Author Topic: CTL - CenturyLink  (Read 15562 times)

Valuehalla

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Re: CTL - CenturyLink
« Reply #30 on: March 30, 2017, 06:42:19 PM »
« Last Edit: March 30, 2017, 09:11:22 PM by Valuehalla »
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Valuehalla

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Re: CTL - CenturyLink
« Reply #31 on: April 05, 2017, 04:02:21 AM »


https://seekingalpha.com/article/4059948-can-centurylink-keep-paying-high-dividend

"Conclusion

While CenturyLink still has some issues with its current core business, it is taking the right steps to generate future FCF growth. This means that its current dividends are safe, although it might take awhile before management feels comfortable enough to raise their dividends. But who can complain when a company pays out a sustainable 9.2% dividend rate?"


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Valuehalla

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Re: CTL - CenturyLink
« Reply #32 on: April 05, 2017, 09:39:57 AM »
Meanwhile i swapped all my LVLTs in CTLs, so I am 100 % in CTL since 24th March.

Probably I will add no further CTLs and await the future development.
The investment seems done to me.

I hope that the low of the CTL price is behind us.

My avg buying price for CTL is $22,69 (dividend 2,16 $ per share; dividendrate = 9,52 %)

My low net avg buyingprice (results from) is discounted by the profits i have made on LVLT shares, that i swapped in CTLs
« Last Edit: April 12, 2017, 01:48:59 PM by Valuehalla »
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Valuehalla

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Re: CTL - CenturyLink
« Reply #33 on: April 06, 2017, 01:30:09 AM »
http://host.madison.com/business/investment/markets-and-stocks/is-centurylink-stock-a-buy-near--week-lows/article_d6e9cd3c-622a-5b90-a34f-aa75673cc02f.html

"But assuming all goes as planned, I think CenturyLink stock at today's levels represents a compelling buying opportunity for patient, long-term investors."



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Valuehalla

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Re: CTL - CenturyLink
« Reply #34 on: April 12, 2017, 12:15:26 PM »
« Last Edit: April 12, 2017, 12:18:39 PM by Valuehalla »
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Valuehalla

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BRK FFH MKL LVLT CTL BAC WFC BMY MRK MCD MO PM

Valuehalla

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BRK FFH MKL LVLT CTL BAC WFC BMY MRK MCD MO PM


Valuehalla

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Re: CTL - CenturyLink
« Reply #38 on: April 21, 2017, 05:35:52 AM »
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Valuehalla

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Re: CTL - CenturyLink
« Reply #39 on: May 03, 2017, 01:21:48 PM »
Q1 figures are out:

LVLT: good results to my mind; stable total revenue, but growth in enterprise revenue app 3% (enterprise segment is 75 % of total revenue vs 25 % wholesale segment)
Outlook 2017 for EBITA and FCF reconfirmed, no changes

CTL: weak results on low end of published expectations, management still awaits and confirms a revenue u-turn during this year. Confirmation by management dividend payoutratio will go down from app 75 % now to 65 % during next year.

LVLT acquisition on track

My Summary: no surprises, everything on track, i can not understand why prices of CTL and LVLT are tanking in after hours trade. If we will see again a CTL price below US$ 23 i will add further CTL shares to my portfolio.
« Last Edit: May 03, 2017, 03:37:35 PM by Valuehalla »
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