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Investing Topics: Mergers & Acquisitions

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.

Six Values for an Aging Bull Market

By Roger S. Conrad on Jul. 9, 2014

At last count, more than half our Portfolio holdings traded above my buy targets. These are all great companies that will continue to build wealth for investors, but now is the time for discipline.

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.

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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