Monthly Archives: February 2012

Frontier Communications Pension Funding Falls Short Of Expectations


Frontier (FTR) announced fourth quarter results and a reduction in the yearly dividend from $0.75 to $0.40.  They could not generate enough FCF (free cash flow) to support the old dividend.  Additional details can be found here.  Future pension funding … Continue reading

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Level 3 Communications: Where’s The Cash?


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 just … Continue reading

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Frontier Communications: Are More Dividend Reductions Ahead?


Frontier (FTR) announced fourth quarter results and a reduction in the yearly dividend from $0.75 to $0.40. The size of the cut was a surprise to many considering up until the Goldman Sachs conference on September 20 management reiterated the … Continue reading

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Apple Is Still A Bargain, Likely Headed Past $500


Apple (AAPL) continues to churn out impressive results blowing away all estimates with their Q1, FY2012 earnings announcement.  We are not going to focus on the quarter’s earnings but whether Apple’s performance justifies a higher valuation. The stock is being … Continue reading

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