Foot Locker’s stock has run too much

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Foot Locker Inc.: “I’ve got to tell you, I think Foot Locker’s OK, but it would’ve been a lot better in the $30s. So we think it’s moved a little too much.”

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Arista Networks Inc.: “I think that they are very good and [CEO] Jayshree Ullal, whom I would love to have back on the show, is a brilliant manager. But I also like what Chuck Robbins is doing at Cisco and Cisco’s got less…

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