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Trading Sports Stocks

Wednesday, 12 Sep 2007 | 1:21 PM ET

The first game of the NFL season is in the books and in Macke's Markup, it's time to review our sports retail stock picks. Also, hear from our friend, New York Jets Linebacker Bryan Thomas.

Macke profiles Dick’s Sporting Goods (DKS). He explains that more than 10 companies with over $40 billion in revenues and $80 billion in market cap sell through Dick's. Those names include Under Armor (UA), Crocks (CROX), Garmin (GRMN), Columbia (COLM), Topps (TOPP), Nike (NKE), Callaway Golf (ELY), and Fortune Brands.(FO).

Public Companies Represented At Dick's

MARKET CAP REVENUE

Nike $28 Bil. $15 Bil
Callaway Golf $1.1 Bil $1.0 Bil.
Fortune Brands $12.4 Bil. $8.8 Bil.
Under Armour $3.1 Bil. $431 Mil.
Crox $4.7 Bil. $355 Mil.
Garmin $23 Bil. $1.8 Bil.
Columbia Sportswear $2.0 Bil. $1.3 Bil.
Topps $360 Mil. $237 Mil

Trading Sports Stocks
Some of the hottest consumer brands are represented in sports, with Jeff Macke, Fast Money with Dylan Ratigan.

Jeff Macke says the trade is to get long Dick’s because he feels this company is revolutionizing the sporting goods business. He also feels Dick’s is growing from a regional company into a national juggernaut.

Under Armour

On a related note, Bryan Thomas tells the panel he likes the products that Under Armour produces. He feels their uniforms and cleats are great!

Energy Drinks

In addition, Thomas asks the panel whether there’s a trade to be had on sports energy drinks such as Vitamin Water.

Pete Najarian tells him the trade is Pepsi (PEP) for low calorie Gatorade and other infused water drinks.

Karen Finerman explains that Pepsi isn’t a pure play on energy drinks but she likes the stock.

* Readers, please note that Bryan Thomas is also spokesman for Computers For Youth which can be found at CFY.org

  Price   Change %Change
COLM
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CROX
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DKS
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ELY
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GRMN
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NKE
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PEP
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UA
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______________________________________________________
Got something to say?! Send us an e-mail at fastmoney-web@cnbc.com and your comment might be posted on the Rapid Recap! Prefer to keep it between us. You can still send questions and comments to fastmoney@cnbc.com.

Trader disclosure: On Sept. 11, 2007, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders; Macke Owns (INTC); Najarian Owns (BJS); Najarian Is Short (GS); Pete Najarian Is The Co-Founder Of optionmonster.com, Finerman's Firm Owns (CMVT), (DVA), (JNJ), (KFT), Finerman's Firm Owns S&P 500 Puts And Calls; Finerman's Firm Owns Russell 2000 Puts; Finerman's Firm And Finerman Own (FTWR), (HD)

Bryan Thomas Is Endorsed By Nike Shoes

  Price   Change %Change
DKS
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