Tiger Woods is maybe the best deal of all time. I remember the way Knight was filmed following Tiger around at his last amateur win, what now seems like decades ago. Turned out to be a bargain. What a wily guy he was.
Until Tiger does something stupid, you are OK with Nike.
The whole country is white and over 80 and ther are enough courses built and being built to have one for every person in the United States. Do the math. Stay out of Jail Tiger, please.
You hear ‘NIKE’ you think of just a few things, Phil Knight, GREAT branding and marketing (Swoosh and commercials), Michael Jordan and Tiger Woods.
You can’t define Yahoo at all…I think of traffic and missed opportunity.
It comes from having no focus and no leadership over a now extended period of time. The board members should be in Putz prison. They should give back any and all compensation since 2003.
So why is Tiger worth more than Yahoo?
Forget market cap for a moment and think about Tiger and Nike as a trend.
Tiger had knee problems and he knew it was in the best long-term interest for him, his career and his fans, to go in for surgery, and take time off to rehabilitate. Eight weeks of pain for all of us (does anyone watch golf anymore if Tiger is not in the field? ) , but Tiger is now moving forward again and based on the U.S. Open results, we have already forgotten about the eight weeks we missed of his greatness.
Yahoo has had ‘knee problems’ for quite a while. They keep putting bandages on it.
Yahoo should just say they are going on for ‘knee surgery’, like Tiger Woods, cut out all the diseased tissue (lawyers, biz dev, acquisition department, bloated management) and get back to focusing on a strategy for their traffic.
They won’t. Instead, they will be fodder for many more ‘Fake Jerry Yang’ posts.
In the meantime, I will stay long Nike as I have since I started this blog.
Damn can this company execute. Doubt me – take a look at a comparative recent stock chart of Under Armor. I have been long the stock for a few years and have really just forgotten about it. Here is my first post way back in 2005 (amazing how little has changed). There is not much to do here except check in once a year. Here Lindsay discusses the brand back in our very first week:
Brian has a look at the pricing picture of the stock:
Amazing how the stock has held up in the credit/crunch market meltdown. As Brian points out in the video, Under Armor has melted down 30 percent. Nike’s global strength and reach has played a factor here. The weak dollar does help, but it’s such a global company that it is likely muted related to other American brands.
I will just hold on, likely for decades or until Tiger Woods gets caught drunk, crossdressed and shanking balls on the range.
Freaking Nike just keeps doing it. They get internet viral video already. Amazing company for it’s size.
I found these ads farting around over at golfnow.tv. Tiger Woods swing is a thing of beauty. It’s physics, meets poetry, meets balance, meet artwork, meets energy….
The Nike Juice campaign for their new ball is great as well.
My Phoenix Sun’s are getting better as the season goes on. They had 76 points at the half. Amare had 42 tonight and they are on a 10-game winning streak. Not bad since it immediately follows a 15 game winning streak.
Life is good if you own Nike stock (I do) and you are a Phoenix Sun’s fan (I am).
Disclosure – Long Nike and Phoenix Suns (season tickets)
I think our show says it all. It is MY favorite so far.
Considering their size – $16 BILLION in sales – Nike just continues to execute. The newest catalyst is not just their personalization strategy, but a flight to large cap stocks by institutions and a weaker US Dollar. The Apple partnership is smart, but not a huge boon for Nike sales. It’s a better deal for Apple.
I am biased to golf and think that Tiger Woods is a catalyst as well. If not so much now, than he has helped immensely the last 5-6 years in the transition from Jordan. I think Tiger is the greatest athlete ever – at this stage in his career. OOOOHHH AHHHHHH.
You may not agree with owning the stock, but betting against this classic brand seems foolish.
Tonight, the stock closed at an all-time high and shazaam, we have a show . I wish it was that easy.
The market is rewarding large cap stocks and multinationals right now. I believe it is a trend that continues for a while. It is the institution’s new way to own stocks amid the uncertainty. I do not own it, but based on it’s closing high tonight, I will tomorrow.
I am not of the opinion that Nike can double here but I believe there is good upside and I will let the position work itself out for now.
I am revisiting the stock of Oakley for the following reasons:
Footwear and eyewear. I love their sandals and golf shoes. Cops love their boots. Here is the vision of my affection:
The oRockr’s have stereo built in headsets that fit better than ever, comfy frames and the ability to switch from music to phone with a touch of a button – all wirelessly.
They offer a little wireless adapter for any iPod that weighs an ounze but turns the Oakley glasses into a wireless set of frames for music and phone calls. Less chips needed in the frame gives them a sleeker look.
I have tried them and they are awesome.
I still have a big problem with the store setup, but they have cleaned it up a little.
With Nike running on all cylindars and a weak eyewear division, the match has never seemed more synergistic. By Buying oakley, Nike can outfit all their cool, mainstream hoop, golf, tennis and football stars in Oakley/iPod enabled WiFi phones and music glasses. Tiger hitting range balls in a pair of these would just be sweet!
Just Do it!
Disclosure – Long Nike, Oakley, Adobe, Apple, Akamai, Webx, OIL
. I wish it was that easy. 
