Stockchase Insights
Telus International Inc.
TIXT-T
BUY ON WEAKNESS
Apr 28, 2023
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research.
TIXT is a leading digital customer experience (CX) innovator that designs, builds, and delivers next-generation solutions, including AI and content moderation, for global and disruptive brands. Its services support the full lifecycle of clients’ digital transformation journeys and enable them to embrace next-generation digital technologies to deliver better business outcomes more quickly. It works with clients to shape their digital vision and strategies, design scalable processes and identify opportunities for innovation and growth. Unlock Premium - Try 5i Free
Lots of telecom companies are capital intensive, takes a long time to get its money out, never mind the shareholders getting their money out. Very competitive business. Not for a growth portfolio. No dividend.
Stock has been range bound lately - interest rates putting pressure on stock price. Expecting a double bottom going forward. Potential for strength going forward, but will need interest rates to fall.
Rising interest rates have been hard on the company. Would recommend holding and/or buying. Current share price is presenting value for investors. Does not think A.I. will undermine business. Good for long term investors. Oligopoly in Canada with mobile business.
Suspects business will be great. Energy prices, and population growth in Western Canada will ensure strength of this business. Would recommend buying this business compared to BCE. Strong management team with legacy assets.
TIXT is a leading digital customer experience (CX) innovator that designs, builds, and delivers next-generation solutions, including AI and content moderation, for global and disruptive brands.
Its services support the full lifecycle of clients’ digital transformation journeys and enable them to embrace next-generation digital technologies to deliver better business outcomes more quickly.
It works with clients to shape their digital vision and strategies, design scalable processes and identify opportunities for innovation and growth.
Unlock Premium - Try 5i Free