recommendation buy nike nke
Download
Skip this Video
Download Presentation
Green & Gold Fund

Loading in 2 Seconds...

play fullscreen
1 / 8

Green & Gold Fund - PowerPoint PPT Presentation


  • 84 Views
  • Uploaded on

Recommendation: Buy Nike (NKE). Green & Gold Fund. Key Investment Points. High-growth, significant upcoming opportunities Unfairly discounted valuation following company turnaround Spin off of ABC division will unlock value. Industry Overview. Industry competitive dynamics

loader
I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
capcha
Download Presentation

PowerPoint Slideshow about ' Green & Gold Fund' - eric-perry


An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript
slide2

Key Investment Points

  • High-growth, significant upcoming opportunities
  • Unfairly discounted valuation following company turnaround
  • Spin off of ABC division will unlock value
slide3

Industry Overview

  • Industry competitive dynamics
    • Are products commoditized? Monopoly? ASP going down due to competition? (Impact on profit margins)
  • Industry demand drivers
    • What causes customers to buy this company’s product?
  • Industry trends
    • What kind of shifts in demand are occurring (and what impact on top, bottom line)?
    • E.g. consumer preference for higher-margin green alternatives
  • Growth outlook
  • What are the key metrics of this industry?
slide4

Nike (NKE) Company Profile

  • Business profile – How does this company generate revenue?
  • International vs. domestic
  • Growth/earnings outlook
  • Management quality
    • Length of tenure doesn’t equal experience or quality
    • Is management shareholder friendly? Honest? Can they execute?
  • Competitive landscape, product positioning
    • Does company have a sustainable competitive advantage?
slide5

Investment Information

3 Year Price Graph (Morningstar)

slide6

SWOT Analysis

  • SWOT analysis, and how each point impacts company EPS/valuation multiple
slide7

Investment Thesis

  • In one sentence, answer the question: Why should we own this stock now?
  • Why overweight?
  • Key value drivers
  • Potential Catalysts
  • Key questions
  • Key risks
slide8

Portfolio Placement / Recommendation

  • Sector : Consumer Discretionary
  • Industry Group: Retailing
  • Current Holdings: ZUMZ, VCR
  • Target Sector Allocation: 7%, $24,772
  • Current Sector Allocation: 2.24% , $7,927
  • Remaining Allocation: 4.76%, $16,845
  • BUY 130 shares of NKE at Market Price (approx. $8,000, 2.26% of portfolio)
  • Holding Period/Exit Strategy: 2-3 years, Consider selling if stock price rises above $80 or below $40 or if fundamentals change dramatically
ad