. >> that said, i'm sure they're still a bit wary of people -- speaking to nike in particular, lorainat is your sort of thought? the new ceo is taking over in a couple of weeks. it's going to be a difficult turn around story for him. but are you optimistic or cautious on owning the shares at this point? >> i'm optimistic. i mean, obviously we have earnings tonight, so we have a big catalyst coming up. i would say that tonight's earnings, which are their first quarter, are way less important to investors than what they say about the outlook. so we've just finished the first quarter. i think there's a lot of excitement about new leadership taking over, repairing some wholesale relationships, and really accelerating the innovation that nike needs to turn the business. we won't hear from the new management team tonight, because he hasn't started yet, but i think we will get a road map on recovering sales back to stable, and then potentially to growth. i think that's going to be really important for the shares here. we have a buy on the stock, and i think tonight could really set the stage