Opinions
Veronika Hirsch
Dorel Industries (A)
DII.A-T
PAST TOP PICK
Jan 28, 2005
(A Top Pick Nov 4/04. Up 7%.) Still likes.
$42.900
Stock price when the opinion was issued
misc consumer products
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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.
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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.
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PAST TOP PICK
(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.
misc consumer products
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