TSE:T

Telus Corp (T.TO)

17.09
-0.01 (0.06%)
as of Jun 4, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 4, 2026, 12:00 am

This summary was created by AI, based on 77 opinions in the last 12 months.

Telus Corp (T-T) has faced significant scrutiny from analysts regarding its dividend sustainability and overall growth potential. Many experts express concerns about the company's heavy debt loads and competitive pressures within the telecom sector, leading to a consensus that a dividend cut may be forthcoming to improve financial flexibility. Despite these challenges, some analysts appreciate the company's long-term asset potential and the new CEO's ability to possibly drive positive changes. The stock's high dividend yield, hovering around 9%, attracts income-focused investors, yet uncertainties about future performance dominate expert opinions. While there are those who see potential in asset monetization, the prevailing sentiment suggests caution as the telecom landscape remains highly competitive and challenged by regulatory issues.

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Consensus
Caution
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Valuation
Fair Value
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Similar
Rogers, RCI.B
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.
COMMENT
Very well managed business. He keeps thinking about these players and how they are going to merge together at some point. If you are going to own in this area, this is probably the one that he would buy.
BUY
Subscriber numbers on their wireless where extremely strong. Solid growth. Good value at these levels.
HOLD
Once the dust clears on where the next generation of wireless is going, this will be one of the prominent players. He prefers Rogers (RCI.B-T) in this space.
HOLD
Had execution issues such as wireless growth and cost of new customers. Biggest problem is their CDMA wireless technology as opposed to global GSM. Will have to build an overlay network requiring a large outlay. When an announcement is made, stock will probably drop and that would be the time to Buy.
DON'T BUY
A lot of people will be looking at this one because they have lost BCE and they want something in the telco sector. Could be looking at 6 months of more negative news than positive. Talking of changing from a CDMA network to a GSM and there will be a lot of different viewpoints on what this will cost. There is also the threat of a new wireless entrant coming in.
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