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Windstream Holdings, Inc. Message Board

  • blur19681968 blur19681968 Jan 10, 2008 5:01 PM Flag

    WIN vs FRP vs CZN

    Hi, I was looking for a high dividend stocks without much exposure to the subprime mess and came across these three. I understand how these are wireline companies in a wireless world. I like seeing inside buys in CZN and WIN. I kinda eliminated FRP because of this and them buying all the stuff up north. I saw a Windstar truck in Hudson, Ohio, a few days ago. That's the extent of my jackass research. Any thoughts?

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    • About some companies Dividends,

      Dividends are paid from cash flow, and cash flow is routinely far above taxable earnings per share. Companies are further boosting cash by deploying it to cut debt and buy back stock. The bottom line: Rural wireline phone companies can afford to pay out far more cash flow in dividends than they post officially as earnings per share.

      Dividend safety, therefore, must use cash flow�operating cash flow less debt interest, less capital costs on system maintenance�rather than post-tax earnings per share. Rural telecom payout ratios based on earnings per share will always show far more dividend risk than reality.

    • I have all three on my radar screen and liked WIN the most because they offer a better growth potential than CZN and FRP...WIN is about twice the size of CZN, has a lower PEG ratio and lower PE but is growing faster than CZN ...WIN if anything should command the higher PE and appears to be a sleeper of a also had a good run from its orginal IPO so I see this as an oversold condition compounded by hype in the market...I belive the CEO was scheduled to speak at a conference today with Citigroup so I would expect to see some movement over the next four weeks..there is an earnings conference call on Feb 8 and the just listed insider buying in both Windstream and ACAS { which I also used to own but sold out since I do believe that we will be going thru some difficult recessionary type slowdown...ACAS is a mezzanine fund that finances small companies...too speculative going forward and too risky }.I digress...going back to FRP, it is too speculative for me since the dividend is subject to a cut back if the deal with Verizon doesn't pan out...

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