Q: What do you think of NKE as a value play ? Do you think it has the potential to recover and be a good solid investment ?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
- Starbucks Corporation (SBUX)
- CVS Health Corporation (CVS)
- Johnson & Johnson (JNJ)
- Eli Lilly and Company (LLY)
- McDonald's Corporation (MCD)
- Nike Inc. (NKE)
- Restaurant Brands International Inc. (QSR)
- Alimentation Couche-Tard Inc. (ATD)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- lululemon athletica inc. (LULU)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Aspen Aerogels Inc. (ASPN)
- Celsius Holdings Inc. (CELH)
Q: Hi Group can you please rate in order of your preference for short term trading not to buy and hold . Give me the ones with the most potential to grow. Most of the ones I have identified have been in the tank lately and should be ripe for some sort of recovery. Also if you have any good ideas that fit the criteria please feel free to add/rate the opportunity as you see it.
- Starbucks Corporation (SBUX)
- The Walt Disney Company (DIS)
- McDonald's Corporation (MCD)
- Nike Inc. (NKE)
- PepsiCo Inc. (PEP)
- lululemon athletica inc. (LULU)
- Align Technology Inc. (ALGN)
Q: There are some really beaten down stocks that have been known as "blue chip" investments over the years. Which of these stocks do you feel represent the best opportunity in order of priority buy.
- Starbucks Corporation (SBUX)
- Home Depot Inc. (The) (HD)
- Lowe's Companies Inc. (LOW)
- Nike Inc. (NKE)
- lululemon athletica inc. (LULU)
- Ulta Beauty Inc. (ULTA)
- Five Below Inc. (FIVE)
Q: Many Consumer brands are under pressure but will turn around at some point soon. Any guess as to how far out? What to watch for? Could you rank and add thoughts behind your best overall pick to accumulate... Is there another company you would also consider at this time?
thx, M
thx, M
Q: 1)Would you be comfortable switching out Nike for Ulta beauty today?
2)which do you prefer between Ulta beauty and Academy Sports and outdoor for a long term hold?
2)which do you prefer between Ulta beauty and Academy Sports and outdoor for a long term hold?
Q: Love to get your updated on NKE's quarter and the dropping stock (now below $90 USD) as a value play. Also, what happens to NKE stock during consumer spending recessions from the past, as all signs seem to be pointing that way for back half of 2024 and into 2025. Do you see further drops?
- McDonald's Corporation (MCD)
- Nike Inc. (NKE)
- Restaurant Brands International Inc. (QSR)
- lululemon athletica inc. (LULU)
- Ulta Beauty Inc. (ULTA)
- Align Technology Inc. (ALGN)
- Domino's Pizza Inc (DPZ)
- Crocs Inc. (CROX)
Q: This stock is up 3.1% YTD and 17.6% 1 Year.
Not a bad performance but certainly underperfoming the general market.
There are a lot of excellent companies on New York and Nasdaq that have a much steeper growth profile than QSR.
If you were to look at the universe of their consumer segment of the market which US company do you feel would have the highest growth potential over the next 3 years. (Other than SBUX)
With thanks
Sheldon
Not a bad performance but certainly underperfoming the general market.
There are a lot of excellent companies on New York and Nasdaq that have a much steeper growth profile than QSR.
If you were to look at the universe of their consumer segment of the market which US company do you feel would have the highest growth potential over the next 3 years. (Other than SBUX)
With thanks
Sheldon
Q: Your thoughts on Nike today. Would you continue to hold?
- Lowe's Companies Inc. (LOW)
- Nike Inc. (NKE)
- BRP Inc. Subordinate Voting Shares (DOO)
- Alimentation Couche-Tard Inc. (ATD)
- lululemon athletica inc. (LULU)
Q: Please help me pair one of the noted consumer discretionary stocks with ATD. I am looking for growth at a reasonable valuation with consistent returns for a 5 year hold. Could you rank the 4 stocks in accordance with my selection criteria. Thank you
- Caterpillar Inc. (CAT)
- Honeywell International Inc. (HON)
- McDonald's Corporation (MCD)
- Nike Inc. (NKE)
- Procter & Gamble Company (The) (PG)
- RTX Corporation (RTX)
Q: Hello, thank you for your last answer on 5 industrial and consumer names suggestions with a brief reason for each. Now, I would like you to suggest 3 names of the same, but chosen within the CDRs offering. Thanks!
Q: Between LULU & NKE, which do you prefer and why?
Q: Trying to gauge potential runway for growth. Particularly market cap proxies. Are there any comparables that make sense. Do you see this eventually in time exceeding its all time highs? Are you buyers at todays price.
Q: Hello, would this be an opportune time to buy the dip at Nike for a long term hold and if so, why? Thanks and best wishes for Christmas and the New Year to all of you. Martin
Q: Hello:
Even though it is a highly competitive market like everything else in this big world, it would seem to me in my little world that footwear is more of a necessity than a luxury. Nike is at a reasonable price now. Will it make a comeback and when? All the details you have time to provide.
Thanks, Ben.
Even though it is a highly competitive market like everything else in this big world, it would seem to me in my little world that footwear is more of a necessity than a luxury. Nike is at a reasonable price now. Will it make a comeback and when? All the details you have time to provide.
Thanks, Ben.
- PayPal Holdings Inc. (PYPL)
- Bank of America Corporation (BAC)
- Danaher Corporation (DHR)
- JPMorgan Chase & Co. (JPM)
- Nike Inc. (NKE)
- Bank of Nova Scotia (The) (BNS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Block Inc. Class A (SQ)
- goeasy Ltd. (GSY)
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Crocs Inc. (CROX)
- CrowdStrike Holdings Inc. (CRWD)
- Docebo Inc. (DCBO)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: I always kick myself when I come to realize a missed opportunity and tell myself that next time, i'll recognize the trend and take advantage of it.
This is me asking that question now.
What 5 US and 5 CDN positions, in your opinion are very much out of favour right now but have quality fundamentals with an excellent chance for share appreciation over the next 3 years?
This is me asking that question now.
What 5 US and 5 CDN positions, in your opinion are very much out of favour right now but have quality fundamentals with an excellent chance for share appreciation over the next 3 years?
- Amazon.com Inc. (AMZN)
- Lowe's Companies Inc. (LOW)
- Nike Inc. (NKE)
- Walmart Inc. (WMT)
- BRP Inc. Subordinate Voting Shares (DOO)
- Magna International Inc. (MG)
- Lvmh Moet Hennessy Louis Vuitton SE ADR - Level I (LVMUY)
Q: please identify top consumer discretionary stocks that meet criterion you recently identified for industrials - strong competitive advantage, growth runway, strong management, value creation and high ROE that are currently buyable
- Illinois Tool Works Inc. (ITW)
- Nike Inc. (NKE)
- Visa Inc. (V)
- Bank of Nova Scotia (The) (BNS)
- Sun Life Financial Inc. (SLF)
- WSP Global Inc. (WSP)
- ATS Corporation (ATS)
- BRP Inc. Subordinate Voting Shares (DOO)
- Thomson Reuters Corporation (TRI)
- EQB Inc. (EQB)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Good afternoon - I’m overweight in big tech in my TFSA and am planning to do some rebalancing. I’m looking for some non-tech suggestions please. Either US or Canada are fine.
Thanks!
Janet
Thanks!
Janet
Q: I believe in a previous question you refereed to atz as having a moat. Could you say what that moat is?
Thanks
Thanks
- Starbucks Corporation (SBUX)
- Coca Cola Enterprises (CCE)
- Home Depot Inc. (The) (HD)
- McDonald's Corporation (MCD)
- Nike Inc. (NKE)
- Procter & Gamble Company (The) (PG)
- Walmart Inc. (WMT)
Q: Hello, please name the top 3 stocks among these in terms of expected total return in the next 5 years, with a short explanation for your picks. Thanks!
- Adobe Inc. (ADBE)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- The Walt Disney Company (DIS)
- Medtronic plc. (MDT)
- Nike Inc. (NKE)
- goeasy Ltd. (GSY)
- Crocs Inc. (CROX)
- MEDIFAST INC (MED)
- FIGS Inc. Class A (FIGS)
Q: Can you rank these companies from most attractive to least attractive to purchase for a long term hold in an rrsp? Thank you