Mergers and acquisitions: More volume on the horizon?

Despite M&A transaction volumes that have fallen short of expectations, a moderate pick-up is not out of the question. Portfolio managers Francis X. Morris and Michael S. Morris discuss why.

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m&a activity has been below par relative to people's expectations over the past several years they all end in ex because people are expecting a very high level of emanated because the the activity in the marketplace for the right stock market in dunwell capital was free of people had the ability I haven't cleaned up their balance sheets to undertake m&a and so people are expecting a high level of them and they over the past several years but we benefited from him today and all portfolio in that the underlying research that the team can dogs have been able to identify good names that we've invested in for quite some time that other people have found value in and have bought them out from underneath us which is a tremendous thing to have happen and of validation of the fundamental research that the team does going into 2014 we think that I'm in a should continue Along aiono on a bed of a pickup no but we need to really see is a pickup in capacity utilization and a capacity utilization as that picks up that will people will fill up their property equipment and that will lead them down to once somebody else's

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