Yellow Pages Limited (Y.TO) Buy, Sell or Hold

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Yellow Pages Limited (Y.TO)

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12.35

+0.05 (0.41%)

as of Jun 17, 2026, 3:38:02 pm Market Open.

84 watching

COMMENT

Will convert on Nov 1st to a dividend paying company. Will reduce cash payments from about $.80 to $.65 in the form of a dividend. Distributable cash next year will be close to $1. Fantastic yield. Trying to transition from old media print style company to an on-line web based advertising. Would hold this only if you are interested in the yield.

DON'T BUY

Current share price is supported by the 12% yield, which can’t go on forever. Hopefully over time there will some growth but their record over the last couple of years has not been great.

BUY

Fairly cheap. With a decent yield going forward, feels it represents pretty decent value. FMV is quite a bit higher so he doesn't think there is a lot of risk.

SELL

Wouldn't own this one based on how the whole Yellow Pages phenomena is being eradicated by the Internet.

DON'T BUY

15.6% distribution but you don’t get a lot of capital gains. This is a company that is in a very tough business position. Directories were very profitable. They are diversified in on-line content but it takes a lot of volume to match what they got in print. This is not a business model that he wants to be in.

SELL

Income now is in line with their distributions. Thinks they will earn $.80 this year and their distribution is $.80. Also it has to convert by the end of this year and will end up having to pay taxes.

SELL

Owns our little and is undecided whether to Sell or Hold. It looks like the market leaves there is going to be a distribution cut. It was expected the Internet would take over but the company has coped quite well with that.

DON'T BUY

Fundamentals in this industry are changing rapidly. Recent results shows revenue from hard copy is very sensitive to the economic climate. For each $1 they lose in hard copy, they have to get a lot more online advertising to raise the same amount of revenue. Relatively high payout ratio.

DON'T BUY

Had problems with a poor balance sheet and an execution strategy. Hit hard with the 2006 income trust changes. Now refocusing and re-branding as a service provider to get their name in the Internet. Competition could be fierce.

BUY

Very unique business model. Very narrow range where you Buy and Sell. Anything below $6 is a Buy. Really juicy yield and he doesn't think they will cut their distribution. The big concern is what the business will look like in a couple of years.

HOLD

(Market Call Minute)

BUY

Won't be a lot of growth of this story but reasonable to buy at this price if you are more interested in yield. 11% yield.

DON'T BUY

Market share is being eaten away by other sources. Have been trying very hard to move into the wired world but for every $1 they gain, they lose more on their print side. With industry changing in a fundamental way, you have to be careful. 13% distribution could be at risk.

BUY

Yellow pages: 5.25% 2015. Comfortable with the name. Good profit margin. Customer has already made the transition from the paper onto the web site. No problem with the credit.

HOLD

Not been a fan of this for years but now taking a hard look. Not sure if it will grow into its share price. Migrating over to small/medium businesses and margins will be good on this. Doesn't have the competitive advantage anymore. Trading at around 7X EBITDA but should be at around 6. Thinks 12.75% yield is sustainable.

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