David Granik
Long/short equity, hedge fund analyst, media, telecom

Windstream: Attractive FCF/Dividend Yield Play, Operating Fundamentals Hitting Positive Inflection Point

Windstream Holdings (WIN; $9.05) – BUY RECOMMENDATION – $12 Price Target

(Originally recommended on 2/4/14 with stock at $7.20)

THESIS: Strong risk/reward with attractive 11.0% dividend ($1.00/share) and 16.5% FCF ($1.49/share) yields in a stable, consolidating industry. Revenue trends hitting positive inflection point; capex, ...

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