Viewing Company Mattel | StockChase
stockchase picture

Compiling comments that experts make about stocks while on public TV.

Mattel Stock Symbol: MAT-Q

Last Price Recorded: $14.5200 on 2017-09-22

Globe 5 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2017-06-28 COMMENT Jason Mann

Has a small Short on this. It scores right at the bottom of the pack on price momentum. They are also at the bottom on valuation and volatility. An expensive stock trading at 3.2X. Had a big miss on earnings recently. The balance sheet is okay. Dividend yield of 3%.


Price:
$20.690
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-05-19 PAST TOP PICK John Petrides

(A Top Pick Feb 9/17. Down 11%.) This was a tough retail environment. Less foot traffic to the stores has hurt sales. They’ve had to pay up for shelf space. However, he is sticking with the thesis. You are still getting a big dividend is 6.7%. Stock is trading at only 12X earnings. They own very valuable franchises.


Price:
$22.150
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-05-03 DON'T BUY Kash Pashootan

Kids today no longer play with their previously manufactured toys. User preferences have changed. Doesn’t think the dividend is safe.


Price:
$21.740
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
No
2017-04-24 COMMENT Liz Miller

It goes in very long waves.  It is about very long cycles.  It will take a number of years for MAT-N to come back again.


Price:
$21.600
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Unknown
2017-03-21 BUY David Dietze

He is buying this for some of his clients. Originally he initiated positions down around $20, saw it rise nicely into the upper $30s and it is now in the mid-$20s. The recent disappointing quarter gave this enough of a pullback to give him a good entry point. For the long-term, he sees an enduring franchise in their toy business. They are expanding the brand so that you have a doll that can handle just about any kind of social group that a child might want. A $30 price target seems reasonable to him.


Price:
$24.960
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Yes
2017-02-09 TOP PICK John Petrides

The stock is off about 18% or so the last three months.  There is a Barbie turn-around.  Barbie grew in double digits.  They paid up for shelf space during the holiday season which pressured margins.  They are turning around in the right direction.  They are moving to 3D printing.  Once they start streamlining that process it will save tremendous amounts of costs in the future.  (Analysts’ target: $31.42).


Price:
$25.830
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2015-10-29 DON'T BUY Kash Pashootan

It is a disaster.  Where is the catalyst for growth?  Kids today are playing with toys very differently than in the past.  They tend to download things to an iPad.  HAS-N has been outperforming them substantially.  He thinks there is more downside in MAT-Q and that the dividend is not safe. 


Price:
$24.630
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
No
2015-10-19 COMMENT John Wilson

He recently started looking at it.  They have Barbie and Hot Wheels.  They lost Frozen from Disney.  They are now much more technology oriented with the Barbie line.  Your customer changes every 4 years. 


Price:
$23.140
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2015-09-17 DON'T BUY Kash Pashootan

They have struggled.  They are now on a downward spiral.  Children are not playing with toys the way they were in the past.  The dividend is attractive, but he worries about the long term prospects.


Price:
$23.830
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Unknown
2015-05-08 COMMENT Ross Healy

If you are looking for income and growth, this company is managing to do the exact opposite. Its balance sheet has been falling and earnings forecasts have been falling as well. Stock is quite highly valued in around 4X BV, which would be reasonable if the stock was a growth stock. Very highly priced and very poorly valued. He would be more interested in Hasbro (HAS-Q) if it had a pullback.


Price:
$27.145
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2015-02-27 DON'T BUY Kash Pashootan

This is in the toy space with Fisher-Price, Hot Wheels, Barbie. Historically a good chunk of where their revenues have come from has been selling Disney toys. Recently they lost a Disney contract. The challenge now is around future contracts. The bigger issue is the way children play with toys now. They are using iPads, which have thousands and thousands of apps where they can do all sorts of things. Has an attractive dividend of about 6%.


Price:
$26.320
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
No
2014-12-08 HOLD Jennifer Radman

This has been a really tough stock. Has come under quite a bit of pressure. You would think it would be a lower beta name and it seems that all beta names have gone up. They have really suffered from low demand. Have all sorts of Frozen stuff, which is supposed to be in high demand. Looking out a couple of years, this will probably be okay.


Price:
$30.800
Subject:
US LARGE
Bias:
BULL on US EQUITIES
Owned:
Unknown
2012-07-18 PARTIAL BUY Don Lato Good company and reasonable valuation. Nice dividend yield of about 3.5%. Trading at about 13X next year's earnings. Maybe buy half a position now and see if it pulls back following the release of the news and then buy the other half.
Price:
$34.230
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2004-02-19 DON'T BUY Matt Barasch Hasn't performed very well for the last few years. Doesn't expect a whole lot of life. A sleepy stock. A lot of competition.
Price:
$19.430
Subject:
US LARGE
Bias:
BULLISH
Owned:
No
2003-04-24 DON'T BUY Benj Gallander Management have huge pay packets that are too out of line.
Price:
$21.750
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 17 entries
<< < 1 2 > >>

No Comments.


You must be logged in to comment.