Telus Corp

T-T

TSE:T

23.26
0.65 (2.87%)
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

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
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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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.

BUY WEAKNESS
BUY WEAKNESS
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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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.

HOLD
HOLD
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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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.

DON'T BUY
DON'T BUY
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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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.

TOP PICK
TOP PICK
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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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.)

COMMENT
COMMENT
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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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%.

COMMENT
COMMENT
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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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.

HOLD
HOLD
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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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.

DON'T BUY
DON'T BUY
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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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.

WEAK BUY
WEAK BUY
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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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.

COMMENT
COMMENT
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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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.

TOP PICK
TOP PICK
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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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.)

COMMENT
COMMENT
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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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%.

PAST TOP PICK
PAST TOP PICK
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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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.

BUY
BUY
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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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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