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Let's Make a Deal

By  Elliott H. Gue
Issue No.92 . Oct. 20, 2016

Merger and acquisition activity involving oil and gas companies has declined by about 19 percent from year-ago levels, based on the total value of the deals announced thus far in 2016.

North America remains the most active market, with about 61 percent of the targets and 69 percent of the buyers calling the region home.

With all the upheaval in the global energy patch, many oil and gas industries are ripe for consolidation, especially the hardest-hit portions of the value chain.

However, our long-standing rule of thumb when playing potential takeover targets is to focus on names that offer exposure to a compelling upside story; even if a deal never materializes, our position should appreciate in value.

Next Issue Date : Oct. 31, 2016View Past Issues

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    • Roger S. Conrad

      Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor

    • Elliott H. Gue

      Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor

    • Peter Staas

      Managing Editor: Capitalist Times and Energy & Income Advisor