TSE:T

Telus Corp (T.TO)

13.97
+0.22 (1.56%)
as of Aug 6, 2026, 6:02:55 pm Market Open.
1398 watching
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Investor Insights
star iconAug 6, 2026, 12:00 am

This summary was created by AI, based on 82 opinions in the last 12 months.

Telus Corp currently faces significant challenges, as reflected in the mixed reviews from various experts. Many analysts express concern about the company's high debt levels, issues with dividend sustainability, and the overall lack of growth in the telecommunications sector due to competitive pricing pressures. The recent dividend cut and the strategic pause in future dividend growth have raised questions about the company's financial health and ability to maintain its appeal to income-focused investors. While some see the potential for a turnaround, especially with a new CEO and asset monetization plans, others are skeptical about the stock's prospects and the likelihood of significant recovery in the near term. Overall, investors are advised to proceed cautiously, with many suggesting a focus on dividends while closely monitoring cash flow and debt levels.

consensus icon
Consensus
Cautious
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Valuation
Undervalued
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Similar
Rogers,RCI.B
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.
HOLD
(Market Call Minute.)
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