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Investing Topics: Mergers & Acquisitions

Key Themes for Utility Investors

By Roger S. Conrad on Jul. 9, 2014

With valuations elevated in the utility sector, investors should pay close attention to the risks and opportunities created by four key themes.

Merger Madness Continues in Utility Sector

By Roger S. Conrad on Jun. 27, 2014

Wisconsin Energy's $8.93 billion acquisition of Itegrys Energy marks the latest mega-deal in the energy patch. We scrutinize the merger and explain why this won't be the last big transaction in the utility sector. 

AT&T Goes Direct

By Roger S. Conrad on May. 20, 2014
AT&T’s (NYSE: T) $48.5 billion acquisition of DirecTV (NSDQ: DTV) is the second major telecom tie-up announced this year. Here's our take.

Exelon Corp Peps Up

By Roger S. Conrad on May. 3, 2014

Exelon Corp’s (NYSE: EXC) $6.9 billion all-cash takeover offer for Pepco Holdings (NYSE: POM) has gotten a mixed reception from investors, but the deal pushes the acquirer closer to resuming dividend growth.

Solid Results and Low Expectations Drive Returns

By Roger S. Conrad on May. 2, 2014

By and large, our favorite utilities and other essential-service providers have announced solid first-quarter results, while the market’s low expectations provides a blessing in disguise.

Utility Investing: Slow and Steady Wins the Race

By Roger S. Conrad on Nov. 1, 2013

The $48 billion leveraged buyout of the former TXU Corp by KKR & Co. LP (NYSE: KKR) and other private-equity outfits set record in 2007. Now, the company's impending bankruptcy underscores the risks of looking for a quick buck in the utility sector.

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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