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
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.
HOLD
(Market Call Minute.)
TOP PICK
5.95% bond maturing Apr 15/15. 200 basis points above Canada’s and are investment grade. Issued after all the kafuffle about the Bell debentures so there were a couple of corporate issues with 2 provisos. If there’s a change of control and/or the investment falls below investment grade the company must buy these back at 101.
DON'T BUY
Wire line and wireless companies are having a difficult time right now across North America. Expect this will continue in the short run.
PAST TOP PICK
(A Top Pick July 16/07. Down 31%.) Not a bad looking company, but ROE is falling. Sold his holdings.
BUY
Outlook for 4-5 years is not stellar, but not bad either. Has been beaten down because of the Spectrum auction for wireless. Doesn't see competition happening soon or eroding margins very fast. Likes the dividend yield.
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