PayPal is seen as having long-term value due to its online payment network, contrasting with Nike's lack of perceived value.
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I Refuse to Buy This Dividend Stock... Avoiding a Falling Knife?
Jul 5, 2026
The Dividend Diplomats discuss Nike (NKE), noting its significant year-to-date and 52-week declines. Despite a recent EPS beat, the underlying financial details, including a tariff rebate, suggest a weaker performance. The creators express caution about buying the stock at its current lows, questioning its turnaround potential and valuation.
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The creator invested back into Kraft Heinz after a tax loss harvest and found it performing well due to a clear plan.
Wendy's is mentioned as a potential meme stock scenario, which is seen as the best-case scenario for getting value back.
Dividend Diplomats are avoiding buying Nike (NKE) due to its significant price drop and questionable earnings, viewing it as a potential falling knife.
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