Nike stock Analysis! Generational Buying Opportunity?

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  • Опубліковано 9 лип 2024
  • 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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КОМЕНТАРІ • 91

  • @thepatientinvestor9580
    @thepatientinvestor9580  24 дні тому +2

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

  • @michaelaugustynik
    @michaelaugustynik 24 дні тому +15

    LVMH. Please do a Video about LVMH

  • @Theodore454
    @Theodore454 24 дні тому +93

    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
      @Freya-jq8mc 24 дні тому

      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.

    • @Matthew-mb6oy
      @Matthew-mb6oy 24 дні тому

      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
      @Manselus-c1f 24 дні тому

      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
      @Matthew-mb6oy 24 дні тому

      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
      @Manselus-c1f 24 дні тому

      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.

  • @TheEcaporaso
    @TheEcaporaso 24 дні тому +1

    Great video & sober analysis - thank you

  • @jorgeb2078
    @jorgeb2078 24 дні тому +1

    thanks for your video and your honesty 🙂

  • @anderson6379
    @anderson6379 22 дні тому

    Thanks for covering. Appreciate it

  • @johnmcquaid7524
    @johnmcquaid7524 24 дні тому

    Awesome commentary!

  • @rj2074
    @rj2074 21 день тому

    Thanks for expressing your opinion! Cheers

  • @JacksonDiVincenzo
    @JacksonDiVincenzo 24 дні тому +2

    Love your content, thank you for making these videos

  • @Ryane994
    @Ryane994 24 дні тому

    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

  • @jirojiro1029
    @jirojiro1029 24 дні тому

    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!!

  • @davidmcquaid7862
    @davidmcquaid7862 24 дні тому +1

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

  • @jeeeeeb
    @jeeeeeb 19 днів тому

    Appreciate it

  • @Ants_of_the_sky282
    @Ants_of_the_sky282 24 дні тому +3

    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
    @augustoliver2779 24 дні тому +4

    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.

  • @RoTelnCheese
    @RoTelnCheese 24 дні тому +3

    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
      @thepatientinvestor9580  24 дні тому +1

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

    • @Divide_et_lmpera
      @Divide_et_lmpera 24 дні тому

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

    • @RoTelnCheese
      @RoTelnCheese 24 дні тому

      @@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
      @tristategaragedoorservices3382 24 дні тому +1

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

    • @RoTelnCheese
      @RoTelnCheese 23 дні тому

      @@tristategaragedoorservices3382 based on what?

  • @jus-tinkin
    @jus-tinkin 24 дні тому +1

    Please value monster beverage and Celsius.

  • @ytofjt7823
    @ytofjt7823 24 дні тому

    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!!

  • @dianaziegler1485
    @dianaziegler1485 24 дні тому

    What do you think of Crox?

  • @cccccuy
    @cccccuy 24 дні тому +1

    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.

  • @eggshellskullrule7971
    @eggshellskullrule7971 24 дні тому

    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.

  • @user-fc9zi8rt6l
    @user-fc9zi8rt6l 24 дні тому

    Please analyze TGT.

  • @Raventerp01
    @Raventerp01 24 дні тому

    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.

  • @tianminggoh3229
    @tianminggoh3229 23 дні тому +2

    Please do a new video about Palantir! 🙏🏻 thankssss

  • @paolo3349
    @paolo3349 23 дні тому +1

    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
      @baarbacoa 21 день тому

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

    • @paolo3349
      @paolo3349 5 днів тому

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

  • @mrandrewwong1712
    @mrandrewwong1712 24 дні тому

    they need to sell Converse then numbers will be more favourable

  • @erikm9768
    @erikm9768 24 дні тому +1

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

  • @camacho_67
    @camacho_67 24 дні тому

    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.

  • @thenikhilnain
    @thenikhilnain 23 дні тому

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

  • @user-wh3hr3oz6l
    @user-wh3hr3oz6l 24 дні тому

    90 + in the next 6 months

  • @bajablaster1
    @bajablaster1 23 дні тому

    We should all get rich on $ PLUG instead

  • @druvaciam5407
    @druvaciam5407 24 дні тому +3

    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
      @thepatientinvestor9580  24 дні тому +1

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

    • @1m2ogaming
      @1m2ogaming 24 дні тому

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

  • @niceguy7707
    @niceguy7707 24 дні тому

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

  • @jeremynewell9903
    @jeremynewell9903 24 дні тому

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

    • @loh1870
      @loh1870 24 дні тому

      Your not even real

  • @Steelersfootball45
    @Steelersfootball45 17 днів тому

    Long NKE

  • @eskeglud4790
    @eskeglud4790 22 дні тому

    How many generational buying opportunities do you find every month?

  • @realbusines
    @realbusines 24 дні тому +1

    Nike to the moon 🚀🚀🚀🚀

  • @tt095
    @tt095 18 днів тому

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

  • @mertie-l2f
    @mertie-l2f 21 день тому

    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
      @Daneilchirs 21 день тому

      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.

    • @shizue-w7n
      @shizue-w7n 21 день тому

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    • @jeanlaudato
      @jeanlaudato 21 день тому

      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
      @shizue-w7n 21 день тому

      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
      @jeanlaudato 21 день тому

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

  • @tommythompson8924
    @tommythompson8924 24 дні тому +5

    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
      @bjehhie 24 дні тому +5

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

    • @geofflovelace8674
      @geofflovelace8674 24 дні тому +6

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

    • @adamc8957
      @adamc8957 24 дні тому +7

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

    • @askaneconomist8265
      @askaneconomist8265 24 дні тому

      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
      @loh1870 24 дні тому +2

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

  • @TheSykashani
    @TheSykashani 24 дні тому +3

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

    • @providencez9496
      @providencez9496 24 дні тому

      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
      @thepatientinvestor9580  24 дні тому +9

      @@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
    @TheSykashani 24 дні тому +1

    unsbscribing

    • @thepatientinvestor9580
      @thepatientinvestor9580  24 дні тому +7

      @@TheSykashani I'm honored

    • @Alexruizm3012
      @Alexruizm3012 24 дні тому

      Wop wop boo boo 😂

    • @RoTelnCheese
      @RoTelnCheese 24 дні тому

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

    • @thepatientinvestor9580
      @thepatientinvestor9580  24 дні тому +9

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