Core Insights - The article does not provide specific company or industry insights, focusing instead on disclosures and disclaimers related to investment positions and advice [1][2] Group 1 - There are no stock, option, or similar derivative positions held by the analyst in any mentioned companies [1] - The article expresses personal opinions and is not compensated beyond Seeking Alpha [1] - The views may not reflect those of Seeking Alpha as a whole, and the analysts may not be licensed or certified [2]

Key Takeaways NIKE (NKE) is on deck to report quarterly results this week on on June 26th AMC. Weak demand trends across key products have been a thorn in the side post-pandemic. While NIKE has struggled, a peer, Birkenstock (BIRK), has been operating smoothly. The Q2 earnings cycle is weeks away from picking up notable steam with the release of the big banks’ results, but we nevertheless have several companies reporting their results in the days ahead, which we count as part of the overall Q2 tally.On th ...

Brian Gilmartin, is a portfolio manager at Trinity Asset Management, a firm he founded in May, 1995, catering to individual investors and institutions that werent getting the attention and service deserved, from larger firms. Brian started in the business as a fixed-income / credit analyst, with a Chicago broker-dealer, and then worked at Stein Roe & Farnham in Chicago, from 1992 - 1995, before striking out on his own and managing equity and balanced accounts for clients. Brian has a BSBA (Finance) from Xav ...