
DON'T BUY
Less attractive then BCE and a higher yield. The iPhone is less profitable than a regular due to subsidies and data volumes.
TOP PICK
(A Top Pick April 16/09. Down 19.51%.) Yield of close to 6%. Long-term growth rate is going to be in the mid-single digit area. This, along with the 6% dividend, you should get 11%-13% average annual return.
BUY
Feels the dividend is safe. You get more from this than you would from a bank account.
BUY
(Market Call Minute.) Yielding 5.8%. It is a discount to Rogers (RCI.B-T) and Bell (BCE-T). Expect it to pick up from here.
COMMENT
As a dividend play it is fine. Prefers Rogers (RCI.B-T) or BCE (BCE-T). 5.8% yield.
COMMENT
Rogers (RCI.B-T) or Telus (T-T) long term (5 years)? Prefers Rogers, which has more potential growth and which he owns. 6% yield.
COMMENT
Have to do more CapX to upgrade their systems from CDMA to GSM, which will put a strain on the balance sheet. 6.2% yield should be sustainable.
COMMENT
Midterm bonds yielding about 7%? Doesn't own any Telcos. Feels they are very highly regulated so there's not a lot of upside. However, this one short-term at 7% is okay but feels are better places to be.
COMMENT
(Market Call Minute.) Good yield at 6.2%. Not much excitement over the next year. If you want yield, Buy. If you want capital gains don't bother.
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.
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