Investing Topics: Mergers & Acquisitions
Three Ways to Play the Utility Takeover Boom
By
Roger S. Conrad on
Sep. 14, 2015
We highlight three strategies to profit from the recent resurgence in merger and acquisition activity in the utility and telecom sectors.
08/25/15: Merger Madness
By
Roger S. Conrad on
Aug. 25, 2015
DC regulators dealt a setback to Exelon Corp's pending acquisition of Pepco Holdings, while Southern Company announced an agreement to acquire AGL Resources. Here's our take.
What’s Working Now
By
Roger S. Conrad on
Aug. 10, 2015
The bear market in energy stocks continues. But there are still plenty of ways to lock in above-average yields and build long-term wealth with our favorite essential-services stocks.
TECO Energy Puts Itself Up for Sale: More Deals Coming?
By
Roger S. Conrad on
Jul. 27, 2015
Reports circulated earlier this month that Florida-based TECO Energy had put itself up for sale, prompting the utility to confirm that the firm had engaged Morgan Stanley to “explore strategic alternatives.” This news triggered a record single-day gain in TECO Energy’s shares and provides yet another sign of accelerating mergers and acquisitions activity.
Key Themes for the Second Half of 2015
By
Roger S. Conrad on
Jul. 12, 2015
The utility sector is a mixed bag right now: Some stocks remain at elevated valuations and look ripe for profit-taking; others look like good buys for opportunistic investors.
Resolving Challenges, Investing in Growth
By
Roger S. Conrad on
Jul. 10, 2015
This utility recently doubled its rate of quarterly dividend growth, but the stock is still down 10 percent on the year. Smart investors should take advantage of this opportunity.
Grappling with Externalities
By
Roger S. Conrad on
Jun. 7, 2015
Now that first-quarter earnings season has wrapped up, concern about rising interest rates has taken over as the primary near-term driver for dividend-paying stocks. Here’s how you can take advantage.
Sifting through the Quarterly Data Dump
By
Roger S. Conrad on
May. 11, 2015
Each quarterly earnings season bring a deluge of data and insight. Here are some of our bigger-picture takeaways from the 193 companies in our Utility Report Card that have reported first-quarter results.
Big Trouble in Big Cable Town: Feds Kill Comcast’s Takeover of Time Warner Cable
By
Roger S. Conrad on
Apr. 27, 2015
As we warned Conrad's Utility Investor subscribers, Comcast Corp's proposed takeover of Time Warner Cable ultimately fell through. Here's what's next for two of America's most hated companies and their overpriced stocks.
Bigger is Better
By
Roger S. Conrad on
Apr. 5, 2015
Now more than ever, scale and a low cost of capital are critical to success in midstream energy. This company has both in spades.
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
BACK TO TOP