MegaBrands (MB.TO)

BUY
Had a couple of hiccups with children swallowing little magnets. This has held the stock back. Feels they have a decent strategy. Made a couple of interesting acquisitions, putting them into different retail outlets. Expects the stock to be substantially higher in 3-5 years.
COMMENT
Well run company. Had some problems with some lawsuits. New acquisitions weren’t working out as well as they thought. Started to really diversify their product base.
BUY
He has a model price of $29.79, a positive differential of 14%.
TOP PICK
Likes their US acquisition in June. It was a strategic acquisition as it deversifies them into arts and crafts. Should be some good synergies. Trading around 14 X next year's earnings.
TOP PICK
In the tpy industry which is quite mature and having difficulties in some parts. This company has been able to grow globally. Recently did a good acquisition of Rose Art, an arts and crafts company which will make them more diversified. Feels they can double their earnings over the next 2 years at $2.20 per share.
BUY
Likes it because it gives a great yield. With Allstream acquisition, it has a growth prospect in it now.
TOP PICK
Valuation is about 13 X forward earnings. Lego has been putting road blocks up to prevent their entry into different countries. Mega Blocks just won their case in Germany which is a $250 million market.
TOP PICK
High margin business. Expanding internationally. Trades at a reasonable multiple of around 14 X next year's earnings. Expect that over the next 1/2 years they will start doing a few acquisitions which will give them diversification. Won the Lego lawsuit in Germany and expect they will start selling their product there.
BUY
A fabulous company that's well run. Great balance sheet. In a big battle with Lego. Have some good new products and the Christmas season will be fine.
BUY
Likes it as a long-term story. Good margins. There could be some growth/acquisition. Very strong management.
PAST TOP PICK
(A top pick Jul 24/03. Up 5%.) Still likes, but it's a retail stock and the market is not buying this at this time.
WEAK BUY
Taking market share from Lego. Increasing their product line also. Well hedged on foreign-exchange. A seasonal play, so dead money for a while.
BUY
Thinks their future is bright. Have been getting good licensing agreements to firms such as Disney.
HOLD
Reporting should be happening soon and Christmas sales should show gains. It's surprising that the stock hasn't done better.
HOLD
A kind of blue chip stock that you continue to hold.
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