Tag Archives: Long & Short Ideas

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


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

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

Microsoft Surface And Market Potential


On June 18 Microsoft (MSFT) gave a preview of their upcoming tablet called Surface. The tablet market is growing rapidly and consolidating around Apple (AAPL) and Android lead by Google (GOOG). IDC forecast 107.4 million units in 2012 (Click for … Continue reading

Posted in AAPL, BBY, GOOG, MSFT | Tagged , , , , , , | Leave a comment

Level 3 Communications: Breaking Away From The Past


Anyone familiar with Level 3’s (LVLT) history may recognize the term “Breaking Away”. It was the theme for the 2000 annual report. The term was defined in a letter to the stockholders by James Crowe – CEO and Walter Scott … Continue reading

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

Intel: Opportunity Or Overvalued?


Intel (INTC) announced first-quarter revenue of $12.9 billion for the quarter ended March 31, 2012 on April 17. Operating income, net income and earnings per share for the quarter were $3.8 billion, $2.7 billion and $0.53 per share. On May … Continue reading

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

Arch Coal Attractive At Current Prices


Arch Coal (ACI) engages in the production and sale of thermal or steam and met (metallurgical or coking) coal from surface and underground mines located in the United States. ACI mines have a total 5.5 billion ton reserve base. ACI … Continue reading

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

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

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

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

Posted in AAPL | Tagged , , , , | Leave a comment