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: ...

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