NASDAQ:MAT

12.16
0.24 (2.01%)
Mattel, Inc. is an American multinational toy manufacturing company founded in 1945 with headquarters in El Segundo, California. In 2014, it ranked #403 on the Fortune 500 list.
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Analysis and Opinions about MAT-Q

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
December 21, 2017

Not too long ago this company was on their short list. They are in trouble. They blown up their balance sheet and the returns are terrible. Hasbro (HAS-Q) has put up a potential bid out there and it would make a lot of sense. Your best hope is that buyout. It’s too risky. Maybe they will just wait for them to go bankrupt and pick the assets. They are really not in great shape.

Mattel (MAT-Q)
December 21, 2017

Not too long ago this company was on their short list. They are in trouble. They blown up their balance sheet and the returns are terrible. Hasbro (HAS-Q) has put up a potential bid out there and it would make a lot of sense. Your best hope is that buyout. It’s too risky. Maybe they will just wait for them to go bankrupt and pick the assets. They are really not in great shape.

Matt Kacur
President, FSA Financial Science and Art
Price
$15.710
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
October 24, 2017

(A Top Pick Feb 9/17. Down 38%.) This has been a dog this year. One problem is e-commerce on big box stores. Also, they have new management that is still trying to correct their brands and turn around sales. The new CEO is a former Google executive, and is bringing in a completely different attitude and vision to the toy industry. Barbie, American Girl and Fisher-Price have great brand power, and should and could be used better in a digital world where the company can earn more money.

Mattel (MAT-Q)
October 24, 2017

(A Top Pick Feb 9/17. Down 38%.) This has been a dog this year. One problem is e-commerce on big box stores. Also, they have new management that is still trying to correct their brands and turn around sales. The new CEO is a former Google executive, and is bringing in a completely different attitude and vision to the toy industry. Barbie, American Girl and Fisher-Price have great brand power, and should and could be used better in a digital world where the company can earn more money.

John Petrides
Managing Dir. & Portfolio Manager, Point View Wealth Management
Price
$15.400
Owned
Yes
COMMENT
COMMENT
October 17, 2017

Consumer discretionary is just ugly out there. It really needs to hold this level. EBV+3 is $15.03, and this closed at $15.57. His model price is only $15.81. This company needs a good Christmas season.

Mattel (MAT-Q)
October 17, 2017

Consumer discretionary is just ugly out there. It really needs to hold this level. EBV+3 is $15.03, and this closed at $15.57. His model price is only $15.81. This company needs a good Christmas season.

Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$15.590
Owned
Unknown
COMMENT
COMMENT
June 28, 2017

Has a small Short on this. It scores right at the bottom of the pack on price momentum. They are also at the bottom on valuation and volatility. An expensive stock trading at 3.2X. Had a big miss on earnings recently. The balance sheet is okay. Dividend yield of 3%.

Mattel (MAT-Q)
June 28, 2017

Has a small Short on this. It scores right at the bottom of the pack on price momentum. They are also at the bottom on valuation and volatility. An expensive stock trading at 3.2X. Had a big miss on earnings recently. The balance sheet is okay. Dividend yield of 3%.

Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$20.690
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 19, 2017

(A Top Pick Feb 9/17. Down 11%.) This was a tough retail environment. Less foot traffic to the stores has hurt sales. They’ve had to pay up for shelf space. However, he is sticking with the thesis. You are still getting a big dividend is 6.7%. Stock is trading at only 12X earnings. They own very valuable franchises.

Mattel (MAT-Q)
May 19, 2017

(A Top Pick Feb 9/17. Down 11%.) This was a tough retail environment. Less foot traffic to the stores has hurt sales. They’ve had to pay up for shelf space. However, he is sticking with the thesis. You are still getting a big dividend is 6.7%. Stock is trading at only 12X earnings. They own very valuable franchises.

John Petrides
Managing Dir. & Portfolio Manager, Point View Wealth Management
Price
$22.150
Owned
Yes
DON'T BUY
DON'T BUY
May 3, 2017

Kids today no longer play with their previously manufactured toys. User preferences have changed. Doesn’t think the dividend is safe.

Mattel (MAT-Q)
May 3, 2017

Kids today no longer play with their previously manufactured toys. User preferences have changed. Doesn’t think the dividend is safe.

Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$21.740
Owned
No
COMMENT
COMMENT
April 24, 2017

It goes in very long waves. It is about very long cycles. It will take a number of years for MAT-N to come back again.

Mattel (MAT-Q)
April 24, 2017

It goes in very long waves. It is about very long cycles. It will take a number of years for MAT-N to come back again.

Liz Miller
President, Summit Place Financial Advisors
Price
$21.600
Owned
Unknown
BUY
BUY
March 21, 2017

He is buying this for some of his clients. Originally he initiated positions down around $20, saw it rise nicely into the upper $30s and it is now in the mid-$20s. The recent disappointing quarter gave this enough of a pullback to give him a good entry point. For the long-term, he sees an enduring franchise in their toy business. They are expanding the brand so that you have a doll that can handle just about any kind of social group that a child might want. A $30 price target seems reasonable to him.

Mattel (MAT-Q)
March 21, 2017

He is buying this for some of his clients. Originally he initiated positions down around $20, saw it rise nicely into the upper $30s and it is now in the mid-$20s. The recent disappointing quarter gave this enough of a pullback to give him a good entry point. For the long-term, he sees an enduring franchise in their toy business. They are expanding the brand so that you have a doll that can handle just about any kind of social group that a child might want. A $30 price target seems reasonable to him.

David Dietze
Founder, Pres. & Chief Investment Strategist, Point View Wealth Management
Price
$24.960
Owned
Yes
TOP PICK
TOP PICK
February 9, 2017

The stock is off about 18% or so the last three months. There is a Barbie turn-around. Barbie grew in double digits. They paid up for shelf space during the holiday season which pressured margins. They are turning around in the right direction. They are moving to 3D printing. Once they start streamlining that process it will save tremendous amounts of costs in the future. (Analysts’ target: $31.42).

Mattel (MAT-Q)
February 9, 2017

The stock is off about 18% or so the last three months. There is a Barbie turn-around. Barbie grew in double digits. They paid up for shelf space during the holiday season which pressured margins. They are turning around in the right direction. They are moving to 3D printing. Once they start streamlining that process it will save tremendous amounts of costs in the future. (Analysts’ target: $31.42).

John Petrides
Managing Dir. & Portfolio Manager, Point View Wealth Management
Price
$25.830
Owned
Yes
DON'T BUY
DON'T BUY
October 29, 2015

It is a disaster. Where is the catalyst for growth? Kids today are playing with toys very differently than in the past. They tend to download things to an iPad. HAS-N has been outperforming them substantially. He thinks there is more downside in MAT-Q and that the dividend is not safe.

Mattel (MAT-Q)
October 29, 2015

It is a disaster. Where is the catalyst for growth? Kids today are playing with toys very differently than in the past. They tend to download things to an iPad. HAS-N has been outperforming them substantially. He thinks there is more downside in MAT-Q and that the dividend is not safe.

Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$24.630
Owned
No
COMMENT
COMMENT
October 19, 2015

He recently started looking at it. They have Barbie and Hot Wheels. They lost Frozen from Disney. They are now much more technology oriented with the Barbie line. Your customer changes every 4 years.

Mattel (MAT-Q)
October 19, 2015

He recently started looking at it. They have Barbie and Hot Wheels. They lost Frozen from Disney. They are now much more technology oriented with the Barbie line. Your customer changes every 4 years.

John Wilson
CEO; Co-CIO & Sr Portfolio Manager, Sprott Asset Management
Price
$23.140
Owned
No
DON'T BUY
DON'T BUY
September 17, 2015

They have struggled. They are now on a downward spiral. Children are not playing with toys the way they were in the past. The dividend is attractive, but he worries about the long term prospects.

Mattel (MAT-Q)
September 17, 2015

They have struggled. They are now on a downward spiral. Children are not playing with toys the way they were in the past. The dividend is attractive, but he worries about the long term prospects.

Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$23.830
Owned
Unknown
COMMENT
COMMENT
May 8, 2015

If you are looking for income and growth, this company is managing to do the exact opposite. Its balance sheet has been falling and earnings forecasts have been falling as well. Stock is quite highly valued in around 4X BV, which would be reasonable if the stock was a growth stock. Very highly priced and very poorly valued. He would be more interested in Hasbro (HAS-Q) if it had a pullback.

Mattel (MAT-Q)
May 8, 2015

If you are looking for income and growth, this company is managing to do the exact opposite. Its balance sheet has been falling and earnings forecasts have been falling as well. Stock is quite highly valued in around 4X BV, which would be reasonable if the stock was a growth stock. Very highly priced and very poorly valued. He would be more interested in Hasbro (HAS-Q) if it had a pullback.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$27.145
Owned
Unknown
DON'T BUY
DON'T BUY
February 27, 2015

This is in the toy space with Fisher-Price, Hot Wheels, Barbie. Historically a good chunk of where their revenues have come from has been selling Disney toys. Recently they lost a Disney contract. The challenge now is around future contracts. The bigger issue is the way children play with toys now. They are using iPads, which have thousands and thousands of apps where they can do all sorts of things. Has an attractive dividend of about 6%.

Mattel (MAT-Q)
February 27, 2015

This is in the toy space with Fisher-Price, Hot Wheels, Barbie. Historically a good chunk of where their revenues have come from has been selling Disney toys. Recently they lost a Disney contract. The challenge now is around future contracts. The bigger issue is the way children play with toys now. They are using iPads, which have thousands and thousands of apps where they can do all sorts of things. Has an attractive dividend of about 6%.

Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$26.320
Owned
No
HOLD
HOLD
December 8, 2014

This has been a really tough stock. Has come under quite a bit of pressure. You would think it would be a lower beta name and it seems that all beta names have gone up. They have really suffered from low demand. Have all sorts of Frozen stuff, which is supposed to be in high demand. Looking out a couple of years, this will probably be okay.

Mattel (MAT-Q)
December 8, 2014

This has been a really tough stock. Has come under quite a bit of pressure. You would think it would be a lower beta name and it seems that all beta names have gone up. They have really suffered from low demand. Have all sorts of Frozen stuff, which is supposed to be in high demand. Looking out a couple of years, this will probably be okay.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$30.800
Owned
Unknown
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