Tag Archives: United States

Level 3 Communications – The Bad And The Good


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

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Is The Overall Market Cheap Yet?


ANSWER: Not yet but not wildly overpriced either. Look at end dates for various historical periods with the interactive model at: https://iiex.sharepoint.com/Pages/ShillerPE.aspx

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Level 3 Communications metrics; actual & projected


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

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


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.

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


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

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Market Sentiment Poll


Added a market sentiment poll to the IIEX website.  Feel free to vote on a monthly basis or if you change your sentiment. The webpage is at: http://iiex.sharepoint.com/Pages/PollMarketSentiment.aspx The more votes the better so feel free to pass this link … 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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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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Has Frontier Communications Turned The Corner?


The key for Frontier Communications (FTR) turning the corner is to show improvements in revenue trends which ripple through the financials affecting free cash flow and by default the safety of the dividend.  Let’s face it investors in Frontier are … Continue reading

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Is Level 3 Communications Taking Advantage Of The Opportunity Laid Before It? – Part 2


Our November 2013 article, “Can Level 3 Communications Take Advantage Of The Opportunity Laid Before It?”,  we examined past and future growth of the internet and how this could be a catalyst Level 3 Communications (LVLT) was built for.  Some … Continue reading

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