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Is Western Union on the Path to a Successful Turnaround
Western Union has long been a dominant player in the money transfer industry. Yet, in recent years, the company has faced significant challenges from digital competitors and changing consumer habits. This raises a key question: Is Western Union a turnaround story in the making? This post explores the factors shaping Western Union’s future and whether the company can regain its footing in a rapidly evolving market. Challenges Facing Western Union Western Union’s traditional bu
David Klein
5 hours ago3 min read


Is Lumen Technologies a turnaround in the making?
Here’s the straight, evidence‑based read on whether Lumen Technologies is truly a turnaround story in the making . The short answer: there are credible signs of a turnaround forming — but the risks remain enormous, and the story is far from guaranteed . The data paints a picture of a company in the middle of a high‑stakes reinvention rather than a completed recovery. 📈 Signals supporting a potential turnaround 1. Insider conviction from CEO Kate Johnson Multiple sources co
David Klein
5 hours ago2 min read
My interview with CoPilot about Lumen Technologies (LUMN)
Microsoft has been advertising CoPilot so for fun I posed some questions to CoPilot about Lumen and this is what came back. Whether...
David Klein
May 6, 202412 min read


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....
David Klein
Mar 25, 20211 min read


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...
David Klein
Mar 16, 20212 min read


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...
David Klein
Mar 19, 20201 min read


Expect Teekay Tankers Fourth Quarter TCE Revenue To Skyrocket
Rising tanker rates creating large cash inflows from huge revenue increases going forward for TNK
David Klein
Dec 20, 20192 min read


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...
David Klein
Dec 5, 20192 min read


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...
David Klein
Jan 25, 20192 min read


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.
David Klein
Mar 13, 20171 min read


Frontier Communications Is Telegraphing A Dividend Cut
What is the future for FTR's common dividend
David Klein
Mar 5, 20171 min read


Is The Stock Market Getting Too Expensive?
A unique look at stock market valuation applying time frames using the Shiller PE
David Klein
Dec 8, 20164 min read

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