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
BUY WEAKNESS
BUY WEAKNESS
June 6, 2016

One of the preeminent sportswear companies. They have very high market share, but also have a lot of competition. Haven’t demonstrated that they are necessarily able to get into a space like yoga wear successfully and become one of the well-known brands. Feels that over the medium and long term they will do well. This is something you want to accumulate over time on pullbacks.

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Nike Inc (NKE-N)
June 6, 2016

One of the preeminent sportswear companies. They have very high market share, but also have a lot of competition. Haven’t demonstrated that they are necessarily able to get into a space like yoga wear successfully and become one of the well-known brands. Feels that over the medium and long term they will do well. This is something you want to accumulate over time on pullbacks.

BUY
BUY
June 3, 2016

This has been a great performer over the last couple of years. Scores in the top 5% on price momentum. Valuation is still pretty reasonable. Very strong ROE’s at 30%. 25X PE looks a little rich, but they have a history of continuing to find new sources of revenue and growth.

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Nike Inc (NKE-N)
June 3, 2016

This has been a great performer over the last couple of years. Scores in the top 5% on price momentum. Valuation is still pretty reasonable. Very strong ROE’s at 30%. 25X PE looks a little rich, but they have a history of continuing to find new sources of revenue and growth.

BUY WEAKNESS
BUY WEAKNESS
April 11, 2016

It is a great brand name and longer term you will be fine holding on to it. These short term moves are hard to call. When you get a pullback in these companies, it is an excellent buying opportunity.

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Nike Inc (NKE-N)
April 11, 2016

It is a great brand name and longer term you will be fine holding on to it. These short term moves are hard to call. When you get a pullback in these companies, it is an excellent buying opportunity.

TOP PICK
TOP PICK
April 6, 2016

It came down nicely and this is an opportunity to buy more. They beat earnings 15 quarters in a row. They are shareholder friendly and just announced a share buyback program. Margins in the US are a risk, as well as climbing inventory levels.

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Nike Inc (NKE-N)
April 6, 2016

It came down nicely and this is an opportunity to buy more. They beat earnings 15 quarters in a row. They are shareholder friendly and just announced a share buyback program. Margins in the US are a risk, as well as climbing inventory levels.

PAST TOP PICK
PAST TOP PICK
March 15, 2016

(A Top Pick March 16/15. Up 20.8%.) Had a 2 for one stock split. Sales in China were awesome with something like 35% more basketball shoes. Sold his holdings last fall, almost at the peak, when it was trading at 30X earnings. Still pretty highly valued. Would prefer it in the low 20X earnings.

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Nike Inc (NKE-N)
March 15, 2016

(A Top Pick March 16/15. Up 20.8%.) Had a 2 for one stock split. Sales in China were awesome with something like 35% more basketball shoes. Sold his holdings last fall, almost at the peak, when it was trading at 30X earnings. Still pretty highly valued. Would prefer it in the low 20X earnings.

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.

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