Yellow Media Inc

Y-T

TSE:Y

10.50
0.61 (6.17%)
Yellow Pages Limited is a digital company in Canada. Yellow Media owns and operates some Canadian properties and publications including Yellow Pages directories, YellowPages.ca, Canada411.ca, and RedFlagDeals.com.
More at Wikipedia

Analysis and Opinions about Y-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
May 16, 2019
(A Top Pick May 29/18, Up 13%)Yellow Pages Convertible 8% 2022 Bond - Play on deleveraging. Their free cash flow is exploding. They accelerated paying debt in the past quarter cutting costs.
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(A Top Pick May 29/18, Up 13%)Yellow Pages Convertible 8% 2022 Bond - Play on deleveraging. Their free cash flow is exploding. They accelerated paying debt in the past quarter cutting costs.
TOP PICK
TOP PICK
March 20, 2019
8% 2022 convertible debentures He doesn't care about the underlying equity, just these convertibles that he's long owned and collects an 8% yield. They cut costs and now have a lot of free cash flow to pay down debt. He's like a senior debt holder, because they have only $150 million left of the seniors. Once, the seniors are called then people like him get called. It's all about the 8% yield.
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Yellow Media Inc (Y-T)
March 20, 2019
8% 2022 convertible debentures He doesn't care about the underlying equity, just these convertibles that he's long owned and collects an 8% yield. They cut costs and now have a lot of free cash flow to pay down debt. He's like a senior debt holder, because they have only $150 million left of the seniors. Once, the seniors are called then people like him get called. It's all about the 8% yield.
PAST TOP PICK
PAST TOP PICK
April 26, 2017

(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.

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Yellow Media Inc (Y-T)
April 26, 2017

(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.

PAST TOP PICK
PAST TOP PICK
February 24, 2017

(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.

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Yellow Media Inc (Y-T)
February 24, 2017

(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.

HOLD
HOLD
June 1, 2016

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.

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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.

TOP PICK
TOP PICK
May 24, 2016

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.

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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.

TOP PICK
TOP PICK
April 13, 2016

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.

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Yellow Media Inc (Y-T)
April 13, 2016

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.

BUY
BUY
April 11, 2016

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.

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Yellow Media Inc (Y-T)
April 11, 2016

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.

WATCH
WATCH
March 16, 2016

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.

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Yellow Media Inc (Y-T)
March 16, 2016

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.

TOP PICK
TOP PICK
February 24, 2016

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.

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Yellow Media Inc (Y-T)
February 24, 2016

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.

COMMENT
COMMENT
February 17, 2016

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.

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Yellow Media Inc (Y-T)
February 17, 2016

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.

COMMENT
COMMENT
February 1, 2016

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.

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Yellow Media Inc (Y-T)
February 1, 2016

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.

TOP PICK
TOP PICK
January 5, 2016

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.

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Yellow Media Inc (Y-T)
January 5, 2016

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.

HOLD
HOLD
August 25, 2015

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.

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Yellow Media Inc (Y-T)
August 25, 2015

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.

COMMENT
COMMENT
June 12, 2015

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.

Show full opinionHide full opinion

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.

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