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Investing Topics: Mergers & Acquisitions

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.

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.

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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