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

Yellow Pages Limited (Y.TO)

12.42

+0.07 (0.57%)

as of Jun 18, 2026, 4:13:56 pm Market Open.

84 watching

HOLD

Has been hit pretty hard. Peers have been plagued by debt but their business is quite different and more insulated because of their market position in Canada. Expects some weakness in advertising revenues but they are offsetting somewhat by online advertising and this looks quite good. Have some debt maturities coming up in June but will be able to rule that over without any problem. Distribution is very safe.

HOLD

Has never liked the Yellow Pages business because the Internet is beating it. Longer-term it's a dying, dead business. Yield of about 18% and hopefully it is stable.

SELL

(Market Call Minute.) Has a lot of economic sensitivity as well as being a bad business model.

COMMENT

Best in class amongst the various Yellow Pages type businesses. Balance sheet is acceptable but not pristine. Will be able to absorb a certain amount of tax friction going into 2011. Management has advised distributions will be safe as a dividend. Internet is about 20% of their business and will grow over the years.

BUY

Management says they will stay a trust until 2011. Payout ratio about 82%. Expects advertising will slow down. These levels are reflecting a lot of bad news. Print business is declining but they are making it up through the Internet. Yield of about 18%.

HOLD

Involved in mature businesses that have generated decent cash flows. Will have to change to a corporation in 2011. Questions how much growth there is and what they will look like as a corporation. Would hold on for the next 12 months or so.

BUY

Some sensitivity to the economy but actually Yellow Pages ads are one of the last things people give up. Migrating their business to the Internet. No competition. Affected by poor showing of the US yellow page companies. 16.5% yield.

BUY

Have regularly beat numbers. Probably one of the best management teams in Canada. Challenge is that they are in the midst of a transition from print to an online model.

DON'T BUY

(Market Call Minute.) Good yield, but long-term he doesn't think yellow pages business is a good one.

HOLD

Statistically cheap. People are worried that in a recession advertising is cut back. Think the stock price is more than reflecting any cutback in advertising. There are no near-term financing issues.

DON'T BUY

Despite Yellow Pages trying to diversify the Internet is basically eating them.

SELL

Has never been a fan of this company. Has never understood the business model. Consider taking a tax loss. (Deadline Dec 23rd. Not valid for registered accounts.)

PAST TOP PICK

(Past Top Pick Jan 21/08. Down 38%.) Probably suffering more from the slowing Canadian economy, which affects their top line sales numbers. Trading well below fair value. He transferred his trust holdings into Yellow Pages preferred shares. (See Top Picks.)

HOLD

Will have to convert back into a Corp in 2011 so the yield will probably get cut at that time. They are adjusting to going away from paper and on to the internet.

COMMENT

Has been hit quite hard due to concerns of their US competitors facing some challenges due to leverages. Yellow Pages leverage is quite manageable. Feels they can maintain the 18% yield. Payout ratio is in the high 80’s.

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