Glen Bradford
Value, growth at reasonable price, long-term horizon, portfolio strategy

Yellow Media Up Over 100% YTD, 100%+ To Run

Yellow Media (OTC:YLWDF) (also listed in Canada -- TSX: Y) is now up over 100% YTD, and I have gone yellow myself screaming about it. People finally will listen to me because it is setting new 52-week highs pretty regularly. It's difficult to capture an audience's attention otherwise given the nature of this business, even though it is Canada's Largest Internet Company.

First things first. If you reference the enterprise value and stock price of this last quarter compared to the end of last year, you'll notice that the EV is unchanged and the stock price has expanded significantly. This is only the beginning of the expansion of the business multiples for Yellow Media (OTC: ...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
FREESA PRO MEMBERS
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
PRO Top long ideas returned 21.7% in 2016**
"As a PRO member, we get uniquely valuable perspective that go beyond our quantiative analysis... We rely on PRO to get beyond the numbers quickly and add much needed perspective. It keeps me ahead of the next big thing. - Mark Choate, Malaga Cove Capital"
Mark Choate, Malaga Cove Capital
"Contributors (writers and commentators), often have a long history in the secuirities they opine on and some are clearly well positioned industry participants with detailed industry views that can help provide color on where the skeletons are buried in a particular secuirity and/or industry."
Jim Roumell, Roumell Asset Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details