| BUY | 21.030 | Lesley Marks | A knockoff of Lego. Acquired Roseart about 2 years ago. Company was sued on the death of a child. Got involved and a recall situation. Most of the problems are behind them. Stock trades for a much cheaper multiple than comparable companies. | 2007-06-26 | |
| BUY | 25.600 | Veronika Hirsch | Had a couple of hiccups with children swallowing little magnets. This has held the stock back. Feels they have a decent strategy. Made a couple of interesting acquisitions, putting them into different retail outlets. Expects the stock to be substantially higher in 3-5 years. | 2007-02-07 | |
| Comment | 25.800 | Peter Hodson | Well run company. Had some problems with some lawsuits. New acquisitions weren’t working out as well as they thought. Started to really diversify their product base. | 2006-12-28 | |
| BUY | 26.250 | Brian Acker, CA | He has a model price of $29.79, a positive differential of 14%. | 2006-12-21 | |
| TOP PICK | 25.750 | Werner Muehelemann | Likes their US acquisition in June. It was a strategic acquisition as it deversifies them into arts and crafts. Should be some good synergies. Trading around 14 X next year's earnings. | 2005-11-21 | |
| TOP PICK | 27.250 | Werner Muehelemann | In the tpy industry which is quite mature and having difficulties in some parts. This company has been able to grow globally. Recently did a good acquisition of Rose Art, an arts and crafts company which will make them more diversified. Feels they can double their earnings over the next 2 years at $2.20 per share. | 2005-08-09 | |
| BUY | 18.100 | Norman Levine | Likes it because it gives a great yield. With Allstream acquisition, it has a growth prospect in it now. | 2005-06-06 | |
| TOP PICK | 19.060 | Werner Muehelemann | Valuation is about 13 X forward earnings. Lego has been putting road blocks up to prevent their entry into different countries. Mega Blocks just won their case in Germany which is a $250 million market. | 2005-03-23 | |
| TOP PICK | 18.450 | Werner Muehelemann | High margin business. Expanding internationally. Trades at a reasonable multiple of around 14 X next year's earnings. Expect that over the next 1/2 years they will start doing a few acquisitions which will give them diversification. Won the Lego lawsuit in Germany and expect they will start selling their product there. | 2005-01-06 | |
| BUY | 18.040 | Peter Hodson | A fabulous company that's well run. Great balance sheet. In a big battle with Lego. Have some good new products and the Christmas season will be fine. | 2004-09-24 | |
| BUY | 19.070 | Werner Muehelemann | Likes it as a long-term story. Good margins. There could be some growth/acquisition. Very strong management. | 2004-09-07 | |
| PAST TOP PICK | 19.910 | Ian Ainsworth | (A top pick Jul 24/03. Up 5%.) Still likes, but it's a retail stock and the market is not buying this at this time. | 2004-03-26 | |
| WEAK BUY | 20.000 | Andrew McCreath | Taking market share from Lego. Increasing their product line also. Well hedged on foreign-exchange. A seasonal play, so dead money for a while. | 2004-03-25 | |
| BUY | 20.530 | Mike Weir | Thinks their future is bright. Have been getting good licensing agreements to firms such as Disney. | 2004-01-26 | |
| HOLD | 22.620 | Michael Smedley | Reporting should be happening soon and Christmas sales should show gains. It's surprising that the stock hasn't done better. | 2004-01-05 | |
| HOLD | 22.450 | Michael Smedley | A kind of blue chip stock that you continue to hold. | 2003-12-02 | |
| TOP PICK | 24.000 | Michael Smedley | Solid company. Great lines of business. Holiday season should be a good time to buy. | 2003-11-17 | |
| PAST TOP PICK | 25.100 | Andrew McCreath | (A to pick Aug 15/03. Up 15%.) Intend to continue holding through the Christmas season. | 2003-10-20 | |
| BUY | 22.500 | Brendan Kyne | Product is sold globally.They have room to continually grow.Should be trading higher in 12 months. | 2003-08-26 | |
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| TOP PICK | 22.250 | Andrew McCreath | Clean balance sheet.No debt.Entering new markets.About 40 new products coming out.Can foresee 15/20% revenue growth.Also 30% earnings growth. | 2003-08-15 | |
| BUY | 20.750 | Glenn Paradis, BA, CFA | Had some pretty good earning numbers.Good return on equities.A new-product cycle is now coming up. | 2003-08-13 | |
| BUY | 20.500 | Michael Smedley | One of the world's leading "construction toy" manufacturers.Very strong company.Unbroken profit record going back a couple of decades.At a good price. | 2003-08-08 | |
| TOP PICK | 19.050 | Ian Ainsworth | (Was a top pick on Jun 13/03. Down 9.2%.) Gaining market share. Cheap. Just signed a big contract for expansion into Asia. | 2003-07-24 | |
| TOP PICK | 20.950 | Ian Ainsworth | A global player. Taking market share. Now starting to move into Japan. Very driven. | 2003-06-13 | |
| PAST TOP PICK | 22.480 | Michael Smedley | (Was a top pick on Feb 3. Down 3.5%.) Still likes. Has continuing strong sales. | 2003-04-11 | |
| TOP PICK | 23.000 | Michael Smedley | (Was a top pick on Nov13. U p 23%.) Very strong company. Great earnings. | 2003-02-03 | |
| PAST TOP PICK | 24.500 | Michael Smedley | (Was a top pick on Sept 17. Up 26%) Still likes. Good profit record. | 2003-01-02 | |
| PAST TOP PICK | 23.490 | Jeff Morrison | (Was a top pick on May 3. Up 19%.) Still likes. Has a great growth profile. | 2002-12-27 | |
| TOP PICK | 19.750 | Michael Smedley | Getting into the Christmas season. | 2002-09-17 | |
| TOP PICK | 18.450 | Brendan Kyne | Global sales. At a good price. Consistantly increases revenues and earnings. | 2002-05-29 | |
| TOP PICK | 14.500 | Scott Morrison | Will be one of Canada's good growth stories. Good valuation. | 2002-05-03 | |
Experts that have talked about Mega Bloks
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