TSE:T

Telus Corp (T.TO)

13.97
+0.22 (1.56%)
as of Aug 6, 2026, 6:02:55 pm Market Open.
1398 watching
0
Investor Insights
star iconAug 6, 2026, 12:00 am

This summary was created by AI, based on 82 opinions in the last 12 months.

Telus Corp currently faces significant challenges, as reflected in the mixed reviews from various experts. Many analysts express concern about the company's high debt levels, issues with dividend sustainability, and the overall lack of growth in the telecommunications sector due to competitive pricing pressures. The recent dividend cut and the strategic pause in future dividend growth have raised questions about the company's financial health and ability to maintain its appeal to income-focused investors. While some see the potential for a turnaround, especially with a new CEO and asset monetization plans, others are skeptical about the stock's prospects and the likelihood of significant recovery in the near term. Overall, investors are advised to proceed cautiously, with many suggesting a focus on dividends while closely monitoring cash flow and debt levels.

consensus icon
Consensus
Cautious
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Valuation
Undervalued
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Similar
Rogers,RCI.B
TOP PICK
Dividend is safe, just rose 5 months ago and expect another token rise this coming winter. Downside risk is pretty minimal.
DON'T BUY
Nothing has given us confidence. Recent volume has recently gone down with downtrend. May have to go back to 2005 or 2004 for support. Nothing indicates that it would stop. It might be trying to form a tiny bit of a bottom right now. If it popped up above $37/38 you would be interested.
TOP PICK
6.6% dividend. Came out with a warning about wireless numbers for first quarter. Can grow earnings 5% over the next 3-5 years. Multiple is very depressed right now compared to MBT or BCE. You are looking at a 11-12% return. Dividend is sustainable.
TOP PICK
Better dividend than Rogers. Beat up tremendously. Buy at this price and lock in the dividend. Low P/E/High dividend, (6.3%/$0.0475).
BUY
Communications is screening very well for him right now and he likes this one a lot. Sector is economically defensive.
TOP PICK
Likes the tax-preferred dividend of 6%. Stock price is depressed but likely to go back up.
HOLD
Prefers Rogers (RCI.B-T) and BCE (BCE-T). Not a bad dividend and a relatively safe place to hide. If you have a long enough time horizon, it is probably not a good time Sell. He would consider switching to Rogers that pays almost 5% and gives a bit better growth.
TOP PICK
Nice yield play at 5.5% yield and the stock has been beaten down for no particularly good reason.
TOP PICK
4.95% bond maturing March 15/17.
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.)
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