Analyst CommentNeed to apply a grain of salt with this one. Admits that it's the best in class in the Canadian space but used the opportunity to promote some of the US tower stocks that have been struggling. His suggestion to possibly "take some profits" is not exactly a SELL, particulary when his intent is to get investors to switch into the others. GLTA
SELL
Telus Corp(T-T)
08/06/2022 at 08:00pm
Best in class for margins, growth, cashflow generation. Premium multiple. Take some profits. If you like 5G and increase in data consumption, you're better to buy the tower operators like AMT, CCI, and SBAC. All 3 are down on the year, but growth profiles are robust.
TELEPHONE UTILITIES
Varun Anand
$30.870
Unknown