Author Topic: CTL - CenturyLink  (Read 117065 times)

Jurgis

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Re: CTL - CenturyLink
« Reply #140 on: December 12, 2017, 07:11:38 AM »
I bought some CTL bonds. Tough to analyze the probabilities with LVLT merger, but assuming the company does not implode and muddles through or even grows, it should be OKish fixed income return. Nothing spectacular.
"Human civilization? It might be a good idea." - Not Gandhi
"Before you can be rich, you must be poor." - Nef Anyo
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LightWhale

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Re: CTL - CenturyLink
« Reply #141 on: December 12, 2017, 07:12:12 AM »
what is the quote on the bonds?

Jurgis

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Re: CTL - CenturyLink
« Reply #142 on: December 12, 2017, 07:18:14 AM »
There's a bunch of them.
Search Fido or Finra http://finra-markets.morningstar.com/BondCenter/Default.jsp?part=3 (enter "Centurylink" for search)

I tried to paste results, but formatting sucks.
"Human civilization? It might be a good idea." - Not Gandhi
"Before you can be rich, you must be poor." - Nef Anyo
"Money is an illusion" - Not Karl Marx
--------------------------------------------------------------------
"American History X", "Milk", "The Insider", "Dirty Money", "LBJ"

Valuehalla

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Re: CTL - CenturyLink
« Reply #143 on: December 12, 2017, 07:27:30 AM »
Jurgis, why did you choose bonds, not the shares ?

The bonds yields are app 4 to 9,5 %.
The dividendyield of the share is app. 13,7 % and its safe and the dividend of 2,16$ p.a. will not be lowered.
BRK FFH MKL LVLT CTL BAC WFC BMY MRK MCD MO PM

LightWhale

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Re: CTL - CenturyLink
« Reply #144 on: December 12, 2017, 07:30:44 AM »
There's a bunch of them.
Search Fido or Finra http://finra-markets.morningstar.com/BondCenter/Default.jsp?part=3 (enter "Centurylink" for search)

I tried to paste results, but formatting sucks.

10x

Valuehalla

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Re: CTL - CenturyLink
« Reply #145 on: December 12, 2017, 11:33:24 AM »
BRK FFH MKL LVLT CTL BAC WFC BMY MRK MCD MO PM

gfp

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Re: CTL - CenturyLink
« Reply #146 on: December 12, 2017, 02:33:26 PM »
A few more director purchases at CTL filed today.  Two of the same people from last week and poor Virginia who waited until the price went up a dollar to make her purchase ->

https://www.sec.gov/cgi-bin/own-disp?action=getissuer&CIK=0000018926

notorious546

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Re: CTL - CenturyLink
« Reply #147 on: December 14, 2017, 05:23:02 PM »
What do you guys think about the operational or integration risks with the acquisition? How are you able to get comfort on this front?

It seems clear that the market is discounting managements ability to pay/sustain the dividend (2nd highest yielding stock in S&P500) and a rather poor environment on the enterprise market for the next several years

Valuehalla

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Re: CTL - CenturyLink
« Reply #148 on: December 15, 2017, 07:05:36 AM »
Notorious546, for me there is no doubt that they are able and willing to pay the dividend. The revenue doesnt look so bad (analysed & projected here in the corner more early). There are many reports from "experts" out there, who just recognise CTL standalone figures for the whole company, without being aware that already LVLT is inside, providing additional 1,1 B FCF pa. CTL stock was this month a good opportunity for tax-selling after the day of record (24th Nov.). The LVLT management has shown all abilities in the past to make a success out of an aquisition and i am convinced they will do fine with the current situation. Further its great news from 8th December that Mason Hawkins (Southeastern Asset Management)  is now in CTL with 6,7 %;  beside Kieth Meister (Corvex) as active investor, holding 3,4 % of CTL.... so there are two great anker investors. Both of them accompanied LVLT on their way to success during the last decade. I am sure they know what they do.

CTL is strong strong buy, a real bargain !
« Last Edit: December 15, 2017, 07:15:33 AM by Valuehalla »
BRK FFH MKL LVLT CTL BAC WFC BMY MRK MCD MO PM

Valuehalla

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Re: CTL - CenturyLink
« Reply #149 on: December 15, 2017, 07:09:24 AM »
Good bye Net Neutrality:

 http://transition.fcc.gov/Daily_Releases/Daily_Business/2017/db1214/DOC-348261A1.pdf

MAGA MAGA MAGA

https://seekingalpha.com/article/4132083-aboard-internet-highway?auth_param=1emn1k:1d37n9d:4f9d8118b4045e223aab8c78f01800b8&uprof=44&dr=1

"And this is where the Internet Toll-Road analogy is the best one. CTL, as the 2nd largest owner of fiber optic cable in the country, (those are the said toll roads), now has the ability to charge varied fees to send traffic on its fiber."
« Last Edit: December 15, 2017, 07:56:23 AM by Valuehalla »
BRK FFH MKL LVLT CTL BAC WFC BMY MRK MCD MO PM