Q: I would very much appreciate your views on this firm.
How do QBR metrics compare to other Canadian telecoms?
Is the 3.4% dividend sustainable?
Debt level?
Cause of growth in 2025 – is there a viable growth trajectory? Reasons to think it will continue?
Thank you for your valued views.
How do QBR metrics compare to other Canadian telecoms?
Is the 3.4% dividend sustainable?
Debt level?
Cause of growth in 2025 – is there a viable growth trajectory? Reasons to think it will continue?
Thank you for your valued views.
Q: Hi Peter and 5i Team,
What do you make of this from the Globe & Mail for Friday, June 20? “CRTC upholds decision allowing large telecoms to resell internet services on each other’s networks”
This decision looks like it will benefit Telus. I recently sold BCE at a loss because I had lost all confidence in their ability to turn things around, especially by keeping their current CEO. However, we still hold Telus and a small amount of Quebecor. Do you think that the CRTC decision could negatively impact QBR.B?
If so, I’m considering selling it and deploying the proceeds to T, to stay in the same sector. QBR.B has given us a nice return in the short time we’ve owned it. Your thoughts?
You recently answered my question about Ts plans to improve infrastructure by spending 70 billion dollars over the next five years. Is it possible that the CRTC decision could mitigate some or all of the risk caused by this planned expenditure?
Thanks as always for your insight.
What do you make of this from the Globe & Mail for Friday, June 20? “CRTC upholds decision allowing large telecoms to resell internet services on each other’s networks”
This decision looks like it will benefit Telus. I recently sold BCE at a loss because I had lost all confidence in their ability to turn things around, especially by keeping their current CEO. However, we still hold Telus and a small amount of Quebecor. Do you think that the CRTC decision could negatively impact QBR.B?
If so, I’m considering selling it and deploying the proceeds to T, to stay in the same sector. QBR.B has given us a nice return in the short time we’ve owned it. Your thoughts?
You recently answered my question about Ts plans to improve infrastructure by spending 70 billion dollars over the next five years. Is it possible that the CRTC decision could mitigate some or all of the risk caused by this planned expenditure?
Thanks as always for your insight.
Q: Hi Peter and 5i Team,
An article in the Globe & Mail (May 27) was titled:
“Telus to invest more than $70-billion in Canada over next five years to expand infrastructure”
Given that its payout ratio is now approximately 100%, and if interest rates should rise while there’s a slowdown in the economy, is this a prudent decision for Telus to take? Having recently sold BCE at a loss, and still owning T, are my concerns justified?
In the Communications Services Sector, we also have a small position in QBR.B, which is doing reasonably well so far. Its debt leverage is the lowest among its peers, which I believe to be an important metric at this time.
Thanks in advance for your insight.
An article in the Globe & Mail (May 27) was titled:
“Telus to invest more than $70-billion in Canada over next five years to expand infrastructure”
Given that its payout ratio is now approximately 100%, and if interest rates should rise while there’s a slowdown in the economy, is this a prudent decision for Telus to take? Having recently sold BCE at a loss, and still owning T, are my concerns justified?
In the Communications Services Sector, we also have a small position in QBR.B, which is doing reasonably well so far. Its debt leverage is the lowest among its peers, which I believe to be an important metric at this time.
Thanks in advance for your insight.