Bob Chandler

All Posts

  • Should You Rent or Own a Data Center REIT?

    By Bob Chandler - August 17, 2013 | Tickers: DLR, DFT, EQIX

    When the Federal Reserve recently hinted that a reduction in their monthly bond-buying program is likely, the move shook the entire stock market. Assumed interest rate sensitive areas like the real estate investment trust (“REIT”) sector was especially hard hit. For example, the iShares DJ US Real Estate ETF, one of the largest in the REIT category, dropped about 16% over the last few months.

    As REITs took their lumps more »

  • Is DISH Dependent on a Dovetail Deal?

    By Bob Chandler - August 14, 2013 | Tickers: DTV, DISH, TMUS

    DISH Network (NASDAQ: DISH) looks like it might be in a tough spot. After a foiled takeover attempt of Sprint and an unsuccessful bid for Clearwire, the company might need to quickly find a synergistic partner if it wants to maintain its current market price. Wall Street seems to have more than fully valued the two parts of DISH’s business, its core satellite-TV operation and its potentially valuable wireless more »

  • Can Fertilizer Stocks Make You Some Green?

    By Bob Chandler - August 13, 2013 | Tickers: CF, POT, MOS

    One of the most successful investors most people have never heard of is named Hetty Green. In an age when women couldn't even vote, she turned a nice inheritance into one of the country’s largest fortunes. How? She explained in a 1905 interview:

    I buy when things are low and no one wants them. I keep them until they go up and people are anxious to buy. That more »

  • Clearing the Air in the Industrial Gas Sector

    By Bob Chandler - August 12, 2013 | Tickers: APD, ARG, PX

    When the usually staid industrial gas sector gained the spotlight recently, thanks to hedge fund manager William Ackman's announcement of a large stake in a major player, two questions came to mind. Did the industry really deserve the extra attention it was getting, and more importantly, were there any good stock buys hidden in industrial gas? I decided to check it out. Here's some of what I found more »

  • Will This Orphan Drug Maker Find a New Home?

    By Bob Chandler - August 5, 2013 | Tickers: ALXN, ALNY, ONXX

    Alexion Pharmaceuticals (NASDAQ: ALXN), already quite expensive, spiked higher since takeover rumors surfaced in early July. But can a deal give the stock another boost? I’m doubtful. Even if there is a buyout, which is not a certainty, I think it's probable that the company won’t command a much higher valuation than the current price. Saying that, there are also very good reasons I could be wrong more »

  • Intel's Evolution to Wireless: Second Quarter's Report Card

    By Bob Chandler - August 2, 2013 | Tickers: BRCM, INTC, QCOM | Editor's Choice

    Computer chip giant Intel (NASDAQ: INTC) is clearly in transition mode. Though most analysts seem to focus on its ties to a declining PC market, Intel’s prospects have little to do with computers. Its future lies in the wireless space. I believe the company will either prosper or whither based on the progress it makes in four critical areas. Here’s how the company fared in the latest quarter more »

  • Flash Memory Profits: Heed the Delicate Balance

    By Bob Chandler - July 30, 2013 | Tickers: LSI, MU, SNDK

    The flash memory sector has been on a roll lately. Major players like Micron Technology (NASDAQ: MU), SanDisk (NASDAQ: SNDK) and LSI (NASDAQ: LSI) have all seen their stocks rise close to five-year highs. The gains shouldn’t be surprising. The need for flash memory has exploded thanks to the rise of smartphones and tablets. Increased adoption of flash memory based solid state drives, which are expected to grow 75 more »

  • There's Usually Something for Everyone in Restaurant Stocks

    By Bob Chandler - July 29, 2013 | Tickers: CBRL, DRI, RT

    The restaurant sector is fascinating to follow. There are usually plenty of interesting stories and even an occasional bargain stock to be found. Plus, the basics of the industry are fairly simple to understand; offer a good product, at a fair price, in an attractive setting with acceptable service. But as simple as it sounds, success in the sector never ends up being that easy. Here are three restaurant stocks more »

  • Is This Convenience Store's Stock on Sale?

    By Bob Chandler - July 22, 2013 | Tickers: CASY, CST, PTRY

    You don’t find many bargains at the local convenience store, but shares of chain operator The Pantry (NASDAQ: PTRY) may be on sale. This company runs 1,567 locations in 13 Southeastern states with the Kangaroo Express as its most noted brand. Its stock, roughly $13 a share, down from a peak above $60 in 2007, has been a long-time laggard due to inconsistent operating performance and management turnover more »

  • BlackBerry & Nook: An Accretive Opportunity for this Software Giant?

    By Bob Chandler - July 19, 2013 | Tickers: BKS, BBRY, MSFT

    BlackBerry (NASDAQ: BBRY) seems to be on the outs with investors again. The shares, after jumping to $18 from $6, fell back sharply when the company recently reported disappointing quarterly results.

    Barnes & Noble’s (NYSE: BKS) Nook business seems to be in a worse predicament. After losing $475 million last fiscal year, the CEO recently fled and the company announced it would stop manufacturing the Nook tablet.

    Given the news more »

  • A CEO Exit Could Mean This Iron-Ore Producer Is in Play

    By Bob Chandler - July 16, 2013 | Tickers: MT, CLF, RIO

    Minerals producer Cliffs Natural Resources (NYSE: CLF) recently announced that president and chief executive officer Joseph Carrabba has decided to retire. Most of the time a CEO departure isn’t a big deal, but every once in awhile it can signal an upcoming change in company control via merger or acquisition. It’s a pretty rare occurrence but happened relatively recently at a company called Massey Energy.

    In mid-December 2010 more »

  • Will Investors Sour on This Formula Maker?

    By Bob Chandler - July 12, 2013 | Tickers: BEAM, MJN, HSY

    Mead Johnson Nutrition (NYSE: MJN), a global leader in pediatric nutrition, has long been a well-respected company and favorite of Wall Street. The firm, with a worldwide leading brand franchise in infant formula, has seen its stock rise from around $29 per share to over $80 since a 2009 spin-off from Bristol-Myers. But as good as its pedigree is, there are a couple of reasons why investor sentiment might start more »

  • Time to Tune Into Local TV?

    By Bob Chandler - July 7, 2013 | Tickers: GCI, JRN, SBGI, SSP

    Local TV stations used to be the dominant force in bringing news and entertainment into homes. Eclipsed by cable television, local TV lost its preeminent position and stock market appeal. But, a couple of recent blockbuster deals have renewed interest in the sector. Here’s why local TV might be so attractive and there might be some value in related stocks.

    Big names paying big dollars for local TV

    Gannett more »

  • Brace for a Beijing Bust?

    By Bob Chandler - July 3, 2013 | Tickers: CHL, F, FXI

    The Chinese stock market recently suffered its biggest daily loss in nearly four years after overnight-lending rates soared. Some banks were thought to be paying more than a 20% annual rate in a mad scramble for funds. The stock market recovered after the People's Bank of China (“PBOC”), their equivalent of our Federal Reserve, stepped in to ease the crisis and rates dropped to a still lofty 6%.

    Most more »

  • Getting Down and Dirty in Coal

    By Bob Chandler - July 3, 2013 | Tickers: ANR, ACI, BTU

    Investing in coal is a frightening proposition. The news coming out of the industry is terrible, most of the companies are expected to post net losses this year, and the sector's shares are down roughly 46% since early 2012. But, even with the negatives, some positive factors could make buying coal stocks a consideration. Such a purchase, though not really an investment, might be an attractive measured speculation.

    Plenty more »

  • This Fashion Makeover Looks Pretty Good

    By Bob Chandler - June 25, 2013 | Tickers: COH, FNP, KORS

    Fifth & Pacific (NYSE: FNP), a designer and marketer of premium fashion brands, has undergone a major transformation. By boldly discarding old labels and emphasizing new trendier ones, the new Fifth & Pacific looks like a very interesting company with a compelling valuation and great potential.

    Out with the old, in with the new

    The firm, formerly known as Liz Claiborne, aggressively sold off its legacy brands to focus on three more more »

  • Asset Managers: A Market Proxy and More

    By Bob Chandler - June 21, 2013 | Tickers: EV, BEN, LM, TROW

    Asset management companies basically run mutual funds and provide investment advisory services to high net-worth individuals and institutions.

    They are an interesting sector to follow and might offer investors a more profitable way to play any expectant bull market.

    The pro's and con's of asset managers

    Asset management is a very lucrative business. Most revenues are generated based on the value of Assets Under Management ("AUM"). Though financial more »

  • A Rigged Market? It's OK With Me

    By Bob Chandler - June 18, 2013 | Tickers: DECK, HUM, WLP | Editor's Choice

    There seems to be plenty of evidence suggesting that some players in the market have a significant advantage when compared to the average investor. While it’s legal, it also implies the market is hardly a level playing field. But this is OK. Individual investors can still profit from this rigged game, and they can even capitalize on big players' advantages.

    Are markets rigged?

    Having greater access to information, greater more »

  • Beware the Bullishness on Bristol-Myers

    By Bob Chandler - June 15, 2013 | Tickers: BMY, DNDN, MRK

    A new drug in the fight against cancer is certainly an exciting and welcome development. Unfortunately, in many cases, the news often pushes the stock price of the company involved to overly enthusiastic heights. While the optimism about the drug may be fully justified, some investor caution on the stock may be prudent.

    Recent news about Bristol-Myers Squibb's (NYSE: BMY) latest oncology drug candidate might be such a case more »

  • Is This Hurting Healthcare Company Priced for a Recovery?

    By Bob Chandler - June 13, 2013 | Tickers: ACT, HSP, MYL

    Nothing interests a value investor more than bad news. Where there's a lack of enthusiasm, there's usually a cheap stock. Hospira (NYSE: HSP), a leading manufacturer of generic specialty injectable drugs and infusion pumps, looked a likely candidate. Since mid-2010, the company has delivered a litany of bad news but instead of a depressed bargain the share's look surprisingly fit.

    A chronic case of unsettling news

    The more »

  • Page 1 of 4