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Investing Topics: Mergers & Acquisitions

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.

M&A Analysis: Great Plains Energy and Westar Energy

By Roger S. Conrad on Jun. 8, 2016
The minimal premium involved in Great Plains Energy's proposed takeover offer for Westar Energy underscores how stretched valuations have become in the utility sector.

Stay Focused

By Roger S. Conrad on May. 8, 2016
The recent rally in utility stocks has pushed valuations to elevated levels and lowered dividend yields. We explain our strategy for navigating this environment.

A Simple Plan

By Roger S. Conrad on May. 7, 2016
This master limited partnership follows a simple business plan that continues to drive cash flow and distribution growth.

Let’s Make a Deal: Utilities Take Advantage of Pipeline Companies’ Pain

By Roger S. Conrad on May. 2, 2016
Consolidated Edison's recently announced joint venture with Crestwood Equity Partners LP is the latest example of a utility leveraging its position as a demand-side customer and its low cost of capital to pursue ambitions in the midstream segment. Expect this trend to gain momentum in coming quarters.

More Deals on the Horizon for Exelon?

By Roger S. Conrad on Apr. 19, 2016
Exelon Corp finally closed its acquisition of Pepco Holdings. Could another deal be in the utility's future?

Stamp of Approval

By Roger S. Conrad on Apr. 11, 2016
A transformative acquisition lands this former Aggressive Income Portfolio holding in the Conservative Income Portfolio.

Deals, Deals, Deals

By Roger S. Conrad on Mar. 14, 2016
We examine the latest mergers and acquisitions, including a rumored deal that makes a world of sense for both parties and a takeover that may or may not make it to the finish line.

Kind of a Big Deal

By Roger S. Conrad on Jan. 11, 2016
After closing a big deal, this Northeast utility has the financial wherewithal and opportunity set to drive annual dividend growth of 10 percent in coming years.

Pockets of Opportunity and Cause for Caution

By Roger S. Conrad on Oct. 12, 2015
We highlight some of the most profitable themes for income-seeking investors in essential-service stocks while sounding a note of caution on the near term.
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ABOUT ROGER CONRAD

Roger S. Conrad

Founder and Chief Editor:
Conrad's Utility Investor
Capitalist Times and
Energy & Income Advisor

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

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