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

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Daily Stock Opinions and Ratings

Yellow Pages Limited (Y.TO)

12.35

+0.05 (0.41%)

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

84 watching

COMMENT

caller asked: Who gets paid first?: Debentures, Preferred Share holders, and finally common shareholder.

TRADE

Fallen quite dramatically. Many US counterparts have gone under. But has a well over 90% market share here. Concerns are that as economy slows, they will be affected. Larger ads might be taken to half a page and so on. Is a very good reflection on where the Canadian economy is. You can never say never regarding a distribution cut. 81% payout ratio.

BUY

Distribution cuts will be the rule as we roll into 2011, but not this one. Would prefer their bonds at 8%

DON'T BUY

Not a big fan of the model. Doesn't think the consumer strength that has driven the stock is going to be there over the next 3 to 4 years. Doesn't see this as a growth industry.

BUY ON WEAKNESS

Low cost high return form of advertising. Been range bound at about $5.50-$6 and thinks this will continue. $1.17 distribution should be safe throughout 2009. They will be re-evaluating their structure in 2010 preparing for a corporation conversion and there may be a cut at that point. The business is relatively stable. Good value level at around $5 but cut back at around $6-$6.50.

BUY

5.71% April 21/14 bonds yielding 7.45% is a good investment. Fairly recession proof. Will be working with Google rather than in competition. Very good cash flow. Strong coverage ratios. The only concern is the $450 million maturity due this month but given the demand in the credit market he doesn’t see this as a problem.

TOP PICK

5.85% bonds maturing Nov/19. Yield to maturity over 9%. In a recession media stocks get impacted because of smaller revenues and lower cash flows. This allows him to be higher up in claims/cash flow if there are any problems. In a recovery, spreads will narrow and you have a capital appreciation. (He also owns the equities.)

BUY

(Market Call Minute.) At these levels, it is a Buy. (See Top Picks.)

BUY

This is the better operator in a relatively weak sector right now. Likes the media space. Yield of about 19%.

SELL

(Market Call Minute.) Still too expensive. Will ultimately be losing market share to economics.

HOLD

(Market Call Minute.) Have done better than some of their counterparts in other countries that there seems to be a lack of recognition.

DON'T BUY

Concerned that people are not using Yellow Pages except for Canada 411, which is not as profitable. Distribution is really high, which suggests it is vulnerable to a cut.if the distribution is safe, putting it into a Tax-Free Savings account would be very advantageous.

BUY

Thinks 20% yield is safe for the next 12 months. Very good value at under $6. Negative sentiment because of slowing economy. Advertising spending will be coming under pressure. Much better shape than its peers but have been impacted with them.

COMMENT

Continues to evolve their web-based strategy. It's upwards of 20%-25% of revenues at this point. Down because investors are cool to income trusts.

PAST TOP PICK

(A Top Pick Feb 28/08. Down 46.9%.) They have met all expectations and still pays a dividend. Announced they do not intend to cut the yield. Now paying a 22% yield. Online business grew 42% last quarter.

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