ACS Media Income Fund

AYP.UN-T

0.00
0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about AYP.UN-T

Signal
Opinion
Expert
WEAK BUY
WEAK BUY
March 24, 2006
Form of Yellow Pages based in Alaska so there is a smaller market. The only risk is the foreign exchange risk. All of its cash flow is in US currency. He feels the Canadian dollar will continue to be strong.
Form of Yellow Pages based in Alaska so there is a smaller market. The only risk is the foreign exchange risk. All of its cash flow is in US currency. He feels the Canadian dollar will continue to be strong.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$8.850
Owned
Yes
WEAK BUY
WEAK BUY
December 30, 2005
This is basically the Alaskan Yellow Pages. A very well-run company. Unfortunately, their main currency is the US$. They do have hedges, but these will be expiring shortly. Represents decent value at these levels but if you are a bull on the Canadian$you may want to think twice.
This is basically the Alaskan Yellow Pages. A very well-run company. Unfortunately, their main currency is the US$. They do have hedges, but these will be expiring shortly. Represents decent value at these levels but if you are a bull on the Canadian$you may want to think twice.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$8.950
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 12, 2005
(A Top Pick May 13/05. Up 6%.) The yellow pages business in Alaska. Trades at a 8.75/9% yield. Have stabilized their currency. Tight payout ratio. Could become a takeout target.
(A Top Pick May 13/05. Up 6%.) The yellow pages business in Alaska. Trades at a 8.75/9% yield. Have stabilized their currency. Tight payout ratio. Could become a takeout target.
Sandy McIntyre
Vice-Chairman and CIO, Sentry Select Capital Corp
Price
$10.480
Owned
Yes
TOP PICK
TOP PICK
May 13, 2005
The Alaskan yellow pages. Very stable, slow growth business. IPO came out when the Cdn$ was in the low $0.70's. Didn't have the growth to offset the currency premium. Just cut its distribution. Feels that the CDn$ will go lower and the margin squeeze over the last 2 years will go the other way.
The Alaskan yellow pages. Very stable, slow growth business. IPO came out when the Cdn$ was in the low $0.70's. Didn't have the growth to offset the currency premium. Just cut its distribution. Feels that the CDn$ will go lower and the margin squeeze over the last 2 years will go the other way.
Sandy McIntyre
Vice-Chairman and CIO, Sentry Select Capital Corp
Price
$9.880
Owned
Yes
BUY
BUY
April 1, 2005
Has a strangle hold on the yellow pages in Alaska. Their hedging program runs out in May or June requiring a decrease in distributions, but this has been priced into the market. A pretty attractive play and you're getting a significant premium in yield over Yellow Pages (YLO.UN-T). Likes it and will hold for the longer term.
Has a strangle hold on the yellow pages in Alaska. Their hedging program runs out in May or June requiring a decrease in distributions, but this has been priced into the market. A pretty attractive play and you're getting a significant premium in yield over Yellow Pages (YLO.UN-T). Likes it and will hold for the longer term.
Dean Orrico
President, Middlefield Capital Corp.
Price
$9.510
Owned
Yes
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