Investing Topics: Mergers & Acquisitions
What to Make of Takeover Tuesday
By
Roger S. Conrad on
May. 28, 2024
There was an explosion of takeover activity in the Utility Report Card coverage universe today. Here’s a look at four deals announced today and what they mean for us.
Utility M&A’s Not Dead, Just Taking a Breather
By
Roger S. Conrad on
Apr. 19, 2023
Kentucky regulators’ decision to oppose Algonquin Power & Utilities (TSX: AQN, NYSE: AQN)'s deal to buy American Electric Power’s (NYSE: AEP) Kentucky Power and Kentucky Transco units is likely to put a chill on prospective utility M&A in the state.
Utility M&A Heats Up: Here’s How We’re Playing It
By
Roger S. Conrad on
May. 27, 2022
Despite Avangrid Inc’s (NYSE: AGR) stalled bid for PNM Resources (NYSE: PNM), investors still have a major opportunity to bet on sector M&A this year.
Bidding War! Midstream M&A’s Train Picks Up Steam
By
Roger S. Conrad on
Jun. 4, 2021
Too many small owners lacking critical scale, and unprecedented roadblocks to new energy pipeline infrastructure was at the core of the wave of US oil and gas midstream dividend cuts and bankruptcies of the past few years. But now those same forces are spawning something considerably more positive for investors.
Three Great Ways to Bet on Utility M&A
By
Roger S. Conrad on
Mar. 27, 2021
Exhaustive reviews, impossible public interest standards and no guarantee of eventual success: That’s the consensus outlook for mergers and acquisitions activity under the Biden Administration. Nonetheless, utility M&A is alive and well.
Seeking the Next Alaska Communications: What’s Ahead for Broadband M&A
By
Roger S. Conrad on
Nov. 23, 2020
What’s a well-run fiber broadband network worth these days?
Duke/NextEra and Another Wave of Utility M&A
By
Roger S. Conrad on
Oct. 2, 2020
Not even rock-solid business resilience to Covid-19 fallout has been enough to swing US electric utilities from laggards to leaders this year. But another wave of mergers and acquisitions just might do the trick.
Brookfield’s Stock Split and Q2 Results So Far
By
Roger S. Conrad on
Jul. 31, 2020
If you own shares of Conservative Holding Brookfield Renewable Partners (TSX: BEP-U, NYSE: BEP), you’ll soon notice they currently trade in the low 40s, versus a low 50s price just a few days ago. Don’t despair. The price change is the result of a uniquely structured 5-to-4 stock split. The overall value of your Brookfield position has not changed.
From Chevron to Sunrun: Energy M&A Heats Up
By
Roger S. Conrad on
Jul. 20, 2020
Chevron Corp (NYSE: CVX) and Sunrun Inc (NSDQ: RUN) are weathering industry challenges far better than most rivals, positioning them on the leading edge of a building wave of energy mergers and acquisitions.
T-Mobile US: The Sprint Merger So Far
By
Roger S. Conrad on
Jun. 22, 2020
After a robust decade and a half following 1996 deregulation, large US telecom M&A had virtually evaporated. The exception: T-Mobile US’ (NSDQ: TMUS) merger with Sprint, which closed April 1, 2020.
MODEL PORTFOLIOS & RATINGS
Aggressive Income Portfolio
Roger's favorite utilities for investors seeking superior price appreciation by taking calculated risks.
Conservative Income Portfolio
Harness the tried and true wealth-building power of rising dividends.
Top 10 DRIPs
Nothing compounds wealth like reinvesting a rising stream of dividends.
Endangered Dividends List
Warning: Falling Dividends.
Utility Report Card
Roger's current take and vital statistics on more than 200 essential-services stocks.
Conrad's Utility Investor
BACK TO TOP