Month: June 2013

Yellow Media Summary

Revenue run rate of $1012M/Year EBITDA run rate of $460M/Year LFCF run rate of $250M/Year based on debt profile Net Debt right now is $675M. In 3 months it will…

$DXM 2016 P/LFCF < 1 short interest back up, P/EBITDA < 1/3, new to Russell 2000

http://www.nasdaq.com/symbol/dxm/short-interest Settlement Date Short Interest Avg Daily Share Volume Days To Cover 6/14/2013 2,475,349 262,370 9.434573 5/31/2013 2,063,428 623,663 3.308562 5/15/2013 2,672,129 449,438 5.945490 Read more: http://www.nasdaq.com/symbol/dxm/short-interest#ixzz2XGDyGNni   http://www.fortmilltimes.com/2013/06/25/2781932/dex-media-set-to-join-russell.html Dex Media…

$DXM

http://www.nasdaq.com/article/judge-rules-for-verizon-in-9-billion-lawsuit-over-spinoff-20130619-00723 As recent as today, the judge confirmed a $12B EV for SPMD (Which is ½ of DXM) as of 2006. Right now, the EV is $3.2B… and you not…

My Best Advice

The best advice I’ll will never be remembered for giving, simply due to the nature of the advice as it is advice on whether or not to take advice, is…