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Yellow Media Inc T.YLO



TSX:YLO - Post by User

Bullboard Posts
Comment by markvrdon Dec 05, 2011 9:22pm
280 Views
Post# 19293860

RE: downgrade

RE: downgradeQuestico, I think you raise some good concerns.   It's unlikely that they need the large legion of overpaid VPs.   I think that in previous years, the company did direct funds to online growth.   However, they waited until quite late in the game and made a number of errors because they forced into some risky acquisitions in order to try and catch up online.   It remains to be seen how some of those acquisitions will turn out.   I think there will definitely need to be some restructuring of rapidly acquired business units.   For example, there is a lot of redundancy with CanPages that needs to be phased out. 

I too feel that a clearer plan and more disclosure to shareholders is needed.   If the banks can have guidance about where things are going and what the financial projections are like, I think the company needs to share that guidance with its shareholders as well.    This is what will shake loose some of the shorts and penny flippers.
Bullboard Posts