Telus Corp (T-T) Stock Predictions - Stockchase
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Telus Corp (T-T)

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Telus Corp

T-T

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Telus Corp (T-T) SAVE Jan, 23, 2019, 3:25 am

46.00 0.08 (0.17%)

About Telus Corp (T-T)

Telus Corporation is a Canadian national telecommunications company that provides a wide range of telecommunications products and services including internet access, voice, entertainment, healthcare, video, and IPTV television. More at Wikipedia

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BUY
Telus Corp(T-T) 

January 21, 2019

He briefly owned this. He's heard that Telus has spent a lot of money building their fibre-optics network and could increase their free cash flow. Its growth rate isn't high enough for him, but it is the strongest telco in this sector. A good stock.
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He briefly owned this. He's heard that Telus has spent a lot of money building their fibre-optics network and could increase their free cash flow. Its growth rate isn't high enough for him, but it is the strongest telco in this sector. A good stock.
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Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$45.920
Owned Owned
No

COMMENT
Telus Corp(T-T) 

January 11, 2019

BCE vs Telus BCE's growth potential is a little limited vs. Telus. Telus' dividend is okay, but a little lower than BCE's. BCE was one of the few stocks rising when the rest of the market fell. Not a bad idea to also buy Telus. Both are good for cash flow through their dividends. That's why he bought BCE. Telus has a little more growth.
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BCE vs Telus BCE's growth potential is a little limited vs. Telus. Telus' dividend is okay, but a little lower than BCE's. BCE was one of the few stocks rising when the rest of the market fell. Not a bad idea to also buy Telus. Both are good for cash flow through their dividends. That's why he bought BCE. Telus has a little more growth.
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David Cockfield

Managing D, Northland Wealth Man...

Price Price
$45.480
Owned Owned
Unknown

HOLD
Telus Corp(T-T) 

January 10, 2019

If Canada bans Huawei would this company be hurt as they are using Huawei equipment to build the 5G network - They do have a lot of their equipment from Huawei. They would have to replace this equipment. It might cost them some money but eventually it will be passed through to the consumer. It is an incremental expense but will be manageable. Attractive yield. Nothing wrong with this company as part of an income bucket.
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If Canada bans Huawei would this company be hurt as they are using Huawei equipment to build the 5G network - They do have a lot of their equipment from Huawei. They would have to replace this equipment. It might cost them some money but eventually it will be passed through to the consumer. It is an incremental expense but will be manageable. Attractive yield. Nothing wrong with this company as part of an income bucket.
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$45.350
Owned Owned
Unknown

BUY
Telus Corp(T-T) 

December 18, 2018

They've increased their dividend which is decent around 4%. As long as wireless is growing, this'll be okay. There's little competition in Canada. The telecoms have done well recently, because of anticipated interest rate increases.
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They've increased their dividend which is decent around 4%. As long as wireless is growing, this'll be okay. There's little competition in Canada. The telecoms have done well recently, because of anticipated interest rate increases.
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$45.790
Owned Owned
Yes

TOP PICK
Telus Corp(T-T) 

November 29, 2018

Loves the pure play wireless positioning that Telus has. The more we do on our smartphones, the more we drive data usage and that translates into higher bill and more dollars and average revenue per user going up. Been spending a lot of money with expanding the 4G network and the technology. Feels that some of that capex is softening which is good has dividend growth investors, should see some cash come back to boost the dividend. Like the positioning and the valuation. Yield 4.6%. (Analysts’ price target is $50.77)
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Loves the pure play wireless positioning that Telus has. The more we do on our smartphones, the more we drive data usage and that translates into higher bill and more dollars and average revenue per user going up. Been spending a lot of money with expanding the 4G network and the technology. Feels that some of that capex is softening which is good has dividend growth investors, should see some cash come back to boost the dividend. Like the positioning and the valuation. Yield 4.6%. (Analysts’ price target is $50.77)
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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$47.560
Owned Owned
Yes

TOP PICK
Telus Corp(T-T) 

November 21, 2018

They are an oligopoly. They have an international division. They are selling software and hardware into the health industry. He expects continued dividend growth. They are a well managed company with a low churn which means their customers are not leaving. Yield = 4.6% (Analysts’ price target is $50.66)
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They are an oligopoly. They have an international division. They are selling software and hardware into the health industry. He expects continued dividend growth. They are a well managed company with a low churn which means their customers are not leaving. Yield = 4.6% (Analysts’ price target is $50.66)
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Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$47.140
Owned Owned
Yes

WEAK BUY
Telus Corp(T-T) 

November 7, 2018

4.7% dividend with good cash flow. They'll likely raise their dividend in coming years to keep apace with rising interest rates. He likes this. A good company. But he owns Rogers instead for its growth.
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4.7% dividend with good cash flow. They'll likely raise their dividend in coming years to keep apace with rising interest rates. He likes this. A good company. But he owns Rogers instead for its growth.
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Stan Wong

Director &, Private Wealth Manag...

Price Price
$45.010
Owned Owned
No

DON'T BUY
Telus Corp(T-T) 

November 5, 2018

A few years ago, he was looking at BCE, which was right up against its FMV and not going anywhere, then sold off. Now, Telus is doing the same thing: the stock is bumbling along with stock forecasts heading nowhere. Telus is tired and will fall 20%, he thinks.
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A few years ago, he was looking at BCE, which was right up against its FMV and not going anywhere, then sold off. Now, Telus is doing the same thing: the stock is bumbling along with stock forecasts heading nowhere. Telus is tired and will fall 20%, he thinks.
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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$44.810
Owned Owned
Unknown

PAST TOP PICK
Telus Corp(T-T) 

October 26, 2018

(Past Top Pick Nov. 3, 2017, Up 1%) Still likes it, its dividend and dividend growth. Likes its defensive qualities.  He sees 10% EPS growth. Telus will be fine over the next few years. Also look at BCE which has gotten a lot cheaper.

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(Past Top Pick Nov. 3, 2017, Up 1%) Still likes it, its dividend and dividend growth. Likes its defensive qualities.  He sees 10% EPS growth. Telus will be fine over the next few years. Also look at BCE which has gotten a lot cheaper.

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$44.840
Owned Owned
Yes

TOP PICK
Telus Corp(T-T) 

October 23, 2018

A pure play wireless name. We're doing more and more on our smartphones, which means data charges are rising. He sees continued growth. He's long held Telus. Telus is at the end of a capex cycle, spending money on 4G networks. So, there'll be money leftover to pay back shareholders through dividend growth.

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A pure play wireless name. We're doing more and more on our smartphones, which means data charges are rising. He sees continued growth. He's long held Telus. Telus is at the end of a capex cycle, spending money on 4G networks. So, there'll be money leftover to pay back shareholders through dividend growth.

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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$45.660
Owned Owned
Yes

WEAK BUY
Telus Corp(T-T) 

October 22, 2018

T-T vs. RCI.B-T vs. BCE-T.  Nobody knows which one will do better.  The best way to play it in the utility space is ZWU-T, which gives exposure to Telco's, pipelines and utilities.  These things are interest rate sensitive so you will not get much capital gains and you have to be cautious. 

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T-T vs. RCI.B-T vs. BCE-T.  Nobody knows which one will do better.  The best way to play it in the utility space is ZWU-T, which gives exposure to Telco's, pipelines and utilities.  These things are interest rate sensitive so you will not get much capital gains and you have to be cautious. 

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Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$45.500
Owned Owned
Unknown

PAST TOP PICK
Telus Corp(T-T) 

September 27, 2018

(A Top Pick Aug 15/17, Up 13%)  If you compare how it has done to other telcos, it is pretty impressive.  They are focused on the wireless space which is where the growth is coming from.  He continues to buy it.

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(A Top Pick Aug 15/17, Up 13%)  If you compare how it has done to other telcos, it is pretty impressive.  They are focused on the wireless space which is where the growth is coming from.  He continues to buy it.

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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$48.100
Owned Owned
Yes

BUY
Telus Corp(T-T) 

September 24, 2018

It is a pure play.  One of the best CEOs in Canada.  They have not diversified into media.  They have healthcare that is growing aggressively.  They are past their peak cap-X.  The dividend should continue to grow.

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It is a pure play.  One of the best CEOs in Canada.  They have not diversified into media.  They have healthcare that is growing aggressively.  They are past their peak cap-X.  The dividend should continue to grow.

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Stephen Takacsy

Chief Inve, Lester Asset Managem...

Price Price
$47.070
Owned Owned
Yes

BUY
Telus Corp(T-T) 

July 26, 2018

He likes it. Pricey relative to its peers. Telco’s are yield sensitive. He expects solid growth. Dividend is safe. Balance sheet is stable. There is still lots of growth in Canada in wireless. He prefers other names in the space that offers better value. 

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He likes it. Pricey relative to its peers. Telco’s are yield sensitive. He expects solid growth. Dividend is safe. Balance sheet is stable. There is still lots of growth in Canada in wireless. He prefers other names in the space that offers better value. 

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$47.030
Owned Owned
No

DON'T BUY
Telus Corp(T-T) 

July 24, 2018

This stock ranks well in the 700 stocks in his dividend-stock database, but its near-term cash flow is negative, in comparison to 3-year and 5-year cash flow growth which have been OK. In contrast, Rogers ranks as an OK-to-buy stock in his system.

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This stock ranks well in the 700 stocks in his dividend-stock database, but its near-term cash flow is negative, in comparison to 3-year and 5-year cash flow growth which have been OK. In contrast, Rogers ranks as an OK-to-buy stock in his system.

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Robert McWhirte

President, Selective Asset Mana...

Price Price
$47.350
Owned Owned
No

BUY
Telus Corp(T-T) 

April 30, 2018

Stock is up 2.5% YTD. His colleague argues that given their capex peak in mid-2017 followed by absorbing the MTS (Manitoba Telecom) subscriber base, their their free cash flow should be strong in the future. Telus is the strongest of the Canadian telcos with great numbers. It looks good going forward. Their cash flow will help them weather rising interest rates.

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Stock is up 2.5% YTD. His colleague argues that given their capex peak in mid-2017 followed by absorbing the MTS (Manitoba Telecom) subscriber base, their their free cash flow should be strong in the future. Telus is the strongest of the Canadian telcos with great numbers. It looks good going forward. Their cash flow will help them weather rising interest rates.

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Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$45.950
Owned Owned
Unknown

COMMENT
Telus Corp(T-T) 

March 26, 2018

The whole sector has been under pressure. Nothing wrong with Telus per se as it rolls out high-speed products. You can own this for the long-term. He sees no regulatory risk. The only risk is if Freedom Mobile gets aggressive and how likely is that?

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The whole sector has been under pressure. Nothing wrong with Telus per se as it rolls out high-speed products. You can own this for the long-term. He sees no regulatory risk. The only risk is if Freedom Mobile gets aggressive and how likely is that?

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Jim Huang

President, T.I.P. Wealth Manage...

Price Price
$44.310
Owned Owned
Unknown

COMMENT
Telus Corp(T-T) 

February 23, 2018

Telecoms are pretty vulnerable here. Pricey relative to its group. They surprised to the upside on guidance on Q4. They have a network advantage. He is modeling 17% earnings growth, 7% dividend growth and a payout ratio that support that dividend. A name that had some capex issues in the last couple of years, but they had seen the inflection here.

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Telecoms are pretty vulnerable here. Pricey relative to its group. They surprised to the upside on guidance on Q4. They have a network advantage. He is modeling 17% earnings growth, 7% dividend growth and a payout ratio that support that dividend. A name that had some capex issues in the last couple of years, but they had seen the inflection here.

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$46.570
Owned Owned
No

BUY
Telus Corp(T-T) 

February 6, 2018

Held up better than Rogers recently. Good dividend. Terrific Dividend growth. Run by one genius operators. One of the best CEOs in Canada. He loves the telcos. (Analysts’ price target is $51)

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Held up better than Rogers recently. Good dividend. Terrific Dividend growth. Run by one genius operators. One of the best CEOs in Canada. He loves the telcos. (Analysts’ price target is $51)

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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$45.530
Owned Owned
Yes

SELL
Telus Corp(T-T) 

February 1, 2018

He is looking at a possible exit because cash flow is slowing.  It has not fallen like other utilities.  He does not see a great recovery in revenues.  There is nothing wrong with the company.

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He is looking at a possible exit because cash flow is slowing.  It has not fallen like other utilities.  He does not see a great recovery in revenues.  There is nothing wrong with the company.

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Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$45.500
Owned Owned
Yes

COMMENT
Telus Corp(T-T) 

January 26, 2018

Likely to post solid future growth longer-term. Currently, we have spiking bond yields, which impacts telco valuations. This one is at a level that is not cheap, trading at 17.5X 2018. However on Q3 they guided to lower CapX for the 1st time since 2010. That's a suggestion they have built most of their footprint. Also, they beat on new subscribers both wireless and wireline. He models them growing EPS at 15% for 2017-2019. With this pullback, because of the climb in bond yields, you can write a Put and oblige yourself to own it at $45, and get a nice little premium.

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Likely to post solid future growth longer-term. Currently, we have spiking bond yields, which impacts telco valuations. This one is at a level that is not cheap, trading at 17.5X 2018. However on Q3 they guided to lower CapX for the 1st time since 2010. That's a suggestion they have built most of their footprint. Also, they beat on new subscribers both wireless and wireline. He models them growing EPS at 15% for 2017-2019. With this pullback, because of the climb in bond yields, you can write a Put and oblige yourself to own it at $45, and get a nice little premium.

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$46.450
Owned Owned
Unknown

BUY
Telus Corp(T-T) 

January 10, 2018

Telus (T-T) or Bell Canada (BCE-T)? He owns both. They are very similar, especially in the Canadian marketplace given how small the market is. You can own both. It's the idea of having some diversification in the portfolio. Both pay a great dividend and have a history of raising the dividend. The dividend on this is about 4.2%. If yield is important, and you are retired, you are likely to lean more towards BCE because of the greater yield. He likes the focus this has on the wireless side.

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Telus (T-T) or Bell Canada (BCE-T)? He owns both. They are very similar, especially in the Canadian marketplace given how small the market is. You can own both. It's the idea of having some diversification in the portfolio. Both pay a great dividend and have a history of raising the dividend. The dividend on this is about 4.2%. If yield is important, and you are retired, you are likely to lean more towards BCE because of the greater yield. He likes the focus this has on the wireless side.

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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$46.580
Owned Owned
Yes

BUY
Telus Corp(T-T) 

January 9, 2018

Bell Canada (BCE-T) or Telus (T-T)? He owns all 3 Canadian telcos, because people are addicted to their cell phones, which is why he loves cell phone companies. There has been a little rotation out of interest sensitive companies, but he sees many, many years of earnings growth. Prefers Rogers (RCI.B-T) out of the 3, as he thinks they have better assets and faster growth.

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Bell Canada (BCE-T) or Telus (T-T)? He owns all 3 Canadian telcos, because people are addicted to their cell phones, which is why he loves cell phone companies. There has been a little rotation out of interest sensitive companies, but he sees many, many years of earnings growth. Prefers Rogers (RCI.B-T) out of the 3, as he thinks they have better assets and faster growth.

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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$46.550
Owned Owned
Yes

HOLD
Telus Corp(T-T) 

December 29, 2017

Has a great yield of 4.3% and trades at about 17X earnings. With Alberta having such difficulty with oil, the stock kind of collapsed. Prior to that it was doing incredibly well. They also had very good growth on their mobile side. They are doing a massive CapX expenditure like BCE in order to do fibre to the home. BCE was doing it in massively dense populations so it wasn't as costly. Telus is working in Alberta, and the costs are for more expensive. Looking at their balance sheet, their CapX is going up substantially, but the free cash flow has fallen a lot. They have to get through this, where the CapX starts to go down again and free cash flow grows. He would stay with this.

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Has a great yield of 4.3% and trades at about 17X earnings. With Alberta having such difficulty with oil, the stock kind of collapsed. Prior to that it was doing incredibly well. They also had very good growth on their mobile side. They are doing a massive CapX expenditure like BCE in order to do fibre to the home. BCE was doing it in massively dense populations so it wasn't as costly. Telus is working in Alberta, and the costs are for more expensive. Looking at their balance sheet, their CapX is going up substantially, but the free cash flow has fallen a lot. They have to get through this, where the CapX starts to go down again and free cash flow grows. He would stay with this.

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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$47.620
Owned Owned
No

COMMENT
Telus Corp(T-T) 

December 22, 2017

Historically, stocks like this do very well in the summer on a seasonal basis. We are now outside of the seasonality, but technically, the long-term trend has done very well. It recently broke into all-time highs.

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Historically, stocks like this do very well in the summer on a seasonal basis. We are now outside of the seasonality, but technically, the long-term trend has done very well. It recently broke into all-time highs.

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Don Vialoux

Research A, TimingTheMarket.CA &...

Price Price
$47.730
Owned Owned
Unknown

BUY on WEAKNESS
Telus Corp(T-T) 

December 15, 2017

Not cheap, trading at around 18X 2018. Has a pretty high payout ratio around 86%, but sees that coming down. On Q3 their CAP X guidance was lower for the 1st time since 2010. They've laid most of their fibre and have done their footprint, so costs will be coming down. At the same time, there is a lot of strength in wireless and wireline. He models 15% per share growth 2016-2018. In 2020 this trades at a 15X reasonable multiple. He would buy at $46.

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Not cheap, trading at around 18X 2018. Has a pretty high payout ratio around 86%, but sees that coming down. On Q3 their CAP X guidance was lower for the 1st time since 2010. They've laid most of their fibre and have done their footprint, so costs will be coming down. At the same time, there is a lot of strength in wireless and wireline. He models 15% per share growth 2016-2018. In 2020 this trades at a 15X reasonable multiple. He would buy at $46.

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$48.000
Owned Owned
Unknown

BUY
Telus Corp(T-T) 

December 13, 2017

Having doubled my money, do I buy more or diversify into something else? A theme that has worked in this market for a long time is dividend growth. This company has been a poster child for years and years. He is not a huge fan of the telcos, because it falls into the camp of the bond proxy like sectors. Within the sector, this has a very high exposure to wireless, and technically the stock looks very, very good. It has just broken old of a 2-year base, and consolidated the breakout, so next year looks quite good.

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Having doubled my money, do I buy more or diversify into something else? A theme that has worked in this market for a long time is dividend growth. This company has been a poster child for years and years. He is not a huge fan of the telcos, because it falls into the camp of the bond proxy like sectors. Within the sector, this has a very high exposure to wireless, and technically the stock looks very, very good. It has just broken old of a 2-year base, and consolidated the breakout, so next year looks quite good.

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David Burrows

President , Barometer Capital Ma...

Price Price
$48.600
Owned Owned
Unknown

COMMENT
Telus Corp(T-T) 

December 13, 2017

This has been extremely well-managed. Relative to Bell (BCE-T) it has made great strides positioning itself, not only within the wireless market, but also profitability wise. Has a good dividend history. With a long-term view, this is a good stock to own.

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This has been extremely well-managed. Relative to Bell (BCE-T) it has made great strides positioning itself, not only within the wireless market, but also profitability wise. Has a good dividend history. With a long-term view, this is a good stock to own.

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Michael Sprung

President, Sprung Investment Ma...

Price Price
$48.600
Owned Owned
Unknown

PAST TOP PICK
Telus Corp(T-T) 

December 6, 2017

(A Top Pick July 18/16. Up 19%.) Still likes this and is still buying for new clients. A great way to get exposure to pretty much a pure cell phone data wireless business.

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(A Top Pick July 18/16. Up 19%.) Still likes this and is still buying for new clients. A great way to get exposure to pretty much a pure cell phone data wireless business.

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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$48.150
Owned Owned
Yes

BUY on WEAKNESS
Telus Corp(T-T) 

December 5, 2017

This has basically been threading the needle between 2 of his technical break points, and has been doing it for a long time. The bottom side is at about $40 and the top side is at about $54. It has a nice yield, so he would continue holding it. If it sets back to $40, that would be a Buy.

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This has basically been threading the needle between 2 of his technical break points, and has been doing it for a long time. The bottom side is at about $40 and the top side is at about $54. It has a nice yield, so he would continue holding it. If it sets back to $40, that would be a Buy.

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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$47.670
Owned Owned
Unknown

HOLD
Telus Corp(T-T) 

December 1, 2017

He likes the yield but does not think the growth will continue.  Is this the best way to generate 4.2% returns - look to the Top Picks.

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He likes the yield but does not think the growth will continue.  Is this the best way to generate 4.2% returns - look to the Top Picks.

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Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$47.700
Owned Owned
Yes

DON'T BUY
Telus Corp(T-T) 

November 30, 2017

T-T vs. RCI.B-T vs. SJR.B-T.  He sold T-T last year because of tepid growth and valuation at the top of its range.  He sold it to make way for a more cyclical investment.  RCI.B-T is the strongest of the telcos.  The whole space is expensive.

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T-T vs. RCI.B-T vs. SJR.B-T.  He sold T-T last year because of tepid growth and valuation at the top of its range.  He sold it to make way for a more cyclical investment.  RCI.B-T is the strongest of the telcos.  The whole space is expensive.

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Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$47.680
Owned Owned
No

TOP PICK
Telus Corp(T-T) 

November 3, 2017

Has underperformed its peers for the last 2 years. Trading at a bit of a PE discount because they have had rising Cap X, lower cash flow, concern about their dividend payout ratios. They've really been building out their fibre, but believes that is going to reach important milestones in 2018-2019 and CapX is going to start coming down. By mid-2018 they will have completed 50% of their targeted footprint. By the end of 2018 it will be 60%. This should lead to rising free cash flow and multiple expansion. Dividend yield of 4.2%. (Analysts’ Price Target is $48.50.)

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Has underperformed its peers for the last 2 years. Trading at a bit of a PE discount because they have had rising Cap X, lower cash flow, concern about their dividend payout ratios. They've really been building out their fibre, but believes that is going to reach important milestones in 2018-2019 and CapX is going to start coming down. By mid-2018 they will have completed 50% of their targeted footprint. By the end of 2018 it will be 60%. This should lead to rising free cash flow and multiple expansion. Dividend yield of 4.2%. (Analysts’ Price Target is $48.50.)

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$46.470
Owned Owned
Yes

COMMENT
Telus Corp(T-T) 

November 1, 2017

He likes this company. On any of the Canadian telcos, you are not going to go wrong owning them. This company's concentration in wireless is quite high, among the highest in Canadian telcos. An area where he sees growth going forward, based on that we are all doing more with our smart phones. The average revenue per user is rising. Valuation is reasonable, trading at 17X. Make sure you are not too heavy in this space. Dividend yield of 4.2%.

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He likes this company. On any of the Canadian telcos, you are not going to go wrong owning them. This company's concentration in wireless is quite high, among the highest in Canadian telcos. An area where he sees growth going forward, based on that we are all doing more with our smart phones. The average revenue per user is rising. Valuation is reasonable, trading at 17X. Make sure you are not too heavy in this space. Dividend yield of 4.2%.

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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$46.880
Owned Owned
Yes

COMMENT
Telus Corp(T-T) 

September 19, 2017

He likes this very much. This and Bell Canada (BCE-T) would be his top 2 choices in the telecom sector. If you want to stick a stock away for the next 10 years, his choice would be Telus. He takes his hat off for their buildout of the fibre to the home over a five-year timeframe, versus BCE which is over a ten-year timeframe. Currently they have guidance for a 7%-10% annual increase in dividends. When the buildout is finished in 2020-2021, he thinks they’ll be able to renew that 10% a year dividend growth rate.

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He likes this very much. This and Bell Canada (BCE-T) would be his top 2 choices in the telecom sector. If you want to stick a stock away for the next 10 years, his choice would be Telus. He takes his hat off for their buildout of the fibre to the home over a five-year timeframe, versus BCE which is over a ten-year timeframe. Currently they have guidance for a 7%-10% annual increase in dividends. When the buildout is finished in 2020-2021, he thinks they’ll be able to renew that 10% a year dividend growth rate.

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Nick Majendie

Director &, Scotia Wealth Manage...

Price Price
$44.590
Owned Owned
Unknown

HOLD
Telus Corp(T-T) 

August 30, 2017

There are a lot of moving parts here. Growth in Internet was a bit lower in the last quarter, which is causing a little bit of grief. The earnings results were not well received. He is not as warm on this as he used to be, but would be happy to stick with it.

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There are a lot of moving parts here. Growth in Internet was a bit lower in the last quarter, which is causing a little bit of grief. The earnings results were not well received. He is not as warm on this as he used to be, but would be happy to stick with it.

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Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$45.130
Owned Owned
Yes

DON'T BUY
Telus Corp(T-T) 

August 21, 2017

BCE-T vs. T-T.  You are getting bond like returns and in the future they are going to spend a lot on 5G, but won’t get much payback for it.  He is weary to buy a stock with a bond like yield.  It is a group he does not invest in.

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BCE-T vs. T-T.  You are getting bond like returns and in the future they are going to spend a lot on 5G, but won’t get much payback for it.  He is weary to buy a stock with a bond like yield.  It is a group he does not invest in.

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David Driscoll

President , Liberty Internationa...

Price Price
$44.700
Owned Owned
No

WEAK BUY
Telus Corp(T-T) 

August 17, 2017

He exited a while ago.  It is the most wireless of the three.  If you think this is the better growth area then it could be better.  A buy and hold strategy won’t get you into trouble.

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He exited a while ago.  It is the most wireless of the three.  If you think this is the better growth area then it could be better.  A buy and hold strategy won’t get you into trouble.

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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$44.790
Owned Owned
No

COMMENT
Telus Corp(T-T) 

August 16, 2017

She owns this in a few accounts, but not broadly. Telecoms are not a big weighting in her portfolios. If you are looking for income, this and the other telcos offer a good investment for income. Their yields are safe.

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She owns this in a few accounts, but not broadly. Telecoms are not a big weighting in her portfolios. If you are looking for income, this and the other telcos offer a good investment for income. Their yields are safe.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$44.910
Owned Owned
Yes

TOP PICK
Telus Corp(T-T) 

August 15, 2017

They are among the most concentrated in wireless, an area he continues to believe will grow. There is a lot of capital going into making sure we do more and more on smart phones in the future. They’ve done a great job investing and expanding their 4G networks by about $2.2 billion. Recently rolled out Telus TV, a good way to cross sell another service to existing clients. Dividend yield of 4.3%. (Analysts’ price target is $48.50.)

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They are among the most concentrated in wireless, an area he continues to believe will grow. There is a lot of capital going into making sure we do more and more on smart phones in the future. They’ve done a great job investing and expanding their 4G networks by about $2.2 billion. Recently rolled out Telus TV, a good way to cross sell another service to existing clients. Dividend yield of 4.3%. (Analysts’ price target is $48.50.)

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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$45.270
Owned Owned
Yes

COMMENT
Telus Corp(T-T) 

August 4, 2017

His model price shows fair value at $39, so it is 15% overpriced. In a rising rate environment, look for the stock to fall relative to its FMV. All telcos are expensive, because they pay a dividend. Dividend yield of 4.3%.

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His model price shows fair value at $39, so it is 15% overpriced. In a rising rate environment, look for the stock to fall relative to its FMV. All telcos are expensive, because they pay a dividend. Dividend yield of 4.3%.

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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$45.850
Owned Owned
Unknown

PAST TOP PICK
Telus Corp(T-T) 

July 21, 2017

(A Top Pick Aug 11/16. Up 7.07%.) This is just sort of soldiering a long. It hasn’t quite got enough FMV to really propel it forward, but has enough that it is still keeping it up there. In the meantime it has a decent yield. The kind of thing you can tuck away in your portfolio and not worry about it.

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(A Top Pick Aug 11/16. Up 7.07%.) This is just sort of soldiering a long. It hasn’t quite got enough FMV to really propel it forward, but has enough that it is still keeping it up there. In the meantime it has a decent yield. The kind of thing you can tuck away in your portfolio and not worry about it.

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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$45.220
Owned Owned
Yes

BUY
Telus Corp(T-T) 

June 28, 2017

Telcos are pretty reasonably valued. This one scores in the top 20%. A very stable stock with good price momentum. It is reasonable at 17X earnings with a 4.4% dividend yield.

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Telcos are pretty reasonably valued. This one scores in the top 20%. A very stable stock with good price momentum. It is reasonable at 17X earnings with a 4.4% dividend yield.

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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$45.350
Owned Owned
Yes

HOLD
Telus Corp(T-T) 

May 25, 2017

This has been a great dividend grower, but the dividend growth may moderate somewhat over the next couple of years, but will still be 5% or so. A good Hold longer-term. Dividend yield of 4.3%.

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This has been a great dividend grower, but the dividend growth may moderate somewhat over the next couple of years, but will still be 5% or so. A good Hold longer-term. Dividend yield of 4.3%.

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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$46.020
Owned Owned
Yes

COMMENT
Telus Corp(T-T) 

May 11, 2017

This has been in a range of $40.60-$45, and he sees it going above that. In sector ratings, telcos rank really well. If you want a decent return on your capital and collect some income, even though there might be some gyrations with interest rates, you can’t go far wrong with the telcos.

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This has been in a range of $40.60-$45, and he sees it going above that. In sector ratings, telcos rank really well. If you want a decent return on your capital and collect some income, even though there might be some gyrations with interest rates, you can’t go far wrong with the telcos.

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Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$45.760
Owned Owned
Unknown

COMMENT
Telus Corp(T-T) 

April 12, 2017

Trading in record territory. An income stock in a more defensive industry. Generates a lot of free cash flow and provides very attractive yields. A play on the recovery of Western Canada. It is going to face more competition with Shaw (SJR.B-T) ramping up their wireless presence in Western Canada. Dividend yield of 4.3%.

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Trading in record territory. An income stock in a more defensive industry. Generates a lot of free cash flow and provides very attractive yields. A play on the recovery of Western Canada. It is going to face more competition with Shaw (SJR.B-T) ramping up their wireless presence in Western Canada. Dividend yield of 4.3%.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$44.640
Owned Owned
No

COMMENT
Telus Corp(T-T) 

April 11, 2017

This is based out of Western Canada, so they haven’t been strong just because of the economic picture. He likes the telecoms and thinks this is a good company. Right now he would prefer BCE (BCE-T) or Rogers (RCI.B-T). If looking for growth on capital, there are probably better places to deploy your money over the short term. However, if you just want to park it and forget it, you are probably fine with this.

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This is based out of Western Canada, so they haven’t been strong just because of the economic picture. He likes the telecoms and thinks this is a good company. Right now he would prefer BCE (BCE-T) or Rogers (RCI.B-T). If looking for growth on capital, there are probably better places to deploy your money over the short term. However, if you just want to park it and forget it, you are probably fine with this.

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Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$44.450
Owned Owned
No

BUY
Telus Corp(T-T) 

March 22, 2017

An extremely well-managed company. One of the best CEOs in Canada. A great business. He would be buying this in the low $40s.

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An extremely well-managed company. One of the best CEOs in Canada. A great business. He would be buying this in the low $40s.

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Stephen Takacsy

Chief Inve, Lester Asset Managem...

Price Price
$42.830
Owned Owned
Unknown

HOLD
Telus Corp(T-T) 

February 17, 2017

(Market Call Minute) Not her preferred play, but it is an oligopoly.

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(Market Call Minute) Not her preferred play, but it is an oligopoly.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$43.930
Owned Owned
Unknown

BUY on WEAKNESS
Telus Corp(T-T) 

February 14, 2017

The economic recovery in the West benefited them last year. This was the laggard in wireless, and then they were the leader in terms of subscriber additions, and now are at the back of the pack. He is waiting for this to get hit on some macro trade with interest rates. He would like to see it down another 5% combined with another dividend increase.

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The economic recovery in the West benefited them last year. This was the laggard in wireless, and then they were the leader in terms of subscriber additions, and now are at the back of the pack. He is waiting for this to get hit on some macro trade with interest rates. He would like to see it down another 5% combined with another dividend increase.

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Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$42.990
Owned Owned
Yes

HOLD
Telus Corp(T-T) 

February 13, 2017

He owns BCE-T.  The wireless side has done quite well.  They pay a great dividend and expect to raise it over the next little while.  You will not see much growth in any of these companies.  They want to get fiber in Western Canada.  They are getting competition from Shaw. 

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He owns BCE-T.  The wireless side has done quite well.  They pay a great dividend and expect to raise it over the next little while.  You will not see much growth in any of these companies.  They want to get fiber in Western Canada.  They are getting competition from Shaw. 

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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$43.070
Owned Owned
No

DON'T BUY
Telus Corp(T-T) 

February 6, 2017

It is very expensive, as is BCE-T.  His model price is $38.76, an 11% downside.  As it goes flat, the fundamentals are percolating underneath.  Strong stocks go sideways for a long time until fundamentals catch up with them.

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It is very expensive, as is BCE-T.  His model price is $38.76, an 11% downside.  As it goes flat, the fundamentals are percolating underneath.  Strong stocks go sideways for a long time until fundamentals catch up with them.

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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$43.720
Owned Owned
No

COMMENT
Telus Corp(T-T) 

January 27, 2017

Sell? He owns this and likes it, but less than he did a couple of years ago. Because they are essentially only in the wireless space, they are going to need to invest significantly in acquiring spectrum and upgrading networks. It’s a CapX heavy business, and there is not a whole lot of growth in it. A safe name to have in your portfolio, but if looking for some real growth over 3-5 years, you need to go to something like Alphabet (GOOGL-Q) or Amazon (AMZN-Q).

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Sell? He owns this and likes it, but less than he did a couple of years ago. Because they are essentially only in the wireless space, they are going to need to invest significantly in acquiring spectrum and upgrading networks. It’s a CapX heavy business, and there is not a whole lot of growth in it. A safe name to have in your portfolio, but if looking for some real growth over 3-5 years, you need to go to something like Alphabet (GOOGL-Q) or Amazon (AMZN-Q).

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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$43.940
Owned Owned
Yes

COMMENT
Telus Corp(T-T) 

January 20, 2017

A Western Canadian-based telecom provider. Many years ago they made the wise decision not to get into content. They’ve had a very successful record over the years of paying a dividend and growing it. Over the next couple of years, they will have to pay for some spectrum. Debt has increased on their balance sheet, so they really should slow down their dividend growth rate. They will face more competition with Shaw, after Shaw having acquired Wind Mobile.

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A Western Canadian-based telecom provider. Many years ago they made the wise decision not to get into content. They’ve had a very successful record over the years of paying a dividend and growing it. Over the next couple of years, they will have to pay for some spectrum. Debt has increased on their balance sheet, so they really should slow down their dividend growth rate. They will face more competition with Shaw, after Shaw having acquired Wind Mobile.

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Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$43.840
Owned Owned
Yes

PAST TOP PICK
Telus Corp(T-T) 

January 19, 2017

(Top Pick Jan 26/16, Up 21.60%) He still likes it, but it is having a hard time getting anywhere.  He would not buy it here anymore.

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(Top Pick Jan 26/16, Up 21.60%) He still likes it, but it is having a hard time getting anywhere.  He would not buy it here anymore.

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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$43.610
Owned Owned
Yes

COMMENT
Telus Corp(T-T) 

January 18, 2017

A good name longer-term, but there are competitive pressures with Shaw right now. Thinks their dividend is going to be over 100% of their free cash flow this year due to their heavy CapX. Trading below its five-year average, and lower than the group. Telecoms are pretty expensive here. They have been acting as a bit of a yield proxy. Excellent management team. If he had great capital gains, he would be selling some of this.

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A good name longer-term, but there are competitive pressures with Shaw right now. Thinks their dividend is going to be over 100% of their free cash flow this year due to their heavy CapX. Trading below its five-year average, and lower than the group. Telecoms are pretty expensive here. They have been acting as a bit of a yield proxy. Excellent management team. If he had great capital gains, he would be selling some of this.

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$43.530
Owned Owned
Unknown

WEAK BUY
Telus Corp(T-T) 

January 12, 2017

T-T Vs. BCE-T.  It is West vs. East.  He had to decide when to move toward growth.  That means getting rid of some of the "steady Eddies".  He owns none of the telecoms right now.  Multiples are extremely high.  T-T ranks number 1 with customer service and the ability to generate cash flow.  Both are great dividend growth companies.

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T-T Vs. BCE-T.  It is West vs. East.  He had to decide when to move toward growth.  That means getting rid of some of the "steady Eddies".  He owns none of the telecoms right now.  Multiples are extremely high.  T-T ranks number 1 with customer service and the ability to generate cash flow.  Both are great dividend growth companies.

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Mohsin Bashir

VP Investm, Stone Asset Manageme...

Price Price
$43.970
Owned Owned
No

SELL
Telus Corp(T-T) 

January 3, 2017

It’s a high wire act, and right at the top of its peak. He needs to see it get above that. If he didn’t have any money in the stock, he would be waiting for it to cross that line. If it got down to around the $34 level, he would probably get into it. Until it proves otherwise, he would be a seller here.

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It’s a high wire act, and right at the top of its peak. He needs to see it get above that. If he didn’t have any money in the stock, he would be waiting for it to cross that line. If it got down to around the $34 level, he would probably get into it. Until it proves otherwise, he would be a seller here.

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Elliott Fishman

Director o, Trading Services Gro...

Price Price
$43.090
Owned Owned
Unknown

DON'T BUY
Telus Corp(T-T) 

December 30, 2016

This seems to have a lid somewhere in the $45 area. It is really not a trending stock, it has gone up and down like a yo-yo. Currently it is kind of closing in at around the top of the range, and could get near the top of the range or just decline back down to the high $30s. He probably wouldn’t be a buyer at this time, unless you are just interested in the dividends.

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This seems to have a lid somewhere in the $45 area. It is really not a trending stock, it has gone up and down like a yo-yo. Currently it is kind of closing in at around the top of the range, and could get near the top of the range or just decline back down to the high $30s. He probably wouldn’t be a buyer at this time, unless you are just interested in the dividends.

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Keith Richards

Portfolio , ValueTrend Wealth Ma...

Price Price
$42.750
Owned Owned
Unknown

COMMENT
Telus Corp(T-T) 

December 21, 2016

A great company, but is in a sector that has a lot of difficulties passing through fee increases, and he wonders if it can grow out of it. He owns nothing in the telecom area.

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A great company, but is in a sector that has a lot of difficulties passing through fee increases, and he wonders if it can grow out of it. He owns nothing in the telecom area.

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Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$42.370
Owned Owned
No

PAST TOP PICK
Telus Corp(T-T) 

December 20, 2016

(A Top Pick Jan 28/16. Up 14.7%.) Had felt the selloff last year was too dramatic. People had worried about what was going to happen in the Western economy. You are going to get an 8%-10% dividend yield over the next few years. Still reasonably valued.

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(A Top Pick Jan 28/16. Up 14.7%.) Had felt the selloff last year was too dramatic. People had worried about what was going to happen in the Western economy. You are going to get an 8%-10% dividend yield over the next few years. Still reasonably valued.

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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$42.380
Owned Owned
Yes

HOLD
Telus Corp(T-T) 

December 8, 2016

If you own this for the dividend, it is just fine, as they will continue to grow the dividend. The CapX continues to go down, so they will be able to maintain it. If you own for capital appreciation, you are facing some challenges because of increasing interest rates, and potentially more aggressive competition from Shaw (SJR.B-T). A well-managed company.

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If you own this for the dividend, it is just fine, as they will continue to grow the dividend. The CapX continues to go down, so they will be able to maintain it. If you own for capital appreciation, you are facing some challenges because of increasing interest rates, and potentially more aggressive competition from Shaw (SJR.B-T). A well-managed company.

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Jim Huang

President, T.I.P. Wealth Manage...

Price Price
$42.360
Owned Owned
Unknown

PAST TOP PICK
Telus Corp(T-T) 

December 1, 2016

(A Top Pick Jan 26/16. Up 14.9%.) Had chosen this as a low risk company with a decent dividend. It has paid off without being spectacular. He still likes the company.

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(A Top Pick Jan 26/16. Up 14.9%.) Had chosen this as a low risk company with a decent dividend. It has paid off without being spectacular. He still likes the company.

telephone utilities
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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$41.600
Owned Owned
Yes

HOLD
Telus Corp(T-T) 

November 22, 2016

5-10 year hold? This is a little bit richer than what he would like it to be. The over all long-term hypothesis is fine, so you could own this pretty much through any cycle. Dividend yield of 4.6%.

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5-10 year hold? This is a little bit richer than what he would like it to be. The over all long-term hypothesis is fine, so you could own this pretty much through any cycle. Dividend yield of 4.6%.

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Matt Kacur

President, FSA Financial Scienc...

Price Price
$41.950
Owned Owned
Unknown

WAIT
Telus Corp(T-T) 

November 10, 2016

(Market Call Minute.) Along with the other telcos, this has been hit recently with the upturn in interest rates. He still likes the company. 9% dividend increase this year. Looks pretty solid for the long-term, but wait to see how this negative trade on interest rates plays out.

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(Market Call Minute.) Along with the other telcos, this has been hit recently with the upturn in interest rates. He still likes the company. 9% dividend increase this year. Looks pretty solid for the long-term, but wait to see how this negative trade on interest rates plays out.

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Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$41.890
Owned Owned
Unknown

DON'T BUY
Telus Corp(T-T) 

November 9, 2016

It is probably time to sell as all the telcos are pretty expensive.  The Cap-X requirements leave them with little or no free cash flow.  Telcos are not going to outperform.  Interest rates will be a headwind while the tail wind from the last 7 years has gone.

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It is probably time to sell as all the telcos are pretty expensive.  The Cap-X requirements leave them with little or no free cash flow.  Telcos are not going to outperform.  Interest rates will be a headwind while the tail wind from the last 7 years has gone.

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Daniel Lloyd

Portfolio , Forge First Asset Ma...

Price Price
$42.570
Owned Owned
Unknown

COMMENT
Telus Corp(T-T) 

November 2, 2016

Telecoms? She likes Telus (T-T) and BCE (BCE-T) equally. They are both incredibly well-managed.

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Telecoms? She likes Telus (T-T) and BCE (BCE-T) equally. They are both incredibly well-managed.

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Veronika Hirsch

Chief Inve, Arrow Capital...

Price Price
$42.610
Owned Owned
Unknown

PAST TOP PICK
Telus Corp(T-T) 

October 28, 2016

(Top Pick Nov 23/15, Up 9.16%) It did well with along with the telcom group.  He thought it was cheaper than the others    He would hold on to it.

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(Top Pick Nov 23/15, Up 9.16%) It did well with along with the telcom group.  He thought it was cheaper than the others    He would hold on to it.

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0 0 0 0 0
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$43.300
Owned Owned
Yes

HOLD
Telus Corp(T-T) 

October 26, 2016

This has heavy competition from BCE and Rogers, which he prefers. He prefers Shaw (SJR.B-T). Telus is a good company and pays a good dividend, and there is probably some upside in it. Canadians get more and more content through these channels now, so there could be more value in these stocks.

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This has heavy competition from BCE and Rogers, which he prefers. He prefers Shaw (SJR.B-T). Telus is a good company and pays a good dividend, and there is probably some upside in it. Canadians get more and more content through these channels now, so there could be more value in these stocks.

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Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$42.930
Owned Owned
No

BUY
Telus Corp(T-T) 

October 19, 2016

(For a newborn?) Telcos have done very well, and is something you should be having in your RESP’s. Also, the government will give you a 20% match on the 1st $4000 (?).

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(For a newborn?) Telcos have done very well, and is something you should be having in your RESP’s. Also, the government will give you a 20% match on the 1st $4000 (?).

telephone utilities
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Gavin Graham

Trustee, Pointbreak ETFs...

Price Price
$42.700
Owned Owned
Unknown

PAST TOP PICK
Telus Corp(T-T) 

October 13, 2016

(A Top Pick Sept 24/15. Up 5.53%.) The nice thing about the 3 phone companies is that there is sort of one for everybody. If you want stodgy and steady, you go for Bell (BCE-T), a mixture of sports and phone you go for Rogers (RCI.B-T), and this one always struck him as having the best growth profile of the big 3. Trading at 16X forward earnings with a 4% dividend yield.

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(A Top Pick Sept 24/15. Up 5.53%.) The nice thing about the 3 phone companies is that there is sort of one for everybody. If you want stodgy and steady, you go for Bell (BCE-T), a mixture of sports and phone you go for Rogers (RCI.B-T), and this one always struck him as having the best growth profile of the big 3. Trading at 16X forward earnings with a 4% dividend yield.

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David Baskin

President, Baskin Wealth Manage...

Price Price
$42.850
Owned Owned
Yes

COMMENT
Telus Corp(T-T) 

September 21, 2016

Fortis (FTS-T) versus Enbridge (ENB-T) versus Telus (T-T)? He has just come out with a new portfolio which has 13 infrastructure oriented stocks. All 3 of these are in that portfolio. The major reason is because of the predictability of dividends long-term and excellent management. He would call this a globally competitive infrastructure company. This and BCE (BCE-T) (#2) have been top-performing incumbent telcos globally since 2000. Mainly because of their strong CapX on telecom infrastructure. This company is going to be spending about $15 billion over the next 5 years. They’ve spent over $22 billion since 2000. BCE will be spending over $20 billion. Thinks the dividends will grow considerably.

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Fortis (FTS-T) versus Enbridge (ENB-T) versus Telus (T-T)? He has just come out with a new portfolio which has 13 infrastructure oriented stocks. All 3 of these are in that portfolio. The major reason is because of the predictability of dividends long-term and excellent management. He would call this a globally competitive infrastructure company. This and BCE (BCE-T) (#2) have been top-performing incumbent telcos globally since 2000. Mainly because of their strong CapX on telecom infrastructure. This company is going to be spending about $15 billion over the next 5 years. They’ve spent over $22 billion since 2000. BCE will be spending over $20 billion. Thinks the dividends will grow considerably.

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Nick Majendie

Director &, Scotia Wealth Manage...

Price Price
$42.730
Owned Owned
Yes

COMMENT
Telus Corp(T-T) 

September 21, 2016

A very well-run company. Had a bit of a stutter with their Alberta exposure, but the results have not been that bad. Big capital expenditure program and capital intensity is increasing as they invest in fibre to the home, and should pay big dividends over the next 5-10 years.

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A very well-run company. Had a bit of a stutter with their Alberta exposure, but the results have not been that bad. Big capital expenditure program and capital intensity is increasing as they invest in fibre to the home, and should pay big dividends over the next 5-10 years.

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Nick Majendie

Director &, Scotia Wealth Manage...

Price Price
$42.730
Owned Owned
Yes

BUY on WEAKNESS
Telus Corp(T-T) 

September 16, 2016

It has been unable to make a significant higher high. The chart indicates it is trading in a range with support at around $38. One of those stocks that has a decent yield, and is kind of a hiding place for investors. Thinks valuation might be getting expensive. Wait until it is $39-$40 before you enter.

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It has been unable to make a significant higher high. The chart indicates it is trading in a range with support at around $38. One of those stocks that has a decent yield, and is kind of a hiding place for investors. Thinks valuation might be getting expensive. Wait until it is $39-$40 before you enter.

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William Chin

Portfolio , Caldwell Investment ...

Price Price
$42.030
Owned Owned
Unknown

HOLD
Telus Corp(T-T) 

September 9, 2016

Has trimmed back his telecom weightings. His chosen vehicle has been BCE (BCE-T), but there is not a lot to choose from between these 2. He would be indifferent as to which one to own, but there is no sense in owning both of them. Both stocks have done very well because of the search for yield, and they could be a little vulnerable if rates go up. You have probably seen the best of this stock for now.

telephone utilities
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Has trimmed back his telecom weightings. His chosen vehicle has been BCE (BCE-T), but there is not a lot to choose from between these 2. He would be indifferent as to which one to own, but there is no sense in owning both of them. Both stocks have done very well because of the search for yield, and they could be a little vulnerable if rates go up. You have probably seen the best of this stock for now.

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Norman Levine

Managing D, Portfolio Management...

Price Price
$42.030
Owned Owned
No

HOLD
Telus Corp(T-T) 

August 16, 2016

(Market Call Minute.) She would hold this one for the yield.

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(Market Call Minute.) She would hold this one for the yield.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$43.150
Owned Owned
Unknown

COMMENT
Telus Corp(T-T) 

August 12, 2016

He tends to focus on Bell (BCE-T). His problem with this is their Western exposure. He doesn’t know if that has really hit yet.

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He tends to focus on Bell (BCE-T). His problem with this is their Western exposure. He doesn’t know if that has really hit yet.

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David Cockfield

Managing D, Northland Wealth Man...

Price Price
$43.680
Owned Owned
Unknown

TOP PICK
Telus Corp(T-T) 

August 11, 2016

Set of three Top Picks, THEME picks:  Between now and a year from now, the Fed will support the US until the election.  He thinks they will not follow Japan and buy up half the S&P 500.  The Fed wants to raise interest rates.  When we get past the election he thinks the Fed will become more realistic and interest rates will start heading up. C-N happens to be very, very cheap.  G-T has probably been one of the poorer performing gold stocks.  It is just a nice cheap income stock. Telus is a nice income stock. Things are going well for the company.

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Set of three Top Picks, THEME picks:  Between now and a year from now, the Fed will support the US until the election.  He thinks they will not follow Japan and buy up half the S&P 500.  The Fed wants to raise interest rates.  When we get past the election he thinks the Fed will become more realistic and interest rates will start heading up. C-N happens to be very, very cheap.  G-T has probably been one of the poorer performing gold stocks.  It is just a nice cheap income stock. Telus is a nice income stock. Things are going well for the company.

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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$43.880
Owned Owned
Unknown

TOP PICK
Telus Corp(T-T) 

July 18, 2016

This company needs to play some catch-up. They lagged partly because of Alberta. These things work themselves out. When you get some weakness that is not a structural or balance sheet related issue, it is a buying opportunity. Have committed $2.2 billion to expand their 4G network. Dividend yield of 4.28%.

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This company needs to play some catch-up. They lagged partly because of Alberta. These things work themselves out. When you get some weakness that is not a structural or balance sheet related issue, it is a buying opportunity. Have committed $2.2 billion to expand their 4G network. Dividend yield of 4.28%.

telephone utilities
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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$42.960
Owned Owned
Yes

HOLD
Telus Corp(T-T) 

July 4, 2016

(Market Call Minute) He favours it over some of the other ones.  They are going through a period where they are re-inventing themselves.  He wouldn’t like them if it was just telephone.

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(Market Call Minute) He favours it over some of the other ones.  They are going through a period where they are re-inventing themselves.  He wouldn’t like them if it was just telephone.

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Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$42.140
Owned Owned
Unknown

BUY
Telus Corp(T-T) 

June 29, 2016

(Market Call Minute.) This is a long-term Buy. Great company and well-managed in a good industry.

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(Market Call Minute.) This is a long-term Buy. Great company and well-managed in a good industry.

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Stephen Takacsy

Chief Inve, Lester Asset Managem...

Price Price
$41.890
Owned Owned
Yes

BUY
Telus Corp(T-T) 

June 22, 2016

(Market Call Minute.) Great dividend. A good entry point. He likes that it is a pure mobile space, and sees that space continuing to grow. Feels the dividend is safe.

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(Market Call Minute.) Great dividend. A good entry point. He likes that it is a pure mobile space, and sees that space continuing to grow. Feels the dividend is safe.

telephone utilities
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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$41.300
Owned Owned
Unknown

COMMENT
Telus Corp(T-T) 

June 17, 2016

This one is across the country, but it’s biggest assets are in Western Canada. Telecom stocks have all benefited from low interest rates, because they pay high dividends. This stock is okay, just watch out for rising interest rates. He would prefer BCE (BCE-T) because Telus has a more leveraged balance sheet.

telephone utilities
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This one is across the country, but it’s biggest assets are in Western Canada. Telecom stocks have all benefited from low interest rates, because they pay high dividends. This stock is okay, just watch out for rising interest rates. He would prefer BCE (BCE-T) because Telus has a more leveraged balance sheet.

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Norman Levine

Managing D, Portfolio Management...

Price Price
$41.380
Owned Owned
Unknown

HOLD
Telus Corp(T-T) 

June 1, 2016

This is in a giant channel. Not a trading vehicle to him. Volumes are just ho-hum. The stock stays in a very tight range.

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This is in a giant channel. Not a trading vehicle to him. Volumes are just ho-hum. The stock stays in a very tight range.

telephone utilities
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Elliott Fishman

Director o, Trading Services Gro...

Price Price
$41.500
Owned Owned
Unknown

COMMENT
Telus Corp(T-T) 

May 19, 2016

He is less concerned with conditions out west and more with cyclical conditions.  People are unhooking from cable.  They have good cash flow, buying back shares and raising dividends.  There is no growth here, however.

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He is less concerned with conditions out west and more with cyclical conditions.  People are unhooking from cable.  They have good cash flow, buying back shares and raising dividends.  There is no growth here, however.

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Lorne Steinberg

President , Lorne Steinberg Weal...

Price Price
$40.420
Owned Owned
Unknown

COMMENT
Telus Corp(T-T) 

May 17, 2016

This is a stock that normally does very well in the summer. That is good, because there aren’t many stocks that do well in the summer. The stock has been in a range in the last little while. As it moves above its current trading range, then you have upside potential.

telephone utilities
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This is a stock that normally does very well in the summer. That is good, because there aren’t many stocks that do well in the summer. The stock has been in a range in the last little while. As it moves above its current trading range, then you have upside potential.

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Don Vialoux

Research A, TimingTheMarket.CA &...

Price Price
$40.520
Owned Owned
Unknown

BUY
Telus Corp(T-T) 

May 5, 2016

Telus (T-T) Bell (BCE-T) or Rogers (RCI.B-T)? He owns BCE which he likes. Telus has always been a very well-run company. They are going to take apart of some of the wireless business from Manitoba Tel (MBT-T). The issue is that Alberta is very slow, and this may be a good opportunity to buy it here.

telephone utilities
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Telus (T-T) Bell (BCE-T) or Rogers (RCI.B-T)? He owns BCE which he likes. Telus has always been a very well-run company. They are going to take apart of some of the wireless business from Manitoba Tel (MBT-T). The issue is that Alberta is very slow, and this may be a good opportunity to buy it here.

telephone utilities
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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$39.630
Owned Owned
No

BUY
Telus Corp(T-T) 

May 4, 2016

They have decent earnings growth and dividend growth.  It is trading slightly below its 5 years average.  They have some upcoming Shaw competition from a launch they will do.  Because they have an Alberta base there is a bit of a headwind.  Despite all this he thinks you could buy it.

telephone utilities
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They have decent earnings growth and dividend growth.  It is trading slightly below its 5 years average.  They have some upcoming Shaw competition from a launch they will do.  Because they have an Alberta base there is a bit of a headwind.  Despite all this he thinks you could buy it.

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$39.660
Owned Owned
Unknown

COMMENT
Telus Corp(T-T) 

April 28, 2016

Like a lot of utilities, pipelines and telecoms, there is not a lot of growth. All of them have done a really good job of squeezing out whatever growth there is, and now there is a little bit of fight on the phone side and cable TV. This has the most Alberta exposure, which is why it has been weak. Longer-term, this one is the best bet.

telephone utilities
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Like a lot of utilities, pipelines and telecoms, there is not a lot of growth. All of them have done a really good job of squeezing out whatever growth there is, and now there is a little bit of fight on the phone side and cable TV. This has the most Alberta exposure, which is why it has been weak. Longer-term, this one is the best bet.

telephone utilities
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$39.690
Owned Owned
Unknown

COMMENT
Telus Corp(T-T) 

April 20, 2016

Telcos have been good at competing cooperatively, a very cozy place to be. Looks at these as free cash flow machines and how much cash they generate. Today they have some challenges. Some parts of the business have structural issues, and they have been very good at managing that. Over time, there are things that have to be monitored, in terms of competitive intensity in things like wireless. Right now it is pretty even, but we are going to have to see what happens with Shaw and Wind Mobile which can tend to be disruptive. Well-run and the dividend is safe. Wouldn’t count on much more than the 4.4% dividend at this point.

telephone utilities
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Telcos have been good at competing cooperatively, a very cozy place to be. Looks at these as free cash flow machines and how much cash they generate. Today they have some challenges. Some parts of the business have structural issues, and they have been very good at managing that. Over time, there are things that have to be monitored, in terms of competitive intensity in things like wireless. Right now it is pretty even, but we are going to have to see what happens with Shaw and Wind Mobile which can tend to be disruptive. Well-run and the dividend is safe. Wouldn’t count on much more than the 4.4% dividend at this point.

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Stephen Groff

Principal , Cambridge Global Ass...

Price Price
$40.020
Owned Owned
No

BUY
Telus Corp(T-T) 

April 11, 2016

RCI.B vs. T-T.  There is probably more growth potential in T-T, but there is less diversification.  He prefers T-T.  He expects the relative outperformance to continue.

telephone utilities
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RCI.B vs. T-T.  There is probably more growth potential in T-T, but there is less diversification.  He prefers T-T.  He expects the relative outperformance to continue.

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Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$41.170
Owned Owned
Unknown

COMMENT
Telus Corp(T-T) 

April 5, 2016

If you are a dividend investor, this is a place to put money. This is a telco that will probably do well as oil turns around because of their Western exposure. Canadian telcos have been the beneficiary of lower oil pricing, in the sense that people wanted money out of the energy space and went into telcos. Valuations in Canadian telcos now are about a multiple turn more than in the US. If the Canadian economy improves, you might want to take some chips off the table at that time.

telephone utilities
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If you are a dividend investor, this is a place to put money. This is a telco that will probably do well as oil turns around because of their Western exposure. Canadian telcos have been the beneficiary of lower oil pricing, in the sense that people wanted money out of the energy space and went into telcos. Valuations in Canadian telcos now are about a multiple turn more than in the US. If the Canadian economy improves, you might want to take some chips off the table at that time.

telephone utilities
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Steve DiGregori

Portfolio , Canoe Financial...

Price Price
$42.050
Owned Owned
Yes

DON'T BUY
Telus Corp(T-T) 

March 28, 2016

A particularly well managed company.  They are continually eating away on the heels of their competitors.  He has a problem with their multiple.  On the positive side they have a higher dividend.  In terms of valuation he finds it hard to justify most of the telecom stocks.  He owns just a little of BCE as a lot term for some of his clients.

telephone utilities
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A particularly well managed company.  They are continually eating away on the heels of their competitors.  He has a problem with their multiple.  On the positive side they have a higher dividend.  In terms of valuation he finds it hard to justify most of the telecom stocks.  He owns just a little of BCE as a lot term for some of his clients.

telephone utilities
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Michael Sprung

President, Sprung Investment Ma...

Price Price
$42.000
Owned Owned
No

COMMENT
Telus Corp(T-T) 

March 15, 2016

Trading at a reasonable valuation. Has a little bit more Alberta orientation, but likes the 4.3% yield. This is his favourite in the Canadian telecom space.

telephone utilities
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Trading at a reasonable valuation. Has a little bit more Alberta orientation, but likes the 4.3% yield. This is his favourite in the Canadian telecom space.

telephone utilities
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$41.160
Owned Owned
Yes

DON'T BUY
Telus Corp(T-T) 

March 10, 2016

It dipped down when Wind was acquired by Shaw.  Also, T-T has a larger exposure to Alberta.  She does not own telecom right now.  She goes other places for yield.  T-T has announced they plan to increase their dividend 10% per year going forward.

telephone utilities
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It dipped down when Wind was acquired by Shaw.  Also, T-T has a larger exposure to Alberta.  She does not own telecom right now.  She goes other places for yield.  T-T has announced they plan to increase their dividend 10% per year going forward.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$40.420
Owned Owned
No

COMMENT
Telus Corp(T-T) 

March 4, 2016

Lightened up, mainly because of the focus in Alberta. They have done a lot of good business in Alberta, but the stats coming out of that province are not looking good. Until we get the oil situation straightened out it is going to be a tough market area to do well in. Prefers BCE (BCE-T).

telephone utilities
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Lightened up, mainly because of the focus in Alberta. They have done a lot of good business in Alberta, but the stats coming out of that province are not looking good. Until we get the oil situation straightened out it is going to be a tough market area to do well in. Prefers BCE (BCE-T).

telephone utilities
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David Cockfield

Managing D, Northland Wealth Man...

Price Price
$39.190
Owned Owned
Yes

COMMENT
Telus Corp(T-T) 

March 2, 2016

For his more conservative clients seeking income, he prefers Bell Canada (BCE-T), but for those looking for more growth, Telus offers the best growth. Everybody has to own at least one telco, and maybe 2. Every time the CRTC does something, somehow the majors managed to make more money than they did before. It is like magic.

telephone utilities
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For his more conservative clients seeking income, he prefers Bell Canada (BCE-T), but for those looking for more growth, Telus offers the best growth. Everybody has to own at least one telco, and maybe 2. Every time the CRTC does something, somehow the majors managed to make more money than they did before. It is like magic.

telephone utilities
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David Baskin

President, Baskin Wealth Manage...

Price Price
$39.130
Owned Owned
Yes

WAIT
Telus Corp(T-T) 

February 24, 2016

A lot of their business is coming from Western Canada, so the stock has fallen off quite a bit. He would probably look at this again at some point, but technically it is still below the 200 day moving average. He would stay away until there are more signs of strength. Needs to get above the $41-$42 level before he would dip into it. (See Top Picks.)

telephone utilities
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A lot of their business is coming from Western Canada, so the stock has fallen off quite a bit. He would probably look at this again at some point, but technically it is still below the 200 day moving average. He would stay away until there are more signs of strength. Needs to get above the $41-$42 level before he would dip into it. (See Top Picks.)

telephone utilities
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Stan Wong

Director &, Private Wealth Manag...

Price Price
$40.040
Owned Owned
No

DON'T BUY
Telus Corp(T-T) 

February 17, 2016

Has never owned this because it was too expensive. With this you have to deal with the Alberta issue. He prefers BCE (BCE-T) which has done a great job with fibre and with content. 

telephone utilities
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Has never owned this because it was too expensive. With this you have to deal with the Alberta issue. He prefers BCE (BCE-T) which has done a great job with fibre and with content. 

telephone utilities
0 0 0 0 0
0 comments
Paul Gardner, C

Partner an, Avenue Investment Ma...

Price Price
$38.440
Owned Owned
No

BUY
Telus Corp(T-T) 

February 11, 2016

He likes the name.  All the Telcos in Canada are a buy.  Foreigners are not going to come into the space.  It sold off because of what happened in Alberta.  Smart phone adoption in Canada is a lot less than in the US.  Great dividend.

telephone utilities
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He likes the name.  All the Telcos in Canada are a buy.  Foreigners are not going to come into the space.  It sold off because of what happened in Alberta.  Smart phone adoption in Canada is a lot less than in the US.  Great dividend.

telephone utilities
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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$39.840
Owned Owned
Yes

BUY
Telus Corp(T-T) 

February 5, 2016

(Market Call Minute.) At $40 or lower, this is a great buy.

telephone utilities
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(Market Call Minute.) At $40 or lower, this is a great buy.

telephone utilities
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Allan Meyer

VP & Portf, Wickham Investment C...

Price Price
$40.450
Owned Owned
Unknown

DON'T BUY
Telus Corp(T-T) 

February 4, 2016

Model is $31.61.  If it got down to $29.50 he would be pounding the table.

telephone utilities
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Model is $31.61.  If it got down to $29.50 he would be pounding the table.

telephone utilities
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$40.020
Owned Owned
Unknown

DON'T BUY
Telus Corp(T-T) 

February 1, 2016

Under pressure because of the new entrant into the phone business.  They have been under a lot of pressure.  He prefers RCI.B-T because of ties to other areas, but this whole sector has been under pressure.  BCE-T seems to be doing better. 

telephone utilities
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Under pressure because of the new entrant into the phone business.  They have been under a lot of pressure.  He prefers RCI.B-T because of ties to other areas, but this whole sector has been under pressure.  BCE-T seems to be doing better. 

telephone utilities
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Brendan Caldwel

President, Caldwell Securities...

Price Price
$38.960
Owned Owned
Unknown

TOP PICK
Telus Corp(T-T) 

January 28, 2016

(His top picks are dividend growers.) When a company raises its dividend, it is signalling to investors that it thinks the year ahead is going to be good. This one has been a wonderful dividend grower with many, many years of dividend growth. 2 dividend increases last year added up to about 10%. The stock has been hurt by the sentiment of its exposure to the energy intensive provinces. Dividend yield of 4.56%.

telephone utilities
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(His top picks are dividend growers.) When a company raises its dividend, it is signalling to investors that it thinks the year ahead is going to be good. This one has been a wonderful dividend grower with many, many years of dividend growth. 2 dividend increases last year added up to about 10%. The stock has been hurt by the sentiment of its exposure to the energy intensive provinces. Dividend yield of 4.56%.

telephone utilities
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$38.610
Owned Owned
Yes

TOP PICK
Telus Corp(T-T) 

January 26, 2016

The cheapest of the big 3. It recently set back to excellent support at about 2.5X Book. For this stock, that is quite cheap. Has nice upside potential and a 4.7% dividend yield.

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The cheapest of the big 3. It recently set back to excellent support at about 2.5X Book. For this stock, that is quite cheap. Has nice upside potential and a 4.7% dividend yield.

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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$37.640
Owned Owned
Yes

DON'T BUY
Telus Corp(T-T) 

January 18, 2016

An incredibly well run company that have done a terrific job over the last decade.  A big part of their problem now is the oil sector and Shaw.  Shaw will be quite aggressive against Telus (T-T).  He thinks you can do better elsewhere, e.g. with Rogers (RCI.B-T).

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An incredibly well run company that have done a terrific job over the last decade.  A big part of their problem now is the oil sector and Shaw.  Shaw will be quite aggressive against Telus (T-T).  He thinks you can do better elsewhere, e.g. with Rogers (RCI.B-T).

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John Wilson

CEO; Co-CI, Sprott Asset Managem...

Price Price
$36.350
Owned Owned
Unknown

COMMENT
Telus Corp(T-T) 

January 14, 2016

Has fallen off a little in the last couple of months due to its exposure in the West as well as the Shaw (SJR.B-T) Wind Mobile deal. Likes their dividend yield of 4.7%, and that they are determined to grow that dividend yield by 8%-9% per year over the next few years. The stock has come down to the 15X forward earnings level with a 10% growth rate, which is not too bad.

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Has fallen off a little in the last couple of months due to its exposure in the West as well as the Shaw (SJR.B-T) Wind Mobile deal. Likes their dividend yield of 4.7%, and that they are determined to grow that dividend yield by 8%-9% per year over the next few years. The stock has come down to the 15X forward earnings level with a 10% growth rate, which is not too bad.

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Stan Wong

Director &, Private Wealth Manag...

Price Price
$37.230
Owned Owned
Yes

COMMENT
Telus Corp(T-T) 

January 12, 2016

Doesn’t own any names in the telco space. She got out a few years ago because of regulatory and competition concerns. That has lifted a bit, but this company took another drop when Shaw (SJR.B-T) announced they were buying Wind Mobile a few weeks ago. She is not inclined to re-enter the sector right now. Shaw will be a stronger competitor, and Telus has much more exposure to Western Canada, where there could be much weaker wireless growth.

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Doesn’t own any names in the telco space. She got out a few years ago because of regulatory and competition concerns. That has lifted a bit, but this company took another drop when Shaw (SJR.B-T) announced they were buying Wind Mobile a few weeks ago. She is not inclined to re-enter the sector right now. Shaw will be a stronger competitor, and Telus has much more exposure to Western Canada, where there could be much weaker wireless growth.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$37.800
Owned Owned
No

BUY
Telus Corp(T-T) 

January 4, 2016

There are 4 possible players now.  T-T was affected more than the others.  The numbers look cheap.  He purchased just a month or so ago when he thought it bottomed.  It will be fine long term.  There is insider buying.  This is a good entry point.

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