Opinions Barry Schwartz
Dorel Industries (A)DII.A.TOTOP PICKJul 03, 2013
Barry SchwartzOwned
$36.44
Stock price when the opinion was issued
$1.80
As of May 29, 2026. Market Open.
misc consumer products
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Barry SchwartzOwned
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Has been an enormous disappointment. A year ago they looked like they were well on their way, but since then everything has gone wrong. Profit warnings because of material costs, compressed margins. Still a believer. Trades at a very low price to earnings multiple and possibly they've put the worst behind them.
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Likes to own unloved companies. Trading around 10/11 X earnings. On 3 continents and very smart manufacturers. Seem to have a knack for finding good new products.
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(A Top Pick Nov 22/04. Up 5.5%.) The story will be told when they have their 4th quarter results with Christmas numbers. Expects a pretty big Christmas. Very competent management.
David BaskinOwned
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BUY
Taking advantage of the Chinese model. Sources all its products in China. This is one way of investing in China without actually going into a Chinese company.
Ian AinsworthOwned
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TOP PICK
Have manufacturing outside of Canada. Have expanded their product line really well. Have "the hot" bicycle product. Expanding into mobility products for older people. If the merger between Sears and K Mart goes through, they could pick up Sears or lose KMart.
David BaskinOwned
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Company gave a profit warning a few weeks ago and he bought when the stock dropped. Cool start to summer so no one was buying bikes but at some point they will buy bikes. In the meantime, you get a wonderful dividend yield of 3.35% which he thinks will go higher this year. Great balance sheet and a massive amount of free cash flow. Trading at only 9X earnings. Stupid cheap.