A portfolio of 8 stock picks from the edge

Over the weekend R.H. Donnelley was featured in a Barron's article. The article outlines some of the obstacles which have weighed on the stock, but provides a measure of optimism saying that the stock is a "risky but attractive" way to bet on the continued viability of the yellow pages. The stock responded by rising over 15% today. I selected RHD for the 8 Stock Portfolio when it was $1.47 per share. After today's move it … read on »

RH Donnelly (RHD) publishes print yellow pages directories plus similar online services. It recently acquired Business.com. The stock has crumbled as revenues in its core business threaten to decline. The company also labors under an enormous $10 billion dollar debt load which dwarfs the company's 100 million dollar market cap. Counterargument: The company produces a substantial amount of positive operating cash flow from its core directory business. Although revenue declines are widely predicted, in the past … read on »