YLO - Yellow Media (Toronto Stock Exchange) - Page 10

Quote:

Originally Posted by ze20001984 

ahahha good to know none of you know where the growth story is comming?? is it online?? probably not as weve seen with the UK..

 

is it paper print?? probably not as they have seen a decrease in print production...

 

enjoy the dowgrade of the day...(down to 2.11 as we speak..it has been channeling downward with no support buyers stepping in..we shall see if 2$ can hold).

 

aside from mouserman (who actually provides input)- the rest of you are clueless

 

 

DON'T BUY

2.260

Steve Carlin

Market is focused on a highly leveraged balance sheet. EBITDA is deteriorating or flattening. The company must keep its debt level below 3X the level of EBITDA that they are generating. Market is concerned that by 2012 they will have trouble meeting their covenants. Believes distributions will be cut.

2011-07-26

RBC Dominion Securities analyst Drew McReynolds trimmed Yellow Media Inc.’s (YLO-T2.10-0.04-1.87%) price target by $1 ahead of its second-quarter results next week. Mr. McReynolds’ forecast assumes that the annual dividend will decrease by 50 cents to 15 cents per share.

Downside: Mr. McReynolds cut his price target to $2.75 from $3.75.  

http://www.theglobeandmail.com/globe-investor/analyst-upgrades-cibc/article2109259/

Published Monday, Jul. 25, 2011 7:17PM EDT

 

 

 

there are more ways to make money on stocks other than growth stories... guys like you are doing me a favour posting this kind of tripe... its drops, I buy more... you think the yellow pages is going away? are you stupid or what? you must have never opened a small local business or even have met anyone than has since the first thing you do is call the yellow pages and get a listing, you don't call anyone else for this and the yellow pages is where most of you business will come from unless of course you are going to pay for television, radio and newspaper ads to advertise Joe's Painting, but then you wouldn't know about any of this stuff right? they never taught you real life stuff in stock market school...

What ? they can't be wrong mouser...no way...

Quote:

Originally Posted by Mitas 

What ? they can't be wrong mouser...no way...

these analysts are doing me a favour... let them and their sheeple keep this stock on sale for now, the lower they drive it, the bigger the yeild...

NOT GONNA HAPPEN ANYTIME SOON EH ZEE ;) HAHAHA

Quote:

Originally Posted by davidstlukas 

NOT GONNA HAPPEN ANYTIME SOON EH ZEE ;) HAHAHA

dammit, I hope it stays down for a bit longer so I can buy more, was hoping this sale would take a couple of more weeks... sheeeeeeeeyat!

SAME! like i have quite a bit in already..but i am definitely interested in a larger position...i guess we'll see where it stands tomorrow
 

Quote:

Originally Posted by theone 

dammit, I hope it stays down for a bit longer so I can buy more, was hoping this sale would take a couple of more weeks... sheeeeeeeeyat!

 

Quote:

Originally Posted by davidstlukas 

SAME! like i have quite a bit in already..but i am definitely interested in a larger position...i guess we'll see where it stands tomorrow
 

 

fucksakes, I hope it stays under 2.50 for a bit...

don't worry man

i'll sell you my units for 2.50 mr t haha

i picked some up at 2.11 today as i saw support.

i'm worried about the next report though.  but probably not as worried as those guys who are playing a short position so i'd expect it to go up.

Quote:

Originally Posted by xlfe 

don't worry man

 

i'll sell you my units for 2.50 mr t haha

i picked some up at 2.11 today as i saw support.

 

i'm worried about the next report though.  but probably not as worried as those guys who are playing a short position so i'd expect it to go up.

YLO.TO, NO revenues, NO product, NO business = TOTAL SCAM!!! STAY AWAY FROM THIS POS AND RUN TO THE HILLS!!! THE SKY IS FALLING!!! U.S. DEFUALT LOOMING!!! CANADA AND YLO IS NEXT!!!

dammit, where is a good basher when you need them??????????

Grabbed some @ 2.15 on my cash account lag ...sometimes its good to have a delayed cash balance, lol

Going to flip this position tomorrow , hopefully on the gap up

still looking to average down my TFSA though, anything under 3$ is good to me and with the next Q coming out next week i've got time to free some money in it

cheers guys, hope we get a short squeeze tomorrow, i love to hear shorters squealing

Quote:

Originally Posted by theone 

 

YLO.TO, NO revenues, NO product, NO business = TOTAL SCAM!!! STAY AWAY FROM THIS POS AND RUN TO THE HILLS!!! THE SKY IS FALLING!!! U.S. DEFUALT LOOMING!!! CANADA AND YLO IS NEXT!!!

dammit, where is a good basher when you need them??????????

 

Wow i hope you got what ever you had of your chess,,LOL

Quote:

Originally Posted by Mitas 

Grabbed some @ 2.15 on my cash account lag ...sometimes its good to have a delayed cash balance, lol

 

Going to flip this position tomorrow , hopefully on the gap up

 

still looking to average down my TFSA though, anything under 3$ is good to me and with the next Q coming out next week i've got time to free some money in it

 

cheers guys, hope we get a short squeeze tomorrow, i love to hear shorters squealing

Got some too mitas....just for a flip to 3.00...lol

Well now we have the Trader deal out of the way, and of course some debt will disappear. Now the real jump should come on financials, as the Trader Corp writedown was taken in the LAST Q. This coming report will  give us some idea of earnings per share, and what % of earnings distributions are taking.

Distribution will stay at around 70% of earnings, where ever that may land.

The street has already factored in a huge cut, so if it ends up only being cut 30% , should be a real  positive.  If they cut it 75 % , it will be a negative , but that is more or less what the market has factored in with YLO barely over 2$.

No way they get a cashflow drop that could account for a 75% cut.

But they have a 20% margin they could play with , the companie's chart says rom 50% to 70% of free cashflows

If i was , errr can't remember his name, CEO i'de cut by 20% and use the extra money to pay the debt faster at these lvs, then raise it again

the most optimistic view i can imagine is a 5% decline in print and 50% increase in online

with traders going through and used to pay down debt they are easily 3x debt / ebitda.

which i would then believe would maintain a ev/ebitda multiple of 5.

with a forward basic eps of .17

and a 50% dividend cut, i believe this level to be acceptable compromise.

i would price it at 2.50 (which would be a 13% yield) with potential for growth.

Quote:

Originally Posted by Mitas 

No way they get a cashflow drop that could account for a 75% cut.

 

But they have a 20% margin they could play with , the companie's chart says rom 50% to 70% of free cashflows

 

If i was , errr can't remember his name, CEO i'de cut by 20% and use the extra money to pay the debt faster at these lvs, then raise it again

Yes i didnt include the outside chance that YLO does not cut it dividend in the next few months. If earnings are sufficient and debt now is much more manageable with the Trader sale and less dist payout  created by the share buyback, then perhaps it is sustainable til next Q and more clarity on where the company is headed.

I dont put much faith in analysts estimates , in this case hypothetical decreases in revenues, not proven in any financial statements.

Are you talking an annual eps of .17, where on earth do people come up with these numbers? Surely not from looking at trailing earnings....

Last Q showed .13 a share in earnings , BUT AFTER WRITING OFF A 127 MILLION $ LOSS IN THE TRADER DEAL

Earnings per share from continuing operations were 13 cents compared with 23 cents for the same quarter last year, while discontinued operations resulted in a loss of 20 cents per share. Adjusted earnings per common share from continuing operations for the quarter were 23 cents versus last year's 27 cents.

 If their business tanked by 50% , they will still be making more than .17 a share in th next year.

Gotta quit drinking that ANAL  yst Koolaid.

 

Quote:

Originally Posted by xlfe 

the most optimistic view i can imagine is a 5% decline in print and 50% increase in online

with traders going through and used to pay down debt they are easily 3x debt / ebitda.

which i would then believe would maintain a ev/ebitda multiple of 5.

 

with a forward basic eps of .17

and a 50% dividend cut, i believe this level to be acceptable compromise.

i would price it at 2.50 (which would be a 13% yield) with potential for growth.

DOWN DOWN DOWN AND STAY DOWN!!!... at least long enough for me to buy as much as I can below 2.50-3.00!!!

.17 is from a report.