Viewing Company Yellow Media Inc | StockChase
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Compiling comments that experts make about stocks while on public TV.

Yellow Media Inc Stock Symbol: Y-T

Last Price Recorded: $20.5300 on 2016-09-28

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Date Signal Expert Opinion Price
2016-06-01 HOLD Elliot Fishman

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.


Price:
$18.940
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Unknown
2016-05-24 TOP PICK Andrey Omelchak

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.


Price:
$19.220
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2016-04-13 TOP PICK Bruce Campbell (2)

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.


Price:
$21.150
Subject:
CANADIAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2016-04-11 BUY Colin Stewart

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.


Price:
$21.220
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
CAUTIOUS
Owned:
Unknown
2016-03-16 WATCH Colin Fisher

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.


Price:
$19.780
Subject:
NORTH AMERICAN & MACRO THEMES
Bias:
CAUTIOUS
Owned:
No
2016-02-24 TOP PICK Bruce Campbell (2)

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.


Price:
$18.520
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2016-02-17 COMMENT Paul Gardner, CFA

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.


Price:
$18.600
Subject:
DIVIDENDS & REITS
Bias:
UNKNOWN
Owned:
Yes
2016-02-01 COMMENT Brendan Caldwell

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. 


Price:
$15.680
Subject:
CANADIAN VALUE
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Unknown
2016-01-05 TOP PICK Paul Gardner, CFA

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.


Price:
$15.180
Subject:
DIVIDENDS, FIXED INCOME & REITs
Bias:
SELECTIVE
Owned:
Yes
2015-08-25 HOLD Jason Donville

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.


Price:
$17.320
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2015-06-12 COMMENT Colin Stewart

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.


Price:
$19.140
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-05-20 TOP PICK Paul Gardner, CFA

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.


Price:
$19.470
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
BULLISH
Owned:
Yes
2014-10-08 COMMENT Benj Gallander

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?


Price:
$14.750
Subject:
CONTRARIAN INVESTING
Bias:
SELECTIVE
Owned:
No
2014-09-29 DON'T BUY Norman Levine

A better company than it used to be as it switches to digital.  It is still speculative, however.  There is no certainty that they will survive.


Price:
$14.765
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2014-06-19 HOLD Jason Donville

Has a small position. Telephone directory book business is dying while online digital business is growing. Stock is trading below BV, so he likes it, but it is not performing.


Price:
$18.950
Subject:
GROWTH & FINANCIALS
Bias:
CAUTIOUS
Owned:
Yes
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