Teekay Group (TK) the parent company of Teekay LNG Partners L.P. (TGP) and Teekay Tankers LTD. (TNK) held an investor day conference back on 11/6/2019. Link ...

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 cycle to bottom by t...

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 through the lens of...

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

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

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

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 yielding about 12% at the t...

CenturyLink (CTL) and Level 3 Communications (LVLT) posted their last stand-alone results now that the merger has been consummated. CenturyLink appears to h...

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.

The following is a summary of Teekay Tankers (TNK) November presentation. The information for this summary was taken from the video found here. We said after...

Examines the fair value of CTL accounting for the LVLT acquisition to get a better idea of what LVLT investors can expect to receive for the

The following is my summary of the TNK 2016 September update and commentary concerning the price.

Discusses events that could be a catalyst for Level 3 Communications stock price within the next six months.