STOCKCHASE

Difference between the regular shares and the A shares? Stick with the voting shares. Once you get into the A shares you run into potential problems. The communication companies are producers of net free cash flow. Charts of this company and BCE (BCE-T) are more positive than Rogers (RCI.B-T) or Shaw Communications (SJR.B-T). Stocks are cheap relative to their growth rates. Interested in this if it pulled back 5%.

2011-12-16

BUY

54.180

Likes the telecom area because there is some growth and dividends are attractive and they grow. He owns 3 others. Can’t com up with a reason not to buy T-T

2011-11-29

BUY

53.910

Excellent earnings this quarter. Good wireless growth. Raised the dividend and promised to keep raising it up to and including 2013. Wouldn't expect much capital appreciation as it is pretty well fully priced. If you want a nice tax effective yield will continue to grow, this is a pretty good choice.

2011-11-10

TOP PICK

53.630

Michael Smedley

Excellent dividends which are rising by 10% a year. Expect they will merge their 2 classes of stock which will give them more liquidity.

2011-10-31

DON'T BUY

53.400

John Zechner

Will be a little impeded in the next couple of years in terms of growth. He’d rather own this than a utility, or bank or pipeline.

2011-10-28

PAST TOP PICK

53.790

Steve Carlin

(Top Pick Nov 10/10, Up 25.70%) Executed better than expected on TV offering.

2011-10-26

BUY

51.730

Veronika Hirsch

Shaw’s Wifi strategy should be good for Telus, but it hasn’t moved. It did well because of the high yield. She likes it. Fundamentals are decent.

2011-09-23

Comment

52.640

For income players, he would go to BCE (BCE-T) and this one. For growth he would go to Rogers (RCI.B-T). Because of the increasing competition, he is out of this sector for the present time.

2011-08-18

BUY

53.610

Had a great quarter. The story for telcos is smart phones growth. Smart phone adoption in Canada is only about 35%-40%. Could see this getting close to 70%-80% over the next 2 years. (See Top Picks.)

2011-08-11

BUY

51.580

Paul Gardner, CFA

One of the “best in class”. Competition telcos feared has impacted them a little bit but they benefiting from the changeover to data, which is now the growth engine. Telcos will be in better shape than cable because they are coming out with the fiber TV.

2011-08-10

HOLD

52.200

Lyle Stein

Prefers cable companies.

2011-08-03

Comment

54.130

Don Lato

Has a pretty good yield, but not the highest yield nor the highest upside of the telcos. Had a good run over the last year and has probably performed the best but he prefers Rogers (RCI.B-T) growth prospects better.

2011-07-07

PAST TOP PICK

54.300

Hap (Robert) Sneddon FCSI

(A Top Pick June 14/10. Up 45.5%.) Would wait for a pullback before buying any of the telcos.

2011-07-06

BUY

52.710

Will the upward trend continue? This is the right space to be in at this time. There is a strong upward trend that should continue. (See Top Picks.)

2011-06-02

TOP PICK

52.610

David Burrows

They expect to raise their dividend, perhaps twice a year over the next 3 years. A 10% dividend growth rate. Very strong wireless exposure and have done a good job with it. Have potential to grow their business in the OptiTV, IP based television services.

2011-05-18

BUY

52.050

Stan Wong

Great franchise. Technically speaking, fantastic hart with higher highs and higher lows. As a telecom with a high dividend, dividend might not be as strong as interest rates eventually move up. Looks okay.

2011-05-12

BUY

49.060

David Cockfield

In a good market area on the west coast and in Alberta with a good yield.

2011-04-15

HOLD

49.830

David Burrows

Many of the telecoms have gone through restructuring and are very profitable and generating lots of cash. The wireless business is very competitive. Seem to be able to stay profitable I Canada. This one is behaving very well. They are talking about their new wireless network that they are going to move towards.

2011-04-07

BUY

49.820

They are resurrecting Clearnet. Telus has done very well. Came from undervalued to reasonably valued. Now Rogers is the cheapest and the best cash flow.

2011-04-05

PAST TOP PICK

48.790

(Top Pick Mar 16/10, Up 43.20%) You have to be bullish if you look at the metrics of the acquisition of T mobile by AT&T. Does not think Canadian industry is not suffering from foreign competition.

2011-03-22

BUY

48.270

Stock is in a holding pattern. Same as others and it’s because of competition. He believes longer term all these guys are going to be winners. Have increased dividend nicely but could be moderated in the future.

2011-03-21

PAST TOP PICK

48.130

(A Top Pick Feb 23/10. Up 47.77%.) Have the ability to keep increasing dividends.

2011-03-04

HOLD

47.620

David Burrows

This is a stock where you are getting a little bit of appreciation as well as some yield. Telecom stocks are behaving all right. Wireless business is good but there is growing competition. (Prefers companies that are supplying infrastructure for telecoms.)

2011-03-01

HOLD

49.140

Likes the outlook for the telecom stocks, growth of wireless especially. Starting to move aggressively into the TV market giving them further growth opportunities.

2011-01-26

BUY

46.560

In his higher yield portfolio. Likes the business. Prefers BCE

2010-12-21

BUY

47.150

It has recovered from 2007. Keep raising the dividend. They are really gaining a lot of momentum here. RCI.B is more attractive to him.

2010-12-07

PAST TOP PICK

47.710

(A Top Pick Dec 3/09. Up 43%.) New TV product, IPTV is doing well in western Canada. Can bundle it with their other wire line and wireless products. Main competitor Shaw (SHR.B-T) is just starting to build out a wireless network. 2 dividend increases this year.

2010-12-02

DON'T BUY

47.010

Michael Sprung

Rogers (RCI.B-T), BCE (BCE-T) or Telus (T-T)? Telecoms look a little expensive. On a pull back he would be tempted to buy BCE, which has momentum and is gaining on wireless. Average revenue per unit is going up. Moving into internet protocol television (IPTV) is going to make them very competitive with cable companies.

2010-12-01

DON'T BUY

46.970

BCE (BCE-T) or Telus (T-T)? Has no exposure to telecoms right now. Too much competition. Dividends on these 2 are safe but don’t see a lot of earnings growth.

2010-11-29

DON'T BUY

47.050

Chyanne Fickes

Doesn’t like any of the telecoms because of the competition coming down the pipe with the newer mobiles but if she were choosing one, it would be this as it is in the part of the country that is seeing better growth.

2010-11-22

Comment

46.660

Stan Wong

Telecoms. BCE (BCE-T), Telus (T-T) or Rogers (RCI.B-T)? BCE is more of a dividend play with 5.4%. Growth is close to 6% long term. Rogers is more of a growth story. He would rate Telus as third.

2010-11-18

TOP PICK

46.400

Bill MacLachlan

(Preferred A) Likes the free cash flow and dividends (currently over 4%).ROE of about 13%. Good growth potential despite all the competition. Has a new product called OpticTV, which has proven to be quite successful and will help them to compete.

2010-11-17

TOP PICK

45.470

Steve Carlin

3rd quarter was in line. Have gone through the big CapX of their HSP overlay. Good free cash flow and attractive yield of about 4.6%.

2010-11-10

Comment

45.470

Sees the 3 major telcos, BCE (BCE-T), Rogers (RCI.B-T) and Telus (T-T) as being on a continuum from conservative and slower growth with BCE through to aggressive and higher growth on Rogers end. Has all 3.

2010-11-09

BUY

45.470

Likes the outlook for telecom. This is a growing business and a growing yield business. Still further room to go up.

2010-11-09

PAST TOP PICK

45.280

(A Top Pick Aug 27/09. Up 47.39%.) Still a Hold.

2010-10-26

Comment

47.120

Biggest growth potential between BCE (BCE-T) and Telus (T-T) for a long-term investor? Tends to favour BCE because of us competition and more room to cut costs. Expect they will both grow dividends 5%-10% a year but thinks Rogers (RCI.B-T) and Shaw (SJR.B-T) program with her dividends and buybacks shares faster. (See Top Picks.)

2010-10-25

Comment

46.110

Prefer Rogers (RCI.B-T) for its better growth.

2010-10-06

BUY

46.530

Heck of a chart. Keeps raising the dividend 5% a year. Not his preferred in this space. Earnings will not be that great this quarter.

2010-10-05

Comment

42.990

Expects the dividend to continue to increase at about 5%-6% a year.

2010-09-09

BUY

44.750

Likes the telco area in Canada and likes them for the income. Likes the stability and defensive characterizes.

2010-09-07

HOLD

43.860

Hap (Robert) Sneddon FCSI

Good solid hold and won't go down much in the correction. His favourite is Rogers (RCI.B-T), which has better growth and almost the same dividend.

2010-09-02

Comment

44.250

Karl Berger

Good wireless exposure and growth prospects but concerned it is getting a little too high but that is 15%-20% away. 4.5% yield.

2010-08-27

BUY

42.490

Likes the telephone/quasi-utility space. Chart shows a pretty good trend line. Next resistance point would be about $48. 4.8% yield.

2010-08-18

PAST TOP PICK

41.620

Joey Mack

(A Top Pick June 24/09. Up 9.33%.) 4.95% bond due May 15/14. Still likes.

2010-08-12

Comment

42.040

The whole telecom space is getting more competitive with wireless. Wire line business is declining so they need growth in wireless to offset that. Have done a great job in cost cutting. Solid long-term hold if you're looking for income.

2010-07-26

PAST TOP PICK

40.880

Gavin Graham

(A Top Pick June 4/09. Up 33.7%.) Still likes.

2010-07-09

BUY

40.200

Martin Hubbes, CFA

Cheap. Still have quite a bit of leverage on. Expects some very good growth on their wireless business but questions declines they will have on their wire lines but expect wireless to out do this. At the current valuation with a current yield, this stock makes a lot of sense.

2010-07-05

PAST TOP PICK

41.090

Joey Mack

(A Top Pick June 24/09. Up 7.44%.) 4.95% bond due May 15/14.

2010-06-25

Comment

40.880

Paul Harris, CFA

Good company but feels there's more growth in BCE (BCE-T).

2010-06-24

BUY

40.640

Don Lato

Good solid holding. Owns but feels Rogers (RCI.B-T) has more growth and dividend growth opportunities.

2010-06-23

DON'T BUY

39.280

Randy LeClair

4.95% Bond maturing May 15/14. BBB+ rated, just above investment-grade. Likes that it is within the 5-year yield curve however, credit spread has started to shrink to about 3.87%. You are paying almost $104 for a $100 bond. Probably better choices with better credit ratings and higher yields.

2010-06-16

TOP PICK

38.790

Good 1st quarter. Cutting costs dramatically with a surprise dividend increase. Looking for 10% earnings growth over the next few years as well as dividend increases. 5.1% dividend. Looks very cheap.

2010-06-14

BUY

37.980

Stock is done very well and provides a very attractive, safe yield of over 5%. If you want income, this is a good investment. Getting wireless subscriber growth. Very good at cutting costs and have been using this to increase dividends.

2010-05-26

WAIT

40.300

Rick Stuchberry

This is a dividend play and is the reason for the stock moving up. Increased their dividend. If you don't own, there will be opportunities to buy down the road.

2010-05-14

BUY

39.480

There will be inflation, which will affect dividends. Could start by 2012. Likes telcos because they have pricing power i.e. the demand for their product is such that they can raise prices without losing customers. Good dividends.

2010-05-10

PAST TOP PICK

37.530

(A Top Pick Apr 16/09. Up 28.74%.)

2010-05-04

PAST TOP PICK

37.940

Charles Lannon

(A Top Pick Apr 23/09. Up 24.9% excluding dividends.) Core market is in Alberta and BC so it doesn't have to compete with Rogers (RCI.B-T).

2010-04-29

PAST TOP PICK

38.040

(A Top Pick Apr 14/09. Up 33.81%.) Still a Buy.

2010-04-08

Comment

38.740

David Driscoll

Dividend yield of nearly 5% is looking at little rich right now. Stock has been overbought.

2010-04-07

Comment

38.570

Telcos did poorly when the market was soaring but when it started to level off telcos started to come back. This one has been a poor performer versus BCE (BCE-T). Also has stronger competition out West. Might be worth looking at but in the short term BCE is still the better one.

2010-04-06

TOP PICK

35.700

It is a yield story for him, no longer growth. Dividend is sustainable. Well entrenched to fend off competitors.

2010-03-16

PAST TOP PICK

35.700

(Top Pick Mar 12/09, Up 13%+dividend) People were concerned when new entrants came into market. He thought it was over done at the time.

2010-03-16

HOLD

35.730

He thinks BCE and Verizon are a lot better. People are looking for what is undervalued and nice yield and this one fits that.

2010-03-09

PAST TOP PICK

34.400

(Top Pick Mar 12/09, Up 12.07%) Due for a good year because we haven’t seen much market penetration from the new entrants.

2010-02-25

TOP PICK

33.940

5.5% dividend yield. Average revenue is declining. Growing their data and TV business. Likes it because it is beat up and should grow in 2011. 1% capital appreciation expected this year.

2010-02-23

PAST TOP PICK

32.530

(A Top Pick Feb 9/09. Down 5% excluding dividends.) Likes the telcos and this one has a nice high yield.

2010-02-08

PAST TOP PICK

33.900

(A Top Pick Feb 9/09. Up 4.72%.) The panic over the new entrants in the wireless market is a little overdone.

2010-01-14

BUY

33.900

Jeff Black

Excellent dividend. Telcos are not a heavy weighting in his portfolios. It will be some time before they lose significant market share against the new players but there will be some challenge to growth and margins. Good defensive play. BCE (BCE-T) would be his 1st choice.

2010-01-14

WAIT

33.230

John Zechner

Starting to look interesting again. With the headwinds of Globalive now getting approval and a few new players in wireless, expect margins will be under pressure for a couple of quarters. Earnings growth is okay.

2009-12-23

BUY

32.050

Ara Nalbandian

Mildly positive guidance given recently. It is priced into the stock price. It is attractive at these prices and is his favorite telecom.

2009-12-15

PAST TOP PICK

32.100

Sandy McIntyre

(A Top Pick Jan 22/09. Up 18.27%.) 4.95% bond maturing March 15/17.

2009-12-14

BUY

32.100

Dividend is secure, likes company. Hold on to it, there will be capital appreciation.

2009-12-14

PAST TOP PICK

34.080

(A Top Pick Apr 16/09. Up 19.32%.) Still a Buy.

2009-12-09

TOP PICK

35.010

Telecom and recently was granted the right to sell Apple iPods that will create further revenues. Also invested in a new network for wireless and sharing the cost with Bell (BCE-T). Just issued new bonds at very attractive rates, which takes away from higher-priced bonds they issued years ago. Trading under 4X cash flow. Looking for a dividend increases in 2011.

2009-12-03

BUY

34.380

Laura Wallace

Reasonably well positioned in a very competitive environment. Does more capital investments than Bell (BCE-T) or Rogers (RCI.B-T). She prefers the latter but this company is fine. Dividends should be safe with a possibility of increases in the future.

2009-11-26

Comment

34.380

Upgraded their network so quality should be the same as Rogers (RCI.B-T) but sees more growth coming out of Rogers. Also prefers Bell (BCE-T) to this one.

2009-11-26

Comment

34.560

Income play, not growth. Spectrum auction created fear that foreign players with deep pockets would enter the Canadian market giving a lot of competition. They are finding it difficult to increase their wireless base and amount spent by their customers.

2009-11-19

HOLD

33.450

Craig MacAdam

5.7% dividend is safe. Rogers (RCI.B-T) has the most exposure to wireless and cable and Bell (BCE-T) has the least exposure so this company falls in between. If you're willing to take risks, Rogers would be your choice but for a more defensive play, Bell would be it.

2009-11-02

BUY

33.050

There has been a real under evaluation of the telephone sector in Canada. From the start of the year, they have not done anything while the rest of the market has gone up 25%. Good, deep value Buy.

2009-10-27

DON'T BUY

32.850

Ross Healy

This stock has quite a decent dividend at 5.75% but the new wireless competition threatens to damage the earnings outlook. Concerned about all of the wireless stocks. (See Top Picks.)

2009-10-26

DON'T BUY

32.520

Not a lot of growth in this company. 5.8% yield is quite attractive. If you want a telco, even BCE (BCE-T) would be more attractive with a stronger balance sheet and a yield of over 6.4%.

2009-10-15

DON'T BUY

33.510

Less attractive then BCE and a higher yield. The iPhone is less profitable than a regular due to subsidies and data volumes.

2009-10-13

DON'T BUY

33.510

Less attractive then BCE and a higher yield. The iPhone is less profitable than a regular due to subsidies and data volumes.

2009-10-13

TOP PICK

34.110

(A Top Pick April 16/09. Down 19.51%.) Yield of close to 6%. Long-term growth rate is going to be in the mid-single digit area. This, along with the 6% dividend, you should get 11%-13% average annual return.

2009-08-27

BUY

34.050

Michael Smedley

Feels the dividend is safe. You get more from this than you would from a bank account.

2009-08-26

BUY

33.190

Mike S. Newton, CIM FCSI

(Market Call Minute.) Yielding 5.8%. It is a discount to Rogers (RCI.B-T) and Bell (BCE-T). Expect it to pick up from here.

2009-08-11

Comment

32.760

As a dividend play it is fine. Prefers Rogers (RCI.B-T) or BCE (BCE-T). 5.8% yield.

2009-08-10

Comment

31.550