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Compiling comments that experts make about stocks while on public TV.

Nike Inc Stock Symbol: NKE-N

Last Price Recorded: $53.0600 on 2017-10-20

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Date Signal Expert Opinion Price
2017-09-22 PAST TOP PICK Paul Harris, CFA

(A Top Pick Oct 27/16. Up 4%.) Sold this a while ago. Felt there was a lot more competition on the clothing side, and they were losing share there.


Price:
$53.240
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
No
2017-08-09 PAST TOP PICK Paul Harris, CFA

(A Top Pick Sept 15/16. Up 9.08%.) Sold his holdings a while ago. When they cut the border taxes, etc., this company was going to be the most affected by that. A great brand name, and will continue to do well.


Price:
$59.900
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
No
2017-06-29 HOLD Stan Wong

Just reported and had some pretty decent numbers. He used to hold this, but sold it based on concerns over the very intensified competition happening in North America. Their growth is really dependent on keeping their market share in the footwear and apparel business. They need to rebuild their strength in the basketball area as well. He is concerned with their loss of distribution with some of the US sports stores that have closed down over the last couple of years.


Price:
$53.170
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2017-06-28 COMMENT Jason Mann

This really scores well for him on value. The balance sheet is in good shape. 33% ROE. Not incredibly cheap at 22X, but a consistent steady earner. They are a leader in their space. Momentum has been the knock against them. It is still in the middle of the pack. 1.4% dividend yield.


Price:
$53.360
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-06-21 DON'T BUY Gordon Reid

(Market Call Minute.) He would pass on this. It is being challenged by Under Armour (UA-N) and Adidas (ADS-GR). It trades at a fairly healthy multiple.


Price:
$52.590
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2017-06-19 COMMENT David Fingold

He really likes this company. Sold his holdings when he thought they had too much inventory. The most recent concerns are that the assortment of footwear may not be the right assortment, which he imagines they will fix in time. They had too many shoes at the high end of their price range, and not enough in the mid-range. Also, there is a lot of concern about their retail channel. Still sells a fair amount through wholesalers to department stores, and department store footfall has turned negative. There is a restructuring plan in place. This still has room to fall if it goes to the bottom end of its long-term valuation range. Keeps this on his watch list.


Price:
$52.020
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
No
2017-05-26 PAST TOP PICK Stan Wong

(A Top Pick April 6/16. Down 12%.) This has a lot of competition, and it has also been a very challenging retail environment. Shares are trading at around 21X forward earnings with a 10%-12% growth rate. A bit expensive at this time. He sold his holdings last November.


Price:
$52.590
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2017-05-04 DON'T BUY James Thorne

The sports apparel business is saturated.  These guys are having difficult times.  There is over capacity and competition on pricing.  It is dead money.  They will fix it and it will come down.


Price:
$54.470
Subject:
US DIVIDEND
Bias:
BEARISH on RESOURCES
Owned:
Unknown
2017-05-02 DON'T BUY Gordon Reid

This has been a fantastic story and has done extremely well over the years. However, you have to look forward. Today, the upstart is Under Armour (UA-N) and Adidas (ADS-XETRA) which is taking some of their business. On growth, the company is a little challenged on the Profit and Loss statement to grow earnings as fast as they have, yet the multiple of the company has maintained a fairly lofty level. There are better growth opportunities at lower prices.


Price:
$55.070
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Unknown
2017-04-24 BUY Liz Miller

It has not made a new high above the 2015 peak.  There has been a lot of increased competition as well as a general market pullback.  They have a very strong track record of finding their foothold.  She thinks there is good upside.


Price:
$55.470
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Unknown
2017-04-20 WEAK BUY Mark Grammer

They have been losing share to ADS-GR.  The prospects for Nike are good.  They are doing well in China.  He would not count them out.  Adidas has been a fantastic stock over the last couple of years.


Price:
$56.400
Subject:
GLOBAL
Bias:
BULLISH on GLOBAL STOCKS
Owned:
No
2017-03-09 PAST TOP PICK Stan Wong

(A Top Pick Jan 14/16. Down 2.22%.) He recently let this one go. It has been a challenging environment for these types of names. There has been intensified competition. More importantly there has been liquidation of several sporting good stores in the US, which took a lot of distribution away from this company.


Price:
$56.360
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2017-03-01 COMMENT John Burke

For some reason, Amazon (AMZN-Q) has not been good for manufacturers like this. This has been a very well-run company. If it keeps getting cheaper, he will probably buy it again. He is still trying to figure out why manufacturers of goods are not selling stuff over the Internet.


Price:
$57.950
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
No
2017-01-17 DON'T BUY Jennifer Radman

They have great margins, return on capital and dominance within the industry.  There is a big trend with athletics for leisure.  There are a lot of stores that sell this type of stuff that didn’t exist a few years ago.  Their success has attracted a lot of competitors.  What happens when people stop wanting to go to the grocery store in track pants?  Retail in General has been smoked.  It could be turning around but she would prefer one without such a high valuations.


Price:
$53.650
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Unknown
2017-01-10 COMMENT Bruce Tatters

There are a lot of these types of companies that have very, very fast hyper growth periods for the brand. This one has had one of the longer runs of any brand, to the point where athletic apparel, a little over a year ago, was at the point where people thought that is all that people were going to wear. Because of this, valuations just got too high. A fantastic business, but everything can have too much of a run. Although this has pulled back, it is still too rich for him, relative to its growth rate.


Price:
$53.110
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
Showing 1 to 15 of 67 entries
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