Nike Inc

NKE-N

NYSE:NKE

135.44
0.74 (0.55%)
Nike, Inc. is an American multinational corporation that is engaged in the design, development, manufacturing, and worldwide marketing and sales of footwear, apparel, equipment, accessories, and services.
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Analysis and Opinions about NKE-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
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.

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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.

COMMENT
COMMENT
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.

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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.

PAST TOP PICK
PAST TOP PICK
May 26, 2017

(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.

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Nike Inc (NKE-N)
May 26, 2017

(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.

DON'T BUY
DON'T BUY
May 4, 2017

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.

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Nike Inc (NKE-N)
May 4, 2017

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.

DON'T BUY
DON'T BUY
May 2, 2017

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.

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Nike Inc (NKE-N)
May 2, 2017

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.

BUY
BUY
April 24, 2017

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.

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Nike Inc (NKE-N)
April 24, 2017

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.

WEAK BUY
WEAK BUY
April 20, 2017

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.

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Nike Inc (NKE-N)
April 20, 2017

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.

PAST TOP PICK
PAST TOP PICK
March 9, 2017

(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.

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Nike Inc (NKE-N)
March 9, 2017

(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.

COMMENT
COMMENT
March 1, 2017

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.

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Nike Inc (NKE-N)
March 1, 2017

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.

DON'T BUY
DON'T BUY
January 17, 2017

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.

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Nike Inc (NKE-N)
January 17, 2017

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.

COMMENT
COMMENT
January 10, 2017

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.

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Nike Inc (NKE-N)
January 10, 2017

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.

TOP PICK
TOP PICK
January 3, 2017

He is looking for value. This had all kinds of problems getting through $60. It paid the price and sold off big time. This is definitely worth $50 and he would be a buyer right now. With any kind of good news at all, it could reach $60 again very quickly. (Analysts’ price target is $62.04.)

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Nike Inc (NKE-N)
January 3, 2017

He is looking for value. This had all kinds of problems getting through $60. It paid the price and sold off big time. This is definitely worth $50 and he would be a buyer right now. With any kind of good news at all, it could reach $60 again very quickly. (Analysts’ price target is $62.04.)

TOP PICK
TOP PICK
December 30, 2016

This has a great mobile franchise, and are growing their online brand globally. Great products. For a great brand name like this, you are only paying 25X earnings. Thinks earnings are going to accelerate into next year. Dividend yield of 1.42%. (Analysts’ price target is $61.97.)

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Nike Inc (NKE-N)
December 30, 2016

This has a great mobile franchise, and are growing their online brand globally. Great products. For a great brand name like this, you are only paying 25X earnings. Thinks earnings are going to accelerate into next year. Dividend yield of 1.42%. (Analysts’ price target is $61.97.)

DON'T BUY
DON'T BUY
December 19, 2016

It has had a bit of a stumble on a couple of fronts. Their results are lumpy. After an Olympic event their sales tend to get a little soft. Competitors are doing well.

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Nike Inc (NKE-N)
December 19, 2016

It has had a bit of a stumble on a couple of fronts. Their results are lumpy. After an Olympic event their sales tend to get a little soft. Competitors are doing well.

COMMENT
COMMENT
December 5, 2016

A really solid, multinational company. One of the global Giants in sports footwear and apparel. At these levels, it is starting to look interesting. It has lost a little of momentum, relative to some of the other hot names. It is a marketing machine, and they continue to churn out good quality apparel, and do a brilliant job in marketing and sales. Pulling back into more fairly valued territory, where it becomes interesting. Pays a small dividend that increases every year.

Show full opinionHide full opinion
Nike Inc (NKE-N)
December 5, 2016

A really solid, multinational company. One of the global Giants in sports footwear and apparel. At these levels, it is starting to look interesting. It has lost a little of momentum, relative to some of the other hot names. It is a marketing machine, and they continue to churn out good quality apparel, and do a brilliant job in marketing and sales. Pulling back into more fairly valued territory, where it becomes interesting. Pays a small dividend that increases every year.

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