Level 3 Communications, Inc.
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Is Akamai Too Risky?
By Dan Moskowitz - June 17, 2013 | Tickers: AKAM, LVLT, RAX
Many investors have heard the name Akamai (NASDAQ: AKAM), but not all investors understand what the company does. If you happen to fall into that category, then Akamai can be summed up as a company that makes the Internet faster and more secure. What makes Akamai such a big name in the space is that it delivers approximately 20% of web content around the world. That being the case, if more »
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What’s the "Warren Buffett of Canada" up to Now?
By Meena Krishnamsetty - May 31, 2013 | Tickers: BBRY, JNJ, LVLT, RFP, SD
Each quarter, hedge funds, such as Prem Watsa’s Fairfax Financial Holdings, file 13F forms with the SEC. These 13F forms disclose many of the positions held in the funds’ equity portfolio during the quarter. Prem Watsa is one of the managers we track at Insider Monkey, and he’s been described as the "Warren Buffett of Canada." His fund has returned around 100% since 2007.
We will now take more »
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A Pure Play on Exploding Digital Data Transmission
By Cory Renauer - May 2, 2013 | Tickers: AKAM, GOOG, LVLT
The number of fixed broadband internet subscribers exploded during 1998-2003, but since then, it has grown at a fairly constant rate of about 50-60 million per year. That lack of acceleration puts internet service providers and hardware manufacturers in the slow growth drawer.
The amount of digital information passing through those lines is still growing exponentially, mainly in the form of streaming video. As a savvy investor, you're probably more »
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It’s Time You Start Paying Attention to This Hedge Fund
By Meena Krishnamsetty - April 4, 2013 | Tickers: ANR, LVLT, RFP
It always seems like the Buffetts and Einhorns of the hedge fund world capture the lion's share of media attention. However, there is an abundance of high-quality fund managers on Insider Monkey’s radar screen. One such manager is Michael Johnston of Steelhead Partners. Johnston's $1.3 billion fund primarily divides its holdings between the technology and basic materials sectors.
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It’s Time You Should Start Paying Attention to This Hedge Fund
By Meena Krishnamsetty - April 3, 2013 | Tickers: ANR, LVLT, RFP
It always seems like the Buffetts and Einhorns of the hedge fund world capture the lion's share of media attention. However, there is an abundance of high-quality fund managers on Insider Monkey’s radar screen. One such manager is Michael Johnston of Steelhead Partners. Johnston's $1.3 billion fund primarily divides its holdings between the technology and basic materials sectors.
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Should We Pay Attention To A Recent CEO Buy At Akamai?
By Anh HOANG - March 19, 2013 | Tickers: AKAM, LVLT, LLNW
Recently, Dr. Tom Leighton, the CEO of Akamai Technologies (NASDAQ: AKAM), bought 30,000 shares of the company for around $34.75 per share, with a total transaction value of more than $1 million. At the beginning of February, he spent nearly $1.76 million to purchase 50,000 shares of the company. In the past twelve months, Akamai’s stock price has experienced a decline of more than 7 more »
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Time To Buy Akamai?
By Marshall Hargrave - February 21, 2013 | Tickers: AKAM, INXN, LVLT, LLNW, RAX
The content delivery company Akamai Technologies (NASDAQ: AKAM) was down over 13% after its fourth quarter earnings announcement. Could this be a good time for investors to jump into the stock? I believe the company is at least worth considering.
Although the stock was down, revenue was up 16% for the quarter on a year-over-year basis, and EPS beat consensus estimates. Akamai posted EPS of $0.54, compared to expectations more »
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Three Post-Earning Reactions Presenting Value
By Brian Nichols - February 13, 2013 | Tickers: AVP, LVLT, SPR
Earnings and earning-related news is the number one catalyst for stock movement. A strong quarter can dictate the direction of a stock for the following three months as can a bad quarter; in the past I have written in detail about such subjects, a domino effect reaction following a strong or bad quarter. However, sometimes the market gets it wrong, and stocks trend incorrectly. Therefore, I am looking at three more »
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This Cloud Infrastructure Stock Misses Revenue Expectations
By Muhammad Bazil - February 12, 2013 | Tickers: AKAM, LVLT, LLNW
Akamai Technologies, Inc. (NASDAQ: AKAM) recently witnessed a steep decline in its share price after the company announced the financial information for the fourth quarter of 2012. Despite showing growth in both revenue and net profit, the company’s share took a hit as the amount of revenue did not coincide with the analysts’ expectations. For the fourth quarter, Akamai reported a net income of $68.3 million which was more »
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Noteworthy and Impactful Analyst Calls that all Fools Should Know
By Brian Nichols - January 10, 2013 | Tickers: BAC, CTXS, HCSG, LVLT
When an analyst makes a call on a stock it typically creates sizable gains or losses. Wednesday was no different, as analysts played a crucial role in the performance of several high-profile stocks. Therefore, I am looking at several of these stocks, the calls, and what it might mean.
Company
Ticker
Firm
Call
Citrix Systems
(NASDAQ: CTXS)
Jefferies
Buy
Healthcare Services Group
(NASDAQ: HCSG)
Benchmark
Buy
Level 3 Communication
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3 Risk Factors Identified by Successful Short Sellers
By Kyle Mowery - January 9, 2013 | Tickers: CSCO, DEXO, FB, GCI, GMCR, LVLT, MEG, NCR, CRM, SPMD, NYT, JOE, ZNGA
To generate investing profits regardless of market direction, investors must be able to short effectively. Shorting successfully is challenging for many reasons. The best short sellers identify profitable short candidates by delineating one or more of three main risk factors: (1) Balance Sheet Risk (2) Valuation Risk and (3) Earnings Risk.
Balance Sheet Risk
Balance sheet risk can manifest itself in two ways. (1) A company’s assets could be more »
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Just Say Yes to This 12% Dividend Yield
By Meena Krishnamsetty - December 31, 2012 | Tickers: CTL, LVLT, TWTC, WIN
Windstream Corporation (NASDAQ: WIN) has a very high dividend – yielding close to 12% – that scares a number of investors, which has only exacerbated the telecom’s downside. The stock has lost close to 30% year to date. Despite the company’s 400% payout ratio on an earnings basis, the annual dividend payout is only $588 million, where the company expects to generate upwards of $950 million in free cash flow more »
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Four Stocks That “Could” Double in 2013
By Brian Nichols - December 29, 2012 | Tickers: LVLT, MLNX, SODA
The market has traded flat for the last five years. Therefore, to find an investment that doubles in a year’s time is quite an accomplishment. This can be done with stocks in every industry, in all ranges of valuation. In this piece I am looking at four stocks that “could” double. And I am looking at exactly what these companies must do in order to achieve this feat; it more »
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This Stock Is on the Free Fall and Insiders Are Selling
By Shobha Narasimha - December 8, 2012 | Tickers: IQNT, LVLT
In less than three weeks, Inteliquent (NASDAQ: IQNT) has lost more than 72% of its market value and now its market cap is less than the cash the company holds on its balance sheet. To top this, the company has no debt. Before you race to buy this stock, let us take a closer look at this company.
Inteliquent maintains an IP network which delivers voice, data and video. It more »
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2 Communication Stocks to Avoid, 1 to Buy
By David Gould - November 26, 2012 | Tickers: CTL, LVLT, WIN
On Nov. 16, Goldman Sachs downgraded Frontier to a "sell." According to the sell-side analyst, Frontier's cost structure is eroding under the pressure of lower-margin services. This has been the general trend in the telecom and communication services industry. Under such an environment, are those large dividend yields worth the risk of shareholder depreciation? Below, I review three stocks with this question in mind.
Wind Not Siding With Windstream more »
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Why I Am Bearish On Level 3, Windstream
By David Gould - September 5, 2012 | Tickers: LVLT, WIN
With demand for data continuing to grow at breathtaking rate, it should not be surprising that many Internet and communications businesses are trading at high multiples. Ultimately, however, growth is still uncertain against expectations with the economy in limbo. I thus recommend holding out from investments in both Level 3 Communications (NYSE: LVLT) and Windstream (NASDAQ: WIN). Below, I review the fundamentals of both companies.
Level 3
At a 53x more »
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Akamai Technologies Riding the Cloud
By Declan Fallon - August 30, 2012 | Tickers: AKAM, LVLT, LLNW
Akamai Technologies (NASDAQ: AKAM) was first mentioned here back in April. The earnings outlook from April was lowered to $0.36-$0.38 for Q2 based on higher costs to absorb Contendo and Blaze acquisitions. In reality, the company reported Q2 figures of $0.43, well ahead of the company's upper expectations of $0.38 and analyst expectations of $0.37. For the next quarter the company projects an more »
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3 Telecom Stocks To Not Buy
By David Gould - August 27, 2012 | Tickers: CTL, LVLT, WIN
As telecom undergoes consolidation, pricing pressure is only likely to increase. This is particularly troubling in light of limited growth opportunities. In my view, Windstream (NASDAQ: WIN), Level 3 Communications (NYSE: LVLT), and CenturyLink (NYSE: CTL) are all expensive stocks that now have more risk than reward. Below, I review the fundamentals of each.
Windstream
Over the last six months, Windstream has lost 18.9% of its value while the more »
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It's Time for Infinera
By Pam Peerce-Landers - August 6, 2012 | Tickers: CIEN, CSCO, EQIX, INFN, LVLT |
Founded in 2000, Infinera Corp. (NASDAQ: INFN) went public in June 2007 with the conviction that their unique, large scale, photonic integrated circuits (PICs) would greatly improve the economics, simplicity, flexibility, reliability and scalability of optical communications. For their shareholders, it has been a rocky road, as it has for anyone invested in the optical networkers. However, the pieces are falling into place for Infinera and I believe that investors more »
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Is Inteliquent an Intelligent Investment?
By Maxxwell A.R. Chatsko - June 5, 2012 | Tickers: CCOI, IQNT, LVLT
In today’s society we often take for granted the fact that we have instant access to a phone and the internet. The age of the cell phone has done little to slash demand for ground based communication networks as global demand for internet connectivity increased 528% from 2000 to 2011. Worldwide business growth would cripple communication infrastructure if new cables and lines weren’t built at a similarly impressive more »
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