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Basketball Battleground Stocks: Under Armour vs. Nike

Curry's Warriors & LeBron's Cavaliers head to NBA finals


The Golden State Warriors and the Cleveland Cavaliers are heading back to the NBA finals for a highly anticipated rematch.

But, there's a battle off the court as well.

Golden State Warrior's point guard Stephen Curry is sponsored by Under Armour, while Cleveland Cavalier's forward LeBron James holds a deal with Nike.

So, what stock is a better investment for your portfolio? Our "Halftime Report" experts weigh in.

LeBron James of the Cleveland Cavaliers shoots against Stephen Curry of the Golden State Warriors during Game Three of the 2015 NBA Finals on June 9, 2015 in Cleveland.
Getty Images
LeBron James of the Cleveland Cavaliers shoots against Stephen Curry of the Golden State Warriors during Game Three of the 2015 NBA Finals on June 9, 2015 in Cleveland.

On margins, Stephanie Link sees interest in Nike. "Given Nike's supply chain initiates they are poised to actually see gross margin expansion," she urged. Link recommends taking interest if shares fall into the low $50s.

Contrary to Link, Josh Brown does not like where Nike is heading. "Nike is going to see a series of lower highs and does not look good," Brown urged. Brown likes the Under Armour trade on price alone.


If you're looking for heavy growth, Pete Najarian picks Under Armour. There's still room for Under Armour to grow its shoe portfolio internationally, Najarian said.

Joe Terranova agreed with Najarian and would suggest Under Armour here.

—By CNBC Producer Bree Kelly. Follow her on Twitter @Bree_Kelly

Trader disclosure: On May 31, 2016, the following stocks and commodities mentioned or intended to be mentioned on CNBC's "Fast Money" were owned by the "Halftime Report" traders:

JOSH BROWN: Long AAPL, CORE, DE, DNKN, GE, LNKD, SAM, SHAK, TWTR, XLE

STEPHANIE LINK: Long AAPL, AGN, AMZN, APC, AVGO, BAC, CAT, CB, CMA, CRM, CSCO, CVX, DOW, EBAY, ESRX, GOOG, GOOGL, GS, HON, JPM, LEA, LOW, LPX, LRCX, MCD, MGM, MSFT, PF, PG, PH, PM, PPG, RTN, SLB, STI, SWK, SYF, UNH, UPS, URI, V, WBA, WBC, WFC, WHR, YUM

PETE NAJARIAN: Long AAPL, BAC, BMY, CSCO, DIS, DISCA, GE, KMI, KMI.A, KO, LUX, MRK, PEP, PFE, SAVE, VIAB, ZIOP Long Calls: AAL, ABBV, AKS, AMJ, C, CSX, EGO, EWZ, GLW, GS, GSAT, HAL, HBAN, KGC, LLY, MDLZ, MSFT, MT, MU, NLNK, POT, SLV, SVU, TMUS, UAL, X, YHOO Long Puts: BID, FCX, NAV, PBR, VLO

JOE TERRANOVA: Long BLK, DPZ, FB, NXPI, ORCL, PNC, VIRT, VRTS