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
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.

DON'T BUY
DON'T BUY
January 10, 2013

Just did a 2-for-1 split but this is not a reason to buy a stock. Have had a couple of stumbles. China has been an issue for them. Has gone to the point where some of their product has out priced their target market. Thinks it is trying to find its way a little bit.

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Nike Inc (NKE-N)
January 10, 2013

Just did a 2-for-1 split but this is not a reason to buy a stock. Have had a couple of stumbles. China has been an issue for them. Has gone to the point where some of their product has out priced their target market. Thinks it is trying to find its way a little bit.

WATCH
WATCH
July 9, 2012
Global footwear company and very well run. Had a disappointing outlook on earnings a couple of days ago but stock has bounced back from its lows. A higher multiple stock so will be sensitive to disappointment. No need to rush in and Buy.
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Nike Inc (NKE-N)
July 9, 2012
Global footwear company and very well run. Had a disappointing outlook on earnings a couple of days ago but stock has bounced back from its lows. A higher multiple stock so will be sensitive to disappointment. No need to rush in and Buy.
DON'T BUY
DON'T BUY
June 20, 2012
Great company. Sold off a little bit this quarter. Multiple is just a little too high at 20X this year’s earnings and 17X next year’s. (See Top Picks.)
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Nike Inc (NKE-N)
June 20, 2012
Great company. Sold off a little bit this quarter. Multiple is just a little too high at 20X this year’s earnings and 17X next year’s. (See Top Picks.)
COMMENT
COMMENT
June 11, 2012
Chart for the last year is very strong. These are highly discretionary purchases and if we are going to enter a period of some pullback, this will put a dent in even the strongest franchise. For the moment, it seems to be holding up really well and the Olympics will focus a lot of attention on their products.
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Nike Inc (NKE-N)
June 11, 2012
Chart for the last year is very strong. These are highly discretionary purchases and if we are going to enter a period of some pullback, this will put a dent in even the strongest franchise. For the moment, it seems to be holding up really well and the Olympics will focus a lot of attention on their products.
BUY WEAKNESS
BUY WEAKNESS
January 31, 2012
Good, strong brand. Have had some concerns raised about labour practices in less developed countries but have pretty much surmounted that. Very strong marketer over the long-term. Strong US$ makes profits coming in from the rest of the world somewhat less valuable for companies like this. Expensive right now. Would prefer to see it at $90.
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Nike Inc (NKE-N)
January 31, 2012
Good, strong brand. Have had some concerns raised about labour practices in less developed countries but have pretty much surmounted that. Very strong marketer over the long-term. Strong US$ makes profits coming in from the rest of the world somewhat less valuable for companies like this. Expensive right now. Would prefer to see it at $90.
DON'T BUY
DON'T BUY
June 22, 2011
Coming around the 200 moving average after a drop below this in April. Trend lines are still positive. 50 day as moved below the 200 day, which is a death cross. Trading around 18X forward earnings. Not too sure about the long-term growth on this one. Too rich for him.
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Nike Inc (NKE-N)
June 22, 2011
Coming around the 200 moving average after a drop below this in April. Trend lines are still positive. 50 day as moved below the 200 day, which is a death cross. Trading around 18X forward earnings. Not too sure about the long-term growth on this one. Too rich for him.
BUY
BUY
May 2, 2011
Should do very well in emerging markets, which is part of their whole thesis on emerging middle class. Have a global brand and presence. Good long-term, high quality, consumer staple name.
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Nike Inc (NKE-N)
May 2, 2011
Should do very well in emerging markets, which is part of their whole thesis on emerging middle class. Have a global brand and presence. Good long-term, high quality, consumer staple name.
BUY
BUY
July 14, 2010
Making great inroads into China, which is obviously a huge market for them. Expect they have a bright future.
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Nike Inc (NKE-N)
July 14, 2010
Making great inroads into China, which is obviously a huge market for them. Expect they have a bright future.
BUY
BUY
May 12, 2010
Pretty consistent growth, ROE and dividend. Balance sheet looks pretty solid. One of their biggest opportunities is in Asia where they are breaking into China.
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Nike Inc (NKE-N)
May 12, 2010
Pretty consistent growth, ROE and dividend. Balance sheet looks pretty solid. One of their biggest opportunities is in Asia where they are breaking into China.
DON'T BUY
DON'T BUY
September 10, 2008
Expensive. Would like to see the price to sales drop from 1.6 to 1. An alternative would be Foot Locker (FL-N). Not an area that he likes and currently he does not have a lot of retail exposure.
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Nike Inc (NKE-N)
September 10, 2008
Expensive. Would like to see the price to sales drop from 1.6 to 1. An alternative would be Foot Locker (FL-N). Not an area that he likes and currently he does not have a lot of retail exposure.
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