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Roger Conrad and Elliott Gue’s Top Energy Takeover Targets

By Elliott H. Gue on May. 27, 2014

Whole-company takeovers in the energy sector peaked in 2011, when companies completed almost $192 billion worth of deals.

Mergers and acquisitions activity in the energy patch has slowed in subsequent years, declining by 41 percent last year; however, the premiums paid in these deals have steadily increased in recent years–a boon for investors who own these names.

Over the years, we’ve amassed a solid track record of identifying takeover targets, including mining equipment producer Bucyrus International, Bakken operator GeoResources and artificial-lift specialist Lufkin Industries.

More recently, Energy XXI (NSDQ: EXXI) offered to purchase Model Portfolio holding EPL Oil & Gas (NYSE: EPL) for a premium of 33.4 percent.

Our Secret: Focusing on high-quality names that trade at reasonable valuations. Holding a name that can’t stand and grow on its own in the hope of a takeover isn’t a winning strategy.

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Your complete guide to energy investing, from growth stocks to high-yielders.

In October 2012, renowned energy expert Elliott Gue launched the Energy & Income Advisor, a twice-monthly investment advisory that's dedicated to unearthing the most profitable opportunities in the sector, from growth stocks to high-yielding utilities, royalty trusts and master limited partnerships.

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      Balanced portfolios of energy stocks for aggressive and conservative investors.

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      Our take on more than 50 energy-related equities, from upstream to downstream and everything in between.

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    Experts

    • 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