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Telus Corp
Symbol: T-T
Active: Y
Sector: telephone utilities
Last Price: 36.480
Last Price Date: 2010-03-19 21:29:10
Globe 200 day average
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Experts who have talked about Telus Corp

TOP PICK35.700David BaskinIt is a yield story for him, no longer growth. Dividend is sustainable. Well entrenched to fend off competitors.2010-03-16
PAST TOP PICK35.700David Baskin(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
HOLD35.730Norman LevineHe 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 PICK34.400David Baskin(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 PICK33.940Michael Simpson, CFA5.5% 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 PICK32.530David Baskin(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 PICK33.900David Baskin(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
BUY33.900Jeff BlackExcellent 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
WAIT33.230John ZechnerStarting 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
BUY32.050Ara NalbandianMildly 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 PICK32.100Sandy McIntyre(A Top Pick Jan 22/09. Up 18.27%.) 4.95% bond maturing March 15/17.2009-12-14
BUY32.100Peter BriegerDividend is secure, likes company. Hold on to it, there will be capital appreciation.2009-12-14
PAST TOP PICK34.080Nick Majendie(A Top Pick Apr 16/09. Up 19.32%.) Still a Buy.2009-12-09
TOP PICK35.010Michael Simpson, CFATelecom 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
BUY34.380Laura WallaceReasonably 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
Comment34.380Christine PooleUpgraded 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
Comment34.560David BaskinIncome 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
HOLD33.450Craig MacAdam5.7% 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
BUY33.050David BaskinThere 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 BUY32.850Ross HealyThis 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 BUY32.520Christine PooleNot 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 BUY33.510Norman LevineLess 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 BUY33.510Norman LevineLess 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 PICK34.110Nick Majendie(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
BUY34.050Michael SmedleyFeels the dividend is safe. You get more from this than you would from a bank account.2009-08-26
BUY33.190Mike 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
Comment32.760Bruce CampbellAs a dividend play it is fine. Prefers Rogers (RCI.B-T) or BCE (BCE-T). 5.8% yield.2009-08-10
Comment31.550Peter BriegerRogers (RCI.B-T) or Telus (T-T) long term (5 years)? Prefers Rogers, which has more potential growth and which he owns. 6% yield.2009-08-05
Comment30.630Greg A. Taylor, CFA, BBAHave to do more CapX to upgrade their systems from CDMA to GSM, which will put a strain on the balance sheet. 6.2% yield should be sustainable.2009-07-22
Comment30.750Mark CarpaniMidterm bonds yielding about 7%? Doesn't own any Telcos. Feels they are very highly regulated so there's not a lot of upside. However, this one short-term at 7% is okay but feels are better places to be.2009-07-21
Comment30.560Veronika Hirsch(Market Call Minute.) Good yield at 6.2%. Not much excitement over the next year. If you want yield, Buy. If you want capital gains don't bother.2009-07-17
Comment30.190Karl BergerRogers (RCI.B-T) or Telus (T-T)? Telus probably has more downside protection but a higher dividend yield of about 6.5%. Rogers has about 4.5% dividend and maybe represents a better long-term hold because of better growth prospects.2009-07-14
BUY29.980Randy LeClairBond yielding 2.6% picture in 2012, 3.85% but during 2013 and 5.1% maturing 2017. The whole telecommunications sector is interesting. This company has been one of the big issuers. BBB credit rating, which is just above investment grade.2009-07-10
DON'T BUY30.270Paul Gardner, CFAHas been negatively impacted over the last year. Much more leverage to wireless but has Issues with GSM technology. Guidance came out much lower in the last quarter. Revenue per phone is lower. Will need a lot of capital expenditure into upgrading. Rogers (RCI.B-T) is the best in class. (See Top Picks.)2009-07-08
BUY31.400Ara NalbandianTelus (T-T) versus BCE (BCE-T)? Likes the telecommunications sector and thinks there is good value. His favourite is BCE because of their operational improvements but also likes Telus. Both trading at attractive valuations. Overhang of the wireless competition coming on is overstated.2009-07-03
Comment31.400Prakash HariharanPaying a dividend that is in excess of next year’s potential free cash flow generation. Losing some market share to Shaw (SJR.B-T). In a competitive space and is showing signs of weakening in the wireless space. Would prefer their bonds.2009-07-03
DON'T BUY30.850Lyle SteinTraditional telephone providers are not going to be the winners. It will be wireless for personal communication and wires for TV sets. Cable companies have won that battle. Thinks dividends are safe for the next couple of years but questions if they grow. Would rather own the debt (which he does) rather than the stock.2009-06-30
TOP PICK30.860Joey Mack4.95% bond due May 15/14. Likes the telco sector. Yielding 2% more than the government of Canada is paying and well above what provincial bonds are paying. Single A low triple B high credit.2009-06-24
BUY30.980David BaskinGood dividend. Undervalued at this time and probably due for an upsurge. This sector has proven to be quite recession resistant.2009-06-18
TOP PICK32.750Gavin Graham6% yield. Big performer at 27% over the last year. There could be a merger with Bell (BCE-T). Now doing television.2009-06-04
Comment31.990Rick StuchberryImportant thing to look at in this sector is whether a company is a leader or a laggard in the industry. Rogers (RCI.B-T) has a leading technology and is probably the “go to” stock. This company and BCE (BCE-T) are relatively safe and ok for yield. 5.9% yield.2009-05-28
DON'T BUY31.960Laura WallaceWould buy BCE (BCE-T) instead.2009-05-26
BUY30.350Ara NalbandianOne of the best management teams. Have some economic weakness in the region. Also some headwinds with CapX risks. At about 5X EBITDA and 9x earnings and paying a 6% yield makes it really attractive.2009-05-15
DON'T BUY31.000Steve CarlinFails to see enough catalysts to get the stock moving. Last quarter was not a stellar one. Struggling on both the revenue side and wireless. Management is going to start some cost cutting to help bolster the bottom line.2009-05-12
HOLD31.000Colin StewartPrefers BCE (BCE-T) but thinks the whole telecommunications sector is interesting. Feels dividends are safe. Generates good free cash flow. Good defensive play.2009-05-12
HOLD30.620Norman Levine(Market Call Minute.) Would Buy BCE (BCE-T) instead.2009-05-06
DON'T BUY29.700Paul Gardner, CFAThere is a high probability that they keep their dividend. Revenue per user is flat with Rogers but down 5% with Telus. They have to spend to upgrade their GSM. Generally a good company but he doesn’t see a recovery.2009-05-04
TOP PICK30.360Charles LannonDividend is safe, just rose 5 months ago and expect another token rise this coming winter. Downside risk is pretty minimal.2009-04-23
DON'T BUY30.100Hap (Robert) Sneddon FCSINothing has given us confidence. Recent volume has recently gone down with downtrend. May have to go back to 2005 or 2004 for support. Nothing indicates that it would stop. It might be trying to form a tiny bit of a bottom right now. If it popped up above $37/38 you would be interested. 2009-04-20
TOP PICK30.550Nick Majendie6.6% dividend. Came out with a warning about wireless numbers for first quarter. Can grow earnings 5% over the next 3-5 years. Multiple is very depressed right now compared to MBT or BCE. You are looking at a 11-12% return. Dividend is sustainable.2009-04-16
TOP PICK30.000David BaskinBetter dividend than Rogers. Beat up tremendously. Buy at this price and lock in the dividend. Low P/E/High dividend, (6.3%/$0.0475).2009-04-14
BUY33.910Ken McCordCommunications is screening very well for him right now and he likes this one a lot. Sector is economically defensive.2009-03-19
TOP PICK31.640David BaskinLikes the tax-preferred dividend of 6%. Stock price is depressed but likely to go back up.2009-03-12
HOLD31.430Bruce CampbellPrefers Rogers (RCI.B-T) and BCE (BCE-T). Not a bad dividend and a relatively safe place to hide. If you have a long enough time horizon, it is probably not a good time Sell. He would consider switching to Rogers that pays almost 5% and gives a bit better growth.2009-02-23
TOP PICK34.420David BaskinNice yield play at 5.5% yield and the stock has been beaten down for no particularly good reason.2009-02-09
TOP PICK33.990Sandy McIntyre4.95% bond maturing March 15/17.2009-01-22
HOLD33.990Jim HuangDefensive holding because of the stable subscriber base. More exposed to the wireless area, which has done fantastically well for them until Rogers (RCI.B-T) and Shaw (SJR.B-T) started coming on strong. Good management team and good balance sheet.2009-01-22
Comment34.180Peter BriegerCould be a little upside potential through association or partnership with Bell Canada (BCE-T). About a 5% yield. Currently there is a bit of market uncertainty. Rogers (RCI.B-T) would be his first choice.2009-01-20
PAST TOP PICK35.170Gavin Graham(A Top Pick Jan 2/08. Down 27%.) Still doing pretty well. Very well run company. 11.5X earnings. 5.5% yield.2009-01-14
Comment33.500Paul Gardner, CFADisappointing guidance as they lowered wireless growth for Q4 of 08. This put pressure on the stock. Looking at this vs. BCE (BCE-T) he doesn't think BCE could have a strategic plan in place yet. They are more concerned about cutting costs and catching up to the telcos. Telus wireless could be more vulnerable because Vancouver and Calgary are suffering most of the slowdown in commodities and real estate but it is still a stable cash flow business. Both have to spend on GSM technology to compete with Rogers (RCI.B-T).2008-12-17
BUY33.500Peter BriegerWell run company. 6% yield is about 1% less than BCE (BCE-T) with a slightly higher growth rate. Consider it for dividend growth, but not pure growth.2008-12-17
BUY34.130Norman LevineFine company with very good management. Probably near its lows at this point. As a long-term investment, it is reasonable to buy here. (See Top Picks.)2008-12-15
PAST TOP PICK37.050Peter Gibson(A Top Pick July 16/07. Down 37%.) Sold his holdings on Sept/08 and was 30% down. ROE is still falling. Don't Buy.2008-12-09
DON'T BUY36.690Steve CarlinA lot of thinking was that when BCE (BCE-T) was privatized there would be a lot of money going into companies like this. Doesn't make the growth prospects for this company. Wireless networks are inferior and they have been losing market share.2008-11-27
Comment37.810Don VialouxThis one has nothing to do with technicals or fundamentals but everything to do with what is happening to BCE (BCE-T). Goes up when it looks like the deal is going to be done. It now looks like CitiGroup (C-N) is not going to have the money so this stock could move up again.2008-11-24
HOLD38.470Norman Levine(Market Call Minute.)2008-11-11
HOLD40.290Brooke ThackrayExtremely well run company. Fundamentally, he would have a look at how much money they are making on their wireless. Starting to see some real competition heat up before the new entrants start coming in so some margins may erode. From a technical standpoint, it has broken a long-term trend bottom and it may base out a little more.2008-11-10
BUY36.360Norman LevineThey have to spend money on the wireless side to move to 3G, GSM and be able to offer the same products as Rogers and others around the world. Stock came off quite a bit, yield is good long term; still some risk. They and BCE are loosing a lot of business to Rogers because of difference between GMS and CDMA.2008-10-14
TOP PICK38.780David BaskinAll those competitors that spent a lot of money on wireless spectrum are going to have all lot of trouble building that spectrum since they can’t borrow the money.2008-10-06
Comment42.650Peter GibsonCost of development plus recent profit weakness has been overhanging the stock recently. Undervalued but would like to see some profit growth. Prefers Rogers (RCI.B-T).2008-08-29
Comment42.650Steve CarlinNews today of a potential CapX project that BCE (BCE-T) and Telus are talking about. If they go ahead with this there will be an increasingly more competitive market. Rogers (RCI.B-T) still has the leg up as a superior network. Have a key mover advantage with the iPhone or any of the new Blackberry launches. They are already into the 3G environment.2008-08-29
Comment40.160Kevin O'LearyVery well managed business. He keeps thinking about these players and how they are going to merge together at some point. If you are going to own in this area, this is probably the one that he would buy.2008-08-25
BUY40.830Gordon Higgins, CA, MBASubscriber numbers on their wireless where extremely strong. Solid growth. Good value at these levels.2008-08-08
HOLD38.700Peter BriegerOnce the dust clears on where the next generation of wireless is going, this will be one of the prominent players. He prefers Rogers (RCI.B-T) in this space.2008-08-05
HOLD38.190Duncan StewartHad execution issues such as wireless growth and cost of new customers. Biggest problem is their CDMA wireless technology as opposed to global GSM. Will have to build an overlay network requiring a large outlay. When an announcement is made, stock will probably drop and that would be the time to Buy.2008-07-28
DON'T BUY39.370Greg A. Taylor, CFA, BBAA lot of people will be looking at this one because they have lost BCE and they want something in the telco sector. Could be looking at 6 months of more negative news than positive. Talking of changing from a CDMA network to a GSM and there will be a lot of different viewpoints on what this will cost. There is also the threat of a new wireless entrant coming in.2008-07-22
HOLD40.080Norman Levine(Market Call Minute.)2008-07-21
TOP PICK40.080Hank Cunningham5.95% bond maturing Apr 15/15. 200 basis points above Canada’s and are investment grade. Issued after all the kafuffle about the Bell debentures so there were a couple of corporate issues with 2 provisos. If there’s a change of control and/or the investment falls below investment grade the company must buy these back at 101.2008-07-21
DON'T BUY40.300David BurrowsWire line and wireless companies are having a difficult time right now across North America. Expect this will continue in the short run.2008-07-11
PAST TOP PICK42.280Peter Gibson(A Top Pick July 16/07. Down 31%.) Not a bad looking company, but ROE is falling. Sold his holdings.2008-06-27
BUY45.500David BaskinOutlook for 4-5 years is not stellar, but not bad either. Has been beaten down because of the Spectrum auction for wireless. Doesn't see competition happening soon or eroding margins very fast. Likes the dividend yield.2008-06-10
PAST TOP PICK48.430Bruce Campbell(A Top Pick May 9/07. Down 19%.) Sold his holdings last summer before the big drop. Was concerned that they would have to to upgrade to the GSM.2008-05-26
Comment47.920Pierre BernardIncrease in stock relies on many factors including wireless business, where the Source license will go and also what happens to Bell Canada (BCE-T). If the BCE deal goes through, what will the new management have on the telecom landscape.2008-05-21
BUY47.670Gavin Graham(Market Call Minute.) 3.9% yield. Getting some traction in its wireless.2008-05-20
BUY47.670Bob StodgellOn the assumption that the Bell Canada (BCE-T) deal does get done, there will be a lot of money that has been designated for the Telecom area and will have to be redeployed. Feels the competitive landscape will be changing too. Good long-term holding.2008-05-20
PAST TOP PICK46.360Robert Lauzon(A Top Pick Nov 24/06. Down 15%.) Was potentially going to convert to an income trust but, more importantly, there were private equity shops circling the company and potentially privatize it. With the credit crunch, this was put on the shelf. At these levels, he would prefer to own BCE (BCE-T).2008-04-28
Comment45.700Gordon Higgins, CA, MBAPeople do not believe the valuation on the Telcos and that is one reason why the stock is low. There are also new entrants coming in on the cellular side.2008-04-17
Comment46.560Paul Gardner, CFAWas a growth stock but is now a value stock. Somewhat cheap at this point with free cash flow yield of about 11%. On an Enterprise versus EBITDA basis it is very favourable at around 6X. Wireless is slowing down because of competition, especially with Spectrum. If you believe wireless is a growth story and will grow, this should do better. If you see a larger turnover of subscriber rates then it will go down. Also not on the GSM which is the main network.2008-04-10
SELL45.680Robert McWhirter(Market Call Minute.) You can probably do better in some of the other utilities.2008-04-08
VAGUE43.620Lyle SteinDon’t own the stock because the industry is a concern. Some money will flow into Telus. 2008-03-28
WAIT43.370Ross HealyAs if the market got bored with the stock. Could see a downside of $36-37 before there is interest in it again. Would wait to be buying. 2008-03-26
HOLD42.060Peter BriegerThere’s a cloud over all the telecommunications stocks, given the potential increase in competition over the new wireless licences. This stock is incredibly cheap, 10-11 times earnings. Yielding 4.20%. Has good potential. 1-2 year target of $50-53. Good conservative hold.2008-03-19
DON'T BUY42.560Laura WallaceLooks very cheap on the numbers. Her concern is wireless growth. Manitoba Tel (MBT-T) has just announced that they are going for the Spectrum with 2 strong partners. There has already been enough competition from the incumbent standpoint.2008-03-12
DON'T BUY45.160John O'Connell, CFAWould rather own Rogers (RCI.B-T) because of their rapidly growing cellular franchise, cable business and also the Internet business. Switching from CDMA to GSM, which will be a huge capital expenditure.2008-03-03
DON'T BUY46.800Brian Acker, CAStill expensive to him. His model prices $41.52. That is an -11% differential. If it gets around $35.70, it would become real interesting to him.2008-02-27
TOP PICK42.710David BaskinA terrific stock for yield seekers. Dividend of 4%. Likes the price/earnings ratio. Good price.2008-02-19
BUY42.710Bill ShawGood long-term hold for income and growth. Yields about 4.5%. Considering this for his fund. There could be a significant cost integrating GMS but would be offset by the revenue they would receive.2008-02-19
DON'T BUY41.550David BurrowsTelecom has not been a space that has been performing well. There are concerns about wire line revenues as well as the wireless side. If he had to pick one, it would be Bell Alient (BA.UN-T), which is paying about 9.5% and just recently raised their distribution and only paying out about 90% of their cash flow.2008-02-15
DON'T BUY42.700Paul Gardner, CFAProblematic. Was a growth story and traded at about 6X EBITDA and about 15X earnings. Now it's a value story and the question is, is it worth it now. Would be hesitant on this as part of their biggest growth was the wireless section and they are having a lot of trouble with it. Looking for it to go lower. Would prefer it at 9X PE.2008-02-05
DON'T BUY43.520David BurrowsA slow one business on the wireline side and have competition on the wireless side.2008-01-28

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