Nike stock Analysis! Generational Buying Opportunity?

Friends! In this video, I'm going to do a Nike stock analysis and talk about the risks and upside potential of NKE stock
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[@thepatientinvestor9580]

I use IBKR to invest in international stocks: www.interactivebrokers.com/mkt/?src=pntinvY&url=%2Fen%2Fhome.php

[@michaelaugustynik]

LVMH. Please do a Video about LVMH

[@Theodore454]

The stock market moves mostly on trader opportunity, up or down. Economic News is 2nd. The best way to neutralize this trader 'control of market' is take long term persepective, at least 3 years. Yes, I know it is boring, but it is safest thing you can do. No one knows the future, so run a logical process is best or the only thing you can really do.

[@Freya-jq8mc]

the idea is to Look for stocks that have paid steady, increasing dividends for years (or decades), and have not cut their dividends even during recessions.

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Accurate asset allocation is crucial, and some individuals use hedging strategies or allocate part of their portfOlio to defensive assets for market downturns. Expert guidance is vital for achieving this. This approach has helped me stay finan-cially secure for over five years, yielding nearly $5 million in returns on invest-ments.

[@Manselus-c1f]

Please who is the consultant that assist you with your investment and if you don't mind, how do I get in touch if you don't mind

[@Matthew-mb6oy]

My CFA ’ANGELA LYNN SCHILLING’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.

[@Manselus-c1f]

Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an e-mail shortly.

[@davidmcquaid7862]

I’ve been long Crocs since it hit $80 and am staying long this stock. More growth at half the price ~ that simple

[@Ants_of_the_sky282]

I am personally more intrested in LULU, even though I hate the fashion sector, they are both valued at almost the same level while LULU revenue is growing double digits and FCF at faster rates and LULU is trading at less than 20x P/FCF, which makes this very intresting. I do think Nike could be a good buy if the stock suffers more. I understand when people think LULU will end up like UA, however, I personally dont think that will happen cause UA basically destroyed their own business due to them thinking that they could directly compete with Nike on everything especially on Nike legacy product like the Jordan brand.

[@augustoliver2779]

The more people sell, the cheaper it’ll get. I’m hoping the sell off continues. Nike is a company that will be around for a long time especially when they get rid of their CEO and CFO.

[@cccccuy]

lvmh has a 25% tax witholding, plus I pay an additional tax at home since it is impossible to apply tax treaty in practice. For Nke I pay 10% vs 33% for lvmh, so foregive me for picking Nke.

[@RoTelnCheese]

Nike is going to $100 again one day. Maybe takes 5-10 years but this company is one of the strongest brands out there. Just a bump on the road

[@thepatientinvestor9580]

@@RoTelnCheese thats imminent, investing is all about relative opportunities

[@Divide_et_lmpera]

@@thepatientinvestor9580 Can you do a video about Aston Martin? 🙂

[@RoTelnCheese]

@@thepatientinvestor9580 yes I understand there is opportunity cost but can you name many brands with a stronger moat than Nike? There’s very little chance they’ll ever lose leader position to a competitor. It’s only risk is the short term stock price, but that can also bring a good long term buying opportunity at a relatively low risk.

[@tristategaragedoorservices3382]

5-10 years 🤣 dude Nike will be at $200ish winthin 5 -10 years

[@RoTelnCheese]

@@tristategaragedoorservices3382 based on what?

[@TheEcaporaso]

Great video & sober analysis - thank you

[@Ryane994]

Appreciate your time to make the video, I hold a few shares at average of $76 so not in too deep, hopefully will rise again in time 🤞🔮 thank you

[@jorgeb2078]

thanks for your video and your honesty 🙂

[@jirojiro1029]

Thank you for the analysis. I have a suggestion for a video: all the popular consumer stocks have recently crashed, like Nike, LULU, CELH, SBUX, EL, etc. maybe you could compare them and ask which of these dips provide the best buying opportunity. Thanks!!

[@tianminggoh3229]

Please do a new video about Palantir! 🙏🏻 thankssss

[@briimarie2218]

YES PLEASE!!!

[@jus-tinkin]

Please value monster beverage and Celsius.

[@anderson6379]

Thanks for covering. Appreciate it

[@ytofjt7823]

As of today, I do have a question: what would you buy between Visa, LVMH and MCD. I did some numbers today and for me the winner was MCD, although it wasn't winning on every metric, so I would love to know your opinion. Thanks in advance as always!!

[@rj2074]

Thanks for expressing your opinion! Cheers

[@eggshellskullrule7971]

Look at yesterday’s Nike share price. It was rising after a dip in the middle of the day when it ran a wide U curve across.

[@erikm9768]

Why why why would it be a generational buy if its priced at fair value? Maybe 40 or something would be a generational buy

[@Raventerp01]

After seeing the WSJ youtube video yesterday about Chinese competition for American brands like Nike, I'm not interested in this unless it gets sold off even harder. Appreciate the caution you've espoused on this one.

[@paolo3349]

Those who live near Portland know that Nike is not a fashion company, its an engineering company. Their corporate campus is full of labs where sportswear is engineered to best match the human body. I doubt that any of their competitors put that into their products.

[@baarbacoa]

They aren't selling engineering support. The engineers are supporting the development of consumer products.

[@paolo3349]

@@baarbacoa Nike has mastered “TECH DOPING,” using physical gear to gain an unfair advantage. That's a core competency.

[@JacksonDiVincenzo]

Love your content, thank you for making these videos

[@johnmcquaid7524]

Awesome commentary!

[@dianaziegler1485]

What do you think of Crox?

[@druvaciam5407]

Thanks to NVDA all other stocks are becoming really cheap. Would not surprise to see NKE and SBUX at 15 pe or even lower. No growers deserve valuation in 10-15 pe range depending on margins.

[@thepatientinvestor9580]

@@druvaciam5407 as bearish as i am I would be surprised

[@1m2ogaming]

​@thepatientinvestor9580 Isn't $PM trading at similar level being less cyclical and not declining?

[@user-fc9zi8rt6l]

Please analyze TGT.

[@jeeeeeb]

Appreciate it

[@camacho_67]

Apple at 34 pe with no revenue, your thoughts? For me we are reaching peak AI euphoria but who know it could go much higher.

[@camacho_67]

Revenue growth

[@thepatientinvestor9580]

@@camacho_67 it's been overvalued for a long time, I have no thoughts

[@mrandrewwong1712]

they need to sell Converse then numbers will be more favourable

[@niceguy7707]

i thought nike wasnt only one brand like you said? jordan, converse and hurley are also by nike afaik

[@thepatientinvestor9580]

@@niceguy7707 converse has been in decline for years

[@thenikhilnain]

Hey, do you need any help in your video editing or thumbnails, if so we are happy to help

[@user-wh3hr3oz6l]

90 + in the next 6 months

[@bajablaster1]

We should all get rich on $ PLUG instead

[@eskeglud4790]

How many generational buying opportunities do you find every month?

[@thepatientinvestor9580]

@@eskeglud4790 it depends on the month

[@mertie-l2f]

As an lnvesting enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?

[@Daneilchirs]

I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown.

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[@jeanlaudato]

This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? I'm in dire need of proper portfolio allocation.

[@shizue-w7n]

Angela Lynn Schilling is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.

[@jeanlaudato]

Thank you for the lead. I searched her up, and I have sent her a message. I hope she gets back to me soon.

[@realbusines]

Nike to the moon 🚀🚀🚀🚀

[@tt095]

Nike doesn't have much brand loyalty anymore, thus no moat.

[@Judah_Mafia_074]

They still sell

[@jeremynewell9903]

I was talking with my wife the other day about shoes. I haven't bought Nikes since highschool ( over 20 years ago ).

[@loh1870]

Your not even real

[@Steelersfootball45]

Long NKE

[@tommythompson8924]

I’m not typically someone to shit on a stock when it goes down, but nobody wears nike anymore… that’s the reason I’m not buying the dip.

[@bjehhie]

Well, depends were you live, what you're saying is a subjective assumption.

[@geofflovelace8674]

Was just at a gym in Austria and a couple girls were dressed head to toe in Nike including water bottle and cap 🧢

[@adamc8957]

Seeing how I have 50 Nike shoes I bought in the last year. People are def wearing Nike

[@askaneconomist8265]

Yea you go to an outlet in Florida it is by far the busiest store. Has 33% market share. Saying Nike is dead is silly. 1 out of all 3 shoes sold in the US is Nike. ​@@adamc8957

[@loh1870]

I'm not buying because they are profitable ..nobody likes profits

[@TheSykashani]

you talk almost ten minutes AND HUNDRED TIMES sed MAYBE .make your mind , yes or no

[@providencez9496]

You sir, have poor understanding. He said at this price is attractive and good price to buy but be aware of the risk. For himself, he sees better opportunities elsewhere and gave u LVMH as an example. Why don't you just use your money on casino. You seems to not know shit lol

[@thepatientinvestor9580]

@@TheSykashani very funny , I gave you my valuation model and it shows that nike is a double in 5 years, and I told you it could be different because of lower sales, and I told you I'm not buying it, you make your own decision

[@TheSykashani]

unsbscribing

[@thepatientinvestor9580]

@@TheSykashani I'm honored

[@Alexruizm3012]

Wop wop boo boo 😂

[@RoTelnCheese]

Don’t leave please. He’s a good guy, be patient like him

[@thepatientinvestor9580]

@@RoTelnCheese I want him to leave, I don't like ungrateful people to follow me, read his other comment lol