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Investing Topics: Mergers & Acquisitions

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.

Post-Merger Aqua America: Great Company, High Price

By Roger S. Conrad on Jan. 18, 2020

I’ve personally owned Aqua America (NYSE: WTR) since it was Philadelphia Suburban. And thanks to the wealth-compounding power of dividend reinvestment, my Aqua shares are worth almost 14 times what I initially put in.

Brookfield Buys Cincinnati Bell, Who’s Next?

By Roger S. Conrad on Dec. 26, 2019

Trial testimony has concluded in the court challenge of the proposed merger of two US wireless giants and we expect an early 2020 close. The real issue is whether management will be able to deliver on lofty expectations.

South Jersey Industries To Exit Maryland and More Utility M&A

By Roger S. Conrad on Dec. 13, 2019

The flow of mergers of entire utility companies has dried up, relative to the heady pace of a few years ago. But management teams are still finding plenty of assets to buy and sell.

Deconstructing AT&T

By Roger S. Conrad on Sep. 20, 2019

Can the sum of the parts actually be greater than the whole? Shareholders of AT&T Inc (NYSE: T) will get a chance to find out, now that activist investor Paul Singer’s Elliott Management has taken a $3.2 billion stake in the communications giant.

Ignore the Headlines: AT&T is Still on Track

By Roger S. Conrad on Jul. 25, 2019

Barron's is piling on with an article concerning AT&T Inc’s (NYSE: T) loss of DirectTV subscribers, following up on a cover story critiquing the telecom giant's acquisition of Time Warner last year. Investors, however, saw the situation quite differently, pushing the stock to solid gains on earnings day, despite media mono-focus on the pay television unit.

Aqua’s Gas Deal: Utility Convergence Picks up Steam

By Roger S. Conrad on Jun. 25, 2019

Aqua America (NYSE: WTR) is closing in on its proposed acquisition of Pennsylvania-based Peoples Gas, positioning the companies' merger for a late third-quarter close.

Sprint/T-Mobile USA: What It Means for Telecom

By Roger S. Conrad on May. 23, 2019

Get big or go home: The "Big Four" will likely soon become the "Big Three."

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ABOUT ROGER CONRAD

Roger S. Conrad needs no introduction to individual and professional investors, many of whom have profited from his decades of experience uncovering the best dividend-paying stocks for accumulating sustainable wealth. Roger b