Nike Looks Expensive, Some REITs Look Cheap

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 22 March 2023

⏱️ 20 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Inventory problems persist for the athletic apparel leader, but the latest results show improvement.

(0:20) Matt Argersinger discusses:
- Nike beating Wall Street's low expectations in the 3rd quarter
- Why being a higher-end discretionary consumer business puts Nike at risk
- How the banking drama is putting some commercial real estate businesses in peril while four REITs appear to have been oversold

(8:20) Kirsten Guerra and Tim Beyers face off in the semi-finals of our stock investing version of March Madness!

Companies discussed: NKE, MAA, ARE, O, PLD, GM, MNDY

Host: Chris Hill
Guests: Matt Argersinger, Kirsten Guerra, Tim Beyers
Producer: Ricky Mulvey
Engineer: Rick Engdahl

Transcript

Click on a timestamp to play from that location

0:00.0	We've got Nike real estate and two analysts going head to head over two different stocks.
0:10.6	Motleyful money starts now.
0:12.8	I'm Chris Hill joining me today, Motleyful Senior Analyst Matt Argersinger.
0:19.0	Thanks for being here.
0:20.0	Hey, thanks for having me.
0:21.9	Let me timestamp this.
0:23.0	We are recording late morning on Wednesday.
0:26.7	This is before the announcement from the Fed and whatever comments Jay Powell makes.
0:31.1	So on tomorrow's show, Andy Cross is going to be here.
0:33.5	We'll be talking about all of that.
0:36.2	So for right now, let's you and me start with Nike.
0:39.1	Is that your nice way of saying whatever we talk about now is really not going to matter
0:42.2	by this afternoon?
0:43.2	I don't know.
0:44.2	I'm a Nike shareholder.
0:45.2	I feel like what we're going to talk about matters to me.
0:48.2	All right.
0:49.2	Good.
0:50.2	And we got some other stuff to get to as well.
0:51.6	I just want to, you know, for anyone who's listening, you know, this, this will come out after
0:55.3	the comments.
0:56.4	Why aren't they talking about the Fed?
	...

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