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....
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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...
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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)...
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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
- 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
- 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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