Tag Archives: Technology

Changes At Level 3 Communications Could Spell Opportunity

Posted on May 23, 2013 by

INTRODUCTION: Level 3 Communications (LVLT) provides a broad range of integrated communications services. Over time some may have viewed our past articles as slightly critical of management.  In 2011 our article titled, “Level 3 Communications: Is It Time For A … Continue reading →

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Frontier Communications Has A Serious Revenue Problem

Posted on May 9, 2013 by

INTRODUCTION In our last article we said Frontier Communications’ (FTR) major challenge is to stop the continuous bleed in revenue.  Frontier Communications released their 2013 first quarter results on May 6.  Based on the revenue challenge ahead of them this … Continue reading →

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Is Now The Time To Buy Into CenturyLink’s Generous Yield?

Posted on April 21, 2013 by

INTRODUCTION: CenturyLink (CTL) surprised the market on February 13 by reducing the quarterly dividend to 54 cents from 72.5 cents per share.  Why? Cash taxes are expected to increase substantially starting in 2015.  The problem is not unique to CTL.  … Continue reading →

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Is It Time To Buy Into Windstream’s Very High Yield?

Posted on April 7, 2013 by

INTRODUCTION: In our last article we concluded that, “Waiting to see how the second half develops may be the prudent path before allocating new or additional cash toward this investment.” The stock was trading at $9.41. Now that the second … Continue reading →

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Is Level 3 Communications On The Cusp Of Sustainable Free Cash Flow?

Posted on March 3, 2013 by

INTRODUCTION: Level 3 Communications (LVLT), with few exceptions, has been burning through cash for most of its history. Investors have been waiting a long time for sustainable FCF (free cash flow) to arrive, only to be disappointed when it seemed … Continue reading →

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What Is Wrong With Level 3 Communications?

Posted on February 20, 2013 by

INTRODUCTION: Level 3 Communications (LVLT) released its fourth quarter and full year results on February 12. The market was not pleased with results or comments relating to forward growth; pummeling the stock on heavy volume.  The stock closed down 13.6%. … Continue reading →

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Introducing Telular, A Stock With A Generous Yield

Posted on February 14, 2013 by

INTRODUCTION: Telular (WRLS) released its first quarter results on January 31. Management exceeded expectations on both top and bottom lines but cash levels fell short due to reasons discussed later. We have been writing about Telular on SA since August … Continue reading →

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What Is Wrong With Microsoft?

Posted on February 1, 2013 by

INTRODUCTION: Microsoft’s (MSFT) stock has been range bound for the last decade while revenues and EPS more than doubled.  The five year period covering 1996-2001 the top line was growing at a CAGR over 20%.  In 2001 the P/E was … Continue reading →

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What Is Wrong With Intel?

Posted on January 20, 2013 by

INTRODUCTION: At the writing of our last Intel article, the stock was trading at $26.68. The stock has been backtracking ever since, trading at $21.25 at the time of this writing. So what, if anything, is wrong with Intel (INTC)? … Continue reading →

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What Is Wrong With Apple?

Posted on December 7, 2012 by

INTRODUCTION: Our last article, “Apple Is Still A Bargain, Likely Headed Past $500”, the stock was trading at $489.  Not only did the stock cross $500 but $600 then $700 on September 18, 2012.  The stock has been back tracking … Continue reading →

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