Telus Corp

T-T

TSE:T

53.73
0.80 (1.47%)
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.
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Analysis and Opinions about T-T

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Opinion
Expert
HOLD
HOLD
February 5, 2020

Telecoms? Rogers is an interesting name. He owns BCE instead. A push for lower cell phone rates along with greater investment in 5G networks are key headwinds in this sector. Telcoms will face a lot spending to build up 5G, which will impact the financials for the next few years. He likes the dividend they pay, however. If your time horizon is long, then holding is fine.

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Telus Corp (T-T)
February 5, 2020

Telecoms? Rogers is an interesting name. He owns BCE instead. A push for lower cell phone rates along with greater investment in 5G networks are key headwinds in this sector. Telcoms will face a lot spending to build up 5G, which will impact the financials for the next few years. He likes the dividend they pay, however. If your time horizon is long, then holding is fine.

BUY
BUY
January 7, 2020
Had a large uptick in the first half of 2019, then fell, then jumped up again in October 2019, but since then has done nothing. May to September is seasonality. Chart shows the same, consistent pattern in past years. Hold off on telcos until seasonality. Pays a 4.6% dividend.
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Telus Corp (T-T)
January 7, 2020
Had a large uptick in the first half of 2019, then fell, then jumped up again in October 2019, but since then has done nothing. May to September is seasonality. Chart shows the same, consistent pattern in past years. Hold off on telcos until seasonality. Pays a 4.6% dividend.
STRONG BUY
STRONG BUY
January 6, 2020

He likes it on a longer term basis because of their diversification. They have been quietly investing in these businesses and not getting a lot of credit. Their spending on fiber to the home is much more advanced than BCE-T's is. They don't own a content business.

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Telus Corp (T-T)
January 6, 2020

He likes it on a longer term basis because of their diversification. They have been quietly investing in these businesses and not getting a lot of credit. Their spending on fiber to the home is much more advanced than BCE-T's is. They don't own a content business.

HOLD
HOLD
January 3, 2020
Like the other Canadian telcos, the stock has bounced back as the outlook on interest rates changed. Telus is fine here and he expects a high single digit return, including the dividend.
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Telus Corp (T-T)
January 3, 2020
Like the other Canadian telcos, the stock has bounced back as the outlook on interest rates changed. Telus is fine here and he expects a high single digit return, including the dividend.
COMMENT
COMMENT
December 24, 2019
Support at $49. Telcos are a bond proxy, and Telus is the best. Be cautious with this, because interest rates may rise in 2020.
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Telus Corp (T-T)
December 24, 2019
Support at $49. Telcos are a bond proxy, and Telus is the best. Be cautious with this, because interest rates may rise in 2020.
WAIT
WAIT
December 18, 2019
All the telcoms in Canada have been excellent places to be as of late. Lower interest rates helped them this year. As interest rates start to go back up, the share prices in this space are vulnerable to weakness. He is not prepared to guess where rates are going. He would wait to buy.
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Telus Corp (T-T)
December 18, 2019
All the telcoms in Canada have been excellent places to be as of late. Lower interest rates helped them this year. As interest rates start to go back up, the share prices in this space are vulnerable to weakness. He is not prepared to guess where rates are going. He would wait to buy.
HOLD
HOLD
November 7, 2019
Stay with it. Everything looks good. Capital expenditures look lower. Yield combined with growth looks good.
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Telus Corp (T-T)
November 7, 2019
Stay with it. Everything looks good. Capital expenditures look lower. Yield combined with growth looks good.
COMMENT
COMMENT
October 25, 2019

BCE vs T Both operate in a regulated industry that allows above normal margins. Consumers are cutting cords and there is push back on cell phone bills. You are probably better owing a US telecom company instead. He prefers Shaw or AT&T.

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Telus Corp (T-T)
October 25, 2019

BCE vs T Both operate in a regulated industry that allows above normal margins. Consumers are cutting cords and there is push back on cell phone bills. You are probably better owing a US telecom company instead. He prefers Shaw or AT&T.

HOLD
HOLD
September 20, 2019

A lot like the other telecoms there is relatively low growth, T-T pays a good dividend. He owns BCE-T instead. Valuations are on the upper end of the band for both these. You could expect 3-5% increases in share price plus the dividend. Yield 4.6%

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Telus Corp (T-T)
September 20, 2019

A lot like the other telecoms there is relatively low growth, T-T pays a good dividend. He owns BCE-T instead. Valuations are on the upper end of the band for both these. You could expect 3-5% increases in share price plus the dividend. Yield 4.6%

PAST TOP PICK
PAST TOP PICK
September 6, 2019
(A Top Pick Jul 09/19, Down 0.3%) It’s not a short term investment. The next resistance is at $50. Doesn’t seem any weakness here. Would continue to hold it.
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Telus Corp (T-T)
September 6, 2019
(A Top Pick Jul 09/19, Down 0.3%) It’s not a short term investment. The next resistance is at $50. Doesn’t seem any weakness here. Would continue to hold it.
DON'T BUY
DON'T BUY
July 26, 2019

Great company for the long term. If you are looking for more upside there are different places to look. Vodafone just announced they are going to spin out tower and the stock jumped almost 10% today. Would recommend AT&T if you are looking for more yield. Generally the dividend yields on Canadian telcos is quite low relative to other parts of the world.

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Telus Corp (T-T)
July 26, 2019

Great company for the long term. If you are looking for more upside there are different places to look. Vodafone just announced they are going to spin out tower and the stock jumped almost 10% today. Would recommend AT&T if you are looking for more yield. Generally the dividend yields on Canadian telcos is quite low relative to other parts of the world.

HOLD
HOLD
July 18, 2019
Telcos are pretty defensive, so he wouldn't be too concerned in a recession. But, do you put new money in right now? It's not cheap, but a great dividend that's expected to grow. If you own it, he wouldn't add more, but you can sell calls on it for a nice second stream of income.
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Telus Corp (T-T)
July 18, 2019
Telcos are pretty defensive, so he wouldn't be too concerned in a recession. But, do you put new money in right now? It's not cheap, but a great dividend that's expected to grow. If you own it, he wouldn't add more, but you can sell calls on it for a nice second stream of income.
BUY WEAKNESS
BUY WEAKNESS
July 16, 2019

Telus vs Rogers? He prefers neither. The valuation is too rich. He sold his Rogers around $72. He would prefer Telus as it is more diversified and does not have the struggles of content issues. He would actually buy Shaw instead as they enter the wireless space. He would buy all three on weakness, but enter Shaw today.

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Telus Corp (T-T)
July 16, 2019

Telus vs Rogers? He prefers neither. The valuation is too rich. He sold his Rogers around $72. He would prefer Telus as it is more diversified and does not have the struggles of content issues. He would actually buy Shaw instead as they enter the wireless space. He would buy all three on weakness, but enter Shaw today.

WEAK BUY
WEAK BUY
July 12, 2019
The Canadian telcos offer 1-3% growth + 5% dividend yield. The sector has done okay this year as people seek safety and yield. You can hold this for the dividend.
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Telus Corp (T-T)
July 12, 2019
The Canadian telcos offer 1-3% growth + 5% dividend yield. The sector has done okay this year as people seek safety and yield. You can hold this for the dividend.
COMMENT
COMMENT
July 12, 2019

It's OK, but he prefers BCE. BCE is more of a national company, whereas Telus is focused in the west.

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Telus Corp (T-T)
July 12, 2019

It's OK, but he prefers BCE. BCE is more of a national company, whereas Telus is focused in the west.

TOP PICK
TOP PICK
July 9, 2019
It's had two tests of support (200-week moving average) around $44. It's showing higher highs and higher lows. It could push up to $50. The risk is up, not down though it could take time. (Analysts’ price target is $52.87)
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Telus Corp (T-T)
July 9, 2019
It's had two tests of support (200-week moving average) around $44. It's showing higher highs and higher lows. It could push up to $50. The risk is up, not down though it could take time. (Analysts’ price target is $52.87)
HOLD
HOLD
July 4, 2019
Likes it. Yield is 4.64%, with growth of 4-5%. Beta is 0.71. Lower volatility. (Analysts’ price target is $52.87)
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Telus Corp (T-T)
July 4, 2019
Likes it. Yield is 4.64%, with growth of 4-5%. Beta is 0.71. Lower volatility. (Analysts’ price target is $52.87)
Stan Wong

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Price
$48.520
Owned
Unknown
BUY
BUY
June 27, 2019
This has been a dividend play for years. They did a really great job of growing it over time. The defensive sectors are very expensive. Telecoms have that group risk built into them. But he prefers to focus on stocks that have a higher divined growth rate. The total return over the next few years should be pretty decent.
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Telus Corp (T-T)
June 27, 2019
This has been a dividend play for years. They did a really great job of growing it over time. The defensive sectors are very expensive. Telecoms have that group risk built into them. But he prefers to focus on stocks that have a higher divined growth rate. The total return over the next few years should be pretty decent.
COMMENT
COMMENT
June 17, 2019
Given the lower rates offered to consumers by Canadian telcos. Investors think the rate cuts (unlimited rates for broadband) it'll cut into their profitablility, but this model has existed in the US for a long time and the American carriers are still very successful. The Canadian telcos needed to correct its offerings to consumers in this way. He prefers Rogers, whose stock has performed a little better. Bell is spending more in laying fibre, while Rogers is spending on 5G.
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Telus Corp (T-T)
June 17, 2019
Given the lower rates offered to consumers by Canadian telcos. Investors think the rate cuts (unlimited rates for broadband) it'll cut into their profitablility, but this model has existed in the US for a long time and the American carriers are still very successful. The Canadian telcos needed to correct its offerings to consumers in this way. He prefers Rogers, whose stock has performed a little better. Bell is spending more in laying fibre, while Rogers is spending on 5G.
DON'T BUY
DON'T BUY
June 14, 2019
It's overvalued relative to its earnings. $38.50 is his model price, far below its current price. Pays a 4.26% yield. Telus can cover its dividend, but it is way too expensive. He would buy at $40, not now.
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Telus Corp (T-T)
June 14, 2019
It's overvalued relative to its earnings. $38.50 is his model price, far below its current price. Pays a 4.26% yield. Telus can cover its dividend, but it is way too expensive. He would buy at $40, not now.
HOLD
HOLD
May 28, 2019
Like it. Could have bought Corus Entertainment. Relatively low growth but a safe dividend.
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Telus Corp (T-T)
May 28, 2019
Like it. Could have bought Corus Entertainment. Relatively low growth but a safe dividend.
BUY
BUY
May 22, 2019
He thinks in a lower interest rate environment, should see some stock appreciation. This is a good name to own.
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Telus Corp (T-T)
May 22, 2019
He thinks in a lower interest rate environment, should see some stock appreciation. This is a good name to own.
BUY
BUY
May 21, 2019
Though near its all-time high, you could still open a position today. Most recent quarter they reaffirmed dividend growth rate of 7-10% for next 3 years. Payout ratio is expected to go down. Free cash flow is expected to double over the next 3 years. The stock probably has some upside.
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Telus Corp (T-T)
May 21, 2019
Though near its all-time high, you could still open a position today. Most recent quarter they reaffirmed dividend growth rate of 7-10% for next 3 years. Payout ratio is expected to go down. Free cash flow is expected to double over the next 3 years. The stock probably has some upside.
COMMENT
COMMENT
May 15, 2019

A good income stream? He owns Telus instead of Rogers. He is studying the whole rollover of the wireless business in Canada. Prices are starting to drop on increased competitive pressures. It might be early to enter the space. He would prefer BCE-T or T-T.

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Telus Corp (T-T)
May 15, 2019

A good income stream? He owns Telus instead of Rogers. He is studying the whole rollover of the wireless business in Canada. Prices are starting to drop on increased competitive pressures. It might be early to enter the space. He would prefer BCE-T or T-T.

HOLD
HOLD
May 14, 2019

BCE vs. Telus vs. Verizon He owns all three plus AT&T. Verizon is still the #1 network in the U.S. and still pays a great dividend. All three will continue to do a good job. If you own them, hold them.

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Telus Corp (T-T)
May 14, 2019

BCE vs. Telus vs. Verizon He owns all three plus AT&T. Verizon is still the #1 network in the U.S. and still pays a great dividend. All three will continue to do a good job. If you own them, hold them.

COMMENT
COMMENT
May 1, 2019
It is in a very competitive market. Recent results suggest the move to streaming is weighing on Shaw. There is increasing competition in the wireless space. It is too early to tell how they will do here. It is an oligopolistic industry so there are some limits to how high rates can go from here. It has a yield in excess of 4%. He would prefer to look at BCE-T or T-T instead.
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Telus Corp (T-T)
May 1, 2019
It is in a very competitive market. Recent results suggest the move to streaming is weighing on Shaw. There is increasing competition in the wireless space. It is too early to tell how they will do here. It is an oligopolistic industry so there are some limits to how high rates can go from here. It has a yield in excess of 4%. He would prefer to look at BCE-T or T-T instead.
DON'T BUY
DON'T BUY
April 22, 2019
TELUS vs. ROGERS All Canadian telcos and utilities are overpriced as investors expect a recession later this year of mid-2020. $39.52 is his target price for Telus; $61.22 for Rogers. Investors are attacted by the yields.
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Telus Corp (T-T)
April 22, 2019
TELUS vs. ROGERS All Canadian telcos and utilities are overpriced as investors expect a recession later this year of mid-2020. $39.52 is his target price for Telus; $61.22 for Rogers. Investors are attacted by the yields.
COMMENT
COMMENT
April 17, 2019
5 yr. hold? He does not own T-T -- it holds BCE-T instead. Interest rates impact these types of stocks. He thinks T-T may be able to continue increasing dividends, but they have exposure to Waiwae, so he wold be cautious.
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Telus Corp (T-T)
April 17, 2019
5 yr. hold? He does not own T-T -- it holds BCE-T instead. Interest rates impact these types of stocks. He thinks T-T may be able to continue increasing dividends, but they have exposure to Waiwae, so he wold be cautious.
COMMENT
COMMENT
April 1, 2019
Telus vs. Rogers The telcos are an amazing business in Canada, because they lack competion and keep adding new lines of business. The telcos control the internet which everyone keeps using. He owns both, but would choose Rogers, because they get a whole bunch of assets, like the Blue Jays, outside the internet. Rogers also has a smart CEO who is improving the balance sheet.
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Telus Corp (T-T)
April 1, 2019
Telus vs. Rogers The telcos are an amazing business in Canada, because they lack competion and keep adding new lines of business. The telcos control the internet which everyone keeps using. He owns both, but would choose Rogers, because they get a whole bunch of assets, like the Blue Jays, outside the internet. Rogers also has a smart CEO who is improving the balance sheet.
HOLD
HOLD
March 20, 2019
He regrets not buying this years ago. Very well-managed and has done well in wireless. Today's prices anticipate growth, but the wireless market in Canada is saturated. Margins will remain high, because wireless in Canada is an oligopoly with little competition. Be cautious here. BCE is the dominant player in this space. He wouldn't buy it at current prices, but would likely hold.
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Telus Corp (T-T)
March 20, 2019
He regrets not buying this years ago. Very well-managed and has done well in wireless. Today's prices anticipate growth, but the wireless market in Canada is saturated. Margins will remain high, because wireless in Canada is an oligopoly with little competition. Be cautious here. BCE is the dominant player in this space. He wouldn't buy it at current prices, but would likely hold.
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