http://www.valueinvestingnews.com/stock-tickers/mat Comments for "MAT" en http://www.valueinvestingnews.com/blog/bridge-street/bridge-street-journal-vol-3-7-greenspan-#comment-1068 <p>Mattel is good, but they are too big now and lead times are getting shorter and shorter .Also, as they grew too big they have become more beurocratic which is not good for this industry.Other weak thing(that's according to me-somebody can disagree) structurally not that efficient since they own lots of their plants to make their products(which by the way they are saying is good due to low cost then companies who are outsourcing their manufacturing like jakks pac!). They have some legacy cost too(pension and all) since they are one of the oldest. Jakks is better in all these.. let me know what you think..</p> Wed, 07 Nov 2007 17:46:44 -0500 sdesai comment 1068 at http://www.valueinvestingnews.com http://www.valueinvestingnews.com/blog/bridge-street/bridge-street-journal-vol-3-7-greenspan-#comment-1066 <p>Any one looking at Mattel as a potential value play? I'd like to see the price drop a bit more so that the PE falls to around 10. Of course there is some real danger that the liabilities associated with any actual widespread health impacts could really impact long term free cash flows, but at this point I don't think the long term liabilities are that great yet.</p> Tue, 06 Nov 2007 23:21:19 -0500 George comment 1066 at http://www.valueinvestingnews.com