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.

consensus icon
Consensus
Caution
valuation icon
Valuation
Fair Value
review icon
Similar
Rogers, RCI.B
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.
BUY
Good long-term hold for income and growth. Yields about 4.5%. Considering this for his fund. There could be a significant cost integrating GMS but would be offset by the revenue they would receive.
DON'T BUY
Telecom has not been a space that has been performing well. There are concerns about wire line revenues as well as the wireless side. If he had to pick one, it would be Bell Alient (BA.UN-T), which is paying about 9.5% and just recently raised their distribution and only paying out about 90% of their cash flow.
DON'T BUY
Problematic. Was a growth story and traded at about 6X EBITDA and about 15X earnings. Now it's a value story and the question is, is it worth it now. Would be hesitant on this as part of their biggest growth was the wireless section and they are having a lot of trouble with it. Looking for it to go lower. Would prefer it at 9X PE.
DON'T BUY
A slow one business on the wireline side and have competition on the wireless side.
BUY
Sold off because 1) the market sold off and 2) the government is going to sell Spectrum, which would give them competition. Not sure where the competition is going to get all the financing to build the communication towers, etc. Has great cash flow and trades for less than 5X cash flow. Typically they trade at 5.5 or 6X cash flow. Should see at least a 10% upside from these levels.
SELL
(Market Call Minute.) He recently sold his holdings. They are going to have to spend $500 million to upgrade to GSM, which is a negative.
SELL
(Market Call Minute.) Technicals are still negative and the trend is down.
BUY
Very attractive dividend. Just announced they are turning themselves into a GSM phone provider, which means that they will be able to operate their phones around the world, which will attract very handsome roaming fees. If you are prepared to have a long view this one offers some interesting upside.
DON'T BUY
The highest growth part of this company has been wireless. This area has lost momentum to Rogers (RCI.B-T). It has to get its act together and start to attract customers. The problem is that it is locked into CDMA technology.
TOP PICK
Addition of new mobile customers lagged and it's down 7%. 3.6% yield. This is an industry that will continue to grow.
Showing 811 to 825 of 1,263 entries