- Abu Dhabi Will Aid Debt-Fraught Dubai 'Case by Case'
- Banks With The Biggest Exposure to The UAE
- Dubai's Debt Woes Signal New Era for Creditors
- Next Week: Cash In Now Or Wait For A Santa Rally?
- Dubai Stock Selloff May Bring Buying Opportunity
- Longer Lines, Fuller Carts This Black Friday
- Big US Banks May Be Forced to Raise Capital: Bove
- Bank of America Amends Pay for Senior Executives
- Tiger Woods Out of Hospital After Accident
- U.S. Stocks Fall on Dubai Worries
- Black Friday at Best Buy
- Strategists on Dubai: Avoid 'Rash Moves' Now
- Longer Lines, Fuller Carts This Black Friday
- Dubai Stock Market Fear Has 'Legs': Dennis Gartman
- Obama's Emission Reduction Pledge Paints Future for Autos
- Is Super Bowl Halftime Act Too Old?
- Surprising Options Trades in TiVo Shares
- EA Sports Hopes to Pump Up Sales Through Pop-Up Locations
Text Size 
 |
Don't worry about the collapse of the Microsoft-Yahoo deal, says Jason Trennert. The chief investment strategist for Strategas Partners says it's definitely the season for corporate weddings.
"If you're if you're thinking about M&A, I think this is the year to do it," he told CNBC.
A lot of that, he says, has to do with the political climate.
"There's a lot of questions about the sustainability of the Bush tax cuts on dividends and capital gains," he said. "If you're thinking about selling your company, obviously you can do it at a much lower tax rate, and also you know what the regulatory regime is."
He calls that one of the "subtexts" of the acquisition last week of chewing-gum maker Wrigley by privately-held Mars.
Recommendations:
Trennert sees attractive takeover targets in the technology sector.
"It has very little debt, tons of cash...[and] it's not dependent upon the debt markets," he observed. "In this environment, cash is king, and I think technology is well positioned."
The top targets he's spotted are SanDisk [SNDK
Loading...
()
] and Commscope [CTV
Loading...
()
].
Disclosure:
Disclosure information for Trennert was not immediately available.
Disclaimer
Print
Email
- These four sectors will be the next to lead the market.
- Zhu Zhu Pets are this year's must-have toy, fetching $40 or more on eBay.
- From the why-didn’t-I-think-of-that file, we present Jason Sadler, a man whose job is wearing T-shirts.
- It may be the most unusual guide to business you'll read.
- Shopping for a gadget hound? The choices can be baffling. Here are a few that should be a hit.
- "The Who" will be the halftime act for Super Bowl XLIV on Feb. 7 in Miami. Is the NFL behind the times?
Data is a real-time snapshot *Data is delayed at least 15 minutes