Nike Inc | StockChase
76
Nike Inc (NKE-N)

Last Price Recorded: $64.6700 on 2018-01-15

ON STOCKCHASE SINCE Apr 2002

misc consumer products
76
Nike Inc (NKE-N)

Last Price Recorded: $64.6700 on 2018-01-15

ON STOCKCHASE SINCE Apr 2002

misc consumer products

Nike Inc


Signal Opinion Expert
PAST TOP PICK
Nike Inc(NKE-N) 

January 2, 2018

(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.

misc consumer products

(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.

misc consumer products
Elliot Fishman

Director, US & International E...

PricePrice
$63.490
Owned Owned
No

PAST TOP PICK
Nike Inc(NKE-N) 

December 29, 2017

(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.

misc consumer products

(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.

misc consumer products
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$62.550
Owned Owned
No

COMMENT
Nike Inc(NKE-N) 

December 27, 2017

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.

misc consumer products

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.

misc consumer products
Geoff Scott

Institutional Portfolio Manager, Cambridge Global Ass...

PricePrice
$62.950
Owned Owned
Unknown

COMMENT
Nike Inc(NKE-N) 

November 21, 2017

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.

misc consumer products

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.

misc consumer products
David Fingold

VP and Portfolio Manager, Dynamic Funds...

PricePrice
$59.390
Owned Owned
No

COMMENT
Nike Inc(NKE-N) 

November 8, 2017

It's the North American segment where they’ve struggled. It goes back to consumer preferences. This was the one to go to, but shifted with Under Armour (UAA-N) coming in, and now Adidas (ADS-GR) is really taking a lot of market share. Her concern is more around the leisure trend that is so dominant in North America, and when does that style change and move on to something else. Internationally they are doing well, but domestically they are doing a number of things where they are trying to right the ship and get back to the growth they would like. She is not keen on the apparel space because of the strong trends in recent years.

misc consumer products

It's the North American segment where they’ve struggled. It goes back to consumer preferences. This was the one to go to, but shifted with Under Armour (UAA-N) coming in, and now Adidas (ADS-GR) is really taking a lot of market share. Her concern is more around the leisure trend that is so dominant in North America, and when does that style change and move on to something else. Internationally they are doing well, but domestically they are doing a number of things where they are trying to right the ship and get back to the growth they would like. She is not keen on the apparel space because of the strong trends in recent years.

misc consumer products
Jennifer Radman

VP & Sr. Portfolio Manager, Caldwell Investment ...

PricePrice
$55.760
Owned Owned
Unknown

HOLD
Nike Inc(NKE-N) 

November 6, 2017

They had a bit of a pop when they announced they would sell direct through AMZN-Q.  She wants to see more growth in emerging markets before getting into it.  Don’t buy right now.

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They had a bit of a pop when they announced they would sell direct through AMZN-Q.  She wants to see more growth in emerging markets before getting into it.  Don’t buy right now.

misc consumer products
Erin Gibbs

V.P., S&P Global Market In...

PricePrice
$56.040
Owned Owned
Unknown

PAST TOP PICK
Nike Inc(NKE-N) 

November 2, 2017

(A Top Pick Nov 29/16. Up 10%.)  Sold this a while ago. He was starting to get very uncomfortable with the retail environment. Their shoes continue to do very, very well.

misc consumer products

(A Top Pick Nov 29/16. Up 10%.)  Sold this a while ago. He was starting to get very uncomfortable with the retail environment. Their shoes continue to do very, very well.

misc consumer products
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$55.120
Owned Owned
No

COMMENT
Nike Inc(NKE-N) 

October 24, 2017

A company he admires, but bad news keeps coming out. They were very reliant on retail channels which no longer have the footfall they used to. They are under-indexed to online, which is where more and more demand for soft goods is going. Their quarters for many years have shown inventory issues. Feels they have also shown some erosion in price recently. He is just waiting for an appropriate entry point.

misc consumer products

A company he admires, but bad news keeps coming out. They were very reliant on retail channels which no longer have the footfall they used to. They are under-indexed to online, which is where more and more demand for soft goods is going. Their quarters for many years have shown inventory issues. Feels they have also shown some erosion in price recently. He is just waiting for an appropriate entry point.

misc consumer products
David Fingold

VP and Portfolio Manager, Dynamic Funds...

PricePrice
$53.420
Owned Owned
No

PAST TOP PICK
Nike Inc(NKE-N) 

October 23, 2017

(A Past Top Pick Sep 14/16, Down 1%)  He thought AMZN-Q was going to come in and that NKE-T would take better advantage of it, dealing more through AMZN-Q than they are, using them as a distributor.  It is slow in coping but the stock seems to be fine.  There is nothing wrong with the company.  Last year was a tough year for them but he thinks it is okay and is still hanging on.

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(A Past Top Pick Sep 14/16, Down 1%)  He thought AMZN-Q was going to come in and that NKE-T would take better advantage of it, dealing more through AMZN-Q than they are, using them as a distributor.  It is slow in coping but the stock seems to be fine.  There is nothing wrong with the company.  Last year was a tough year for them but he thinks it is okay and is still hanging on.

misc consumer products
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$53.660
Owned Owned
Yes

PAST TOP PICK
Nike Inc(NKE-N) 

September 22, 2017

(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.

misc consumer products

(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.

misc consumer products
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$53.240
Owned Owned
No

PAST TOP PICK
Nike Inc(NKE-N) 

August 9, 2017

(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.

misc consumer products

(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.

misc consumer products
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$59.900
Owned Owned
No

HOLD
Nike Inc(NKE-N) 

June 29, 2017

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.

misc consumer products

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.

misc consumer products
Stan Wong

Director & Portfolio Manager, Private Wealth Manag...

PricePrice
$53.170
Owned Owned
No

COMMENT
Nike Inc(NKE-N) 

June 28, 2017

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.

misc consumer products

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.

misc consumer products
Jason Mann

CIO & Co-Founder, Edgehill Patners...

PricePrice
$53.360
Owned Owned
Yes

DON'T BUY
Nike Inc(NKE-N) 

June 21, 2017

(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.

misc consumer products

(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.

misc consumer products
Gordon Reid

President, GoodReid Investment ...

PricePrice
$52.590
Owned Owned
Unknown

COMMENT
Nike Inc(NKE-N) 

June 19, 2017

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.

misc consumer products

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.

misc consumer products
David Fingold

VP and Portfolio Manager, Dynamic Funds...

PricePrice
$52.020
Owned Owned
No

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