The Return of Mergers and Acquisitions Is Real

In December, we projected a significant pick up in mergers and acquisitions activity in 2013. The thrust of our conviction was that the solving of the fiscal cliff and the macro economic progress in Europe, the U.S. and China were supplying the one key ingredient that had been absent during the past two years: confidence.

While a month and a half does not a year make, clearly the year has started strongly for M&A, and we believe that this is just the beginning of what will turn out to be a very active 2013. Granted, there have been those naysayers who point out that three of the most visible recent deals are one-off events. While it is true that Dell (Dell), Heinz (HNZ) and the Office Depot (ODP)/Office Max (OMX) merger are each special situations, much the same can be said about many deals over time....643 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

Read the full story and get access to the Real Money Pro trading floor.

There’s no substitute for a trading floor to get great ideas, so Jim Cramer created a better one at Real Money and blogs there exclusively. We then added legendary hedge fund manager, Doug Kass, with his exclusive Daily Diary and best investing ideas. Staffed with more than 4 dozen investing pros, money managers, journalists and analysts, Real Money Pro gives you a flood of opinions, analysis and actionable trading advice found nowhere else, and allows you to interact directly with each expert.

Already a Subscriber? Please login.

Except as otherwise indicated, quotes are delayed. Quotes delayed at least 20 minutes for all exchanges. Market Data provided by Interactive Data. Company fundamental data provided by Morningstar. Earnings and ratings provided by Zacks. Mutual fund data provided by Valueline. ETF data provided by Lipper. Powered and implemented by Interactive Data Managed Solutions.

TheStreet Ratings updates stock ratings daily. However, if no rating change occurs, the data on this page does not update. The data does update after 90 days if no rating change occurs within that time period.

IDC calculates the Market Cap for the basic symbol to include common shares only. Year-to-date mutual fund returns are calculated on a monthly basis by Value Line and posted mid-month.