one of them is nike. really this is a global brand, and they've got a global imprint, but certainly they are one of the strongest performing names here in the u.s.. we like boeing, and you also like, you like visa. so these are names that i think have broad, multi-national appeal but are still strong u.s. names. >> exactly. nike really needs to focus outside its own domestic market. i think asia's going to be really important for nike in the next couple of year, that's really where they're going to focus for growth, that's why we want to be a part of this going forward. cheryl: what do you think's going to happen with boeing? their issues with their machinist union in this washington state, they're starting to build that triple 7x. we have seen aircraft demand in general globally, but what would a hiccup for boeing be, in your opinion? >> so when i come on your show, when i was in new york last october, i came on your show, and i talked about boeing. at that time really we were starting to see new orders

a watch makes more sense, and once you get down to those single function fitness trackers, like the nike fuel bands, because it's much easier to design a stylish piece of technology that does one thing. cheryl: brian? >> i think you'll see tech companies partner with louis vuitton, celebrities to get out there and say -- cheryl: to make them pretty. >> these are amazingly awesome, but those fuel bands have sold over two million year to date, and now we're starting to see shops. i foond one in new york, stops starting to get intimate be, interesting, gets the consumer excited. cheryl: i got one more christmas. my favorite gift, actually. liz claman's going to be at ces next week, what are you expecting? one blockbuster thing -- >> wearables, definitely. they''e going to explode. you're going to see companies big and small come out with wearables. i don't think there's going to be any big slash shi ones because they'll debut at their own events, or k-tv is going to get -- 4k-tv, and i think just more personalized gadgets that sort of use your personal data like fitness trackers, that's goi

>> well, you know, it's certainly pretty hard to compete with nike. >> it is. >> nike's got a huge part of the market. they've got close to 70% of our business. but, having said that, we in an average finish line store today we have about 1,000 skus, about half of them are nike. so the underarmours and the brooks and the -- all the other brands, plenty of opportunity to do business with us, always looking for new initiatives. always wanting to be the first to the market with things. so those relationships across all of the brands are critical to us. >> you're known as a running shoe. i always want to know, is running ebbing? is it flowing? is it better to be more basketball than running? because, you know, we had a little piece this morning about michael jordan. he's still pulling them in, but i don't see any running figures that endorse shoes. >> well, we do about half of our men's business in running. >> okay. >> we do about a third of our men's business in basketball. and michael jordan's business is a very, very big and very important part of our business, and it always has. so we p

number 21 is nike. i like to think of nike as a stealth technology play. one of the namasters about in "t rich carefully" and my charitable trust opens it too. the chinese orders weren't that strong, but i bet they will turn on the strength this year. and it will turn because the economy getting better there. and the u.s. and western europe were very strong and they'll stay that way. i was honestly surprised that china didn't roar. but nike can be a counterintuitive stock. management has a great habit of fixing things quickly. it wouldn't be a stretch to see it trade as high as 90. up from $78.80 making it one of the most expensive stocks right know. it's great growth company. and it will only do better as the year goes on. next up is pfizer. this a company challenged by the four horseman of the pharma apox lips. did you see celgene today? i think it will tread water in 2014. i see it as being hard pressed to go above $34. look, at the end of the day, i just see pfizer as one of the bigger blahs, the dogs of the day. i don't know, maybe it has something up

city still over underarm or or nike? >> i will say that the companies that i picked to highlight there are precisely not the ones i'm thinking in your term -- i'm thinking long term. i think what eric wiseman is doing at vf -- by the way, manny is doing at pvh, will transcend what happened this holiday season. i wish vf were done so i could push it more aggressively. let's go to mike in new jersey. >> caller: what's happening captain? >> not much. how about you? >> caller: good. i appreciate that. my question is about scott's miracle grow, got in late 2012, never came back. it's aggressively increasing dividend, which is good and bad. i like it, should i wait for a pull back? >> let me tell you about how i feel about scott's miracle gro. there are few companies i feel like i just many completely weather dependent upon and i can't recommend a stock where the weather plays such a big role. i'll tell you this, i'm a gardener and love scott's mir could gro. fz it raining in april or may, my garden isn't using stuff and that'

innovations that give this little $9 billion underarmour a fighting chance against the colossal $68 billion nike. without this innovation, i don't think they could take on an entrenched player like that or be featured in so many sporting goods stores. underarmour can charge premium prices for the goods and stock can trade at 49 times this year's earnings estimates. i bet it's also a major reason why notre dame is posed to switch from adidas to underarmor, a big deal because the fighting irish are on tv every football weekend. but even up here, growth stock investors have only just started catching on to the real story that it's basically a technology company, they just never expected there could be anything so different about sweat pants, hoodies and sneakers that would move the needle. it's had a vicious bounceback after the most recent quarter dubbed disappointing by people who aren't in the know, who didn't realize this is a technology franchise that's spending to stay ahead of the competition. you need to consider the stock of rpm, which we just had on yesterday. it's developing revolutionar