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Recent Articles
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Nike’s Revenue Under Considerable Pressure; Turnaround Will Take Time
Dec 27, 2024
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Image: Nike’s shares have been under considerable pressure as sales results disappoint.
Nike’s outlook for the near term doesn’t provide us with much confidence. As we have noted before, Nike has a storied brand that is unmatched by rivals, but it may take more than a new CEO to turn things around. Competition remains fierce and the promotional environment intense, while consumer discretionary spending remains a big wild card. We like Nike, but we continue to stay on the sidelines until we start to see some improvement on the top line, not just better than feared results.
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Alert: Changes to the Newsletter Portfolios
Dec 27, 2024
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Image Source: Mike Cohen cc by 2.0.
We are making some changes to the newsletter portfolios. We continue to believe that large cap growth and big cap tech is the place to be, and we’ll be further tilting the portfolios in that direction.
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Dividend Increases/Decreases for the Week of December 27
Dec 27, 2024
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Let's take a look at firms raising/lowering their dividends this week.
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Dividend Increases/Decreases for the Week of December 20
Dec 20, 2024
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Let's take a look at firms raising/lowering their dividends this week.
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