Trade Tracker: Bryn Talkington buys Nike and On Holding
some big retail moves from the investment committee. We're going to start with Bin Talkington. Bin, you just bought Nike and on holding.So, let's start with the Nike trade and why. >> Yeah. So, if you've heard me before, I really don't buy retail names.The investors so finicky. I've listened to the Nike call the last two quarters. I think Elliot Hill, who stepped up as the new CEO, is on track to turning the company around.Obviously, the stock got hammered after they actually had very good earnings, but the ...