Yellow Pages Ltd.

Y-T

TSE:Y

9.25
0.00 (0.00%)
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.
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Analysis and Opinions about Y-T

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
January 19, 2011
In a long-term decline. They are transitioning into an Internet based business. Prefers the preferred shares.
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Yellow Pages Ltd. (Y-T)
January 19, 2011
In a long-term decline. They are transitioning into an Internet based business. Prefers the preferred shares.
PAST TOP PICK
PAST TOP PICK
January 11, 2011
(A Top Pick Feb 12/10. Up 28.86%.) Took profits late 2010.
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Yellow Pages Ltd. (Y-T)
January 11, 2011
(A Top Pick Feb 12/10. Up 28.86%.) Took profits late 2010.
TOP PICK
TOP PICK
January 10, 2011
Yellow Media 7.75 % 3/2/2020. High investment grade, generating good free cash flow. Deleveraging and paying down debt. Converted from income trust in November without any fall out. Doesn’t have a problem with the equity. Biggest risk is a big slowdown in the economy.
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Yellow Pages Ltd. (Y-T)
January 10, 2011
Yellow Media 7.75 % 3/2/2020. High investment grade, generating good free cash flow. Deleveraging and paying down debt. Converted from income trust in November without any fall out. Doesn’t have a problem with the equity. Biggest risk is a big slowdown in the economy.
HOLD
HOLD
December 21, 2010
Not big fans. Yield is attractive but not sure they can maintain it. Doesn’t have much.
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Yellow Pages Ltd. (Y-T)
December 21, 2010
Not big fans. Yield is attractive but not sure they can maintain it. Doesn’t have much.
DON'T BUY
DON'T BUY
December 2, 2010
(Market Call Minute.) Far too much debt and have cut their dividend once this year.
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Yellow Pages Ltd. (Y-T)
December 2, 2010
(Market Call Minute.) Far too much debt and have cut their dividend once this year.
DON'T BUY
DON'T BUY
November 17, 2010
For a long term business plan, he just doesn’t see it. Information they provide is available free on line. A shrinking business that will have shrinking margins.
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Yellow Pages Ltd. (Y-T)
November 17, 2010
For a long term business plan, he just doesn’t see it. Information they provide is available free on line. A shrinking business that will have shrinking margins.
BUY
BUY
November 16, 2010
He owns 2020 bonds. It’s a fairly valued credit.
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Yellow Pages Ltd. (Y-T)
November 16, 2010
He owns 2020 bonds. It’s a fairly valued credit.
HOLD
HOLD
November 15, 2010
Owns a little in income accounts but wouldn’t buy its growth profile. 7%-8% dividend will be safe. Have some new ventures going including building web sites for companies and expanding their on-line presence.
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Yellow Pages Ltd. (Y-T)
November 15, 2010
Owns a little in income accounts but wouldn’t buy its growth profile. 7%-8% dividend will be safe. Have some new ventures going including building web sites for companies and expanding their on-line presence.
DON'T BUY
DON'T BUY
November 9, 2010
Never been a fan of this. The fundamentals of the business were not good. Grew through acquisitions. Are trying to change their paper business to one of many on-line businesses. Would not be a shareholder. It’s not cheap here.
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Yellow Pages Ltd. (Y-T)
November 9, 2010
Never been a fan of this. The fundamentals of the business were not good. Grew through acquisitions. Are trying to change their paper business to one of many on-line businesses. Would not be a shareholder. It’s not cheap here.
DON'T BUY
DON'T BUY
October 25, 2010
Worries about the business structure and whether they can maintain their yield.
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Yellow Pages Ltd. (Y-T)
October 25, 2010
Worries about the business structure and whether they can maintain their yield.
HOLD
HOLD
October 12, 2010
Thinks distributions can be maintained. If you have a half position, you could average down.
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Yellow Pages Ltd. (Y-T)
October 12, 2010
Thinks distributions can be maintained. If you have a half position, you could average down.
BUY
BUY
September 30, 2010
Reasonable entry point. Advertising is recovering in the economy, so they should benefit. Threat to printed material is real so they are trying to sell more online. Yield should be sustainable.
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Yellow Pages Ltd. (Y-T)
September 30, 2010
Reasonable entry point. Advertising is recovering in the economy, so they should benefit. Threat to printed material is real so they are trying to sell more online. Yield should be sustainable.
DON'T BUY
DON'T BUY
September 28, 2010
In an industry that soon won't exist anymore. Turn into an Internet company but not sure they can be successful. Doesn't like the trust units, but owns Reset Preferred Shares instead.
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Yellow Pages Ltd. (Y-T)
September 28, 2010
In an industry that soon won't exist anymore. Turn into an Internet company but not sure they can be successful. Doesn't like the trust units, but owns Reset Preferred Shares instead.
DON'T BUY
DON'T BUY
September 22, 2010
(Market Call Minute.) Doesn't like the longer-term fundamentals.
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Yellow Pages Ltd. (Y-T)
September 22, 2010
(Market Call Minute.) Doesn't like the longer-term fundamentals.
COMMENT
COMMENT
September 17, 2010
Recently bought this one back but is still not completely clear in some ways because Yellow Pages as paper is pretty much done. Have gravitated to the web and seem to be doing a pretty good job with it.
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Yellow Pages Ltd. (Y-T)
September 17, 2010
Recently bought this one back but is still not completely clear in some ways because Yellow Pages as paper is pretty much done. Have gravitated to the web and seem to be doing a pretty good job with it.
COMMENT
COMMENT
September 15, 2010
Will convert on Nov 1st to a dividend paying company. Will reduce cash payments from about $.80 to $.65 in the form of a dividend. Distributable cash next year will be close to $1. Fantastic yield. Trying to transition from old media print style company to an on-line web based advertising. Would hold this only if you are interested in the yield.
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Yellow Pages Ltd. (Y-T)
September 15, 2010
Will convert on Nov 1st to a dividend paying company. Will reduce cash payments from about $.80 to $.65 in the form of a dividend. Distributable cash next year will be close to $1. Fantastic yield. Trying to transition from old media print style company to an on-line web based advertising. Would hold this only if you are interested in the yield.
DON'T BUY
DON'T BUY
September 9, 2010
Current share price is supported by the 12% yield, which can’t go on forever. Hopefully over time there will some growth but their record over the last couple of years has not been great.
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Yellow Pages Ltd. (Y-T)
September 9, 2010
Current share price is supported by the 12% yield, which can’t go on forever. Hopefully over time there will some growth but their record over the last couple of years has not been great.
BUY
BUY
September 7, 2010
Fairly cheap. With a decent yield going forward, feels it represents pretty decent value. FMV is quite a bit higher so he doesn't think there is a lot of risk.
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Yellow Pages Ltd. (Y-T)
September 7, 2010
Fairly cheap. With a decent yield going forward, feels it represents pretty decent value. FMV is quite a bit higher so he doesn't think there is a lot of risk.
SELL
SELL
August 30, 2010
Wouldn't own this one based on how the whole Yellow Pages phenomena is being eradicated by the Internet.
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Yellow Pages Ltd. (Y-T)
August 30, 2010
Wouldn't own this one based on how the whole Yellow Pages phenomena is being eradicated by the Internet.
DON'T BUY
DON'T BUY
August 25, 2010
15.6% distribution but you don’t get a lot of capital gains. This is a company that is in a very tough business position. Directories were very profitable. They are diversified in on-line content but it takes a lot of volume to match what they got in print. This is not a business model that he wants to be in.
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Yellow Pages Ltd. (Y-T)
August 25, 2010
15.6% distribution but you don’t get a lot of capital gains. This is a company that is in a very tough business position. Directories were very profitable. They are diversified in on-line content but it takes a lot of volume to match what they got in print. This is not a business model that he wants to be in.
SELL
SELL
August 17, 2010
Income now is in line with their distributions. Thinks they will earn $.80 this year and their distribution is $.80. Also it has to convert by the end of this year and will end up having to pay taxes.
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Yellow Pages Ltd. (Y-T)
August 17, 2010
Income now is in line with their distributions. Thinks they will earn $.80 this year and their distribution is $.80. Also it has to convert by the end of this year and will end up having to pay taxes.
SELL
SELL
August 16, 2010
Owns our little and is undecided whether to Sell or Hold. It looks like the market leaves there is going to be a distribution cut. It was expected the Internet would take over but the company has coped quite well with that.
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Yellow Pages Ltd. (Y-T)
August 16, 2010
Owns our little and is undecided whether to Sell or Hold. It looks like the market leaves there is going to be a distribution cut. It was expected the Internet would take over but the company has coped quite well with that.
DON'T BUY
DON'T BUY
July 28, 2010
Fundamentals in this industry are changing rapidly. Recent results shows revenue from hard copy is very sensitive to the economic climate. For each $1 they lose in hard copy, they have to get a lot more online advertising to raise the same amount of revenue. Relatively high payout ratio.
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Fundamentals in this industry are changing rapidly. Recent results shows revenue from hard copy is very sensitive to the economic climate. For each $1 they lose in hard copy, they have to get a lot more online advertising to raise the same amount of revenue. Relatively high payout ratio.
DON'T BUY
DON'T BUY
July 26, 2010
Had problems with a poor balance sheet and an execution strategy. Hit hard with the 2006 income trust changes. Now refocusing and re-branding as a service provider to get their name in the Internet. Competition could be fierce.
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Had problems with a poor balance sheet and an execution strategy. Hit hard with the 2006 income trust changes. Now refocusing and re-branding as a service provider to get their name in the Internet. Competition could be fierce.
BUY
BUY
July 20, 2010
Very unique business model. Very narrow range where you Buy and Sell. Anything below $6 is a Buy. Really juicy yield and he doesn't think they will cut their distribution. The big concern is what the business will look like in a couple of years.
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Very unique business model. Very narrow range where you Buy and Sell. Anything below $6 is a Buy. Really juicy yield and he doesn't think they will cut their distribution. The big concern is what the business will look like in a couple of years.
HOLD
HOLD
(Market Call Minute)
BUY
BUY
July 5, 2010
Won't be a lot of growth of this story but reasonable to buy at this price if you are more interested in yield. 11% yield.
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Won't be a lot of growth of this story but reasonable to buy at this price if you are more interested in yield. 11% yield.
DON'T BUY
DON'T BUY
June 30, 2010
Market share is being eaten away by other sources. Have been trying very hard to move into the wired world but for every $1 they gain, they lose more on their print side. With industry changing in a fundamental way, you have to be careful. 13% distribution could be at risk.
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Market share is being eaten away by other sources. Have been trying very hard to move into the wired world but for every $1 they gain, they lose more on their print side. With industry changing in a fundamental way, you have to be careful. 13% distribution could be at risk.
BUY
BUY
June 7, 2010
Yellow pages: 5.25% 2015. Comfortable with the name. Good profit margin. Customer has already made the transition from the paper onto the web site. No problem with the credit.
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Yellow pages: 5.25% 2015. Comfortable with the name. Good profit margin. Customer has already made the transition from the paper onto the web site. No problem with the credit.
HOLD
HOLD
May 28, 2010
Not been a fan of this for years but now taking a hard look. Not sure if it will grow into its share price. Migrating over to small/medium businesses and margins will be good on this. Doesn't have the competitive advantage anymore. Trading at around 7X EBITDA but should be at around 6. Thinks 12.75% yield is sustainable.
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Not been a fan of this for years but now taking a hard look. Not sure if it will grow into its share price. Migrating over to small/medium businesses and margins will be good on this. Doesn't have the competitive advantage anymore. Trading at around 7X EBITDA but should be at around 6. Thinks 12.75% yield is sustainable.
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