During the integration phase of CenturyLink and Level 3 Communications (now Lumen) part of the focus was cutting unprofitable revenue....

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...

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)...

$CTL Exclusive to Seeking Alpha (link below) https://seekingalpha.com/article/4366125-reason-centurylink-stock-is-priced-low

Management (CTL) pointed to revenue declines occurring over the integration process was due to cutting unprofitable revenue in various...

Teekay Group (TK) the parent company of Teekay LNG Partners L.P. (TGP) and Teekay Tankers LTD. (TNK) held an investor day conference back...

Rising tanker rates creating large cash inflows from huge revenue increases going forward for TNK

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...

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...

The focus of this article is how CenturyLink (CTL) may transform into a technology company. Data has been increasing at double digit CAGR...

There are two views on CenturyLink’s (CTL) revenue and FCF (free cash flow). Bull case: An inflection point on revenue will occur over...

Centurylink (CTL) guided capital expenditures to 16% of revenue when 2018 guidance was issued in February 2018 but did not give revenue...

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...

Spot rates going lower in 2017. Capacity outpacing demand in the near term. Is the market signaling a turnaround in 2018.

What is the future for FTR's common dividend

Updates the pro-forma revenue in the earlier years for CTL and LVLT plus recent upgrades.

This analysis looks at three possible outcomes. The three cases are based on; no improvement in top line growth (Case 1), stand-alone revenu

The following is a summary of Teekay Tankers (TNK) December presentation and commentary concerning rates.

A unique look at stock market valuation applying time frames using the Shiller PE

Examples with different basis costs for this cash and stock deal.