Mattel | StockChase
19
Mattel (MAT-Q)

Last Price Recorded: $18.6800 on 2017-11-17

ON STOCKCHASE SINCE Sep 2002

household goods

Mattel


Signal Opinion Expert

2017-10-24

PAST TOP PICK
Mattel (MAT-Q)

(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.

household goods
John Petrides

Managing Dir. & Portfolio Manager, Point View Wealth Management

Price: $15.400
Owned: Yes

2017-10-17

COMMENT
Mattel (MAT-Q)

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.

household goods
Brian Acker, CA

Chief Executive Officer, President and Chief Inves, Acker Finley Inc.

Price: $15.590
Owned: Unknown

2017-06-28

COMMENT
Mattel (MAT-Q)

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%.

household goods
Jason Mann

CIO & Co-Founder, Edgehill Patners

Price: $20.690
Owned: Yes

2017-05-19

PAST TOP PICK
Mattel (MAT-Q)

(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.

household goods
John Petrides

Managing Dir. & Portfolio Manager, Point View Wealth Management

Price: $22.150
Owned: Yes

2017-05-03

DON'T BUY
Mattel (MAT-Q)

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

household goods
Kash Pashootan

Sr. VP & Portfolio Manager, First Avenue Advisory, Raymond James

Price: $21.740
Owned: No

2017-04-24

COMMENT
Mattel (MAT-Q)

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.

household goods
Liz Miller

President, Summit Place Financial Advisors

Price: $21.600
Owned: Unknown

2017-03-21

BUY
Mattel (MAT-Q)

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.

household goods
David Dietze

Founder, Pres. & Chief Investment Strategist, Point View Wealth Management

Price: $24.960
Owned: Yes

2017-02-09

TOP PICK
Mattel (MAT-Q)

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).

household goods
John Petrides

Managing Dir. & Portfolio Manager, Point View Wealth Management

Price: $25.830
Owned: Yes

2015-10-29

DON'T BUY
Mattel (MAT-Q)

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. 

household goods
Kash Pashootan

Sr. VP & Portfolio Manager, First Avenue Advisory, Raymond James

Price: $24.630
Owned: No

2015-10-19

COMMENT
Mattel (MAT-Q)

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. 

household goods
John Wilson

CEO; Co-CIO & Sr Portfolio Manager, Sprott Asset Management

Price: $23.140
Owned: No

2015-09-17

DON'T BUY
Mattel (MAT-Q)

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.

household goods
Kash Pashootan

Sr. VP & Portfolio Manager, First Avenue Advisory, Raymond James

Price: $23.830
Owned: Unknown

2015-05-08

COMMENT
Mattel (MAT-Q)

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.

household goods
Ross Healy

Chairman, Strategic Analysis Corp

Price: $27.145
Owned: Unknown

2015-02-27

DON'T BUY
Mattel (MAT-Q)

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%.

household goods
Kash Pashootan

Sr. VP & Portfolio Manager, First Avenue Advisory, Raymond James

Price: $26.320
Owned: No

2014-12-08

HOLD
Mattel (MAT-Q)

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.

household goods
Jennifer Radman

VP & Sr. Portfolio Manager, Caldwell Investment Management

Price: $30.800
Owned: Unknown

2012-07-18

PARTIAL BUY
Mattel (MAT-Q)
Good company and reasonable valuation. Nice dividend yield of about 3.5%. Trading at about 13X next year's earnings. Maybe buy half a position now and see if it pulls back following the release of the news and then buy the other half.
household goods
Don Lato

President, Padlock Investment Management

Price: $34.230
Owned: No

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