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General Mills, Mattel, and Mohawk: A Contrarian’s Guide to Finding Hidden Value
Key takeaways
- Mattel's $1.5 billion buyback authorization and iconic IP give it stronger downside support than Mohawk's bet on a multi-year housing cycle recovery.
- Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and General Mills didn't make the cut.
- John Rogers Jr., founder of Ariel Investments, has built a four-decade track record buying quality but unloved mid- and small-cap consumer names, then holding them through years of doubt.
General Mills, Mattel, and Mohawk: A Contrarian’s Guide to Finding Hidden Value Trey Thoelcke Thu, July 2, 2026 at 10:25 PM GMT+7 5 min read GIS MAT NVDA MHK Quick Read General Mills (GIS) offers retirees a 6.5% yield, near-zero beta, and 9x P/E, making it the only one of the three contrarian picks that comes with a dividend attached.
Mattel's $1.5 billion buyback authorization and iconic IP give it stronger downside support than Mohawk's bet on a multi-year housing cycle recovery.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and General Mills didn't make the cut. Grab the names FREE today.
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