Invest in a business any fool can run, because someday a fool will. Charlie Munger and Warren Buffett - Berkshire Hathaway Nike (NKE) is a good example of how poor leadership can harm even great companies! When John Donahoe was appointed as NKE's 4th CEO in January 2020, NKE called out his 'expertise in digital [...]
Nike (NKE) releases its Q2 and YTD 2025 results on December 19 at which time I intend to revisit this existing holding. The purpose of this brief post, therefore, is merely to disclose that my NKE exposure increased on December 3 with the purchase of 200 shares @ $78.4769 through a 'Core' account within [...]
There is no disputing that Nike (NKE) has experienced its fair share of challenges in recent years. Soft demand for sportswear in key markets and an increasingly competitive industry has resulted in lacklustre top line growth. In FY2020 and FY2024, for example, NKE reported a decline in YoY sales growth. On the Q4 2024 earnings [...]
I last reviewed Nike (NKE) in this December 22, 2023 post at which time I concluded that NKE's valuation did not warrant the purchase of additional shares. Now that NKE has released its Q3 and YTD2024 results and FY2024 outlook on March 21, I revisit this existing holding. In my opinion, the time to invest [...]
Even if we invest in a great company, not every investment decision we make ends up being a wise one. We should, however, at least give ourselves a fighting chance of generating a decent investment return. Case in point? Nike (NKE). Pay attention to Nike's valuation otherwise you risk disappointment. NKE is a great company [...]
In my November 9 guest post at Dividend Power, I suggest investors buy Nike (NKE) stock when investor fear returns. Consumers in various global economies are feeling the effects of higher inflation and the higher interest rates central banks have been using to combat higher inflation. It remains to be seen the extent to which [...]
Some investors who acquired Nike (NKE) shares in 2021 when they were overvalued, wouldn't consider buying shares now that they are undervalued. Other investors who fixate on stock charts will look at NKE's mid-September 2019 share price and the current share price (~$90 as I compose this post) only to find they are fairly similar [...]
Nike (NKE) shareholders have experienced sub-par total investment returns over the past 5 years (an average annual total return of ~7.3% versus ~11.4% for the S&P 500 when dividends are reinvested). NKE's average annual total return drops to (18.42%) versus ~2% for the S&P 500 if we change the timeframe to 2 years. Change the [...]
I continually look to add to positions and last reviewed Nike (NKE) at which time I concluded shares were overvalued. After that post, global economic conditions significantly changed. This has led to a decline in the share price of many of my existing holdings; NKE is one such company. While I welcome a drop in [...]
As recently as mid-March 2022, Nike (NKE) shares were reasonably valued. Therefore, I acquired 100 additional shares at ~$123/share on March 11. Following this purchase, however, NKE's share price has run-up. I am now of the opinion Nike is slightly overvalued. I last reviewed NKE in this July 13 2021 post at which time I [...]