- YELL is now profiting from favorable pricing, but expenses in the freight industry are quickly increasing, which could limit the company's potential to improve profits.
- YELL reached a record amount of debt in the last quarter, which comes at a hawkish turning point in monetary policy, which adds another layer of risk for shareholders.
- I believe the company has limited potential to outperform the market over the next couple of months and could be an interesting short idea.
For further details see:
Yellow Corporation: Still Risky Despite The 40% Drop Since Mid-December