Telus Corp

T-T

TSE:T

21.98
0.27 (1.21%)
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
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COMMENT
COMMENT
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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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.

PAST TOP PICK
PAST TOP PICK
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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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.

COMMENT
COMMENT
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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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.

WEAK BUY
WEAK BUY
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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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.

SELL
SELL
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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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.

DON'T BUY
DON'T BUY
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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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.

COMMENT
COMMENT
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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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.

PAST TOP PICK
PAST TOP PICK
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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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.

HOLD
HOLD
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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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.

Jim Huang

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Price
$42.360
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
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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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.

HOLD
HOLD
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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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%.

WAIT
WAIT
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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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.

DON'T BUY
DON'T BUY
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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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.

COMMENT
COMMENT
November 2, 2016

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

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Telus Corp (T-T)
November 2, 2016

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

PAST TOP PICK
PAST TOP PICK
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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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.

HOLD
HOLD
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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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.

BUY
BUY
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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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 (?).

PAST TOP PICK
PAST TOP PICK
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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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.

COMMENT
COMMENT
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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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.

COMMENT
COMMENT
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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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.

BUY WEAKNESS
BUY WEAKNESS
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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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.

HOLD
HOLD
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.

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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.

HOLD
HOLD
August 16, 2016

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

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Telus Corp (T-T)
August 16, 2016

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

COMMENT
COMMENT
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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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.

TOP PICK
TOP PICK
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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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.

TOP PICK
TOP PICK
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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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%.

HOLD
HOLD
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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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.

BUY
BUY
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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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.

BUY
BUY
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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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.

COMMENT
COMMENT
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.

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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.

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