TSE:T

Telus Corp (T.TO)

12.07
-0.12 (0.98%)
as of Oct 27, 2026, 8:00:00 pm Market Closed.
1394 watching
0
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.)
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.
Showing 796 to 810 of 1,291 entries