Hasbro Inc

These names suffered double-digit losses in October. Should you hold on?

We view shares as overvalued, and we plan to increase our fair value estimate.

We think the shares are undervalued, but the road to improvement could be rocky.

The toymaker could be set to deliver modestly positive top-line growth again.

Cost and creative efforts should begin to pay off in the second half.

Despite headwinds, the industry can still grow, and we think Mattel looks attractive today.

E-commerce market share gains present challenges for some, but trends continue to support healthy profitability for many companies.

We're lowering our fair value estimates for narrow-moat toy companies Mattel and Hasbro but still see value in former.

The retailer's liquidation doesn't change our long-term thesis or narrow moat rating for either toymaker.

Vanguard's active ETF is no game-changer; Iron Mountain's dividend is a risky bet; and a positive outlook for Hasbro and Mattel.

We think Hasbro will gain market share but view Mattel as the more undervalued stock today.

Such speculation has fizzled in the past, and a similar fate could occur this go-round.

We're maintaining our $98 fair value estimate and view shares as modestly undervalued today.

The narrow-moat toymakers have some time to find alternate channels to distribute their products and prevent future sales shortages that may stem from degradation of the Toys 'R' Us channel.

We still view the shares as overvalued after second-quarter results.

We don't plan any material change to our $91 fair value estimate for the narrow-moat toymaker.

We plan to raise our fair value estimate of the narrow-moat firm to account for its ability to raise the top line again in the year ahead.

Discretionary companies have benefited from decreased uncertainty post-election as consumer expectations are set with the new administration.

After seeing their latest offerings, we're maintaining our outlook for both toy makers.

Self-inflicted issues should persist for a few more quarters as a new CEO takes control.