Spin Master Corp (TOY.TO)

He likes this company. He thinks heading into a dead money period. Very clean balance sheet and good cash flow. Very good business operators. Probably a good entry point here. A toy company in the portfolio is a good investment.

This companies continues to deliver great results, despite a few hiccups along the way. It trades at a good valuation and is starting to become one of those steady performers. Yield 0%. (Analysts’ price target is $62.89)

Long owned this and a past pick. It's fallen off recently because of tariffs against China. Great management. They sell a lot of toys integrated with hit TV shows. Smart. Managers own a lot of stock, too. Buy on weakness. Caveat: Trump's tariffs.

Management has been very innovative. Their stock price recent weakness was caused by the ToysRUs closure and he used it as a great entry point. Yield 0%. (Analysts’ price target is $61.22)

(A Top Pick September 28/17 Up 14%) He had thought it would benefit from the upcoming Christmas season. It is one of Canada’s most successful toy manufacturers. He even likes this compared to Hazbro and Mattel, given their cheap multiples. Yield %

Toy companies do well seasonally from January to April. Technically it has broken a key technical support line and it is no longer in the peak seasonal period. He would not buy here. (Analysts’ price target is $61 )

They make strong products and have a strong brand, but the Toys R Us bankruptcy has placed a big cloud over the whole industry. Step back and see how this all shakes out for the coming year.

They sold half their position prior to the Toys-R-Us situation. They have a good handle on their business. It is not cheap, but still a good buy right now.

He doesn't follow this closely. Well-run with great, new products. It's doing a better job with tie-ins with new movies. He's heard rumours of a bigger company buying it out one day. The pullback now is giving back some of the gains of the past two years.

(A Top Pick Jun 9/17, Up 20%) These guys have done an excellent job. They are recouping the losses due to ToysRUs's demise, with online sales. They are diversified and hard working guys. They have done a goo job.

Once owned it. Management has done well building this business. Toys are less cyclical than people think. Is generating a lot of cash flow. Now is an opprtunity for them--they can swoop in as Toys R Us winds down. Who knows--they may get acquired themselves down the road. They're smart to always think a few cycles ahead, testing their toys accordingly.

Bought this at about $25, and has since added to it. It’s exactly the kind of company he wants to own. They are using free cash flow to reinvest existing products or for acquisitions. Very well-run. All the toys are not going to be big hits, but this company has a very good track record of bringing innovative, unique products to market.

They have been masterful in picking the hot toy. Great price momentum. They survived a couple of block sales of stock. It has good valuation despite the run-up. 38% return on equity. They have a good balance sheet and high quality earnings.

A good little Canadian story.This company is outstanding compared to Mattel (MAT-Q) or Hasbro (HAS-Q). The return on capital is 41%. Very strong balance sheet, valuation looks good. He really likes this company.

Had a position in his model portfolio, and he cut it in half prior to their earnings, because he was a little worried about the Toys "R" Us bankruptcy. This company just skated through that without any problems. Thinks they're going to have a great, great Christmas season. The company just seems to know what they are doing in the toy market. They've executed well, have beaten expectations and the stock is growing big enough now that large funds can buy it. This is so much better than their competitors.