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What Might Leverage Neutral For LUMN Look Like
David Klein
  • Aug 19, 2021
  • 2 min

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...
54 views0 comments
Lumen Technologies Gross Margin - What's Wrong With This Picture.
David Klein
  • Mar 25, 2021
  • 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....
166 views0 comments
Is Lumen Technologies Creating Or Destroying Value?
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...
347 views1 comment
How Safe Is Lumen's Dividend?
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)...
568 views5 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
244 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...
80 views1 comment
Another Way To View CTL
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...
46 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...
23 views0 comments
Why CenturyLink's Price Is Floundering
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...
26 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...
26 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...
73 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.
41 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.
40 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
24 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.
45 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.
1,551 views0 comments
Teekay Tankers November 2016 Summary
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...
46 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.
42 views0 comments
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