02-02-2014, 04:16 PM
I've never run either MAT or HAS through my screens to see how they score alongside other dividend growth stocks. I think my reason for this is the same as fiveoh -- I just don't see a moat around those businesses and don't think they're in a strong position over the long haul. In addition to the movement to electronic gadgets, there are also a ton of small niche toy companies springing up and able to outmaneuver the big guys. I suppose that MAT and HAS can always just buy those smaller companies whenever they gain traction, but for some reason I have little confidence in their long-term prospects.