Investing Topics: Mergers & Acquisitions

Stay with the Miners

By Elliott H. Gue on Sep. 19, 2017

With this year’s fourth quarter around the corner, we maintain a positive view on the miners. The majority of our preferred global macro indicators are holding well, and the mining sector still trades at a deep discount to the market. Metal prices already show strength, suggesting corporate earnings should soon follow.

Risk Management and Positioning for the Future

By Elliott H. Gue on Mar. 29, 2017

We exit a few positions where our investment theses no longer hold, kick the tires on two of our winners and round out the Wealth Builders Portfolio’s financial sleeve with a new addition.

Portfolio M&A

By Jason R. Koepke on Oct. 10, 2016

Technology companies thrive on growth, which requires research and development spending. But a quicker way to expand market share is through acquisitions. Three Portfolio members have done just that.

Utility Takeover Talk

By Roger S. Conrad on Sep. 21, 2016

It's been an active year for mergers and acquisitions in the utility sector. We discuss our key takeaways from a major deal that closed ahead of schedule and highlight some of the main themes that will be in play going forward.

Spin City

By Elliott H. Gue on Sep. 18, 2016

Two of our Wealth Builders Portfolio holdings announced spin-offs as part of their turnaround stories. We take stock of these moves and their implications.

Utility M&A Update

By Roger S. Conrad on Sep. 8, 2016

Consolidation continues apace in the utility sector, as operators seek to take advantage of frothy stock prices to improve their economies of scale and increase their exposure to growing demand for natural gas. We update our takes on the various pending acquisitions involving the more than 200 essential-services stocks that we cover in our Utility Report Card.

SolarCity and Tesla Motors: Steer Clear of These Kissing Cousins

By Roger S. Conrad on Jul. 21, 2016

The proposed combination of SolarCity and Tesla Motors amounts to little more than a bailout of the fatally flawed renewable-energy company that loses more money with each incremental sale. Investors looking for exposure to clean energy should stay away.

INVESTING EXPERTS

Elliott H. Gue

Founder and Chief Editor:
Capitalist Times and
Energy & Income Advisor
Roger S. Conrad

Founder and Chief Editor:
Capitalist Times and
Energy & Income Advisor
Yiannis G. Mostrous

Editor: Capitalist Times

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Investing Topics: Mergers & Acquisitions

Stay with the Miners

Risk Management and Positioning for the Future

Portfolio M&A

Utility Takeover Talk

Spin City

Utility M&A Update

SolarCity and Tesla Motors: Steer Clear of These Kissing Cousins

The Latest Sign of Froth in the Utility Sector

Sticking with Our Hedges

Let’s Make a Deal: Utilities Take Advantage of Pipeline Companies’ Pain

INVESTING EXPERTS

Elliott H. Gue

Roger S. Conrad

Yiannis G. Mostrous