Spin Master Corp

TOY-T

TSE:TOY

39.43
0.11 (0.28%)
Spin Master is a Canadian global toy and entertainment company that has been designing, developing, manufacturing, and marketing consumer products for children around the world since 1994.
More at Wikipedia

Analysis and Opinions about TOY-T

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
November 25, 2019
Likes it. Got out of it a while ago, but has been looking at it again. Revenue was down a lot in the last quarter, but TOY is much more diversified among its products and taking market share from its peers. He'd re-enter if this falls a few more dollars.
Spin Master Corp (TOY-T)
November 25, 2019
Likes it. Got out of it a while ago, but has been looking at it again. Revenue was down a lot in the last quarter, but TOY is much more diversified among its products and taking market share from its peers. He'd re-enter if this falls a few more dollars.
Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$40.210
Owned
No
BUY
BUY
September 23, 2019

They are going toe-to-toe with Mattel and Hasbro, both of whom have lost their innovative edge. TOY is introducing new toys and content. A headwind was the Toys R Us bankruptcy so the stock has come off. No debt and fairly valued now. This is a bet on continued innovation, which he expects.

Spin Master Corp (TOY-T)
September 23, 2019

They are going toe-to-toe with Mattel and Hasbro, both of whom have lost their innovative edge. TOY is introducing new toys and content. A headwind was the Toys R Us bankruptcy so the stock has come off. No debt and fairly valued now. This is a bet on continued innovation, which he expects.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$42.600
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 19, 2019
(A Top Pick Aug 08/18, Down 23%) They have almost no debt and have a lot of cash. They've made good acquisitions. They know their market and understand their customer. Great balance sheet. Investors like to beat this stock up, but he likes it alot. A misunderstood company.
Spin Master Corp (TOY-T)
September 19, 2019
(A Top Pick Aug 08/18, Down 23%) They have almost no debt and have a lot of cash. They've made good acquisitions. They know their market and understand their customer. Great balance sheet. Investors like to beat this stock up, but he likes it alot. A misunderstood company.
Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$42.990
Owned
Yes
BUY
BUY
August 28, 2019
It's a good entry point now. It's a great Canadian story. They continue to release innovative products and keep their balance sheet clean with no debt. Year-over-year comps will continue to improve. They are moving their supply chain chain to minimize the trade problem with China. Recent quarters show good execution.
Spin Master Corp (TOY-T)
August 28, 2019
It's a good entry point now. It's a great Canadian story. They continue to release innovative products and keep their balance sheet clean with no debt. Year-over-year comps will continue to improve. They are moving their supply chain chain to minimize the trade problem with China. Recent quarters show good execution.
James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$40.810
Owned
Unknown
BUY
BUY
August 8, 2019
They were impacted by the Toy R US shut down. They recently beat estimates, though. The comparables to previous years are not so favourable but they have gone out and obtained toys that are bought all year long. One toy they have could be a Christmas hit this year.
They were impacted by the Toy R US shut down. They recently beat estimates, though. The comparables to previous years are not so favourable but they have gone out and obtained toys that are bought all year long. One toy they have could be a Christmas hit this year.
Ryan Modesto
Managing Partner, 5i Research
Price
$41.600
Owned
Unknown
COMMENT
COMMENT
July 5, 2019
Buy on current weakness? Had lows in January and April. We want the current level to hold (also low around $36-37). Or else, it will fall back to $30 like it did in January 2017.
Buy on current weakness? Had lows in January and April. We want the current level to hold (also low around $36-37). Or else, it will fall back to $30 like it did in January 2017.
Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$37.830
Owned
Unknown
DON'T BUY
DON'T BUY
June 27, 2019
Consolidation story. New products, lots of acquisitions. One of their products is not doing well. Toys R Us closure has affected them. Online sales are not as profitable as bricks and mortar. The industry is in flux, so she's not jumping in.
Consolidation story. New products, lots of acquisitions. One of their products is not doing well. Toys R Us closure has affected them. Online sales are not as profitable as bricks and mortar. The industry is in flux, so she's not jumping in.
Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$37.910
Owned
No
WAIT
WAIT
June 21, 2019
On a risk profile, it's riskier because it's a small cap. Their franchise is Paw Patrol. Toys R Us issue has caused a decline in revenues. Stock will go sideways for a while. Don't allocate half a position just yet. If there's a selloff, its beta is 1.53. Overpowering headwinds right now.
On a risk profile, it's riskier because it's a small cap. Their franchise is Paw Patrol. Toys R Us issue has caused a decline in revenues. Stock will go sideways for a while. Don't allocate half a position just yet. If there's a selloff, its beta is 1.53. Overpowering headwinds right now.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$39.420
Owned
No
DON'T BUY
DON'T BUY
June 18, 2019
He is now seeing a down trend forming. He expects further downside to come. If it breaks above $45 the trend is bullish again. But he is concerned of the recent heavy trading volume with the pullback. He would look elsewhere.
He is now seeing a down trend forming. He expects further downside to come. If it breaks above $45 the trend is bullish again. But he is concerned of the recent heavy trading volume with the pullback. He would look elsewhere.
Javed Mirza
Technical analyst, Canaccord Genuity
Price
$40.610
Owned
No
WAIT
WAIT
June 13, 2019
Went public 4-5 years ago. Strong grower. It stalled last year. The problem is to figure out whether this is a falling knife.
Went public 4-5 years ago. Strong grower. It stalled last year. The problem is to figure out whether this is a falling knife.
Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$42.260
Owned
No
STRONG BUY
STRONG BUY
June 7, 2019
The chart shows a bottoming, reverse head-and-shoulders pattern. If we rise above $45, the chart will likely shoot up to $50. The chart looks positive. His indicators show a strong buy signal. The technicals look really good.
The chart shows a bottoming, reverse head-and-shoulders pattern. If we rise above $45, the chart will likely shoot up to $50. The chart looks positive. His indicators show a strong buy signal. The technicals look really good.
Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$45.200
Owned
Unknown
WEAK BUY
WEAK BUY
June 6, 2019
He followed it for a while here. It is a tightly held company. They have a good record of turning intellectual property into successful brands.
He followed it for a while here. It is a tightly held company. They have a good record of turning intellectual property into successful brands.
Ian Fung
Vice-president and portfolio manager, Davis Rea
Price
$43.200
Owned
No
TOP PICK
TOP PICK
May 6, 2019
It is time to think about this one with the ToysRUS now behind us. The management team is excellent. He thinks they have recovered from the bankruptcy of ToysRUS now. (Analysts’ price target is $50.30)
It is time to think about this one with the ToysRUS now behind us. The management team is excellent. He thinks they have recovered from the bankruptcy of ToysRUS now. (Analysts’ price target is $50.30)
Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$45.780
Owned
Yes
BUY
BUY
April 23, 2019
He's been adding to his position. A leading Canadian company. Innovative that has established a global brand. The stock has come down a lot, but the whole toy industry has been hit by the Toys R Us bankruptcy. Be cautious buying ahead of the quarter. Now trading at 9x EBITDA, so now cheaper than before. Owners own a lot of shares, which is good. He is adding.
He's been adding to his position. A leading Canadian company. Innovative that has established a global brand. The stock has come down a lot, but the whole toy industry has been hit by the Toys R Us bankruptcy. Be cautious buying ahead of the quarter. Now trading at 9x EBITDA, so now cheaper than before. Owners own a lot of shares, which is good. He is adding.
Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$40.700
Owned
Yes
BUY
BUY
March 29, 2019
The shut down of Toys-R-Us created some disruption in this business. Paw Patrol still seems to be the big toy. This is a solid name and very well run. They have diversified their offering. Patience will be required in the short term.
The shut down of Toys-R-Us created some disruption in this business. Paw Patrol still seems to be the big toy. This is a solid name and very well run. They have diversified their offering. Patience will be required in the short term.
Ryan Modesto
Managing Partner, 5i Research
Price
$37.400
Owned
Unknown
TOP PICK
TOP PICK
March 14, 2019
Largest demographic group is the 29 years old. Ready at the point of household formation. No debt. They generate a lot of cash. (Analysts’ price target is $50.33)
Largest demographic group is the 29 years old. Ready at the point of household formation. No debt. They generate a lot of cash. (Analysts’ price target is $50.33)
Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$37.820
Owned
Yes
TOP PICK
TOP PICK
February 26, 2019
Shares are off 20% from its highs. Its grown to be one of the biggest toymakers in the world. TOY will come out of Toys R Us' disrtuptive closing stronger. No debt. Very entreprenreurial management. A long-term hold. (Analysts’ price target is $53.44)
Spin Master Corp (TOY-T)
February 26, 2019
Shares are off 20% from its highs. Its grown to be one of the biggest toymakers in the world. TOY will come out of Toys R Us' disrtuptive closing stronger. No debt. Very entreprenreurial management. A long-term hold. (Analysts’ price target is $53.44)
Jamie Murray
Head of research, Murray Wealth Group
Price
$45.010
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 21, 2019
(A Top Pick Oct 23/17, Down 11%) When ToysRus went bankrupt last year it threw something into the equation all last year. He still likes it and thinks management is doing a good job.
Spin Master Corp (TOY-T)
January 21, 2019
(A Top Pick Oct 23/17, Down 11%) When ToysRus went bankrupt last year it threw something into the equation all last year. He still likes it and thinks management is doing a good job.
Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$44.140
Owned
Yes
DON'T BUY
DON'T BUY
December 20, 2018
His kids enjoy their toys, TOY's brands have fallen off quite a bit in the market and the new ones likely won't excite.
Spin Master Corp (TOY-T)
December 20, 2018
His kids enjoy their toys, TOY's brands have fallen off quite a bit in the market and the new ones likely won't excite.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$36.660
Owned
No
BUY
BUY
November 29, 2018

Great Canadian company. He likes it. Paw Patrol sales are probably going to slide off but still the top brand for now. The bankruptcy of Toys 'r Us has really disrupted the space. He thinks that all the fear has been priced in. High quality company. It is going to do OK in the next 3 - 5 years.

Spin Master Corp (TOY-T)
November 29, 2018

Great Canadian company. He likes it. Paw Patrol sales are probably going to slide off but still the top brand for now. The bankruptcy of Toys 'r Us has really disrupted the space. He thinks that all the fear has been priced in. High quality company. It is going to do OK in the next 3 - 5 years.

Ryan Modesto
Managing Partner, 5i Research
Price
$40.280
Owned
Unknown
SHORT
SHORT
November 28, 2018
Has a small short, because its price momentum has rolled over. It's a growth stock. Valuation with high 29% ROE. Fine balance sheet. Made their last quarter. To get more interested in this, he wants to see better price momentum.
Spin Master Corp (TOY-T)
November 28, 2018
Has a small short, because its price momentum has rolled over. It's a growth stock. Valuation with high 29% ROE. Fine balance sheet. Made their last quarter. To get more interested in this, he wants to see better price momentum.
Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$39.830
Owned
Yes
WATCH
WATCH
November 22, 2018
You are betting on content to drive sales. You are betting on management's innovation to create the next big toy or two. They don't have a debt problem. They aren't that stable on the earnings front.
Spin Master Corp (TOY-T)
November 22, 2018
You are betting on content to drive sales. You are betting on management's innovation to create the next big toy or two. They don't have a debt problem. They aren't that stable on the earnings front.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$42.470
Owned
No
DON'T BUY
DON'T BUY
November 20, 2018
Buying opportunity? It has some fantastic brands, but subject to fads, which could have a material effect. But he has some concerns such as high valuation for consumer products company, management structure, and Toys R Us issue in the States. Be cautious on this name. You could be seeing some profit taking right now.
Spin Master Corp (TOY-T)
November 20, 2018
Buying opportunity? It has some fantastic brands, but subject to fads, which could have a material effect. But he has some concerns such as high valuation for consumer products company, management structure, and Toys R Us issue in the States. Be cautious on this name. You could be seeing some profit taking right now.
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$42.330
Owned
No
BUY
BUY
November 6, 2018
Well-run and he will buy more. It's been pulled back so now is a buying opportunity. An integrated company that does entertainment and delivers toys as a package.
Spin Master Corp (TOY-T)
November 6, 2018
Well-run and he will buy more. It's been pulled back so now is a buying opportunity. An integrated company that does entertainment and delivers toys as a package.
Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$47.280
Owned
Yes
DON'T BUY
DON'T BUY
November 2, 2018
He sees value up to $50.90. Any new toy can be hit or miss and he thinks they have had a few toys go their way, but it is expensive here.
Spin Master Corp (TOY-T)
November 2, 2018
He sees value up to $50.90. Any new toy can be hit or miss and he thinks they have had a few toys go their way, but it is expensive here.
Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$46.490
Owned
No
PAST TOP PICK
PAST TOP PICK
October 26, 2018

(Past Top Pick Sept. 28, 2017, Down 1%) It's outperformed its peers. But it doesn't trade at a low multiple. Partially sold his shares. Great management. This is one of the better IPO's in Canada. It did well last Christmas with good toy launches. They've been a good consolidator/acquirer. He really likes this story.

Spin Master Corp (TOY-T)
October 26, 2018

(Past Top Pick Sept. 28, 2017, Down 1%) It's outperformed its peers. But it doesn't trade at a low multiple. Partially sold his shares. Great management. This is one of the better IPO's in Canada. It did well last Christmas with good toy launches. They've been a good consolidator/acquirer. He really likes this story.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$45.160
Owned
Yes
COMMENT
COMMENT
September 25, 2018

A popular name. Suffers negatives in this trade war, but he's positive on this. The street was impressed with the recent unveiling of new toys, but the China tariffs are holding it back now. Worth looking at.

Spin Master Corp (TOY-T)
September 25, 2018

A popular name. Suffers negatives in this trade war, but he's positive on this. The street was impressed with the recent unveiling of new toys, but the China tariffs are holding it back now. Worth looking at.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$52.470
Owned
No
BUY
BUY
September 24, 2018

A top holding for him. A success story. They innovate, at the forefront of bringing interactive toys to the market. They are at their lower band of valuation. so he really likes them. They have reinvested their excess cash to innvoate, and have made some smart purchases. He recently added in the high-$40's when they dipped.

Spin Master Corp (TOY-T)
September 24, 2018

A top holding for him. A success story. They innovate, at the forefront of bringing interactive toys to the market. They are at their lower band of valuation. so he really likes them. They have reinvested their excess cash to innvoate, and have made some smart purchases. He recently added in the high-$40's when they dipped.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$53.230
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 5, 2018

(A Top Pick October 23/17 Down 1%) He still likes holding it. Strategically they have done well, creating demand for the toys they are designing. He continues to recommend it.

Spin Master Corp (TOY-T)
September 5, 2018

(A Top Pick October 23/17 Down 1%) He still likes holding it. Strategically they have done well, creating demand for the toys they are designing. He continues to recommend it.

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$50.460
Owned
Yes
DON'T BUY
DON'T BUY
August 28, 2018

It'll take advantage of Toys R Us' demise. This stock is really high. There's only a little upside left here.

Spin Master Corp (TOY-T)
August 28, 2018

It'll take advantage of Toys R Us' demise. This stock is really high. There's only a little upside left here.

Elliott Fishman
Director of U.S. and international equity trading, Trading Services Group, Scotia Wealth
Price
$52.460
Owned
Unknown
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