Last month, I highlighted two ways to bet on the rising tide of utility mergers and acquisitions.
The most potentially lucrative are the 8 companies likely to fetch a high premium takeover offer in the next 12 to 18 months. And all of them meet one critical criterion: They’ve got what it takes to make it on their own, even if no deal ever occurs. M&A will only accelerate the timing of a superior return we should receive in any case.
It’s only been a month since I put the list together. But we’re undeniably off to a good start with an average gain north of 5 percent not including dividends paid. That’s actually more than twice gains for the S&P 500 and Dow Jones Utility Average. And all of these companies look as ripe as ever for big gains.
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Roger's favorite utilities for investors seeking superior price appreciation by taking calculated risks.
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Roger's current take and vital statistics on more than 200 essential-services stocks.