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Strategies & Market Trends : Value Investing

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To: gcrispin who wrote (66237)	1/27/2021 9:01:02 AM
From: E_K_S	Read Replies (2) of 78777

Been following (and own shares) of CTL (now LUMN) for years. The elephant in the room has been their huge debt from the acquisition of Level 3 but cash flows have been growing too. Debt has been slowly payed down and/or refinanced where possible. You are right on on their 'edge' computing build out and it's a big deal when it is implemented. I ran the Graham Number fair value analysis: Fair Value now at $20.52/share ----------------------------------------------------------- If/when earnings grow from growing cash flows and/or more debt reduction, this could move higher. I still have a few shares I bought in 2017 at $40 (in a ROTH account) but have a much larger position in the taxable account w/ avg cost at $10.95/share. So, it is not really a surprise to me to see this one move much higher as many other stocks are priced much higher in the same sector. EKS

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