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Rob McIver,
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Jensen says he does see opportunity in these four companies:

Nike (NKE) With the Winter Olympics and the World Cup coming up in 2014,
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Emerson Electric (EMR) McIver says the global industrial company has transformed itself into a leading manufacturer of power equipment,
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Oracle (ORCL) The enterprise software giant has benefitted from the same strategy for many years and will continue to in 2014,
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