Spin Master Corp

TOY-T

TSE:TOY

30.73
0.00 (0.00%)
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.
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Analysis and Opinions about TOY-T

Signal
Opinion
Expert
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)
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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)
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.
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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.
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.
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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.
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)
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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)
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)
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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)
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.
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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.
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.
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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.
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.

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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.

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.
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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.
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.
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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.
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.
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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.
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.
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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.
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.
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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.
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.

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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.

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.

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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.

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