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

To: gcrispin who wrote (66237)	1/27/2021 12:29:36 AM
From: Ccube	Read Replies (1) \| Respond to of 78774

What triggered the 28% rise in lumen LUMN ...and that at last few hours... NG911 ? Or something else? Looks interesting with the 6% dividend

To: gcrispin who wrote (66237)	1/27/2021 2:39:00 AM
From: Cogito Ergo Sum	Respond to of 78774

The link is interesting .. almost as if what was old is new again .. with a twist...

To: gcrispin who wrote (66237)	1/27/2021 9:01:02 AM
From: E_K_S	Read Replies (2) \| Respond to of 78774

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