Opinions
Barry Schwartz
Dorel Industries (A)
DII.A-T
PAST TOP PICK
Jul 03, 2014
$39.000
Stock price when the opinion was issued
misc consumer products
It's the ideal tool to help you make quicker, more informed decisions for
managing and tracking your investments.
You might be interested:
HOLD
Has been an enormous disappointment. A year ago they looked like they were well on their way, but since then everything has gone wrong. Profit warnings because of material costs, compressed margins. Still a believer. Trades at a very low price to earnings multiple and possibly they've put the worst behind them.
misc consumer products
TOP PICK
Company gave a profit warning a few weeks ago and he bought when the stock dropped. Cool start to summer so no one was buying bikes but at some point they will buy bikes. In the meantime, you get a wonderful dividend yield of 3.35% which he thinks will go higher this year. Great balance sheet and a massive amount of free cash flow. Trading at only 9X earnings. Stupid cheap.
misc consumer products
Advertising
(A Top Pick July 3/13. Up 10.59%.) Had a lousy year last year. Things have improved a lot this year. Bike inventory globally has been decreasing. Made a smart acquisition in Brazil to get exposure to bikes there. Valuation is extremely cheap. The family owns a significant stake in the company.