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, 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....
177 views0 comments
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...
358 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)...
577 views5 comments
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
248 views0 comments
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...
90 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...
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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
- Mar 5, 2017
- 1 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, 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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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
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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.
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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.
1,553 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...
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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
258 views0 comments
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.
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