Spin Master Corp (TOY.TO)

(Top Pick Nov 2/16, Up 34.11%) There was all this media attention, but this was a onetime event. TOY-T know what they are doing.

(A Top Pick Aug 19/16. Up 64.47%.) This is the most seriously important, independent toymaker, creator globally. Great earnings report. Extraordinarily talented people.

It is doing well. Will it do as well in the 2^nd half? He thinks it marches on. (Analysts’ price target is $52.)

There is good demand out there. They just launched a line in China. (Analysts’ target: $47.00).

The quarterly numbers were one thing, but a secondary offering did not go well. They didn’t sell it all. They re-priced it and tried to clean it out. This is a huge Canadian success story. It broke down from a technical point of view so he sold it. He is always watching it.

This Canadian company has had a great growth rate. It has great games for the kids and the super growth rate for a Canadian company. (Analysts’ price target is $48.)

This has gone very global and is setting up offices around the world. One of those marvellous Canadian stocks, which are fewer in numbers than the marvellous American stocks that are falling behind and getting caught up in the tailwinds of the Apples of this world. A fantastic company, and it has much more to go. Very talented management.

He really likes this. There is a scarcity of listed toy companies globally. About a year ago, they acquired Swimways, and this coming quarter is going to be the 1^st quarter that will show their contribution. It is kind of countercyclical to the traditional peak season for toys, which is nice. Thinks the next quarter will be decent. A great company for the long run.

A name he really likes. Over Christmas there was a bit of a Hatchimal craze, and the shares really took a hit. This was followed by the release of a strong quarter, so the Hatchimal was not that big of a deal. This is a founder led company which he likes, and they are an innovator in their toys. Growing internationally, through acquisition of overseas companies.

An emerging Canadian success story. It’s been around for 20+ years, but has really kind of emerged into the forefront over the last year or 2. A maker, provider and distributor of children’s toys. They have a very good base business. Every once in a while, they come across with a real win like they did this year. They continue to beat expectations every quarter since being public.

It has an uptrend that broke. Now it is fighting with the old highs. It is pretty bullish. See if it breaks $39.

It became a media frenzy in January. It is a very well run company with good product placement. They have good market share and are growing quickly. It is a very solid company.

A great Canadian company. Had a huge hit with Hatchimals over Christmas, and are building off of that going into the new year. Their earnings growth is there. The multiple is not cheap.

This has done a pretty fantastic job. The only toy company in Canada that is around at the moment. There is a lot to be said on the potential for it to be taken out. He likes the company, but a bit too niche for him.

Going to be reporting in March. There are so few listed toy companies globally. It is not inconceivable that this company gets taken out by one of the bigger players. (Analysts’ price target is $37.86.)