Investing Topics: Mergers & Acquisitions
Hello, Missouri!
By
Roger S. Conrad on
Nov. 15, 2016
A transformative acquisition and improving regulatory environment should make our latest addition to the Aggressive Income Portfolio a winner.
A Preview of the Most Important Conference for Utility Investors
By
Roger S. Conrad on
Nov. 7, 2016
The Edison Electric Institute's annual financial conference takes place this week. Here's a quick preview of some of the themes we'll dig into at this year's event.
Content is King When It Sits on the Right Throne
By
Roger S. Conrad on
Oct. 25, 2016
AT&T follows Comcast Corp’s example with a bold move into the content side of the business. Here’s our take on the deal and third-quarter earnings from some of our core Portfolio holdings.
What’s Next for Utility M&A?
By
Roger S. Conrad on
Sep. 21, 2016
It's been an active year for mergers and acquisitions in the utility sector. We discuss our key takeaways from a major deal that closed ahead of schedule and highlight some of the main themes that will be in play going forward.
Utility M&A Update
By
Roger S. Conrad on
Sep. 7, 2016
Consolidation continues apace in the utility sector, as operators seek to take advantage of frothy stock prices to improve their economies of scale and increase their exposure to growing demand for natural gas. We update our takes on the various pending acquisitions involving the more than 200 essential-services stocks that we cover in our Utility Report Card.
Utilities Sell Equity at the Right Time and for the Right Reasons
By
Roger S. Conrad on
Aug. 26, 2016
The recent spate of equity issuance is yet another sign of frothy valuations in the utility sector, but these moves set the stage for future growth. Investors should bide their time and wait for a pullback to buy our favorite utility stocks.
Deals, Deals, Deals (and Earnings)
By
Roger S. Conrad on
Jul. 25, 2016
We share our take on the latest deal flow involving companies in our Utility Report Card, the first earnings of the season and hedging against potential downside in utility stocks.
SolarCity and Tesla Motors: Steer Clear of These Kissing Cousins
By
Roger S. Conrad on
Jul. 21, 2016
The proposed combination of SolarCity and Tesla Motors amounts to little more than a bailout of the fatally flawed renewable-energy company.
Oncor on the Auction Block and Other M&A Tidbits
By
Roger S. Conrad on
Jul. 6, 2016
We review the recent mergers and acquisitions news in our coverage universe, including a flurry of deal closures and the sale of the former TXU Corp, now called Oncor.
Momentum, MLPs and Mergers
By
Roger S. Conrad on
Jun. 12, 2016
Momentum has carried utility stocks to historically high valuations, limiting the number of attractive buying opportunities. Master limited partnerships have also rallied hard from their nadir in February, but stock selection will become increasingly important going forward.
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
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