Mattel, Inc. (NASDAQ:MAT)

CAPS Rating: 4 out of 5

The Company designs, manufactures and markets variety of toy products worldwide through sales to its customers and directly to consumers.

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Member Avatar billybob3651 (37.87) Submitted: 6/29/2014 7:49:02 PM : Outperform Start Price: $39.55 MAT Score: -10.82

In a channel moving up

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Member Avatar afewgoodstocks14 (38.72) Submitted: 5/22/2014 6:04:44 PM : Outperform Start Price: $36.44 MAT Score: -12.11

Div. (Yield) $1.52 (4.0%)

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Member Avatar saunafool (98.78) Submitted: 3/25/2014 5:52:49 AM : Outperform Start Price: $38.56 MAT Score: -13.55

Barbie has had a rough ride lately. She now offers a 4% dividend yield. For a company with so many strong brands, at a minimum, it will be a safe place to collect the dividend and reinvest over the next few years where the general (in my opinion overvalued) market will probably deliver tepid returns.

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Member Avatar awallejr (83.95) Submitted: 3/6/2014 2:22:26 PM : Outperform Start Price: $37.47 MAT Score: -9.82

Good entry point.

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Member Avatar surabayajhonny (63.56) Submitted: 2/19/2014 5:53:54 PM : Outperform Start Price: $34.92 MAT Score: -5.74

dividend

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Member Avatar JohnCLeven (79.55) Submitted: 2/18/2014 11:51:24 PM : Outperform Start Price: $35.33 MAT Score: -6.27

MAT owns a number of insanely great brands that are still going to relevant for the foreseeable future, though perhaps a tad less so than in the past. Barbie, American Girl, Disney licensed toys, Scrabble, Fisher-Price, Little People, Matchbox cars, Uno, Power Wheels, Winnie the Pooh, SpongeBob branded toys, Apples to Apples, etc. They basically have what amounts to a toy duopoly with HAS. Duopolies in high-return industries tend to be attractive places to be. Ask Pepsi and Coke, or S&P and Moody's.

For at least two decades, but probably longer, (alas I only have 20 years of data), Mattel has consistently earned unusually high returns on equity and capital, and I think the chances are high that that consistent trend will NOT end in the near to medium future.

MAT needs little capital to sustain it's business, and can instead use that excess capital to buy back lots of stock, and pay lots of dividends, and they have done in the past, and will continue to do. They're significantly less susceptible to technologic disruption than most businesses, and they don't need to pour money into R&D or anything like that. They don't need to reinvent themselves every few years, like many businesses do. They're selling many of the same products they were selling a generation or two ago, and probably will still be selling a generation or two from now.

I'll tell you one thing for sure, MAT's revenues are not likely to double in the next decade, nor will net income, but who cares? You probably shouldn't.

What is likely to happen, I think, is that MAT's net income and cash flows grow at a snail's pace, and that slow growth will be amplified modestly, but significantly, with buybacks. (Buybacks which increase your ownership of these wonderful, timeless brands) MAT's overall profits could grow at just a couple percentage points per annum, and you could still do pretty well, if you also factor in buybacks, and dividends over time.

In conclusion, we have a simple business, in a basic-needs type industry, with fairly limited competition, and historically wonderful profitability, available at a pretty fair price after a 25% sell-off. I think MAT's total return is likely to outperform the S&P 500 in the next few years.

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Member Avatar tonymagoo (39.59) Submitted: 1/31/2014 3:30:21 PM : Outperform Start Price: $37.02 MAT Score: -14.39

Mattel just took a big hit in price due to a weak fourth quarter earnings report. If the past repeats itself, we should see this stock shoot back up.

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Member Avatar jasenj1 (34.38) Submitted: 12/18/2013 11:08:40 PM : Outperform Start Price: $44.27 MAT Score: -28.47

Dividend.

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Member Avatar anne2013 (< 20) Submitted: 11/27/2013 4:47:50 PM : Outperform Start Price: $45.44 MAT Score: -30.48

good management; good products; long track record

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Member Avatar 2win (< 20) Submitted: 11/1/2013 8:25:30 AM : Outperform Start Price: $43.41 MAT Score: -30.09

ZACKS. This Week’s Growth & Income Stocks: (MAT) (RGC)
Growth & Income Stock Strategist, Todd Bunton, highlights Mattel (MAT) and Regal Entertainment (RGC) on October 31, 2013.

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Member Avatar Gregnny (25.13) Submitted: 9/6/2013 10:16:57 AM : Outperform Start Price: $39.66 MAT Score: -29.60

Tie-ins with major films and a solid toy lineup

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Member Avatar tdonb (26.65) Submitted: 8/7/2013 2:05:16 PM : Outperform Start Price: $40.98 MAT Score: -29.76

Dividend

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Member Avatar Teacherman333 (43.02) Submitted: 5/15/2013 1:54:20 PM : Outperform Start Price: $44.02 MAT Score: -40.01

For reference point and to allow for comments by others. As of the end of March, 2013.

ROE 28.30%
Trailing PE 20.32
PB 5.28
Div yield 3.10%

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Member Avatar mfiore51 (< 20) Submitted: 4/18/2013 8:30:33 PM : Outperform Start Price: $42.01 MAT Score: -42.95

Increased rev from acquiring Barbie brand

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Member Avatar JorgeAura (24.47) Submitted: 2/2/2013 5:21:27 PM : Underperform Start Price: $36.24 MAT Score: +33.02

Nasdaq in maximums.

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Member Avatar psyosh (< 20) Submitted: 12/8/2012 5:50:25 PM : Outperform Start Price: $35.16 MAT Score: -37.51

I like toys.

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Member Avatar TMFOpie (98.41) Submitted: 10/16/2012 11:10:55 AM : Outperform Start Price: $34.46 MAT Score: -32.58

A solid quarter for the home of barbie and American Girl. I'm sure Mattel will be receiving a good chunk of my disposal income over the next 10 years as my one-year old daughter grows up. Full disclosure: my sister works at Mattel on the Disney brands.

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Member Avatar gryphongate (< 20) Submitted: 7/6/2012 5:32:43 AM : Outperform Start Price: $30.46 MAT Score: -28.77

American Girl Stores continue to drive growth at terrific margins. Hot wheels a long time winner. Product line up appeals to girls and boys.

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Member Avatar Fish08 (56.87) Submitted: 5/21/2012 2:08:37 PM : Outperform Start Price: $29.04 MAT Score: -27.65

Cheap, sells at just 12 times 2012 earnings and has a 3.9% dividend yield.

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Member Avatar thecashmen (20.95) Submitted: 4/17/2012 12:30:44 PM : Underperform Start Price: $29.03 MAT Score: +19.17

Kids don't play with toys like they used to when i was growing up. It's all facebook and smart phone for them now. Toy Dolls and cars will slowly fall and this company will go the way of t-Rex.

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