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

BUY

A high-quality name and would rank it in the top 5/6 trusts. Good history of being able to increase cash flows at a stable level. The acquisition of Auto Trader makes a good fit. You could very well see a distribution increase in the latter part of 2006.

DON'T BUY

The incremental yield of 6% you get over the longer term government bond is not sufficient to justify the equity risk.

HOLD

A very solidly run trust. Has made good acquisitions and optimised the margins. The last acquisition would generate 4/5% increase in distributions.

PAST TOP PICK

(A Top Pick Nov 21/05. Up 22%.) This was the result of his view on the taxation of trusts when the price was quite low. Pretty fully valued now.

PAST TOP PICK

(A Top Pick Oct 21/05. Up 29%.) It continues to do exactly what it was expected to do.

BUY

In terms of anticipated returns, if we see 2/3% of capital gains, that is fine. In the case of this one, the annual return came out to be 6.3%. Here you have a top rate company giving producing a return of 8.5% which is a pretty good long-term reason for holding.

BUY

One of the premier trusts out there. Will continue to perform well. Recently acquired Auto Trader which was a good acquisition.

WAIT

One of the premier business trusts. Very stable cash flow. Very strong high margins. Very strong management. Would prefer to buy it at lower levels.

BUY

One of the hallmark business trusts. Continues to deliver. Just announced the acquisition of Auto Traders magazine. This made a lot of sense for them. Their core business is very stable. Not cheap, but good growth prospects.

DON'T BUY

Good business model. This new transaction with Traders Media Is very interesting. Market is pretty saturated with Yellow Pages units and he doesn’t have an appetite to buy more. The last run was a little overblown. If he were trading, he would be taking a little money off the table.

COMMENT

Q: Rumours of irregularities? A: Hadn’t heard and will have to do some homework on it.

TOP PICK

Likes its stability and would expect to get modest growth in distributions. They are concentrating on increasing the value of the printed directory as well as making sure that they benefit from any increased use of the internet.

TOP PICK

Have a good business with very little capital employed. This allows them to generate a lot of revenue and cash flow. Their real asset is the relationship they have through Yellow Pages.

TOP PICK

If they were fully taxable, the value based on the new distribution, the stock would be worth around $13.75. YOu are within a couple of percents of the valuation if the government made them a non-trust. Doesn't think this is going to happen.

BUY ON WEAKNESS

One of the premier companies in the income trust space. They are basically doing everything right. Very good visibilty on revenue going forward. Renewal rate is up in the 90% area. They have pricing power. Working on bringing their payout ratio down. If you can pick it up in the mid $13's, it's a great long term hold.

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