NKE stock is down 58% from its 2021 peak and Expense Ackman just recently increased his position making NKE stock a core portfolio holding.
Nike is certainly a terrific organization and a fantastic brand. If it recuperates from the 10% decline in revenues and returns to development, the stock will rapidly recuperate ground.
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I buy some at 73 usd but it’s not so cheap. Maybe if new ceo do good Job and growth. I Hope it Drops at 68 or lower
Marketing overpriced apparel to poorer segments of society seems to have some risk when the poor are getting squeezed.
U would think so. But poor people would rather look rich than eat sometimes.
just watched the New York Marathon and the top 3 finishers were wearing the new Nike Alpha fly’s. Nike is the number 1 brand in running right now
Okay, I will buy a new runner from Nike… 👍
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@@jonnes__4657please do
The decline in the popularity of the NBA could spell trouble for Nike.
to me , nike buying back stock now seems like management is smart , they are just constantly buying back instead of at peaks , like some management teams do. so ill give them that , if they return to growing this might have a good return
Thank you Sven!
Great report, Sven. Thank you, Sir. I hold Nike. Down about 20%. C’est la vie… I will hold it despite knowing it’s dead money for ~4 quarters.
Same as me…
Thanks for the great analysis as usual! I’ve got an interesting pick for you. Halliburton for exposition to the energy sector. They’re drilling for all the major oil and gas companies. Low PE, low debt, increasing FCF, increasing dividend yield.
It’s worth to put it on the watchlist Sven.. but without earnings guidance i’m not touching it, unless it goes 10% under the summer lows…
There is no margin of safety here, because intrinsic value fcf is @$35 per share…
Hello Sven,
I read your book and i have to say its pretty good. I was wondering when you want to look at the CAPE (Cyclical Adjusted PE) indicator do you calculate it manually or you know of some source where shows it for a given company? Cause i look for it but is nowhere to be found
no source, I just look at the last 10 years if I wish it for company, but it is not really useful for specific stocks as it shows the past, while investing is about the future https://www.multpl.com/shiller-pe
Could do do LVMH pls – looking interesting here!
here you go: https://www.youtube.com/watch?v=v0q9xaUre_w
🗽NKE: The management seems to be weak. 🤔 They have a great brand.
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I would like some research on Peloton stock.
Is it a value investment?
haven’t been following, but if they can turn the ship around!!
have you considered collaborating with Fastgraphs? Would be a really nice added value to your videos to add one screenshot of fastgraphs of the stock you are talking about 😉
I spoke with Chuck a while ago, but then we somehow got lost…
@@Value-Investing I am sure Chuck would be open for it. There’s a lot of Dutch contentmakers using his tool. It is amazing and so is Chuck! Perhaps you could do a Q&A with him and exchange perspectives on value investing? That would be a blast to see you two together 😉
Target looks interesting
Hey Sven would love to know your thoughts on Rubis at current price and how you see the current and upcoming risks
I like the TIKR spreadsheet! More tools really increase the value of the video
What do you think about Danish shipping company TORM plc (TRMD), at 2,91 PE now
I don’t see why a shoe and sports apparel company should be trading at tech company multiples. 🤷♂️
At a P/E of 15 with current EPS, it’s a $50 stock, but it’s currently trading at 21 P/E with a forward P/E of 27, so EPS is projected to decline.