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TSE:T

Telus Corp (T.TO)

13.43
-0.13 (0.96%)
as of Aug 26, 2026, 8:00:00 pm Market Open.
1394 watching
0
Investor Insights
star iconAug 25, 2026, 12:00 am

This summary was created by AI, based on 84 opinions in the last 12 months.

Telus Corp (T-T) faces significant scrutiny from analysts following a recent 55% cut in its dividend, which, while easing immediate concerns, leads to questions about long-term sustainability. Experts highlight the company’s challenges, particularly its high payout ratio and the competition in the Canadian telecom industry. While some view Telus as a stable income provider, the lack of organic growth and potential for further dividend cuts weigh heavily on sentiment. The transition to a new CEO raises hopes for restructuring and asset sales, but many analysts suggest caution due to the broader economic pressures affecting the telecom sector. Overall, while Telus holds value for income-focused investors, concerns about revenue stagnation and high debt persist, leading to a complex outlook for the company.

consensus icon
Consensus
cautious
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Valuation
fair value
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Similar
BCE, BCE
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.
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.
Showing 766 to 780 of 1,282 entries