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Yellow Media Inc T.YLO



TSX:YLO - Post by User

Bullboard Posts
Comment by aclcmcon Jan 12, 2011 8:41am
303 Views
Post# 17958365

RE: my blood ran cold

RE: my blood ran coldB4545: Your point about book size in Ottawa area is taken and your decision to bail is just fine. But the key issue for Yellow is not just about book size, since there are also considerable savings to be had with reduced print costs (paper, pre-press, ad setup and distribution etc. as more people choose not to receive the book). The challenge for Yellow is to generate a smooth, revenue-positive transition to the electronic world – and the market has not yet given Yellow a thumbs-up on this score. With the economy now starting to improve (a bit), the next few quarterly reports will offer a good indicator of Yellow success, or whatever. And the 11/12% dividend does appear sustainable, a point not to be overlooked. aclcmc
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