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...
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David Klein
Mar 25, 20211 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....
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David Klein
Mar 16, 20212 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...
374 views1 comment
David Klein
Oct 1, 20202 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)...
589 views5 comments
David Klein
Dec 20, 20192 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, 20192 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...
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David Klein
Jun 26, 20191 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, 20191 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, 20192 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, 20181 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, 20181 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...
76 views0 comments
David Klein
Mar 13, 20171 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, 20171 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, 20171 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, 20161 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, 20162 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
Nov 17, 20162 min
Possible Tax Consequences For The Acquisition Of Level 3 Communications By CenturyLink
Examples with different basis costs for this cash and stock deal.
1,561 views0 comments
David Klein
Nov 15, 20163 min
Teekay Tankers November 2016 Summary
The following is a summary of Teekay Tankers (TNK) November presentation. The information for this summary was taken from the video found...
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David Klein
Nov 2, 20162 min
Should Level 3 Communications Investors Run For The Exits?
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
261 views0 comments
David Klein
Oct 31, 20163 min
Teekay Tankers September 2016 Summary And Commentary
The following is my summary of the TNK 2016 September update and commentary concerning the price.
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