NYSE:NKE

Nike Inc (NKE)

35.51
-0.85 (2.34%)
as of Sep 18, 2026, 8:00:00 pm Market Open.
276 watching
0
PAST TOP PICK
(A Top Pick Nov 22/19, Up 11%) Still going up. Could be good right through to April.
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Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK
In the parlance of stand-up comics, Nike killed in 2019. It’s up 37% in the past year, outperforming even the Nasdaq. It proved skeptics wrong by continuing to sell to China during the depths of last year’s trade war. After all, Chinese consumers don’t view Nike is an American brand, per se. Jamie Murray points out that Nike sells a lot of shoes through their stores and online, not through third parties, which raises their margins. Last fall, the company delivered a slam-dunk quarter, and has shot up 10% since the phase one trade deal was announced. Nike has simply been on a tear. In the last 12 months, Nike has risen from $75 to $101, but it dipped 10% in late-July, demonstrating that pullbacks are possible, but fleeting. Keep on eye on it and it catch it on the next downturn.
PAST TOP PICK
(A Top Pick Nov 22/19, Up 9%) It's been a top mover this year. It did a nice breakout. The trend is your friend. He recently bought it and is happy with it. Buy on a pullback.
TOP PICK
The stock is on a nice extended bull trend since mid-2017 and he bought after it broke out of a consolidation range near $90. He thinks this will really benefit once the trade issues are resolved with China and seasonal demand increases. Yield 1.06% (Analysts’ price target is $102.26)
PAST TOP PICK
(A Top Pick Dec 27/18, Up 25%) They posted great results two weeks ago: strong growth in China and the US; direct-to-consumer is working well into stores and the website; good Instagram presence. The leisure market is still growing.
BUY
The chart looks very good. It's had a great few years with strong support levels. Nike is popular with the right demographics.
WATCH
It has been on a tear. They grew their business in Asia. The multiple is very high because it is such a globally well run company. He would be cautious because a slowdown in consumer spending would hit it. Watch consumer confidence.
PAST TOP PICK
(A Top Pick Dec 27/18, Up 16%) Chinese growth is great because Nike is viewed as a local brand, not American, so the US trade war hasn't hurt sales there. Also, a lot of their business is direct-to-consumer like selling through their stores and online, without third parties, which raises revenues.
TOP PICK
They're moving from a distribution- to a direct-to-consumer model that'll increase their margins. They'll need to invest in storefronts and online business, though. This will give them more control over their branding and products. (Analysts’ price target is $86.37)
TOP PICK

Just bought the stock. He likes that they are moving to online sales. Margins are better. He thinks it will go from 75 to 100 dollars. Dividend yield is 1.07%.

WATCH

This is a past holding. It has good price momentum, is in the top 20% of US stocks on that measure. It offers a great return on equity (35%) and has a good balance sheet. However, it is expensive (32x price to earnings) and has been more volatile lately. He will not buy at this time but it is a dominant global brand that he likes.

PAST TOP PICK

(A Top Pick Jan 3/17. Up 24%.) This has been under pressure. It is a little toppy right now, and you would have to wait and see. It has been news driven. He would tread lightly on this.

PAST TOP PICK

(A Top Pick Dec 30/16. Up 25%.) Sold his holdings as he felt some of the products, especially on the clothing side, could be easily duplicated at lower prices.

COMMENT

A good time to get into retail? Retail has been a tough spot. A global brand and one that has certainly performed well. Nike has been a beneficiary of the trend in athletic leisure space. He would pay closer attention to Under Armor (UA-N) which has been the laggard. Nike is a good brand around for ages and has generated good returns for shareholders historically.

COMMENT

He stays away from this. Had owned it for a very long time, but exited it 2-3 years ago because of issues with their inventory and how they were pricing their assortment, as well as the channels they were positioned in. Those remain as concerns for him.

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