Tag Archives: Technology

IIEX 1Q-2015 Newsletter


The 1Q-2015 Newsletter can be viewed here.

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Level 3 Communications: A Long Idea Still Priced At An Attractive Discount To Fair Value


INTRODUCTION Level 3 Communications (NYSE:LVLT) is a global communications provider headquartered in Broomfield, Colorado, that provides communications services to enterprise, government and carrier customers in more than 60 countries around the world. Level 3 operates one of the world’s largest … Continue reading

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IIEX 4Q-2014 Newsletter


The 4Q-2014 Newsletter can be viewed here.

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Level 3 Communications: A Long Idea At An Attractive Value


Introduction Level 3 Communications (NYSE:LVLT) is a global communications provider headquartered in Broomfield, Colorado, that provides communications services to enterprise, government and carrier customers in more than 60 countries around the world. Level 3 operates one of the world’s largest … Continue reading

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What Is The New Level 3 Communications Worth?


On June 16, 2014 Level 3 Communications (LVLT) and tw telecom (TWTC) announced Level 3 will acquire tw telecom in a stock-and-cash transaction which we examined in our last article. We projected pro-forma results over the next five years. Those … Continue reading

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Will The Acquisition Of TW Telecom By Level 3 Communications Accelerate Cash Growth?


Summary Both firms have the same focus; enterprise customers. Small network overlap bodes well for increasing existing customer sales in addition to new customer sales. Free cash flow per share is accretive after 2015; total free cash flow dollars increase … Continue reading

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Level 3 Communications A Long-Term Gem In The Making


I’ve been bullish through the last few articles and that view was just reinforced with the latest earnings report. Previous articles highlighted Level 3 Communications (LVLT) new focus and management change that marked a turning point toward profitability. The company … Continue reading

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