The Canadian Investor Is it Time To Invest in These 13 Under Pressure Stocks?
Mar 31, 2025
Explore the recent market fluctuations within the transportation and logistics sectors, revealing potential investment opportunities amid volatility. The podcast dissects the challenges facing major companies, from Nike's steep stock decline to the complex landscape of Canadian politics affecting trade. A unique stock evaluation framework highlights the importance of identifying strong investment candidates. Plus, learn about the performance discrepancies between TSX-60 and S&P 500, and uncover insights on managing investments during uncertain times.
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Nike's Stock Decline
- Nike's stock price has dropped 63%, causing concern among investors.
- This decline is attributed to increased competition, reduced profitability, and tariffs.
Nike's Revenue Shift
- Despite a drop in footwear revenue from $33B to $30B, Nike's strong fundamentals remain.
- However, the narrative shift from growth to decline significantly impacts investor sentiment.
Investing in Turnarounds
- Be prepared to look "stupid" for a few years when investing in turnaround companies.
- Similar to Warren Buffett's strategy, a good thesis and patience can lead to long-term success.