TSE:T

Telus Corp (T.TO)

14.92
+0.20 (1.36%)
as of Jul 16, 2026, 6:23:37 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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BCE
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.)
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.)
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