Stocks

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....

Mar 25, 20211 min read

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...

Mar 16, 20212 min read

Rising tanker rates creating large cash inflows from huge revenue increases going forward for TNK

Dec 20, 20192 min read

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...

Dec 5, 20192 min read

There are two views on CenturyLink’s (CTL) revenue and FCF (free cash flow). Bull case: An inflection point on revenue will occur over...

Jan 25, 20192 min read

Spot rates going lower in 2017. Capacity outpacing demand in the near term. Is the market signaling a turnaround in 2018.

Mar 13, 20171 min read

What is the future for FTR's common dividend

Mar 5, 20171 min read