Telus Corp

T-T

TSE:T

53.73
0.00 (0.00%)
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
March 19, 2019
The telcos have rebounded well and pay good yields. Nothing wrong with Telus. He owns BCE for its higher yield and defence.
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Telus Corp (T-T)
March 19, 2019
The telcos have rebounded well and pay good yields. Nothing wrong with Telus. He owns BCE for its higher yield and defence.
HOLD
HOLD
March 18, 2019
There's wireless competition coming. They executed well in Q4, beating on subscriber growth and showed reduced churn. He sees 3% revenue growth and 7% dividend growth with a 75% payout ratio. It's a defensive, quality long-term owner. It's a yield proxy. If you own, you're okay, but don't buy a first position.
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Telus Corp (T-T)
March 18, 2019
There's wireless competition coming. They executed well in Q4, beating on subscriber growth and showed reduced churn. He sees 3% revenue growth and 7% dividend growth with a 75% payout ratio. It's a defensive, quality long-term owner. It's a yield proxy. If you own, you're okay, but don't buy a first position.
BUY
BUY
March 13, 2019
He's long owned this. A good 7% dividend grower. The whole space is challenged by revenue growth by the wireless side. Telus has actually been expanding the data side. He likes it.
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Telus Corp (T-T)
March 13, 2019
He's long owned this. A good 7% dividend grower. The whole space is challenged by revenue growth by the wireless side. Telus has actually been expanding the data side. He likes it.
BUY
BUY
February 28, 2019
He likes is the telco in general in Canada. A year ago when interest rates were expected to go higher, they didn't look that attractive. He owns Rogers for some of their media assets. But still likes this one. Projecting a dividend increase.
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Telus Corp (T-T)
February 28, 2019
He likes is the telco in general in Canada. A year ago when interest rates were expected to go higher, they didn't look that attractive. He owns Rogers for some of their media assets. But still likes this one. Projecting a dividend increase.
BUY
BUY
February 21, 2019
The bad is that last quarter they had lower margins. and there is more competition. But they are executing well. Growth of 8 to 10% 2018 to 2020. 80% payout ratio. All in this is a good name. It won;t lead our portfolio higher but it is a good name without a lot of downside risk. (Analysts’ price target is $51.73)
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Telus Corp (T-T)
February 21, 2019
The bad is that last quarter they had lower margins. and there is more competition. But they are executing well. Growth of 8 to 10% 2018 to 2020. 80% payout ratio. All in this is a good name. It won;t lead our portfolio higher but it is a good name without a lot of downside risk. (Analysts’ price target is $51.73)
BUY
BUY
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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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.
COMMENT
COMMENT
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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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.
HOLD
HOLD
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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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.
BUY
BUY
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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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.
TOP PICK
TOP PICK
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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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)
TOP PICK
TOP PICK
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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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)
WEAK BUY
WEAK BUY
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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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.
DON'T BUY
DON'T BUY
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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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.
PAST TOP PICK
PAST TOP PICK
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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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.

TOP PICK
TOP PICK
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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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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