Nike: Just Sell It? 12/22/23

Scott Wapner and the Investment Committee debate the momentum reset and whether it's time to get back in now. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights Citigroup in his "Best Stocks in the Market." Investment Committee Disclosures Hosted ... Show More

Scott Wapner and the Investment Committee debate the latest out of the U.S.-Iran conflict as well as the momentum unwind in the market. Plus, the Committee share their latest portfolio moves. And later, we hit the latest Calls of the Day. Investment Committee Disclosures Hosted b ... Show More

Scott Wapner and the Investment Committee debate how to trade the momentum unwind. They share their latest moves. Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights Archer-Daniels-Midland in his "Best Stocks in the Market." Investment Committee Disclosures ... Show More

<p>In this episode, we delve into Nike's recent struggles, with its stock down over 30% this year. We'll explore the factors contributing to its decline, from questionable leadership and strategic missteps to macroeconomic challenges and rising competition in the sneaker market.< ... Show More

<p>Carl Quintanilla, Sara Eisen and David Faber discussed the latest on the retail front after Target shares plunged on weak results and a guidance cut, hurting stocks across the sector. What does it mean for the consumer? And is there pain ahead for retail stocks heading into th ... Show More

<p>A new trading year is officially underway so the big question is: is the bull market safe and sound… or just taking on a different look? Dan Greenhaus of Solus Alternative Asset Management and New York Life Investments’ Lauren Goodwin give their takes. Plus, tech saw a year of ... Show More

Scott and Ed open the show by discussing Tesla’s quarterly deliveries, a potential CVS breakup, and a venture capital firm’s decision to return money to investors. Then Scott explains the biggest red flag he sees in chipmaker Cerebras Systems as it prepares to go public, but brea ... Show More

<p>Carl Quintanilla, Scott Wapner and Leslie Picker led off the show with the Fed's preferred inflation gauge:Core PCE cooled in November -- up 3.2% year-over year, down from 3.4%. Shares of Nike tumbled afterthe company cut full-year sales guidance and announced a $2 billion cos ... Show More

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 - H ... Show More

Nike scores with its Jordan brand. IAC buys Care.com for $500 million. FedEx delivers disappointing earnings. Bed Bath & Beyond surges after its new CEO cleans house. And General Mills gets a big boost from Blue Buffalo. Motley Fool analysts Ron Gross and Jason Moser discuss thos ... Show More

<p>Shares of Eli Lilly taking a hit, as the pharma giant cuts its sales outlook. But could the dip be a buying opportunity? The latest out of JP Morgan’s Health Care Conference in San Francisco. And speaking of JP Morgan… the big bank and its peers kicking off earnings season tom ... Show More

Stocks rising ahead of tomorrow’s PPI report, as economists are looking for inflation pressures to ease as we get ready for the last Fed meeting of the year. But can the momentum contine. Plus, shares of Tesla have been cut in half this year. Is there any charge left in the stock ... Show More