Nike is a strong buy at $35; margin recovery over 2-3 years will drive EPS growth despite modest revenue increases.

Nike, NKE, $35. I still have great faith in this stock. This is an absolutely devastated stock. In this case, the forward P is below 20.

And remember, I believe Nike's gross margin and net margin will bounce back incredibly in the next two to three years. And the impact this will have on the company's bottom line is incredible.

And so in my opinion, you will see earnings per share in the next two to three years. I could be wrong. But I think earnings per share will skyrocket.

Although I do n't see any direct revenue from this. I think their revenue growth will continue for the next two to three years. But it's not like, "Wow! Nike has doubled their business."

No. But the earnings per share, you'll see it double. Because, despite the cost-cutting measures they have taken, even if the percentage of revenue increases slightly, it is much more important in terms of net profit.

And when the profit margin increases, it will be incredible. And so Nike at $35 is an unexpectedly good stock.

Nike has been the biggest loser in our Patron portfolio. This resulted in a price drop of about 53%. Business operating costs. You know, even with all these great things, it's impossible for you to never have anything go wrong, right?

And Nike has not been successful so far. I still have faith in it, but so far it has n't been successful.