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

DON'T BUY

Not a fan of Yellow Pages. Shudders at its long-term business model because of the Internet influence.

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BUY

Down 25% in the last 2 months. 8% to 9% yield. Has been tarred with the Yellow Pages in the US, which have slowed down because of the economy. This one has good growth and good brands. You get paid while you wait for it to go back up.

DON'T BUY

Got hit along with US Yellow Pages, but it is not the same situation. All income trusts are going to be converted to normal corporations within a 2 to 2.5 year period and he looks at them on an enterprise value to EBITDA. This one is still trading in excess of 10X, which is rather rich for the rate it is growing.

COMMENT

Have reached levels where he is starting to look at it. Looking more attractive on his value screens now. The big question has been the advertising environment, which could be softening up over the next while.

BUY

Had a sharp drop on rumours that an insider was selling stock. Also a US hedge fund mistakenly shorted this company comparing it to US Yellow Pages. Good yield. Would sell in the $13 area.

DON'T BUY

There is a controversy on the street about this company. One shop called for a price of about $10.50 and contributes this to competition in the space. However, the consensus on the street is for a target of about $14. He prefers other things such as pipelines.

TOP PICK

US Yellow Pages company came out with their 2007 results and guidance. Debt equity was 7X. Have lots of competition plus the US economy. Stock went down 39% and dragged this one down too. This one is basically a monopoly, between 2.8 and 3.2X EBITDA and strong management. With the online site growing 25%-30% they are a grower. It gives you a 10% yield.

DON'T BUY

Pretty stable business. Phone directories and online advertising businesses. His concerns on this name would be the fairly high degree of financial leverage and its premiere valuation. Too expensive for him.

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BUY

The downgrade by Blackmont (?) was clearly an issue for the stock. It was based on weak operating results in some US print analogs, but they don't have the same business model as this company. The business model to drive the Web strategy is a very good one. Partnered with Google in Canada. If you have a 1 to 2 year timeline, Buy.

PAST TOP PICK

(A Top Pick Feb 8/07. Up 2% including distributions.) Still likes. Management has done a great job of anticipating how quickly to move the business online.

HOLD

(Market Call Minute.) Doesn't generally like it because of the technology of Google and everyone else surfing the net. Eventually people will put less advertising there.

COMMENT

Looking at the pullback that it has had, it is one that is well worth looking at. Although he doesn't own it, he is going to have a good close look at it as a possibly could yield and value play.

DON'T BUY

He has not been a fan of this one for some time. His concern is that they are continuing to bleed to the Internet. They have an Internet presence, but he is not sure they’re capturing as much as they are losing to others.

TOP PICK

Historically it has never failed to grow in a recession. 9% yield. Well run. Dividend growth will probably slow. In good shape to turn themselves into a corporation.

BUY

Increase distributions a couple of months ago giving over a 9% yield. These yellow pages are a lot different than the one in the US. Have a dominant market share at 90%. Have good collaboration with Google. Have the best margins of any directory globally. Cheap as he has ever seen it.

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