Nike Inc

NKE-N

NYSE:NKE

98.54
0.33 (0.33%)
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
TOP PICK
TOP PICK
January 14, 2016

World’s largest maker of apparel and footwear. Footwear is 60% of their revenue. They continue to do well across all lines in key geographies, including China. Their big opportunity is in women’s apparel on a go forward basis. Have beaten consensus earnings in the last 14 consecutive quarters. Recently announced a 14% dividend increase and a $12 billion share buyback. Growth rate is probably 14-15%. The recent weakness, down to the 200 day moving average, represents a good buying opportunity. Dividend yield of 1.09%.

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Nike Inc (NKE-N)
January 14, 2016

World’s largest maker of apparel and footwear. Footwear is 60% of their revenue. They continue to do well across all lines in key geographies, including China. Their big opportunity is in women’s apparel on a go forward basis. Have beaten consensus earnings in the last 14 consecutive quarters. Recently announced a 14% dividend increase and a $12 billion share buyback. Growth rate is probably 14-15%. The recent weakness, down to the 200 day moving average, represents a good buying opportunity. Dividend yield of 1.09%.

BUY
BUY
November 30, 2015

You have to love the stock. It just keeps on going. It is in a long term upward trend so you have to assume it will continue to do well. It is time to buy runners for the Christmas season.

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Nike Inc (NKE-N)
November 30, 2015

You have to love the stock. It just keeps on going. It is in a long term upward trend so you have to assume it will continue to do well. It is time to buy runners for the Christmas season.

BUY
BUY
October 19, 2015

Record high today. He wishes he owned it. He underestimated their earnings. You will go up and down with the market. Great brand and a great company.

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Nike Inc (NKE-N)
October 19, 2015

Record high today. He wishes he owned it. He underestimated their earnings. You will go up and down with the market. Great brand and a great company.

TOP PICK
TOP PICK
October 13, 2015

Has an incredible balance sheet, which drives a virtuous cycle of reinvestment. It is a dominant brand in sports retail. The consumer has been the one bright light in the market. Very low levels of debt. Has extremely fast growth of 16%, 17%, 18%. Dividend yield of 0.89%.

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Nike Inc (NKE-N)
October 13, 2015

Has an incredible balance sheet, which drives a virtuous cycle of reinvestment. It is a dominant brand in sports retail. The consumer has been the one bright light in the market. Very low levels of debt. Has extremely fast growth of 16%, 17%, 18%. Dividend yield of 0.89%.

TOP PICK
TOP PICK
August 27, 2015

The best performing Dow component this year. They had a very good year last year, which was basically because of the World Cup. It was doubtful that they would outperform on the earnings side this year, but they have. Had some issues in China and he thinks China is going to be the growth area for them. Dividend yield of 1.01%.

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Nike Inc (NKE-N)
August 27, 2015

The best performing Dow component this year. They had a very good year last year, which was basically because of the World Cup. It was doubtful that they would outperform on the earnings side this year, but they have. Had some issues in China and he thinks China is going to be the growth area for them. Dividend yield of 1.01%.

BUY
BUY
August 13, 2015

It is consumer discretionary and so fits clearing into his theme of consumers spending money. They now sell to consumers coordinated outfits. They are buying back a lot of stock and achieving double digit growth in China. They are doing a great job of growing. As long as it can continue to execute the multiple can continue to expand.

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Nike Inc (NKE-N)
August 13, 2015

It is consumer discretionary and so fits clearing into his theme of consumers spending money. They now sell to consumers coordinated outfits. They are buying back a lot of stock and achieving double digit growth in China. They are doing a great job of growing. As long as it can continue to execute the multiple can continue to expand.

COMMENT
COMMENT
July 30, 2015

Great company. Trading at a fairly reasonable multiple. There is a lot of growth here. They have a ton of great athletes. Valuation is reasonable and they seem to be hitting all of their marks.

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Nike Inc (NKE-N)
July 30, 2015

Great company. Trading at a fairly reasonable multiple. There is a lot of growth here. They have a ton of great athletes. Valuation is reasonable and they seem to be hitting all of their marks.

TOP PICK
TOP PICK
March 16, 2015

Will be reporting on Thursday. In the last quarter, they reported 15% growth, a lot of it from China in shoes. They have a whole bunch of avenues. They are in every sport. The soft sport for them is golf. The US$ is a headwind for them as it is for a lot of US multinationals, so you have to watch that. Yield of 1.16%.

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Nike Inc (NKE-N)
March 16, 2015

Will be reporting on Thursday. In the last quarter, they reported 15% growth, a lot of it from China in shoes. They have a whole bunch of avenues. They are in every sport. The soft sport for them is golf. The US$ is a headwind for them as it is for a lot of US multinationals, so you have to watch that. Yield of 1.16%.

TOP PICK
TOP PICK
January 15, 2015

Catalysts are the marketing and the brand. The growth will be in China. Earnings blew the doors off. They are close to support levels. 87.59 would be the stop level.

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Nike Inc (NKE-N)
January 15, 2015

Catalysts are the marketing and the brand. The growth will be in China. Earnings blew the doors off. They are close to support levels. 87.59 would be the stop level.

BUY
BUY
July 11, 2014

Looking at this from a 3-5 year timeframe, it is a Buy. An excellent company. Extremely focused on innovation. The next quarter should look pretty good, just on the back of what we are seeing from the World Cup side of things.

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Nike Inc (NKE-N)
July 11, 2014

Looking at this from a 3-5 year timeframe, it is a Buy. An excellent company. Extremely focused on innovation. The next quarter should look pretty good, just on the back of what we are seeing from the World Cup side of things.

COMMENT
COMMENT
June 12, 2014

This is a great brand in consumer products. You have to realize that we are heading into World Cup, and the stock is somewhat underperforming. They obviously have a huge opportunity. The only problem he sees is that in general, consumer discretionary is lagging a little. They have a lot of opportunity globally to grow. Have a real push on in fitness oriented electronics. This is a sector that he is not so focused on right now. Also the company is not behaving as one of the strongest companies within the group.

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Nike Inc (NKE-N)
June 12, 2014

This is a great brand in consumer products. You have to realize that we are heading into World Cup, and the stock is somewhat underperforming. They obviously have a huge opportunity. The only problem he sees is that in general, consumer discretionary is lagging a little. They have a lot of opportunity globally to grow. Have a real push on in fitness oriented electronics. This is a sector that he is not so focused on right now. Also the company is not behaving as one of the strongest companies within the group.

DON'T BUY
DON'T BUY
May 9, 2014

Seasonality is neutral at this time of year. Looking at chart, this one is having some difficulties. A couple of days ago it broke support. You don’t want to be there right now.

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Nike Inc (NKE-N)
May 9, 2014

Seasonality is neutral at this time of year. Looking at chart, this one is having some difficulties. A couple of days ago it broke support. You don’t want to be there right now.

DON'T BUY
DON'T BUY
April 9, 2014

An interesting name, but a bit stretched in terms of multiple. Prefers another sporting name.

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Nike Inc (NKE-N)
April 9, 2014

An interesting name, but a bit stretched in terms of multiple. Prefers another sporting name.

COMMENT
COMMENT
March 13, 2013

Has done extremely well but he feels it has gotten a little bit ahead of itself in the Chinese market, which is a very important market for them. This is affecting their results. Have been a real trendsetter globally. Coming out with sneakers that are worth $350 and these types of things are starting to bite. They are pricing a little bit ahead of the curve.

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Nike Inc (NKE-N)
March 13, 2013

Has done extremely well but he feels it has gotten a little bit ahead of itself in the Chinese market, which is a very important market for them. This is affecting their results. Have been a real trendsetter globally. Coming out with sneakers that are worth $350 and these types of things are starting to bite. They are pricing a little bit ahead of the curve.

BUY WEAKNESS
BUY WEAKNESS
February 20, 2013

Stock has been getting very close to an all-time high. Seasonably stocks like this do very well until probably the middle of April. Currently the stock is hitting against the overhead resistance so it is slowing down a little. Best strategy is to buy on weakness over the next couple of weeks.

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Nike Inc (NKE-N)
February 20, 2013

Stock has been getting very close to an all-time high. Seasonably stocks like this do very well until probably the middle of April. Currently the stock is hitting against the overhead resistance so it is slowing down a little. Best strategy is to buy on weakness over the next couple of weeks.

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