Seeking Alpha
  • Alan Brochstein, CFA
    After talking up $MAT for months, I added it to my Conservative Growth/Balanced Model Portfolio yesterday - wish they were all that timely!
    7/17/12
    Reply (10)
    • Jeremy Johnson, CFA: Nice work. I took a look at this one, but couldn't get comfortable with the underlying headwinds.
      7/17/12
    • Alan Brochstein, CFA: The real question is MAT vs. HAS. Have you looked at HAS? Feel free to direct message me if so
      7/17/12
    • Ocean Man: Gotta love it when the conservative ones go up 10% in one day LOL.
      7/17/12
    • Jeremy Johnson, CFA: Looked at both, can't remember why, but only MAT made it on to the watchlist.
      7/17/12
    • Alan Brochstein, CFA: They seem more similar than different. HAS is cheaper.
      7/17/12
    • Jeremy Johnson, CFA: MAT has grown nicely the last 6 years, HAS hasn't grown much at all. Would have to dig deeper into their products to see what is going on.
      7/20/12
    • Alan Brochstein, CFA: I have an intern working on it.
      7/20/12
    • Jeremy Johnson, CFA: HAS reports Monday ... Was the MAT beat driven by some narrow product strength or was it more broad based?
      7/20/12
    • Jeremy Johnson, CFA: Interesting that MAT's y-o-y growth in profit was driven by gross margin improvement on declining revenue.
      7/20/12
    • Alan Brochstein, CFA: It wasn't such a beat - keep in mind that the company is highly seasonal. I think what people liked: stocking and end demand picked up
      7/20/12