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 read
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...
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David Klein
Oct 1, 20202 min read
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)...
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David Klein
Aug 8, 20201 min read
The Reason CenturyLink Stock Is Priced So Low
$CTL Exclusive to Seeking Alpha (link below) https://seekingalpha.com/article/4366125-reason-centurylink-stock-is-priced-low
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David Klein
Jun 26, 20191 min read
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 read
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 read
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 read
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 read
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, 20171 min read
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
Jan 3, 20171 min read
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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