I hate to use a cliche, but Nike is running on all cylinders.

As a company, they do a good job focusing on introducing a new product and then expanding it among their product line.

Future growth looks a little less robust than analysts had been expecting.

It was certainly a good quarter, way better than expectations, but futures orders were less than we had hoped for. With that said, I don't think the model is broken.

They beat my number by 20 cents.

I think there's a lot of value there.