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Investing Topics: Mergers & Acquisitions

Takeover Time in MLP Land

By Roger S. Conrad on Jan. 30, 2015
A number of trends suggest that the MLP space is poised for consolidation. Here's how to play it.

A Look Back at 2014 and a New Year’s Resolution

By Roger S. Conrad on Jan. 5, 2015
Our Model Portfolios outperformed in 2014 and are well-positioned to generate solid returns in the new year.

Don’t Sweat October Volatility

By Roger S. Conrad on Oct. 15, 2014
October can be a dangerous month for the market, but this volatility usually moderates and stocks rally through year-end. The Dow Jones Utilities Average has posted a gain in 37 of the past 45 fourth quarters and we're betting on that seasonal strength once again.

Dim Prospects Call for Caution

By Roger S. Conrad on Oct. 4, 2014
Dashed merger hopes, unfavorable regulatory environments and dim prospects signal investor caution is still in order for these companies.

Fines, Settlements and One Good Deal

By Roger S. Conrad on Sep. 13, 2014
Regulators in California and in France bear down on troubled utilities, while two overseas telecoms move closer to finalizing their merger.

Big Doings in the Utility Sector

By Roger S. Conrad on Sep. 13, 2014
We book an almost 55 percent gain on Consolidated Communications, highlight our best buys in the current market and explore some of the biggest trends driving returns in the essential-services space.

Five Big Deals to Build Wealth

By Roger S. Conrad on Sep. 4, 2014
Five of our Portfolio holdings have closed or announced deals that figure to be big-time profit boosters.

Kinder Morgan: All Together Now

By Roger S. Conrad on Aug. 14, 2014
Kinder Morgan Inc.'s plan to consolidate Kinder Morgan Energy Partners LP, Kinder Morgan Management LLC and El Paso Pipeline Partners LP enriched investors and punched short sellers in the gut.

Upstream MLPs Search for Scale

By Roger S. Conrad on Jul. 29, 2014

Breitburn Energy Partners LP's recently proposed acquisition of QR Energy LP demonstrates that the search for scale is alive and well among upstream MLPs, as private-equity buyers ratchet up the competition for asset acquisitions.

Electric Utilities Meet LNG

By Roger S. Conrad on Jul. 15, 2014

Three US electric utilities are now investing in LNG exports through new acquisitions. However one of these is uniquely positioned to bring new LNG export capacity on line and open North American gas to the world.

MODEL PORTFOLIOS & RATINGS

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