that pvh has been derailed by the purchase of warnerco, which initially looked to be the son of tommy hilfiger, which created multiple-year upsides for those who owned pvh. warnerco did the opposite and the stock came down precipitously. but a couple of weeks ago, pvh laid out a multi-year vision that's now within their grasp. and even though the stocks had a quick seven-point run from the bottom, i think the opportunity here is still alive and well. here's another, nike. this stock, which my charitable trust has been buying, reminds me of ppg's arc to higher prices. the stock rallied from $79 to $82 in after-hours trading when the release came out. i told you never to trade on after-hours, but people did. sure enough, management shaved down expectations during the conference call and that shaved nine points from that pinnacle after-hours. nine points! talk about extreme. nike's working its way back now, but not so fast that you've missed the opportunity. here's the bottom line. we can wring our hands about the fractions of pennies being pickpocketed from the big pension funds and mutual funds