Category Archives: Stocks

Is The Stock Market Getting Too Expensive?

Posted on December 9, 2016 by

I’ve written several articles over the past few years where I argued the market was not extremely overvalued when many used the historical average Shiller PE to highlight the market as being, well, extremely overvalued.  The problem with using the … Continue reading →

Posted in Economy, M, Markets, MSFT, Stocks | Leave a comment

Level 3 Communications – The Bad And The Good

Posted on May 30, 2016 by

This article lays out revenue growth (The Bad) and its effect on FCF, EBITDA and earnings (The Good). The article can be read without the notes at the end of the article. The notes are provided if the reader wants … Continue reading →

Posted in LVLT, Stocks | Tagged , , , , | Leave a comment

Level 3 Communications metrics; actual & projected

Posted on May 3, 2016 by

Based on models, articles, management comments developed on the IIEX site. Projected summary slides are as follows:

Posted in LVLT, Stocks, Uncategorized | Tagged , , , , | Leave a comment

Market To Level 3 Communications Investors, Do We Have Liftoff?

Posted on February 8, 2016 by

The complete article has been published on the Seeking Alpha site. The link below will take you to the article: http://seekingalpha.com/article/3873366-market-level-3-communications-investors-liftoff The article is an update to the previous article using full year 2015 financial results.

Posted in LVLT, Stocks, Uncategorized | Tagged , , , , , | Leave a comment

How I use Excel to analyze stocks

Posted on January 16, 2016 by

Programs such as Excel, Access, etc. how become incredibly powerful and can be powerful tools in the hands of the individual investor. I’ll share my experience with a program I developed in Excel that has become invaluable for me.  This is not … Continue reading →

Posted in Markets, Stocks | Tagged , , , , , , | Leave a comment

Level 3 Communications Undervalued Regardless Of Possible Outcomes From The FCC Investigation

Posted on November 23, 2015 by

SUMMARY Accumulated FCF through 2020 in excess of $7.5 billion Venezuela deconsolidation is a non-event going forward FCC investigation could be a huge catalyst for revenue growth Introduction Level 3 Communications (NYSE:LVLT) is a global communications provider headquartered in Broomfield, … Continue reading →

Posted in LVLT, Stocks, Uncategorized | Tagged , , , , , | Leave a comment

The Hidden Revenue Juicer For Level 3 Communications

Posted on October 20, 2015 by

Those that follow my writings know Level 3 Communications (LVLT) has been the focus stock on my website since mid-2013.  One complaint I hear most is revenue is growing at single digit rates, i.e, not high enough. One metric that is not talked … Continue reading →

Posted in LVLT, Stocks | Tagged , , , , | Leave a comment