Seeking Alpha
  • Alan Brochstein, CFA
    I like $MAT, but $HAS is a bit cheaper. Any $HAS fans out there who can explain the recent poor performance???
    7/8/12
    Reply (6)
    • DAG1996: HAS has significant pension liabilities and its international exposure has been growing in recent years while that of MAT has been constant
      7/8/12
    • DAG1996: i'm not sure those are the most significant factors... just two that come to mind from when i looked at both companies recently
      7/8/12
    • Alan Brochstein, CFA: Thanks, DAG1996. I spent a lot of time with MAT and really like it, but HAS may be the better one.
      7/8/12
    • DAG1996: i'm not sure either way... i started comparing them recently, but ended up putting both on the back burner to pursue other opportunities
      7/8/12
    • FortSumter: Been watching HAS since after xmas. Dont get the lack of performance. They have rights to Marvel and Transformers and Disney.
      7/8/12
    • FortSumter: Should be making money hand over fist. Read somewhere the LF is hitting both HAS and MAT with the new generation of iPad parenting.
      7/8/12