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Nike's stock has been FAR weaker than market movements last few weeks

Where is NIke's destination eventurally, that is the question that has been floating around a lot in this platform.

As long as EH and upper management maintains this death march to the Death Valley, it will be in the teens.

Quite frankly, I was extremely disappointed that EH was not able to come out with new, clear direction after 18 months in the throne. Yeah, JD left sh-t load cr-p around but with EH's pay scale that is task that is included.


Why Do We Avoid TDC?

https://stockstory.org/us/stocks/nyse/tdc/news/buy-or-sell/3-of-wall-streets-favorite-stocks-with-questionable-fundamentals
Teradata (TDC)
Consensus Price Target: $35.73 (40.2% implied return)
Pioneering data warehousing technology in the 1980s before "big data" was a common term, Teradata (NYSE:TDC) provides cloud-based data analytics and AI platforms that help large enterprises integrate, analyze, and leverage their data across multiple environments.

Why Do We Avoid TDC?
Offerings struggled to generate interest as its billings were flat over the last year
Projected sales for the next 12 months are flat and suggest demand will be subdued
Sky-high servicing costs result in an inferior gross margin of 59.8% that must be offset through increased usage

At $25.48 per share, Teradata trades at 1.5x forward price-to-sales.


Why is Verizon's stock price continuing to decline? @$47 handle

What changed over the last month or so? We were at $50! I was optimistic that Dan was turning around our firm post layoff and new strategy. Our net add and cash flow numbers were impressive and further OpEx reductions + stock buy backs + dividends was meant to turbo charge our stock to ~$72. What happened? What changed? Does the street know something that we don't?


Citigroup Annual Shareholder Meeting - Vote!

Citi recently announced that its annual shareholder meeting will be May 20, 2026. If you contributed to the Citi Stock Fund in the 401k plan, then you are a stockholder and can vote in the upcoming meeting. Be on the lookout for the proxy statement in your mail, which will contain a ballot you can mail or info for how to vote online. Stockholders will vote on the following:

1 - Elect 13 directors
2 - Selection of the independent public accounting firm for 2026
3 - Advisory vote to approve 2025 executive compensation
4 - Approve additional shares for the Citigroup 2019 Stock Incentive Plan

Below is a link to the notice and proxy statement:
https://www.citigroup.com/rcs/citigpa/storage/public/Annual_Report/2025/2026-citi-proxy-statement.pdf

Make your voice heard as a current/former employee & shareholder!!


Gentex Layoffs

3 team members and 1 upper management got layoff last week in Gentex. The reason was unclear but some say its because of it might have something to do with Gentex losing 42% of its stock value in 2 years. With the Iran, US and Israel war & tariffs, the future seems pretty uncertain as the stock keeps dipping.


It is official!!

NIKE is certified $40.00 stock.
Let's hope that it does not hit $30.00
Yesterday's news was so bad that seems like Wall Street got a surprise and they don't like surprises.
Seems like everyone is capitulating this stock and leaving with no support.
No one is valiant enough to step in and pull this Titanic from sinking.

There goes my 401k, I guess I will be a greeter in Walmart when I retire


What did they expect?

After the merger they got rid of all the leadership that made the company successful, and replaced it with a toxic leadership from a dying company (Sprint), and adopted it’s failing models for annual layoffs.

Fast forward to today, we’re not growing anymore. The stock is tanking, and they’re tightening the grip for in office (will be monitoring/micro managing for at least 8 hours/day for 3 days/week).

Do they really think this will make employees work harder? You would think that they would want to make it more pleasant to work here after decimating the culture, but no, they’re making it worse. Where did they get their leadership training? Any id--t would know that the people are what make the company successful, not a leadership lineup with visions that change every few years with.

Good luck trying to make me work harder or above and beyond. Sure, I’ll be in the office twiddling my thumbs and watching videos on my phone. You took away any incentive for me to go above and beyond.


MF has literally cheated us of ESPP gains this time

Looks to be a well coordinated strategy to push earnings call to March 31. The drop in share prices is almost 15% now, wiping out any gains on ESPP.

This is as pathetic as it gets, no need to invest in ESPP going forward if this is how cheap this company is going to get to.

MF is literally MF.


Nike Stock - Feels Bad Man

If you had invested $1000 in nike stock back in 2015, you would have about $1000 now.

If you had bought $1000 of Nike back in 2015 and sold at the peak in 2021 you would have had roughly $3673.

If you invested $1000 in Apple stock in 2015, you would have $8,233 now.

If you invested $1000 in Amazon stock in 2015, you would have $12,000 now.

If you invested $1000 in Tesla stock in 2015, you would have $27,692 now.

If you invested $1000 in Nvidia in 2015, you would have $347,916 now.


Wall Street’s opinion. Different than EC’s daily mantra

Market Cap: $78.91 billion
Tracing its roots back to 1784 when it was founded by Alexander Hamilton, BNY (NYSE:BK) is a global financial institution that provides asset servicing, wealth management, and investment services to institutions, corporations, and high-net-worth individuals.
Why Does BK Give Us Pause?
Large revenue base makes it harder to increase sales quickly, and its annual revenue growth of 4.7% over the last five years was below our standards for the financials sector
Sizable asset base leads to capital growth challenges as its 3.2% annual tangible book value per share increases over the last five years fell short of other financials companies
Below-average return on equity indicates management struggled to find compelling investment opportunities
BNY’s stock price of $114.53 implies a valuation ratio of 14x forward P/E.


it is best interest of NIKE that NIKE should be kicked out of DJIA

Nike should be out of DJIA and don't mix with prima donnas.

Get out DJIA and start from bottom with hungry attitudes without worrying about trying to meet financial expectations of DJIA members.

Being in DJIA is hindrance to NIKE. Seems like Nike management is worried about it instead of strategic execution.


CEO PERKS

VERIZON COMMUNICATIONS INC director and officer Daniel H. Schulman reported a compensation-related award of phantom stock linked to the company’s common shares. On this Form 4, he acquired 183.933 units of phantom stock at an indicated value of $14.47 per unit through a deferred compensation plan.


No money for you! Just the ceo

You get 3% or less wage increase while they are living their dream from your sweat and tears. You can’t get paid your incentive pay on time. You will be asked for even higher performance, but no pay increase. It’s the hurtz way.

As the CEO of Hertz Global Holdings (appointed April 2024), Gil West received a total compensation package of $35.18 million in the 2024 fiscal year. The package was largely driven by a $33 million stock award, with a base salary of $1.125 million to $1.5 million, according to Salary.com research and Justia filings.
The News-Press
The News-Press
+3
Compensation Breakdown (Hertz):
Total Compensation: ~$35.18 million.
Base Salary: $1.5 million (annualized).
Stock Awards: $32.3 million in sign-on grants.
Incentives: Target annual bonus of at least 150% of base salary.


$40 stock?

Maybe if we’re lucky. There is no growth story anywhere to be found…

No cool factor and dusty as ever with the retro cycle continuing.

$40 stock at best.