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David Klein
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I've been investing full time for over 15 years. I use a proprietary model based on a modified Graham, DCF & PE analysis. Results can be viewed at our website (address below). As a result of past investment decisions I was able to turn my attention to full time investing & research which... More
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  • Level 3 Communications Interactive Model Added To The IIEX Website 1 comment
    Oct 28, 2013 9:41 AM | about stocks: LVLT

    The IIEX Level 3 Communications (LVLT) model has been available for download as a pdf file for several years (found here) however it's based on my input. We are testing a web based interactive model where you can test your own assumptions by applying your own input. The input cells are shaded in grey on the first tab titled "Level 3 Model Assumptions". The first input column represents ratios you feel should be appropriate. They include PE, P/Revenue, EV/EBITDA and FCF multiple. The remaining columns for revenue growth, capex & margins apply to each year. You can enter a new set of assumptions by refreshing the page. FV (Fair Value) is shown on the left. The "Summary" tab at the bottom will summarize your assumptions.

    Present FV is discounted from 2019 results. Any changes in revenue growth for any year will affect FV since they are cumulative. Changes in 2019 CapEx & margins will affect FV; other years are for completing the summary tab at the bottom.

    Click the following link to access the "Interactive Model": https://iiex.sharepoint.com/Pages/LVLT_Interactive_Model.aspx

    Disclosure: I am long LVLT.

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  • David Klein
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    Author’s reply » $LVLT - Added a detailed quarterly income statement tab that reflects the choices made. http://bit.ly/1hfz0oX
    29 Oct 2013, 12:44 PM Reply Like
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