TSE:T

Telus Corp (T.TO)

17.09
-0.01 (0.06%)
as of Jun 4, 2026, 8:00:00 pm Market Open.
1395 watching
0
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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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.
PAST TOP PICK
(A Top Pick May 9/07. Down 19%.) Sold his holdings last summer before the big drop. Was concerned that they would have to to upgrade to the GSM.
COMMENT
Increase in stock relies on many factors including wireless business, where the Source license will go and also what happens to Bell Canada (BCE-T). If the BCE deal goes through, what will the new management have on the telecom landscape.
BUY
(Market Call Minute.) 3.9% yield. Getting some traction in its wireless.
BUY
On the assumption that the Bell Canada (BCE-T) deal does get done, there will be a lot of money that has been designated for the Telecom area and will have to be redeployed. Feels the competitive landscape will be changing too. Good long-term holding.
PAST TOP PICK
(A Top Pick Nov 24/06. Down 15%.) Was potentially going to convert to an income trust but, more importantly, there were private equity shops circling the company and potentially privatize it. With the credit crunch, this was put on the shelf. At these levels, he would prefer to own BCE (BCE-T).
COMMENT
People do not believe the valuation on the Telcos and that is one reason why the stock is low. There are also new entrants coming in on the cellular side.
COMMENT
Was a growth stock but is now a value stock. Somewhat cheap at this point with free cash flow yield of about 11%. On an Enterprise versus EBITDA basis it is very favourable at around 6X. Wireless is slowing down because of competition, especially with Spectrum. If you believe wireless is a growth story and will grow, this should do better. If you see a larger turnover of subscriber rates then it will go down. Also not on the GSM which is the main network.
SELL
(Market Call Minute.) You can probably do better in some of the other utilities.
TRADE
Don’t own the stock because the industry is a concern. Some money will flow into Telus.
WAIT
As if the market got bored with the stock. Could see a downside of $36-37 before there is interest in it again. Would wait to be buying.
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