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

Home

Daily Stock Opinions and Ratings

Yellow Pages Limited (Y.TO)

Wealthica The ultimate 360° Tracker Your financial life in one place, automatically

12.35

+0.05 (0.41%)

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

84 watching

DON'T BUY

Very difficult business. This is a migration from print to web page on the back of a company with a massive debt load and declining cash flow. This is a recipe for a share price that goes down.

DON'T BUY

Just lost their CFO. Continues to struggle with its transition from its directory type of business to online/online advertising type of business. 25% of revenues are coming from online business. There is a lot of Goodwill on the balance sheet that should be written down. Eventually they have to look at some type of restructuring.

BUY

Blind-sided in every possible direction. Stock is now dirt cheap, nice yield and it is quite beaten up. Huge discount to book. Analysts think they will earn the yield 2 or 3 times over. He would average down. Has a chance to rebound.

DON'T BUY

Huge yield up 15.8%. This is an avoid. Too much debt and you wonder if the old model works anymore.

SELL

Has a soap opera running with this one. He bought a bunch at $0.81 but it could be a stupid average down. He thinks there may be a special dividend. Before the end of the year, he might sell for tax loss. He thinks it will survive. Management is long on promise and short on delivery – major danger signals.

RISKY

Dividend was clearly unsustainable but when they cut it, stock still dropped. It’s now undervalued and the business is not going away. They have a growing net presence. They paid down some debt and are making enough to pay the dividend. Sentiment is against company and volume is enormous. Being used as a speculative vehicle, which makes him nervous.

DON'T BUY

Not worth getting into. They are skating on thin ice. Management has a huge task ahead of them. Print business is in secular decline, down about 10% a year. It is harder to solicit ad sales for only part of business. Prefers the preferred. You will get capital gain and redemption in 2017 plus the dividend as long as they don’t go under.

DON'T BUY

For the last couple of years they have consistently had a YLO question. He doesn’t like their business model. An old economy stock trying to e a new economy stock and they have to sell so much more in the new economy to get the same revenue as in the old economy. Questions if the current dividend will remain stable. You have to believe an investment has a sustainable business model.

DON'T BUY

Market was pretty good in anticipating the falloff. Problems they have are pretty basic. Computers have done a lot of harm to this company. Doesn't know if they will survive until June of next year.

COMMENT

Looking at this to see what to do about their preferreds and bonds. Thinks it is possible they will eliminate the dividend down the road. Expects the company will survive and will be a free cash flow generator and pay back all their debt. Go to the short-term bonds if you want to be in this company.

HOLD

Preferred Class A 4.25% Retractable Dec. 2012. Their intention is to payout this preferred shares with cash. They have the balance sheet to do it. Stock is priced as though it is going to go bankrupt but that is not going to happen. They are still paying a dividend.

DON'T BUY

They paid out all that income in an unsustainable environment and then yanked the dividend. Lot of debt in a challenged environment. Some one should take these guys out.

DON'T BUY

Preferreds due Dec 2012. Safe to hold to maturity? Just reported and results were not good. There is a big black cloud hanging over them because of 1) their sale of Trader.com, auto trader's publication and 2) they cut their common share dividend. This particular preferred is retractable in Dec 2012. There is a question if they will have enough money at that time to pay these out.

DON'T BUY

Will you love that dividend when it gets cut? Market is saying it is not going to last. Avoids this stock. Need to give us better clarity on the balance sheet.

DON'T BUY

Market is focused on a highly leveraged balance sheet. EBITDA is deteriorating or flattening. The company must keep its debt level below 3X the level of EBITDA that they are generating. Market is concerned that by 2012 they will have trouble meeting their covenants. Believes distributions will be cut.

Showing 61 to 75 of 512 entries

Most Recent Experts

Jim Cramer - Mad Money

CNBC

John Zechner

J. Zechner & Assoc

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

Keith Richards

ValueTrend Wealth Management

Joe Terranova

Virtus Investment Partners

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Summer Sale

Yellow Pages Limited (Y.TO)