TSE:T

Telus Corp (T.TO)

13.75
+0.36 (2.69%)
as of Aug 5, 2026, 8:00:00 pm Market Open.
1397 watching
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Investor Insights
star iconAug 5, 2026, 12:00 am

This summary was created by AI, based on 83 opinions in the last 12 months.

Telus Corp has seen a turbulent time recently, largely driven by concerns over its dividend sustainability amidst high debt levels and a challenging telecom environment marked by price competition and regulatory hurdles. A significant dividend cut has been anticipated, leading many experts to fear that the current yield, which hovers around 7-11%, may not be sustainable in the long term. Analysts are divided, with some viewing the incoming CEO as a potential catalyst for positive changes, while others remain skeptical about the company's future growth prospects. Overall, investors are advised to either hold on for now or accumulate shares gradually as they watch for improvements in cash flow and debt management. The long-term outlook may be promising if Telus can successfully monetize non-core assets and stabilize its financial position.

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Consensus
Cautious
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Valuation
Fair Value
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RCI.B
BUY
Hasn't really gone anywhere over the last year. The bid for Microcell is a good deal. Expect an increase in demand and better pricing if the deal goes through.
PAST TOP PICK
(A top pick Oct 2/03. Up 3.3%.) Still thinks it's a great story. Have tons of cash.
TOP PICK
Likes the wireless business. Very cheap. A free cash flow yield of over 10%.
HOLD
Voiced over Internet is going to be the key issue facing telecoms over the long-term. Competition is growing.
PAST TOP PICK

(Top Short Feb 23/04. Made 7%.) Fair market value is around $14. A very poorly run company.

BUY
Doesn't like the competitive environment or the pricing in the telecoms.
BUY
Likes, because it is very leveraged to the growth in wireless. Handset sales and subscribers usage are increasing.
DON'T BUY
Didn't like their acquisition at such an enormous price creating a large debt. The local and long-distance phone businesses are mature businesses subject to price competition from voice over Internet. Very difficult for them to grow.
TOP PICK
Top Short (A top short Dec 19/03. No change.) Came in with some pretty lousy numbers in the 4th quarter. Fair market value on very optimistic estimates is only about $14/15.
DON'T BUY
Their model priced is around $20.
DON'T BUY
Could certainly move higher on the short-term because of getting great benefits of wireless coming on. Long-term, doesn't see a lot of growth in the land line telephones.
TOP PICK
Wireless is the area you want to be in today. Trading at 5 1/2 X their operating cash flow and paying down their debt. Undervalued.
TOP PICK
Top Short Fair market value is under $10. A weak yield.
DON'T BUY
Had a resistance at about $26 over the summer and it's getting back to that point again. Probably fairly valued at this point. Could be in a trading range. Consider buying at $21/22.
BUY ON WEAKNESS
Longer-term, a very well-run company with a lot of good leverage on the wireless side. In the near term, there is concern that MicroCell is coming in and being fairly disruptive which could put pressure on. Balance sheet is good and has earnings growth.
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