LUMN CEO Jeff Storey Dividend Comments
When LUMN talked about the two asset sales (that close in the first and second half of this year) the CEO Jeff Storey said it could...
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David Klein
- Aug 19, 2021
- 2 min
What Might Leverage Neutral For LUMN Look Like
It's anyone's guesstimate how management will allocate the capital from the transactions (see links below). Why? Because they are not...
59 views0 comments
David Klein
- Mar 25, 2021
- 1 min
Lumen Technologies Gross Margin - What's Wrong With This Picture.
During the integration phase of CenturyLink and Level 3 Communications (now Lumen) part of the focus was cutting unprofitable revenue....
175 views0 comments
David Klein
- Mar 16, 2021
- 2 min
Is Lumen Technologies Creating Or Destroying Value?
Are the investments Lumen (LUMN) is making creating value or destroying value? One way to get a feel for this is to compare ROIC (Return...
356 views1 comment
David Klein
- Oct 1, 2020
- 2 min
How Safe Is Lumen's Dividend?
One way to measure the safety of the dividend is to look at revenue at risk. Revenue segments at risk and TTM (trailing twelve month)...
576 views5 comments
David Klein
- Aug 8, 2020
- 1 min
The Reason CenturyLink Stock Is Priced So Low
$CTL Exclusive to Seeking Alpha (link below) https://seekingalpha.com/article/4366125-reason-centurylink-stock-is-priced-low
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David Klein
- Mar 19, 2020
- 1 min
Teekay Corporation Potential Value Uplift From Daughter Appreciation
Teekay Group (TK) the parent company of Teekay LNG Partners L.P. (TGP) and Teekay Tankers LTD. (TNK) held an investor day conference back...
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David Klein
- Dec 20, 2019
- 2 min
Expect Teekay Tankers Fourth Quarter TCE Revenue To Skyrocket
Rising tanker rates creating large cash inflows from huge revenue increases going forward for TNK
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David Klein
- Dec 5, 2019
- 2 min
We Are In The Up Cycle For The Oil Tanker Market
My first article on this topic in March 2017, “Is A Turnaround In The Cards For Mid-Size Crude Tanker Stocks?” I projected the following...
88 views1 comment
David Klein
- Jun 26, 2019
- 1 min
Another Way To View CTL
In the past the stock was supported by the dividend so it's no surprise what occurred after it was cut. Here's another way to look at it...
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David Klein
- Apr 9, 2019
- 1 min
Can CenturyLink Transform Into A Technology Company Generating Revenue Opportunities?
The focus of this article is how CenturyLink (CTL) may transform into a technology company. Data has been increasing at double digit CAGR...
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David Klein
- Jan 25, 2019
- 2 min
Why CenturyLink's Price Is Floundering
There are two views on CenturyLink’s (CTL) revenue and FCF (free cash flow). Bull case: An inflection point on revenue will occur over...
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David Klein
- Nov 26, 2018
- 1 min
My Take On CenturyLink's Revenue Growth Or Lack Thereof
Centurylink (CTL) guided capital expenditures to 16% of revenue when 2018 guidance was issued in February 2018 but did not give revenue...
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David Klein
- Mar 12, 2018
- 1 min
My Take On CenturyLink, Its Free Cash Flow And Dividend
There’s been a lot of agonizing over CenturyLink’s (CTL) dividend. Will it be cut or is it sustainable? The market has its doubts...
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David Klein
- Mar 13, 2017
- 1 min
Is A Turnaround In The Cards For Mid-Size Crude Tanker Stocks?
Spot rates going lower in 2017.
Capacity outpacing demand in the near term.
Is the market signaling a turnaround in 2018.
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David Klein
- Mar 5, 2017
- 1 min
Frontier Communications Is Telegraphing A Dividend Cut
What is the future for FTR's common dividend
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David Klein
- Jan 3, 2017
- 1 min
Article Update For "Will A Level 3 Communications And A CenturyLink Combination Provide Value?&
Updates the pro-forma revenue in the earlier years for CTL and LVLT plus recent upgrades.
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David Klein
- Dec 28, 2016
- 1 min
Will A Level 3 Communications And A CenturyLink Combination Provide Value?
This analysis looks at three possible outcomes. The three cases are based on; no improvement in top line growth (Case 1), stand-alone revenu
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David Klein
- Dec 22, 2016
- 2 min
Teekay Tankers December 2016 Summary And Comments
The following is a summary of Teekay Tankers (TNK) December presentation and commentary concerning rates.
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David Klein
- Dec 8, 2016
- 4 min
Is The Stock Market Getting Too Expensive?
A unique look at stock market valuation applying time frames using the Shiller PE
83 views0 comments
