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
0
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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BCE
DON'T BUY
Wouldn't be his preferred name right now. They and Bell Canada (BCE-T) are the most susceptible to new entrants coming into the governments Spectrum offering.
DON'T BUY
Have 2 headwinds against them 1) execution on basic business in the wireless has not been as good as in the past and 2) with the new spectrum auction coming up, where new entrants will be allowed to bid. Eventually, the drop in the stock will run out of steam and start to pick up again and fundamentals will improve and that's when you want to Buy.
COMMENT
Because of the CRTC announcement on wireless (spectrum) Telus (T-T) and Rogers (RCI.B-T) have had a bit of a setback. There may be more competition in cellular phones and could put pressure on both companies.
PAST TOP PICK
(Past Top Pick Nov 24/06. Down 13.6%.) Sold half at his position. His reason for holding this was because of the break up scenario. Currently under a lot of pressure. Good holding for a long-term investor.
TOP PICK
Had been oversold on news of the government's wireless deal. No matter who buys that spectrum, to do their build out, marketing and trying to steal customers it will take 4 or 5 years. Good yield. Will probably go back up to where it was in the spring.
COMMENT
Not seeing great acceleration or the acceleration in earnings so it is not on his radar screen.
DON'T BUY
Has always been overvalued to him. His model price is $43.29, a negative 14% differential.
DON'T BUY
Had an earnings miss and the stock dropped. Investors want to see it turn around. It could be a little dicey in the near term. Could have new wireless competition. Would be conservative in this area and would look at something like Bell Aliant (BA.UN-T). No growth, but a 9% yield. (Also possibly a Manitoba Tel (MBT-T).) There will come a time to own Telus, but not now.
SELL
Rogers (RCI.B-T) and Telus (T-T) have been leaders for a long, long time. They have broken their up trends and he thinks it's a serious break. So he would be reducing both of these names. Another reason is that it is highly owned by institutions and they will be cutting back.
DON'T BUY
It was by far the best performing Canadian telco for a long time, however growth rate seems to have shrunk quite a bit. Doesn't deserve the premium multiple it was getting. It now seems to be Rogers (RCI.B-T) who is the hot guy in wireless.
COMMENT
If you are a growth investor it is a Sell. Ranks #241. If you are an income investor, it is a Buy.
BUY ON WEAKNESS
On his radar screen along with Manitoba Tel (MBT-T). This would be for his blue chip growth clients’ accounts. Would be interested around $51 or $52.
SELL
Hasn't liked the telcos, but if you have to own one, this would be it. Lots of competition on the wireless side. Trades at a lower multiple than the rest. Prefers Rogers (RCI.B-T).
TOP PICK
Last quarter wasn't great and the stock got really hit. Has under performed the group and is a great value play. She is looking for this quarter to be much better. Will be re-capitalizing their balance sheet, so that will look better. To roll out their GSM system, it will only take about $450 million of capX, which is really good.
TOP PICK
Only 4 or 5 big names in the space. Asset class you have to own. BCE is going away. All that market cap will come back to telecom space. Dividend has room to increase, not expensive.
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