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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

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Presentation Transcript

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

    • 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?


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?


Investment Information

3 Year Price Graph (Morningstar)


SWOT Analysis

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


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


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


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