Hasbro (NASDAQ:HAS) looks like a more attractive stock to own than Mattel (NASDAQ:MAT) with EPS moving in the right direction and shares paying out a healthy 3.3% dividend yield, according to Barron's Jack Hough.
The divergence of the two toy stocks is based largely on bets on brands.
Hasbro has been able to move nimbly across "storytelling" cartoon or movie- related toy concepts and license key brands from Disney - while Mattel's growth and margins have been dragged down by Barbie.
FY14 revenue growth estimates: Hasbro +6.7% to $4.4B, Mattel -1% to $6.4B.
Hough calls for a 20% gain in Hasbro, while advising investors to wait on Mattel.