Yellow Media Inc | StockChase
508
Yellow Media Inc (Y-T)

Last Price Recorded: $6.8950 on 2017-11-17

ON STOCKCHASE SINCE Aug 2003

communications/media

Yellow Media Inc


Signal Opinion Expert

2017-04-26

PAST TOP PICK
Yellow Media Inc (Y-T)

(A Top Pick Feb 24/16. Down 58.9%.) The print side is probably just going to continue to decline, but he thought the digital side was going to grow. They have now had a couple of bad quarters on the digital side and he got Stopped out.

communications/media
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $7.610
Owned: No

2017-02-24

PAST TOP PICK
Yellow Media Inc (Y-T)

(A Top Pick May 24/16. Down 51.09%.) A major disappointment and a big surprise to everybody. Management was not of a quality that most investors expected. They did not communicate in a very transparent fashion. He took some of the profits when he saw the management team turnover at the end of 2016.

communications/media
Andrey Omelchak

President & CIO, LionGuard Capital Management

Price: $9.400
Owned: Yes

2016-06-01

HOLD
Yellow Media Inc (Y-T)

This is one where if you like the name, you just continue to hold the name. The technical chart does very little for him. The stock looks like it is ready to stay where it is, or move even higher.

communications/media
Elliot Fishman

Director, US & International Equity Trading Portfolio Adviso

Price: $18.940
Owned: Unknown

2016-05-24

TOP PICK
Yellow Media Inc (Y-T)

This has evolved from a Yellow Pages directory into a media company. 62% of their revenues come from their media assets. They are repaying their debt very aggressively and improving their capital structure. They’ve done this in France, and are now doing it in Canada. Trading at very attractive EBITDA multiples.

communications/media
Andrey Omelchak

President & CIO, LionGuard Capital Management

Price: $19.220
Owned: Yes

2016-04-13

TOP PICK
Yellow Media Inc (Y-T)

A real turnaround story. They are making a transition to digital and have brought about 50% of their business over. Did a great job in stabilizing the business, and now are really working on trying to increase the business. They have a “return to growth” plan to make their revenue, earnings and cash flow growth by 2018, and they seem to be on track.

communications/media
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $21.150
Owned: Yes

2016-04-11

BUY
Yellow Media Inc (Y-T)

It was left for dead last year.  It has undergone quite a remarkable turnaround.  Over 50% of their business is digital advertising and it is heading for 70%.  They generate a lot of free cash and they are paying down debt with it.  It trades at a low PE.  There might be share buybacks in the future.

communications/media
Colin Stewart

CEO & Portfolio manager, JC Clark Investments Ltd.

Price: $21.220
Owned: Unknown

2016-03-16

WATCH
Yellow Media Inc (Y-T)

They have a ton of debt that they have been paying down over time.  They made a recent acquisition which is mobile.  They are trying to pay down debt and grow revenues.  We are just seeing the early stages of whether it is flat lining.  There is potentially a lot of debt.  These are concerns.  He does not think you will blow up on this one, and it has had a crazy run as of late.  He would let it play out for a while.  We don’t know if this one is growing.  It has just come out of flat lining.

communications/media
Colin Fisher

President & Portfolio Manager, Stableview Asset Management

Price: $19.780
Owned: No

2016-02-24

TOP PICK
Yellow Media Inc (Y-T)

This is a Value selection. The company has been restructured, and we are now seeing their return to a growth plan with their new management. Have been stabilizing their business, and are talking about having revenue and earnings growth, starting in 2018. They have skewed their business over to the digital side. The company continues to generate fantastic free cash flows, and are using a lot of it to pay down debt. Super cheap.

communications/media
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $18.520
Owned: Yes

2016-02-17

COMMENT
Yellow Media Inc (Y-T)

He owns this through convertible debentures, which is giving about a 7% yield and an option to participate in the upside of the underlying. Just released numbers last week which were quite good. This has always been a free cash flow business, and has always gushed out earnings. The biggest issue was the print media business which was decaying by 20%. 65% of all their revenue now comes from the digital side, which has an 8%-9% growth. He likes the company from a convertible debenture standpoint.

communications/media
Paul Gardner, CFA

Partner and Portfolio Manager, Avenue Investment Management

Price: $18.600
Owned: Yes

2016-02-01

COMMENT
Yellow Media Inc (Y-T)

It is an interesting company.  He doesn’t know if it is a buy or a sell.  They reinvented themselves as an online business.  He does not know if the dividend is safe. 

communications/media
Brendan Caldwell

President, Caldwell Securities

Price: $15.680
Owned: Unknown

2016-01-05

TOP PICK
Yellow Media Inc (Y-T)

Yellow Pages 8% debentures November 30, 2022.  The company does not have that much debt.  Their margins are north of 30%.  You will get 7.5% and some free upside if they execute.

communications/media
Paul Gardner, CFA

Partner and Portfolio Manager, Avenue Investment Management

Price: $15.180
Owned: Yes

2015-08-25

HOLD
Yellow Media Inc (Y-T)

Owns a little, but one that he is hemming and hawing on. He was more bullish on it a couple of years ago because it was extremely cheap. The question is whether it is a value or not. He is sitting on the fence, and is more likely to move on then to stay with it. The attraction is that it is trading at 3X earnings, but it is not growing. The issue is how fast new digital businesses can replace the legacy businesses. This would have to acquire something to become a more interesting story.

communications/media
Jason Donville

President & CEO, Donville Kent Asset Management

Price: $17.320
Owned: Yes

2015-06-12

COMMENT
Yellow Media Inc (Y-T)

A controversial stock and maybe one that people don’t pay much attention to anymore, because it fell on such hard times. Have been undergoing a major transformation of shifting from print to digital. More than 50% of their business is now digital. Trading at a very, very low valuation multiple. Some risk, but a lot of reward.

communications/media
Colin Stewart

CEO & Portfolio manager, JC Clark Investments Ltd.

Price: $19.140
Owned: Yes

2015-05-20

TOP PICK
Yellow Media Inc (Y-T)

8% convertible debenture maturing in 2022. Digital is now 55% of this company’s revenue. This is a bond that you can get a 6% rate of return, but you get some upside from the stock which is trading at about 3X EV to EBITDA, and should be trading at 4 or 5 times. The key is paying down their senior debentures which is ahead of convertible debentures, but it is going to get to a point where there are no senior debentures left, with the only debt outstanding being the convertibles. With that you are not only going to get this secure yield of a business that is doing all right, but maybe some upside. You don’t want to pay more than $115 for the bond, because the bid/offer spread is quite large.

communications/media
Paul Gardner, CFA

Partner and Portfolio Manager, Avenue Investment Management

Price: $19.470
Owned: Yes

2014-10-08

COMMENT
Yellow Media Inc (Y-T)

Owned this when its executives were being overpaid. It was a big loser for him. He had gotten caught up in getting a really good dividend. When dividends are too high, it is a warning sign. They have been transitioning. Did a huge stock consolidation. Doesn’t know the financials well enough to really speak to them. This is a play that you really have to take a good look at the financials and a good look at how quickly you think their digital area is going to continue to grow. How often do you actually look at the Yellow Pages?

communications/media
Benj Gallander

President, Contra the Heard Investment Letter

Price: $14.750
Owned: No

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