Stocks for the Next M&A Wave

Among the many discussions around Chez Melvin the past week, in addition to the baseball races, earnings reports and the probability and outcomes of quantitative easing, has been the possibility of a takeover wave developing in the second half of the year.

One would have expected more merger-and-acquisition activity in the past two years, given the lack of growth opportunities and low interest rates. It has never developed, in spite of enormous amounts of cash on corporate balance sheets. Sectors such as banking, energy and real estate that normally would have seen substantial consolidation as asset prices declined have been relatively quiet....610 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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