TSE:T

Telus Corp (T.TO)

14.77
+0.05 (0.34%)
as of Jul 16, 2026, 2:15:47 pm Market Open.
1397 watching
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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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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.
HOLD
There’s a cloud over all the telecommunications stocks, given the potential increase in competition over the new wireless licences. This stock is incredibly cheap, 10-11 times earnings. Yielding 4.20%. Has good potential. 1-2 year target of $50-53. Good conservative hold.
DON'T BUY
Looks very cheap on the numbers. Her concern is wireless growth. Manitoba Tel (MBT-T) has just announced that they are going for the Spectrum with 2 strong partners. There has already been enough competition from the incumbent standpoint.
DON'T BUY
Would rather own Rogers (RCI.B-T) because of their rapidly growing cellular franchise, cable business and also the Internet business. Switching from CDMA to GSM, which will be a huge capital expenditure.
DON'T BUY
Still expensive to him. His model prices $41.52. That is an -11% differential. If it gets around $35.70, it would become real interesting to him.
TOP PICK
A terrific stock for yield seekers. Dividend of 4%. Likes the price/earnings ratio. Good price.
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