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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Ditchdigger who wrote (57423)	8/17/2016 2:56:21 PM
From: E_K_S	Read Replies (2) \| Respond to of 78667

Spectra Energy Corp. (SE) - peeled off 25% @ $36.10 CenturyLink, Inc. (CTL) - upped position by 50% w/ buys @ $29.18 & $29.94 Booked a 22% gain on my high cost SE shares sale and moved those proceeds into Buys of CTL. According to the GN valuation, CTL is now 31% undervalued to it's market price of $29.19/share CTL also pays a 3% higher dividend than SE but that could be cut next year if they do not see double digit increase in Broadband subscribers. My bet w/ CTL is they will continue to add to their broadband subscriber base and build their offer over the top internet services (to complement their other satellite offerings). CenturyLink CTO Outlines OTT Plan "...And CenturyLink believes it has a good reason to push video products, as 50% of subs on Prism TV today are new to CenturyLink, and 98% of Prism customers also get broadband from the telco. ..". CTL is still heavy w/ debt where long term debt is 19x it's annual net income. I would like to see this ratio come down to the level of T which is 9.25x's. EKS