The following video is part of our "Motley Fool Conversations" series, in which advisor James Early discusses topics across the investing world.

Mattel and Hasbro may appear at odds, but should they be more worried about Amazon.com threatening their lockdown on global toy distribution? James pits that threat against these companies' licensing deals with big entertainment companies like Disney and lets you know how he sees things shaking out.

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James Early has no positions in the stocks mentioned above. The Motley Fool owns shares of Amazon.com, Walt Disney, Mattel, and Wal-Mart Stores. Motley Fool newsletter services recommend Amazon.com, Hasbro, Mattel, Wal-Mart Stores, and Walt Disney. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.