Trouble in Toyland?

Tuesday, 17 Jul 2012 | 2:50 PM ET

Shares of Mattel and Hasbro are suddenly surging. But do the stocks' struggles over the last three months signal trouble ahead? Sean McGowan, Needham & Company, weighs in. "I think across the board, Mattel has more things going in its favor than Hasbro," he says.