Buying Frontier Communications (FTR)

I opened a position today at $4.26 per share. Share prices have fallen drastically due to continued customer losses, declining revenue in its higher margin businesses, a large debt load over 3x EBITDA and concerns about the recent Verizon transaction that more than doubled the company’s size. Its current yield of 17.5% suggests the market [...]

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Watch List Stocks – 16 Possible Opportunities

I keep a stock watch list filled with hundreds of names which are evaluated in a broad fashion, with a strong bias toward free cash flow generation. Each stock is assessed a rough intrinsic value estimate and monitored weekly. If a stock’s price falls near my estimated intrinsic value, it shows up on my radar [...]

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