TSE:T

Telus Corp (T.TO)

15.72
-0.31 (1.90%)
as of Jun 25, 2026, 7:44:36 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 has garnered mixed opinions among experts, particularly concerning its dividend sustainability and growth prospects. While many analysts highlight the attractive yield, often at or above 8%, there are significant concerns about the company's high payout ratio, intense sector competition, and a challenging growth environment, particularly with the decrease in immigration impacting subscriber growth. The new CEO is seen as a potential catalyst for change, but there's uncertainty regarding decisions such as dividend cuts necessary for financial health. Investors focusing on income may continue to find Telus a reliable option, yet many experts advise caution due to the macroeconomic pressures and the sector's overall outlook.

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Consensus
Cautious
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Valuation
Undervalued
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Similar
RCI.B
HOLD
Defensive holding because of the stable subscriber base. More exposed to the wireless area, which has done fantastically well for them until Rogers (RCI.B-T) and Shaw (SJR.B-T) started coming on strong. Good management team and good balance sheet.
COMMENT
Could be a little upside potential through association or partnership with Bell Canada (BCE-T). About a 5% yield. Currently there is a bit of market uncertainty. Rogers (RCI.B-T) would be his first choice.
PAST TOP PICK
(A Top Pick Jan 2/08. Down 27%.) Still doing pretty well. Very well run company. 11.5X earnings. 5.5% yield.
COMMENT
Disappointing guidance as they lowered wireless growth for Q4 of 08. This put pressure on the stock. Looking at this vs. BCE (BCE-T) he doesn't think BCE could have a strategic plan in place yet. They are more concerned about cutting costs and catching up to the telcos. Telus wireless could be more vulnerable because Vancouver and Calgary are suffering most of the slowdown in commodities and real estate but it is still a stable cash flow business. Both have to spend on GSM technology to compete with Rogers (RCI.B-T).
BUY
Well run company. 6% yield is about 1% less than BCE (BCE-T) with a slightly higher growth rate. Consider it for dividend growth, but not pure growth.
BUY
Fine company with very good management. Probably near its lows at this point. As a long-term investment, it is reasonable to buy here. (See Top Picks.)
PAST TOP PICK
(A Top Pick July 16/07. Down 37%.) Sold his holdings on Sept/08 and was 30% down. ROE is still falling. Don't Buy.
DON'T BUY
A lot of thinking was that when BCE (BCE-T) was privatized there would be a lot of money going into companies like this. Doesn't make the growth prospects for this company. Wireless networks are inferior and they have been losing market share.
COMMENT
This one has nothing to do with technicals or fundamentals but everything to do with what is happening to BCE (BCE-T). Goes up when it looks like the deal is going to be done. It now looks like CitiGroup (C-N) is not going to have the money so this stock could move up again.
HOLD
(Market Call Minute.)
HOLD
Extremely well run company. Fundamentally, he would have a look at how much money they are making on their wireless. Starting to see some real competition heat up before the new entrants start coming in so some margins may erode. From a technical standpoint, it has broken a long-term trend bottom and it may base out a little more.
BUY
They have to spend money on the wireless side to move to 3G, GSM and be able to offer the same products as Rogers and others around the world. Stock came off quite a bit, yield is good long term; still some risk. They and BCE are loosing a lot of business to Rogers because of difference between GMS and CDMA.
TOP PICK
All those competitors that spent a lot of money on wireless spectrum are going to have all lot of trouble building that spectrum since they can’t borrow the money.
COMMENT
Cost of development plus recent profit weakness has been overhanging the stock recently. Undervalued but would like to see some profit growth. Prefers Rogers (RCI.B-T).
COMMENT
News today of a potential CapX project that BCE (BCE-T) and Telus are talking about. If they go ahead with this there will be an increasingly more competitive market. Rogers (RCI.B-T) still has the leg up as a superior network. Have a key mover advantage with the iPhone or any of the new Blackberry launches. They are already into the 3G environment.
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