Monthly Archives: February 2013

What Is Wrong With Level 3 Communications?


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


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?


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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