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Mar 25
1 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....

120 views0 comments

Is Lumen Technologies Creating Or Destroying Value?

David Klein

Mar 16
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...

276 views1 comment

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)...

526 views5 comments

David Klein

Jul 8, 2020
2 min

CenturyLink’s Revenue Quandary

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

76 views0 comments

Expect Teekay Tankers Fourth Quarter TCE Revenue To Skyrocket

David Klein

Dec 20, 2019
2 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

217 views0 comments

We Are In The Up Cycle For The Oil Tanker Market

David Klein

Dec 5, 2019
2 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...

59 views1 comment

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...

40 views0 comments

Can CenturyLink Transform Into A Technology Company Generating Revenue Opportunities?

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...

21 views0 comments

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...

22 views0 comments

My Take On CenturyLink's Revenue Growth Or Lack Thereof

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...

22 views0 comments

My Take On CenturyLink, Its Free Cash Flow And Dividend

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...

71 views0 comments

Is A Turnaround In The Cards For Mid-Size Crude Tanker Stocks?

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.

40 views0 comments

Frontier Communications Is Telegraphing A Dividend Cut

David Klein

Mar 5, 2017
1 min

Frontier Communications Is Telegraphing A Dividend Cut

What is the future for FTR's common dividend

24 views0 comments

Article Update For "Will A Level 3 Communications And A CenturyLink Combination Provide Value?&

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.

38 views0 comments

Will A Level 3 Communications And A CenturyLink Combination Provide Value?

David Klein

Dec 28, 2016
1 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

23 views0 comments

Teekay Tankers December 2016 Summary And Comments

David Klein

Dec 22, 2016
2 min

Teekay Tankers December 2016 Summary And Comments

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

40 views0 comments

Possible Tax Consequences For The Acquisition Of Level 3 Communications By CenturyLink

David Klein

Nov 17, 2016
2 min

Possible Tax Consequences For The Acquisition Of Level 3 Communications By CenturyLink

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

1,545 views0 comments

David Klein

Nov 15, 2016
3 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...

44 views0 comments

Should Level 3 Communications Investors Run For The Exits?

David Klein

Nov 2, 2016
2 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

255 views0 comments

Teekay Tankers September 2016 Summary And Commentary

David Klein

Oct 31, 2016
3 min

Teekay Tankers September 2016 Summary And Commentary

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

40 views0 comments

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Lumen Technologies Gross Margin - What's Wrong With This Picture.

Is Lumen Technologies Creating Or Destroying Value?

How Safe Is Lumen's Dividend?

CenturyLink’s Revenue Quandary

Expect Teekay Tankers Fourth Quarter TCE Revenue To Skyrocket

We Are In The Up Cycle For The Oil Tanker Market

Another Way To View CTL

Can CenturyLink Transform Into A Technology Company Generating Revenue Opportunities?

Why CenturyLink's Price Is Floundering

My Take On CenturyLink's Revenue Growth Or Lack Thereof

My Take On CenturyLink, Its Free Cash Flow And Dividend

Is A Turnaround In The Cards For Mid-Size Crude Tanker Stocks?

Frontier Communications Is Telegraphing A Dividend Cut

Article Update For "Will A Level 3 Communications And A CenturyLink Combination Provide Value?&

Will A Level 3 Communications And A CenturyLink Combination Provide Value?

Teekay Tankers December 2016 Summary And Comments

Possible Tax Consequences For The Acquisition Of Level 3 Communications By CenturyLink

Teekay Tankers November 2016 Summary

Should Level 3 Communications Investors Run For The Exits?

Teekay Tankers September 2016 Summary And Commentary

Contact

Cody-Klein Enterprises

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Cody-Klein Enterprises