Q: Hi Peter,
I wanted to get your thoughts on Telus. What do you think about the threat of opening up the competition in this area. How would you look at this risk and what % probability do you think it happens? Is Telus a buy at this level? Is the sector a buy or are risks to big to ignore.
I wanted to get your thoughts on Telus. What do you think about the threat of opening up the competition in this area. How would you look at this risk and what % probability do you think it happens? Is Telus a buy at this level? Is the sector a buy or are risks to big to ignore.
5i Research Answer:
This was discussed in an earlier question in October. While T is not expected to show a lot of growth and is not perfect, we do prefer it for income over its peers, and would be OK buying some for income. We think risks are likely priced in.