Hi Joby. Yes, JAKK was a company that popped up on one of my stock screens a while back.
As you quite rightly say, its Quarterlies have been all over the place in recent times, and have been falling off as well, compared to 2 or 3 Quarters back.
Being in the toy business, I suppose one has to see it as a bit of a "seasonal stock", with Revenues going up over the festive season. For this reason I, personally, tend to put a bit more emphasis on such a company's Annual Results.
In JAKK's case they look, IMO, quite good, with a nice increase in T/O, good Operating Margin and very little debt expense. However, I would prefer to see a greater pre-tax return on Capital Employed.
Their price has taken quite a knock in the last 3 or 4 months. So if things look much better in their next Quarterly, and they resolve their "legal wrangles", JAKK may be worth looking at, seeing as their TTM P/E is now down to about 9.2. |
