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Investing Topics: Mergers & Acquisitions

MLP Takeovers and Take Unders

By Roger S. Conrad on May. 19, 2018
Enbridge Inc (TSX: ENB, NYSE: ENB) and Williams Companies (NYSE: WMB) roll up their master limited partnerships as expected. Here's what that means for unitholders.

Big Deals – Will They Close?

By Roger S. Conrad on May. 9, 2018
Now that T-Mobile USA (NSDQ: TMUS) has thrown a lifeline to floundering Sprint Corp (NYSE: S), 11 companies in our Conrad’s Utility Investor coverage universe have a takeover offer on table.

Utility Bidding Wars Heat Up

By Roger S. Conrad on Apr. 28, 2018
Many investors have been turned off by AES Corp's expansive operations in volatile emerging markets, but now its shares have the wind at their back.

Water Mergers Heat Up a Cold Utility Market

By Roger S. Conrad on Mar. 16, 2018
California-based water utility SJW Group (NYSE: SJW) is on the verge of becoming EverSource’s largest regional rival, launching an all-stock offer for Connecticut Water Service (NSDQ: CTWS).

The Takeout Menu Narrows

By Roger S. Conrad on Nov. 14, 2017
With many potential takeover candidates trading at sky-high valuations, interest in whole-company acquisitions has waned. We review the current slate of deals involving names in our Utility Report Card and highlight our favorite takeover plays.

Sempra Energy’s Takeover Offer for Oncor Electric Delivery: Fourth Time’s a Charm?

By Roger S. Conrad on Aug. 25, 2017
Sempra Energy's takeover offer for Energy Future Holdings--the fourth bid that brought before the Public Utility Commission of Texas--has a good chance of securing approval, though some adjustments may be necessary.

A New Trend in Utility M&A?

By Roger S. Conrad on Jun. 23, 2017
Does Eversource Energy's recently announced acquisition of Aquarion Water mark the start of a new trend in utility mergers and acquisitions?

Key Takeaways from First-Quarter Earnings

By Roger S. Conrad on May. 14, 2017
Earnings season provides a deluge of information about specific companies as well as early insight into industry-level trends.

Merger Mania

By Roger S. Conrad on Feb. 12, 2017
Access to inexpensive capital and the pursuit of scale continue to drive consolidation in the utility and telecommunication services sectors. These trends create opportunities for savvy investors.

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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