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Showing 1 to 15 of 512 entries
PAST TOP PICK

(A Top Pick Nov 22/18, Up 12%)Convertible 8% 2022 bonds He owned the Yellow senior bonds, but then moved into these convertibles. Most of their revenues are in digital, but that has struggled. New management has cut costs a lot until free cash flow now stands around $100 million this year. Their EBITDA margins are now 40% which nobody expected. With that cash, they are paying down a lot of debt.

communications / media
PAST TOP PICK
(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.
communications / media
TOP PICK
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.
communications / media
TOP PICK

Convertible 8% 2022 Bonds - They always have owned the convertible not the equity. It is a restructuring story. They think it is better to be in the convertible because they have a good yield and it is ahead of the equity holder.

communications / media
PAST TOP PICK

(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
PAST TOP PICK

(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
HOLD

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
TOP PICK

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
TOP PICK

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
BUY

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
WATCH

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
TOP PICK

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
COMMENT

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
COMMENT

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
TOP PICK

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
Showing 1 to 15 of 512 entries

Yellow Pages Ltd.(Y-T) Rating

Ranking : 1 out of 5

Bullish - Buy Signals / Votes : 0

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 0

Stockchase rating for Yellow Pages Ltd. is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Yellow Pages Ltd.(Y-T) Frequently Asked Questions

What is Yellow Pages Ltd. stock symbol?

Yellow Pages Ltd. is a Canadian stock, trading under the symbol Y-T on the Toronto Stock Exchange (Y-CT). It is usually referred to as TSX:Y or Y-T

Is Yellow Pages Ltd. a buy or a sell?

In the last year, there was no coverage of Yellow Pages Ltd. published on Stockchase.

Is Yellow Pages Ltd. a good investment or a top pick?

Yellow Pages Ltd. was recommended as a Top Pick by on . Read the latest stock experts ratings for Yellow Pages Ltd..

Why is Yellow Pages Ltd. stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Yellow Pages Ltd. worth watching?

0 stock analysts on Stockchase covered Yellow Pages Ltd. In the last year. It is a trending stock that is worth watching.

What is Yellow Pages Ltd. stock price?

On 2021-10-20, Yellow Pages Ltd. (Y-T) stock closed at a price of $13.37.