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Green & Gold Fund

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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Green & Gold Fund

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Presentation Transcript

  1. Recommendation: Buy Nike (NKE) Green & Gold Fund

  2. Key Investment Points • High-growth, significant upcoming opportunities • Unfairly discounted valuation following company turnaround • Spin off of ABC division will unlock value

  3. 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?

  4. 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?

  5. Investment Information 3 Year Price Graph (Morningstar)

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

  7. 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

  8. 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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