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

one is nike. i saw him in a nike commercial land in something else. stuart: will he do we these? charles: if they win a super bowl. he may be obligated to. stuart: out of time but your take on an income in the quality and the democrats coming your way after this. cstnut street the modest first floor bedroom in tallinn, estonia and the southbound bus barreli down i-95. ♪ this magic moment it is the story of where eve great idea begins. and of those who believed they had thpower to do more. dell is honored to be part of some of the world's great stories. that began much the same way ours did in a little dorm room -- 2713. ♪ this magic moment ♪ ♪ this magic moment (voseeker of the suble. pro. you can separate runway diculousness... from fashionhat flies off the shelves. and u...rent from national. because only national lets you choose any car in the aisle... and go. and only national isanked highest in car rental customer satisfaction by j.d. power. (natalie) ooooh, i like your style. (vo) so do we, business pro. so do we. go national. go like pro. stuart: earlier i gave you

nike, visa, nicole mentioned earlier, great numbers, debit card use going through the roof and american express looking fantastic. and speaking of earnings, facebook reporting strong earnings yesterday. but the big news was that the growth in the mobile sector, 53% of ad revenues in the quarter, the quarter before was 49%, running into jeremy chaplin, science and tech editor. jeremy has facebook finally figured out, didn't take long to cash in on the mobile space. >> that's what it looked like. they said as many as a billion people were using the mobile apps. an incredible amount of people strictly going on through the mobile app and you can tailor the ads there, a great way to make money. charles: that was only three quarters ago. said that facebook wouldn't make it and figure out mobile. we've got to give kudos to the team. like you were saying, there's not enough going on in mobile and bang, here they are. >> and what does it say for the entire space? everyone sort of worried about this and a lot of great companies out there, you follow them. all of these great names and they do grea

charles: better than the fuel ban by nike. is significantly better? >> it is good but we like this because of the simplicity and affordability of this. they have another device on the market now, apple is important because they are trying to get the word out, adidas has their own devices and in 2014 there's a rumor that algae will be getting into this space and a lot of companies are hoping to find the next big thing you are wearing on your wrist and over time -- charles: they don't cost much money. >> most are in the $150 range so what is interesting in 2014, you will see a melding of a small watch and fitness bans like this. charles: when i'm ready to put something back in my mouth and mesh comes out i can to get -- we need the next level. electronic muzzle. stuart: find it dirt cheap and at -- and other serious subject for you, talking about internet security breaches at snap chat and skype. two separate incidents. what is your reading on this? doesn't seem to me that they care. >> the overall message which is a dangerous one is tech companies aren

saw a story on this including the largest energy companies in the world, companies like coca-cola and nike which were quoted last week in the new york times talking about why they are putting climate change in their business strategy. it is not an environmental strategy. it is business strategy. there is access to natural resources that we need. let's face it. over the last 20 years, 663 million people around the world, one tenth of humanity have moved out of poverty. if we are going to continue to see that kind of economic development which is not only good for people but good for business because that means more middle-class people who can participate in the global economy we have got to think wisely about how to address climate change. stuart: i hear you. i hear you. i hear you. 600 million people who moved up to the middle class, that is largely china and india, largely. and they are not exactly greenie economies. are they? i am sorry i am out of time. it is a very big subject but we are listening to you and you got a point and we appreciate you being with us today but it is such a hug