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Yellow Media Inc T.YLO



TSX:YLO - Post by User

Bullboard Posts
Comment by aclcmcon Nov 12, 2010 9:19am
109 Views
Post# 17697522

RE: RE: RE: Massive

RE: RE: RE: MassiveFair enough. But the migration to online is old news, it's already factored into the market, and Yellow has taken some very significant forward-looking steps in that regard. The story is not that the paper products are shrinking because that's obvious – the story is how well (or how poorly) a company such as Yellow executes on its transformational plan. And I also want to make note of this: Companies such as Yellow shed some enormous costs (i.e. ad makeup, pre-press, cost of printing and distribution etc.) as the paper products shrink and perhaps ultimately die. And for a Yellow investor, as long as the distribution/divvy (80 cents/65 cents) is secure, as promised, the yield is very, very attractive and serves to offset the risks associated with non-paying "growth" stocks that an investor might hold within a portfolio. aclcmc 
Bullboard Posts