forbes and talk about coverage of this turning season with the ceos of setting company, beginning at 6:00 a.m. eastern on the fox business network. varney and company is next, all yours. stuart: thanks very much. this is a first. ben carson takes the lead in that national poll. good morning. it is a 4 point lead in a cbs poll, 26-22. there is another iowa poll that again shows ben carson in the lead. add it all up and the two outsiders are in front of the rest of the pack. signs of an obama pushback overseas. the washington post reports a plan to use special forces to engage isis directly in syria. the navy will sail close to china's man-made island in the pacific, pushback. apple has an interest in china. iphone sales, how are they doing? this matters because we find out how the world's most valuable

companies doing financially, the stock took a hit yesterday. and this. no government shutdown, there's a budget deal very likely. and a debt ceiling deal to. . not everybody is happy about it. varney and company is happy, we are about to begin. stuart: no government shutdown, no debt crisis but more spending. there is the tentative two year deal that means it will no longer be any issue for the remainder of president obama's term. it raises spending by $80 billion and the debt is raised until the new president takes office in 2017. final debate and a vote on the plan tomorrow. sources tell fox house republicans likely require the support of using all house democrats. 90-100 republicans to get this thing done.

it is that tentative deal but look likely to happen. a showdown in the south china sea. officials in china reacting angrily to u.s. navy ship passing within 12 miles of the disputed spratly islands seen as a direct challenge to china's territorial claims. shyness as america's actions have granted sovereignty and jeopardize the safety of its personnel but it is, looks like america pushback. to the markets, where are we going to open today? yesterday we are at 17-6, down about 40 points, the big deal today is apple. after the bell reports its profits, we don't usually walkup earnings but we will do it anyway and looking at apple very closely just one minute from now. look at the price of oil today, there is a decision made the we are going to sell down some of america's strategic oil reserve, we need to raise cash, that is affecting the price, will now at

$42 a barrel. not sure how many weeks since we have been there but that is a low for a couple months. that means good news on the price of gasoline. no trumpets yet because we are not $2 but $2.19 is the national average, there are a eight stage wear that averages less than $2 a gallon. i paid $1.79 in my home state. until next weekend when i paint one dollar and $0.75. apple, yesterday that stock took a hit. of big hit, down $1.15, down $3. market watcher mike murphy is here. iphone sales reported this afternoon by apple. if they don't do well with i phone sales in china that stock is toast. what do you say?

>> disagree completely. the china story -- stuart: what do you know? >> there was a sell-off in earnings yesterday which had to do with the small company that makes components for apple so the set up, we have 134 number to issue against which is where apple traded on last quarter's earnings. when tim cook announces earnings today we have an idea that china sales are going to be strong. we know they sell a lot of phones. the question is whether or not they clear that. stuart: you know they sold a lot of phones? >> they don't own 90% of the -- 90% of the phone's being told this quarter. stuart: the selling rate has to go to make everybody happy. >> most importantly is we will hear about the fourth quarter, apple is notorious for giving very low guidance setting the bar very low for themselves, you

will see a sell-off. lots of viewers. and taking a big flyer. >> if it gets hit hard on earnings, talk about low 100s. if you own it or holding you don't need to jump in here. stuart: we have an interesting development. it is the new national poll from cvs, new york times, it has ben carson four points at donald trump, this is a national poll, 2722, marco rubio a, followed by jeb and carley at 7 of these. all other candidates that 4% apiece. is this the beginning of the long forecast donald trump fade? >> there are a lot of things to consider. the from supporters more than half of whom say they are sure 13 from all the way.

personal 19%. they could change their minds. anyone who has been on the internet knows that is true about trump supporters. if you ever try to say something, anything that is not i love you from, you are everything, you get attacked big-time. that doesn't surprise me at all. cars and does better in live interview polls because some people are afraid to tell a real live person. maybe they love him but keep their love inside. stuart: you are sounding skeptical that this is the beginning of the trump fade it. probably not. i won't put words in your mouth but you say probably not. >> especially because people supporting carson are admitting they don't know for sure. it looks so interesting and trump doesn't seem so concerned. stuart: why does trump remain very much the center of attention? he is attacking people everyone is attacking him, he is at the

center of attention? >> he makes and sells the center of attention. these polls are a lot. he is like a girl doesn't get a text back from a guy -- he worries about how pretty i am, a little intimidated and donald trump -- stuart: when you have the world's greatest one liners, come back, wait a second, listen to this, listen to what trump had to say about the ayatollah and berthas. >> how are you doing? i will never -- i will get along with improbably and maybe not and if he doesn't get along with me they have problems. what we getting involved for? it is easy, you don't have to put makeup. huckabee of liver one looks, wouldn't it be easier? wouldn't that be easy? stuart: i have to believe that was a joke, he was fooling around and being entertaining. >> u.s. meanwhile remain center of attention. anyone else saying that stuff

ever? stuart: interesting from has been taken over by ben carson but two outsiders. next case. on the ground, president obama considers moving troops closer to front lines in syria and iraq, this as the navy ship, the first ten miles of islands by china. james is with us. i will start with this whole idea that maybe we are beginning to push back, maybe. on the ground in syria, definitely a worship, is this the beginning of pushback? >> reporter: maybe. not much of a push so far but on the other hand they were sort of negative pushing as n going away before, and if you look at the air war so to speak, back during

the first gulf war we flew hundreds of sorties a day. at the beginning of the second gulf war we flew in some cases thousands of sorties that day. we are averaging eight sorties a day, not exactly. underground, 16 boots a day way above the ground. bernard: when you are dismissive. is this the beginning of a pushback? you said may be and really it is not. you are saying it is not a real push back. >> not yet but there are at least some indications they may be thinking of using force effectively and that would not be without risk. if there criterion in the white house is never had anyone hurt or killed on our side, by these operations they are not going to have that happen. if they put forces in and even special forces for training and

assistance to our allies, the people going against bashar al-assad. stuart: can i reverse the argument. president obama says vladimir putin is going to be bogged down, he is into a quagmire, he's going to be bogged down. today russia's finance minister said there reserve fund is going to be out of money, completely out of money next year. does that suggest maybe there is merit to the president's argument that vladimir putin has brought himself down? >> marriage to the president's argument if he helps blog vladimir putin down. we need russia not to stick its nose in all kinds of things. nasty habit of wanting to conquer places like ukraine and georgia and so forth once they stick their nose in. the president could doing very good job by doing everything possible to keep the price of oil down below $40 a barrel if possible. stuart: do you think he will do

that? >> he could for example work with the epa to make it easy for people to switch from gasoline to, let's say, fuels derived from either waste or from natural gas such as methanol. i disagree. i think there are real possibilities of having competitors at the pump to oil and petroleum based products and once you have that oil is going to stay down there and russia and iran and venezuela and some other lovely government countries are going to have some really serious problems and drivers will be better off. stuart: director, sarcasm is a low form of which but we like it. thank you very much indeed. interesting stuff. we have walmart again following amazon's lead to this time with a package delivery of drones.

walmart wants to do battle in the sky is basically. this is you, isn't it? the audience, your story, i am very sorry. >> this is what they want to go, they want to go head to head with amazon, the retailer wal-mart is applying for permission to test drones for home delivery according to reports. curbside pickup and checking warehouse inventory, they want to become more efficient positioning walmart to compete with amazon if there grogan delivery is approved. jpmorgan chase will launch a speedy, a new mobile-man system to compete with apple paid, reuters reports the biggest bank in the u.s. wants to figure out how to convince you to pay with your phone rather than the wallet and michael jordan is having trouble selling his house, he is making these highly produced videos of this fix is 6,000 square foot mount outside chicago to convince buyers to drop the big bucks. back in may it was listed at

$29 million, now it has dropped to $14.9 million. that is a steel. stuart: 56,000 square feet is a hotel. jo lin: multiple buildings, you see the drone fly over pretty impressive. stuart: thanks very much. here is a headline. astonishing headline. shoebox a --chewbacca strike that the polls in ukraine. was arrested, took several cops to do it as you concede. he was violating voting laws for mayoral race. it is illegal in ukraine to campaign on political and david is considered political education. he showed up in support of his friend and candidate darth vader. something different from ukraine. an exclusive story, drug enforcement agency people involved in prostitution scandal, not fired, rewarded with a bonuses, details coming up, more marty in a minute.

stuart: engage in in sexual misconduct as a two week suspension and a bonus. julien melcher runabout this in the "national review" and joins us now. this is about using prostitutes in colombia. big story. >> they were attending sex parties in government release bandings funded by cartels after the government got wise about the sexual misconduct not only were they not fired, several of them ended doubt getting performance based awards. stuart: maybe they got information. i am passing no judgment on using prostitutes, maybe effective information gathering requires agents to do that kind of thing. would you say? >> the inspector general's previous report addressed this and raised several concerns about it being the other way around, the cartel was using

this to get information, that there were cute security vulnerabilities, with cartel funded prostitutes coming to government buildings wear your cellphones of lying around. the bigger point is the agents were repeatedly engaging in sexual misconduct with impunity and getting bonuses. stuart: why did they get a bonuses? >> the inspector general was alarmed about that. in several cases there was not even documentation that the proper procedures for considering benefits were conducted so this is just crazy. stuart: i understand may be outside the sexual misconduct they did get good information on the drug cartels. >> one guy who was pretty high up was repeatedly sexually harassing his assistant invited her to watch porn with him, throwing things in the office killing bulger contents and he also got a bonus. we have a real trend of sexual misconduct not only being

disciplined but being rewarded with in the obama administration. bernard: when you got a story, it is a good one, thank you very much. how about this? muslim truckdrivers fired for refusing to deliver beer. how a court awarded him nearly a quarter of a million dollars. then we have texas, oil company, fossil fuels, the home thereof, jeff flock climbed to the top award in turbine to bring a story of wind power in texas. more than a third of its power comes from wind, texas is the king of wind and we are there to show you.

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see car insurance in a whole new light. liberty mutual insurance. stuart: texas is clearly an oil seat. it is also the wind stayed. 37% of texas power comes from wind. now we have jeff flock with us. he is literally on anyone wind turbine and he will tell us and show us, no he is not, yes he is. she is at the top of it. jeff: yes i am. i know you are a skeptic and that is why i say can you put me on the top of a wind turbine and look where i am? of october you conceive i am touching this 87 meter blades up here. as you can tell we are tethered

year's so we don't go flying off the thing. just to give you a lot, spin over rivera and show how close we are to the edge. -- what are? 38 stories in the air. i know you are a skeptic so i asked the nasa of edt renewables, she doesn't like the production credit for wind. tell stuart varney where he is going wrong. >> what a lot of folks don't realize is every form of electricity generation in the country receives government support. our competitive industries have received subsidies for decades if not a century. our production tax credit helps level the playing field and a lot of folks a win is a mature industry and should stand on its own two speed but if we lose our production tax credit we will be the only energy industry that does not receive any at all. jeff: couldn't have said it

better myself as that was wonderful. put that in your pipe and smoke it. stuart: don't fall. that was a fine report from texas. be careful. we may well come back to you later on this program. coming at "the opening bell" moments away, shares of china's version of amazon, look at it go, up 10% a couple minutes from now, taking a close look at the price of oil, it is down $42 a barrel, lowest in a couple months. that will take stocks down with it in all likelihood. back in a moment with "the opening bell". awe believe active management can protect capital long term. active management can tap global insights. active management can seek to outperform.

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i earn unlimited 2% cash back on everything i buy for my studio. ♪ and that unlimited 2% cash back from spark means thousands of dollars each year going back into my business... that's huge for my bottom line. what's in your wallet? >> what we really want is russia not to stick its nose into all sorts of things and all sorts of parts of the world, and i have this nasty habit of wanting to concur places like ukraine and georgia and so forth and stick their nose in. i think the president could do is good job keeping the price of oil down. stuart: that was the former cia director james woolsey, wants the president to get the price of oil down. see if that happens.

the opening bell is about to ring, about 15 seconds to go. we're looking for a drop of 50, maybe 60 points at the opening bell. the reason for that is very disappointing numbers on durable goods. ashley: yes, and oil. stuart: oil is down over a buck. down to $42 a barrel. it's down and stocks often follow liz: oil is half of what it was this time last year. stuart: half the prize liz: above 80-- sorry, stuart. no, that's an indicator, when the oil tumbles, down goes the market. we're down 17-5 this morning. and a couple of stocks to mention, ups, higher profits, but sales down, now, you could say that that's an economic indicator. and the stock is down, by the way, look who is here to comment on this. ashley webster, liz macdonald. todd horowitz and mike murphy.

i'm intrigued by the price of oil, $42 a barrel. why is oil down at this low level today? >> good morning, stuart, i think the first reason it's down, broke the support level 44. and a lot of pressure, waiting to see, tomorrow we have the report from house of illusionist to perform the magic in the market and see what they actually do and i think that oil is a concern as well as the markets, but really, we broke support, they're going to take it down a little bit. and find some support. if the growth is as good as we think it is and tellings it is, then oil should rebound quickly. stuart: mike, you're not an oil analyst, but saying when the oil points down it points the stock market down. >> it can. it's not completely in that range. lately that's been happening. as the oil goes lower, why is it going lower?

because of of economic weakness. economic weakness, the market goes weaker. oil is around the $42 a barrel level and last time we were here a few months ago, it didn't take us long to snap up into the 48, $49 level. if you have like energy names and the dividends that they give you, i think you can start stepping in here. ashley: and i think there's a huge glut of oil, world is showing down at the europeans are thinking of printing more money and oil reflects where we are, the glut isn't helping. stuart: it's a rotten durable goods order report. don't want to get technical, but this points the economy slowing down, that's a dreadful report. >> doesn't feel good in advance of the christmas season. stuart: and ups. what is todd laughing at? i heard you. >> i keep hearing reports how good and the growth and other things going wonderful, yet, the core companies that you would look at to say, are we

doing well, are not doing well, and i can't see the exuberance over what a great economy because everybody in the world is trying to fight against everything. stuart: you said it before and you say it again. individual stocks, ups, now down 2 1/2%, 103 on ups. take a look please at alibaba. we call them the chinese amazon. listen to this, sales up more than 30%. what does that say about the chinese economy? i don't know, but sales up 30% and the stock is up 7%, mike, what do you say about that? >> i think that the concern over in china is real, but you look at it, maybe we're a little too concerned. we're looking at gdp growth over there in the high 6 to 7% range. alibaba came out with the earnings and it looks like the consumer over in china is spending money. similar to what we saw from amazon here in the u.s. last week. so, i think the bar has been set so low over in china and now you see what came out of the consumer over there, maybe

things aren't as bad as we-- >> it's the on-line consumer, not just the man or woman in the street who goes into a department store, on-line. >> on-line, but alibaba set up retail outlets over in china and that's where they saw the real growth. >> driving me crazy. take a look at ford motor company, please. disappointing profits, i believe that stock is down this morning, 15 on-- 4% lower? would you buy it, mike murphy? >> i own it, i would buy it on this pullback, ford put up the greatest quarter they've put up. sales are up 89% year over year. >> why is it down 4%? >> because they missed earnings estimates by a penny, but this is a company that's growing massively, remember, they have a new f-150 that cost them a lot of money to put out an aluminum f-150. it's the best sales vehicle. stuart: is it selling? >> like hotcakes and a level that's $60,000. stuart: you'd buy it.

>> 4% dividend. stuart: how about coach? i kind of call that democratic retail luxury. nicole, you'll tell me why. nicole: the stock is up over 8%, that's a great move to the upside. why? it's not as bad as two years, nine quarters and the same-store sales decline. 9% decline in north america, not as bad as the previous quarter. stuart: wow, incredible. the sales go-- >> that's a good number and refreshing the stores and trying to take market shares. stuart: quickly, grub hub, i know the-- i don't know who is chucking paper at you. i know it's down 26%, but do you have any reason for that? >> and this is a new all-time low, an ipo back in early 2014. grub hub, you get on-line and order your food.

everything looks good here except they missed the numbers and that's what it is. their earnings growth. new diners, up year over year and growth in order, missed the numbers and cut their outlook. stuart: this expectation nonsense is driving me up the wall. ashley: yeah. >> you don't want to be trading on every news piece. you have a position like microsoft and wait for great news. stuart: some of us waited 15 years. [laughter] all right. time to take a look at apple, please. as you know, it reports profits after the bell after 4:00 eastern and we don't usually walk up the earnings records, but this is so big we thought we'd show you the stock. ashley: looking for a buck 88 on that per share. stuart: that's the expectations. come on. ashley: that's the one they trade on. the big issue, how many iphones do they sell. how well do they do in china. and. stuart: look, that's a contrived number. ashley: of course it is,

something to bear the standard. stuart: and they know that's low so-- >> they sand bag the market every time and beat every time. the truth of the matter is, forward guidance, the big season coming up and how many iphones can they sell. stuart: you're right, you're right. >> 200 billion in cash, what are they going to do some of that and how do they get some of that-- >> buy netflix-- very funny, don't, don't-- >> sorry. stuart: twitter, another big name that you know, it, too, comes out after the closing bell. twitter up at 31 today liz: jack dorsey, taking the ceo seat there. and twitter is in a world of pain. and worse than the s&p, they're looking at a nickel a share, revenues to grow. more than 50%, nothing to tweet home about it's about user growth and only just expecting 7 million new users at twitter adding to the base there.

stuart: only 7. >> and there's snap chat and what's up. stuart: only 7 million? tune in and get the apple and twitter numbers as they break. how about oil? got to look at that again, please. the u.s. plans to sell down some of the strategic petroleum reserve, that is to raise cash apparently, so, oil down at $42 a barrel now. todd, come back. we're selling part of it, what donning do you think of that? >> we have the ability to produce so much oil here, in four or five years, we could be independent of the rest of the world and we don't need anybody else to do it. if we're willing to drill it and get it we don't need the strategic reserve now, might as well take the cash while they can can get it.

stuart: i say $39 a barrel and under $2 by christmas, what do you say? >> if oil is at $39 a barrel, large companies are not going to be shocked, they've come to expect that and i think there's opportunity. stuart: jetblue, their profit more than doubles from a year ago and the stock is down. i guess that's not meeting expectations. disappointing profit in sales at rent-a-center, not that i've ever invested in rent-a-center. how about this one. cheesecake factory, eat that frequently, love cheesecake, that stock is down 5%. ashley: you're not eating enough. stuart: that's an economic indicator. ashley: yeah, it is. stuart: that tells you we're not out there spending money despite the low price of gas. look at this, big names, you know all of them and all of the names are private, they're not public companies. uber, valued at 50 billion,

pinterest, air bnb. our next guest says that's a bubble, is that correct? >> i certainly think that-- >> sue kinder, get the name right. >> kinder, that's right. >> you say it's a bubble? >> not just those, but 124 companies considered unicorns. stuart: hold a second, you're mixing nonpublic companies uber, and air bnb with public companies. >> those four are in a class of their own, in some way's they're monopolies in their space. you've got 124 companies balanced over a billion dollars. are they spending their cash too loosely? are they going to continue to lose money and that's the fear for the tech bubble. stuart: are we building up that

bubble putting money into the companies because that's the future. technology is america's future and we want a piece of it. >> i'm a tech bull, and we're releasing aimed at marketplace for women. there's no more forward-leaning an entrepreneur than myself. to be clear, i am-- >> the name of the company. >> joyous, j-o-y-u-s. stuart: you think everybody else in a bubble. >> as a group what we entrepreneurs need to worry about, make sure as we look at economics of our business, in a bull market, we're raising money on net economics that makes sense. stuart: i want advice for me from you right now. i'm 67 years old and owned microsoft for long, long time. i've made quite a bit of money if it's a tech bubble should i

sell some of my moicrosoft now? >> microsoft is what i consider is flight to safety. hold or not based on fundamentals, but as a class, google, microsoft, apple, represents stable earnings so actually. stuart: so don't sell? >> don't sell. stuart: why not say that up front. >> the unicorn class, trading on more information, frankly. stuart: i got that advice out of you. i'm not going to sell anyway, no matter what you said i'm not going to. check the big board, please, because we are as expected, down almost 60 points and puts the dow at 17-5. here is what's coming up for you. muslim delivery drivers refuse to deliver beer because of religious regions and a court

awards them $240,000. some say it sets a bad precedent. judge napitano on that one and another endorsement for donald trump, this time from mike tyson, why he thinks that america is ready for the donald. ♪ i'm gonna knock you out ♪ ♪ mama said knock you out ♪ ♪ ♪ (charge music) you wouldn't hire an organist without hearing them first. charge! so why would you invest without checking brokercheck? check your broker with brokercheck.

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>> 11 years ago today. the red sox were in the--

the mets haven't won in 29 years, the royals in 30 years, by the way, the first world series between two expanse clubs in baseball history. check that big board, please, where are we now? 16 minutes into the trading session, we're down just 44 points. the price of oil, that's a big deal today. earlier we touched $42 a barrel and right now we're at 43. the price of gold is ever so slightly lower, and ten cents higher, 1166, alibaba, a star performer today, its sales up 30%, i repeat that, up 30% and alibaba shows a gain of 6%. now this. two muslim truck drivers fired from their jobs for refusing to deliver beer. the federal government took their employer to court on the truck delivery's behalf and a jury an i-- awarded the truck drivers $240

it,in damages. judge napitano is here. if you're a delivery driver and i want that job. >> or beverage company. >> and says i'm not delivering beer. what grounds do you have to sue? >> only in america. one would think you wouldn't take this job for a company that delivers beer and other beverages, if the delivery of beer was so vile, violative of a core religious belief you hold. one would think you get another job. in america, the federal government will come in and will decide whether or not there is the company needs to make an accommodation for you. so, the feds literally sent investigators in, it's the eeoc, the commissioners of which are appointed by the president and the investigators said, well, you could change this delivery route and you could rebottle the trucks this way, so at that these guys can have a beer-free truck. so you have federal agents

telling private industry how to run their businesses based upon a political model rather than leaving these businesses alone to run themselves as their owners see fit. that's where we are in america today. stuart: that's incredible. that means that-- now, let's turn it around. supposing the delivery company had said, i'm sorry, we're not going to employ you, you're muslims and you're not going to deliver beer in which case it would have gone back to court because you have to hire them-- >> the 1964, act, hiring, promoting based on religious preference. this is a far bigger case of too many laws, we have laws which contradict each other. how does one obey a law when one could get ensnared no matter how one complied with it as you just pointed out. what do you do with these guys?

they are capable, competent truck drivers, if you don't hire them because you know they're going to refuse to deliver beer, you have a problem. if you hire them and have them deliver beer, you have a problem. you have to change your business model because of a knock on the door? the regrettable answer, yes, yes, otherwise you get stuck with a verdict like this of $240,000, enough to put a small business out of business. stuart: just makes your blood boil, is really does, outrageous. $240,000. >> yes. stuart: thank you, judge. >> i wonder if these guys are happy? probably are, got cash in the bank. ashley: laughing all the way to the bank. stuart: no comment from me i'll explode. >> don't want you to explode i'm coming back. stuart: a promo. at 11 the just weighs more boots on the front line.

lieutenat. colonel oliver norths in on that. and quentin tarantino getting political, he's rallied with black lives matter and spoken out about michael brown. >> his last words were i don't have a gun, stop shooting. michael's body was left lying in the street for over four hours. can a business have a mind? a subconscious.

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>> the nypd is calling for a boycott of all quentin tarantino movies after support of a black lives matter movement. listen to this. >> michael brown, jr. >> michael brown, jr. >> a 18-year-old black teenager, ferguson, missouri. august 9th 2014 he was walking to his grandmother's house with a friend when he was stopped and harassed by darren wilson, a ferguson cop. after being shot he tried to run away. he was shot a total of six times, including twice in the head. his last words were, i don't have a gun, stop shooting. michael's body was left lying

in the street for four hours. >> the officially length of that-- >> it's a completely different story. stuart: a totally different story. tarantino, a lot of people are very mad at him? >> he lives in a gated community, by the way. here is the thing, what he failed is recognize is the brutalities that cops face on the job. a number of cops killed in the line of duty up 25%. why do police shootings happening, 47% in "the washington post," police shooting happen because the suspect has fired for brandished a weapon. that needs to be added to the weapon. stuart: tarantino makes gory violent. ashley: and no surprise his movies there's a strong anti-cop feeling as well liz: he shouldn't be calling cops murderers, flat-out wrong. ashley: an officer was shot and killed in east harlem. stuart: i'm so incensed, i've got to change the subject.

mike tyson endorsing donald trump. listen to what he has to say. >> he should be president of the united states. let's try something new. let's run america like a business, no colors matter, whoever can do the job, gets the job. stuart: isn't that interesting? the man made a lot of sense. ashley: the huffington post in that interview. it's time for something new after president obama's eight years in the white house, let's run america like a business where no colors matter. and let's-- mike tyson making sense. and a big trump fan. >> moving along. stuart: the obama administration considering putting boots on the ground in syria. ambassador john bolten, is the administration beginning to push back a little. and politics, ben carson takes the lead over trump in a national poll. first time we've seen that.

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>> almost exactly 10:00 eastern time. big stories. fresh, new national poll just out. watchout donald trump. ben carson has the lead and the outsiders remained in front of the pack. first time ever, national poll carson leads. >> and a major donor, enemy of the left is frustrated over the g.o.p. race for the white house, he will wait until the end of the year before he decides where to put his expensive financial reserves. and the obama administration id the ground to fight isis in syria. and this is our navy, closer to the man made islands in the pacific. look at this, later in the show, two guns, both of them work well over $100,000 apiece. we've got them on the set for you to look at and for me to handle. the second hour of "varney & company" starts right now.

♪ > >> president obama is now considering several new strategies to target isis. according to "the washington post" senior national security advisors are recommending moving u.s. troops closer to the front lines in iraq and syria. boots on the ground. that's escalation, it still requires approval from the president, but the decision could come as early as this week. it's unclear how many additional troops are required, but officials say the number is not likely to be very big, relatively small. pushback, maybe, from the administration. check the big board, this is tuesday morning and the dow industrials are pairing their losses. we were down 60 and now down 25. 17-6 is about where we are. the price of oil is down today, that's a significant story, we're at $42 per barrel, down

2 1/2%. ups higher profits, but sales are down, that's an interesting economic indicator. the stock is down as well, 2 1/2%. alibaba going exactly the other way, we call this the chinese amazon. sales up more than 30% of the stock gaining at 6% to 81. the ford motor company down today, below $15 per share. it's off 5%. then we have general motors, it's recording, 1.3 million older cars, there's a fire hazard. hardly any impact on the stock. the latest national poll, that's important, national poll from cbs and tnew york times. carson, trump, rubio, cruz, bush, fiorina. the nonpoliticians are adding it up there.

almost 5, almost half the electric in that poll for outsiders we see carson and trump flip-flop, but the overriding message, nonpoliticians, soft spoken, ben carson or the louder donald trump. jeb bush can't get kz tra. the sound bites over the weekend, he sounded not almost frustrated, but almost ready to throw in the towel. the polls reflect. stuart: feeling abused and liz: he can't believe he's losing to this guy. stuart: i can't believe i'm losing to this guy, that was the-- >> he's floundering, doesn't know what to do. stuart: this is a national poll and ben carson leads a national poll, first time ever. extraordinary. ashley: it is. stuart: we'll leave it at that. news today. and business magnate charles

koch says there is a look of substance and civility in the race. maybe this is what he's talking about. >> bush has no money, meeting with mommy and daddy and working on the campaign. >> i've got a lot of cool things to do rather than around and sitting around being demonized, that's a joke. >> rubio way behind, you're talking about a guy who is sweating, now he's really sweating. stuart: did you say he's loud. >> and aggressive. stuart: yes, he is. charles koch, he doesn't like this? >> no, he doesn't. he's a guy who is going to give an estimated-- koch brothers,estimated 750 million into the campaign. stuart: whoa, whoa. >> 750 million, the estimates would be.

three quarters of a billion dollars. stuart: they're brothers. the koch brothers, 750 million of their own money? >> that's the estimate. what he said is telling. he said he doesn't like it, it's in the wall street journal, it's mainly about penalty and all about, your mother sucks rotten eggs kind of attitudes and basically the koch brothers have been demonized and they want to help low income people start businesses and that's missing when the talk of the koch brothers veers to their ideology. they want entrepreneurs to get going and creates jobs. and watch this, telling. they see people getting frustrated with government and when they see that happens, that gives the government more power. they're very worried about that. stuart: interesting liz: yeah. stuart: that demonized by the left, i mean, harry reid all over them constantly liz: i'm sorry, i'm not for or against the koch brothers, but, you know, we're going to lean on the government to create

jobs and not the private sector? >> 750 million a big chunk of change in my books. we're moving to california, we have a lot of viewers just getting up 7 a.m. eastern time breakfasting in california. the state says the high speed rail system will come in well over the 68 billion dollars budget and will not meet the self-imposed deadline. and let's bring in author james lacy, you have been saying this all along, no way they are he going to build in on time and budget. and when is the latest estimate of time when they might get it finished? >> i don't think it's going to be finished in our lifetimes, stuart. the most important recent negative information that's come out is that they're intending to build 36 miles of track by tunneling through the san gabrielle mountains, 20

miles and then tunneling through the tapacipi miles and through the terrible falt lines, san andreas fault. and the californians understand it's going through the san andre asphalt for 36 miles, i don't think it's going to help particular sales. stuart: sarcasm is a low form of wit. stop a second, they're not going to do this, not going to build it, not going to pay for it and get it built. when will they admit this? >> we have to ask whose service this is serving. i went on southwest airlines to book a flight and i can fly from los angeles to san francisco for $63 and that flight takes one hour and 15 minutes. this train system is going to be 800 miles long at 200 miles, that's going to take four

hours, there's no way that they're going to go 200 miles an hour for the whole system and the estimate of the ticket, $105. who is going to do that? we're in a situation where we have very serious priorities in california. there's a crime wave going on. the terrible murder of steinly in san francisco because of sanctuary city policies. homelessness is going nuts in san francisco. there are all sorts of mental patients that are on the streets because of problems that the cities are having. and california has the highest poverty rate in the nation, yet jerry brown and liberal democrats want to raise taxes on the middle class to pay for this train that simply is not going to go. what is going to happen is this, stuart. there's going to be a train, but it's going to be from bakersfield, which is a large rural city, to merced which is a small rural city, that's it. no way they'll build the

extension because they'll need more money. there's only-- california is fed up with taxes. stuart: i still say california will not vote in a state-wide election, that they'll vote republican in my lifetime. i've got a lifetime about 20 years. and you agree with me, don't you? >> i'm not going to live up on california, i like the life style, but i think that the taxes are probably going to continue to be raised. stuart: we'll leave it at that. james lacy, favorite guest. back to stocks, i want to bring in market watcher doug cote. you say that stocks are up and they are, even though generally, profits are down. does that imply that it's time to sell? >> let's look at it. and let's look at the investments. we believe that fundamentals, corporate earnings drive markets year to date and for the full year, four quarters,

we're expecting flat earnings, the s&p 500 and the dow, mid cap, small cap, flat. so it's doing what it should be doing. more recently, what drove the market up was synchronized global expansion by the central banks. ecb, the fed, the bank of china. that got the markets going. now, the thing that we need is growth. stuart: we're not going to get it. so do i sell? >> the last time-- you can continue to be globally diversified because this is a very difficult market, but what we're looking for is we want to see signs of growth. stuart: all right, same question i've asked her people, i'm 67 years old. i've got a ton of microsoft stock, i've done very well, should i sell some of it? >> particular stock, what we go for diversification, i'm not-- >> let's say i own a stock index, i own a fund. let's suppose i do, a fund with

has the stocks of the dow jones industrial average. i own an index fund and i've made a lot of money over it and i'm 67 years old. should i sell any of it? >> at 67 you can tactically-- >> you can be tactically defensive but the long-term, 67. what's your window, five years, ten years? you said you have another 20 years, so you have to be careful for gaining diversification, but right now i'm looking for the growth and as you point out, oil prices going down is not helpful for corporate profits liz: that means sell. stuart: should i sell? >> that's up to your individual-- >> doug, thanks very much indeed. pediatricians have new recommendations when it comes to smoking. jo ling kent has the story in case you might have missed this one.

jo: jo this is alarming. recommending raising the age of tobacco use from 18 to 21 # and urging the fda to restrict e-i go is -- e-cigarettes and flavored tobacco. their brains are vulnerable to nicotine. no black friday on rei to skip the holiday for the day and spend it outside. they'll miss on big spending. national retail federation 87 million people shopped on black friday alone last year. stuart: we hear you. i wasn't there. thank you very much. jo: i didn't expect you to be. stuart: controversial cowboys player greg hardy gets into a

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e. stuart: down 34 points for the dow industrial. not a huge loss just minor slippage. the price of oil, a big loss, down a buck at $42 a barrel. the price of gold hardly changed right about 1166. and then we have grub hub, a new low there. disappointing profits and grub hub says there are technical issues that affect revenue. the investors don't like that, it's down 27%. news alert, happening right now, irs commissioner testifying before congress, at issue, the targeting of conservative groups in there again. no criminal charges for lois lerner, but a hearing about it today. liz, what's going on liz: there's a hearing with

john koskinen and they want to look at the targeting of irs, and going to continue to investigate. they've stonewalled, destroyed e-mails, come up with fabrications and prevarication from congress. and john koskinen is going to say they need more money for the irs. stuart: he'll get it. the bottom line, the election of 2012 was interfered with by the irs. somebody used the machinery of government to go after the president's political opponents and gotten away with it, 100% liz: employees at irs say they're not going to use e-mails, instant messaging, it's easier to destroy.

our government working for you. stuart: a total change of pace and a total change of subjects. the nfl, they're not going to be happy about the dallas cowboys' greg hardy. the nfl doesn't like that. but the team is not going to discipline hardy with the confrontation with one of the coaches. fox news contributor, tamara holder, wait a minute, you're a politician kind of person and now you're doing sports, what? >> this is a setup, i know. let me explain why i'm doing sports. i have a background in sports. when i started in tv, i was actually a sports journalist in college at university of arizona then i went to law school and ended up somehow defending the democratic party. stuart: that ruined you. you were ruined by law school. >> at the end of the day and i was ruined by politics. or ruined by the democrat party.

stuart: one or the other, you've been ruined. you're a ruined woman. okay. >> if i were republican, all of my answers-- all of my problems would be solved. stuart: that's true. now, let's look at this gentleman, mr. greg hardy, he had this altercation and he's been in trouble before off the field. >> yes. stuart: and now he's done this on the field. >> right. stuart: but the team won't discipline him. this is exactly what the nfl doesn't want. >> let's talk about greg hardy and his past, he was found guilty in a domestic violence case, but it was a bench trial with a judge. in the ka ises where you're found guilty by the judge you can then have a trial with a jury. at that point they dismissed it because the victim didn't show up. so when you read reports of the case was dismissed. it was not dismissed-- he was found guilty the first time and nfl disciplined him and he came back and he says i

hope gizelle has a sister, and guns ablazing and filmed a terrible rap video in the off season. this guy is bad news. the what the nfl is doing, not just the cowboys, the american public, they're stupid, they were upset about the rights and all that. stuart: you think that the nfl should kick the guy out of the game. do you think that? >> i think it's difficult because this is a side line incident and they're going to say he's upset and-- >> nobody threw a punch. it was a verbal altercation, it wasn't a fight. >> let's switch gears for a minute. johnnie manziel was in a roadside altercation with his girlfriend who called 911 and hit me a couple of times. the nfl could have put him on the commissioner's exempt list, did they do that? no, so we have johnnie manziel and greg hardy, abuse in their past, drug abuse and violence, the biggest fraud on the american people. stuart: what do you think they should have.

>> they should have men come out and say this behavior is unacceptable. they're hiring women to say this for them and they should start putting guys on the exempt list and punishing them. punish these men, if you care. if you don't care, don't give us lip service. stuart: on the other hand, if they play well on the field, what's wrong with that? >> there's nothing wrong with that, but then don't say that you care. stuart: okay, all right. you went to law school, obviously. >> don't lie, how about that. stuart: okay, i can go with that. if you like your first appearance on the show as a sports person? >> i get more fired up about sports liz: you said you're going to be with us for nine years the last time you were on. >> i know, you poor thing. [laughter] bless your heart. stuart: a little speech and a fire about hillary or joe? >> well, i was wrong. stuart: a parting shot. >> i did say he can't just

parachute into an election and that's what happened. again, hillary is going to win, i'm not changing that. stuart: next time on the show, politics or sports? >> can we do both? can i stay for two segments? >> she's popular with the audience, see what we can do, we'll see. >> i'll fill in for you when you're gone, the tamara holder democratic hour. stuart: british accent. okay, we've got a drone crashes into power lines, it caused a neighborhood-wide power outage. we've got that story coming up for you in just a moment. awe believe active management can protect capital long term. active management can tap global insights. active management can seek to outperform. that's the power of active management.

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it says it will pay $50 million in profit sharing through its employees next month. its profits were way up. giving away 50 million. it is down 7%. take a look at this. to high-end collectible shotguns. they will be with me on set. gun owners unite. do not miss this. >> extraordinary craftsmanship. stuart: and we have it right here. hollywood. police say that they received several 911 calls yesterday. a man drove a drone -- liz, i understand that you can actually get drone insurance. who would take out insurance on that drone? >> people that use the drone commercially. the insurance is not for people

that have them in the backyard. it looks like it may have struck the local utility. this is a big deal. >> you register your drone. >> i do not have a problem with that. you can be flying them around. we would want to know who's drone it is. i do not think people understand the ramifications of drone youths in this country just yet. stuart: i agree with you. the obama administration is getting closer.

putting boots on the ground and fighting isis in syria and iraq. is this the beginning? ambassador bolton on that one coming up. ♪ so jill, i know the markets have taken a hit lately. mmm hmm. just wanted to touch base. we came to manage over $800 billion in assets, through face time when you really need it. it's how edward jones makes sense of investing. we heard you got a job as a developer!!!!! its official, i work for ge!! what? wow... yeah! okay... guys, i'll be writing a new language for machines so planes, trains, even hospitals can work better. oh! sorry, i was trying to put it away... got it on the cake. so you're going to work on a train? not on a train...on "trains"! you're not gonna develop stuff anymore? no i am...

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our passion to make it real. you can't breathed. through your nose. suddenly, you're a mouthbreather. well, just put on a breathe right strip which instantly opens your nose up to 38% more than cold medicine alone. shut your mouth and say goodnight mouthbreathers. breathe right stuart: stock market update. we are down 51 points. look at arch coal please. down 22% as we speak. measures to raise cash. $1.57 per share. how about this. a boots on the ground. close to the front lines in syria and iraq. near to those undisputed. chinese man-made islands in the

pacific. bring in american enterprise john bolton. a warship in the south china sea. >> not much will come from this. i do not think that the president will follow through. not simply a geopolitical issue. every barrel of oil that goes to japan, south korea, taiwan and the countries of southeast asia goes through the south china sea. beijing is able to convert that to a chinese lake. already declared these islands to be a chinese province. it has hands around the throats of key trading partners for the united states. stuart: one warship close to

those islands right now, we sent one warship within 12 miles. we have gone inside the territorial plane by china. now what? >> that is the key question. there are conflicting claims to all of these islands. about 3 inches above the water. by going inside the 12-mile zone, we say that we do not recognize china's claim. chinese authorities suspect that that will not happen again. if it does, there are consequences. not a huge comeback in ship. if we tried again, we will see what happens. a small number of boots on the ground.

it does not amount to a big push back. >> in neither case. in both cases, is there a strategy in back of it. is there a gaming out of what could happen here. if chinese warships crowd the american ships, if they provoke an incident at sea and we back away, we have not sent this ship. at all. stuart: real danger time. thirteen months before a presidential election. what happens when america displays a weakness. the danger of crisis and conflict. our opponents think they can take advantage. even barack obama may have to refuse. stuart: putin and china, they

have to understand they have 14, 15 month left. >> absolutely. this is a period as well of maximum tension. >> doesn't it remind you of 1979. jimmy carter's foreign-policy. >> absolutely. we look back at jimmy carter as the good old days. the question is, can the republicans find a ronald reagan? i am not holding my breath. i am waiting for the republicans. [laughter] stuart: ambassador john bolton, thank you. appreciate it. the u.s. economy is slowing here at all bracing for some serious trouble.

what if china is able to turn its economy around and go for a seven or eight or 9% growth all over again. joining us now. here you go. there is my press. if china were to turn things around, if, if, if, would that help? can they do it? >> pop-up money-losing exporters or finally accepting the structural investment that will create a steady path of growth. if it pursues, it will come at the expense of american manufacturers. look at ford motor company. outstanding. >> the economy is not slowing.

aspects of manufacturing in tough shape. the chinese continuing to dump things here. the consumer product doing extremely good. we shared optimism together. we were talking to each other. the fleet average on the streets is very old. the prospects of that sector is very strong. >> we only have 2% growth. are we going to break out on that? >> thursday when we get gdp for the third quarter, it is going to be low. an inventory adjustment taking place. two and a half percent.

economists worrying about recessions. i am on the panel of about 70 or 80. none of us are calling for a recession that i am aware of. >> this is interesting. i did not know where you were coming from. the numbers will be weak tomorrow morning. market may react to that. >> thursday morning. >> absolutely. not 3%. something below three. the balance sheet has never been stronger. consuming it at and annualized rate. >> middle income is shrinking. 60% of americans do not have a

thousand dollars in the bank. >> even in the last decade, according to the federal reserve, they are in a very strong position. we never really had a strong balance sheet. they are better now. they are really quite robust. i think that we are headed to better times. mcdonald's. kellogg. starbucks. >> you better come back with your bow tie and straighten me out. i thought that we were spiraling down. i am prepared to be schooled. >> you have been around so long. no one would dare ask you to leave.

stuart: i'm not sure about that. you can come back anytime you would like. it is that time. 10:39 a.m. the sector report. trish: i am looking at apple. a big story here. how many do they go out and buy? if you cannot sell those iphones it and out. , there will be a problem. what can he do. there are two stories with twitter. they are either be getting ready to be sold to somebody or jack dorsey is going to move the stock for us. apple is really the stock to watch. >> apple and twitter. that could move the market significantly. >> it really could.

we always have talked about this. they cannibalize on each other from time to time. we always have that discussion in the hallways. stuart: attn: gum lovers everywhere. i know at least one watching this program now. two shotguns. well over $100,000 each. they are here in new york. in the studio. he would not believe the strings we had to pull, but we did. here they are. ♪

>> i am nicole petallides with their fox business read. s&p 500 down. we are seeing the dow and s&p down about a half of a% so far this earnings season. let's take a look at the movers. consumer confidence actually showed some weakness. a bumpy road ahead for the economy. chevron and caterpillar pulling back. energy is weak. healthcare has been a bright spot. pfizer came out in the their numbers. dupont. that story there is they have lower. they have seen weak demand.

the company is complaining of a strong u.s. dollar. burke. after the bell today, we will hear from apple and twitter. cite your day every day at 5:00 a.m. on the fox business network. ♪ ancing? cliff jumping! human resources can work better. with xerox. which allergy? eees. bees? eese. trees? eese. xerox helps hospitals use electronic health records so doctors provide more personalized care. cheese? cheese! patient care can work better. with xerox. that's it.

stuart: making diesel engines. down goes the stock nearly 10%. t-mobile. that stock is also down sharply. down 4% on t-mobile. according to new research, taking one month off our call, stay away from the booth, that could help prevent serious illness later in life. >> guess where this was done, stuart? apparently if you take a month off drinking, the people that they had in this study, average quite a few drinks a week, they lost weight, they lowered their blood pressure, the damage done to the liver started to repair itself within four weeks. stuart: you can repair your own liver? >> yes. sober october.

i will celebrate on the first of next month. your fellow citizen. stuart: look at this. luxury shotguns. for-sale. $50,000 each. the guns were brought all the way into new york city. the mac this is very interesting. we have you, myself and ashley. three british accents on set. i never saw a gun in till i came to america. this is the number one gun. how much?

>> 175,000. stuart: $175,000? >> top-of-the-line shotgun. the engraving on this gun is the interesting part. it is the most asked question about our shotguns. they are hand built. though would, the engraving, the handbuilt factor and the engraver. >> i am from england originally. i remember the days, that was absolutely top-of-the-line. prince charles accuses these things. more valuable. more expensive. >> these two are, yes. >> are they collectors items? >> they are.

stuart: you don't take them outshooting? >> you do. stuart: does it hurt the value? >> it is destroyed completely if you break the stocking. stuart: why is there a sword? >> the second gun is probably one of the most interesting that we produced. it is engraved by a japanese. the first time a japanese person engraved on a shotgun. stuart: how much? >> $200,000. we do have a couple of guys interested. >> the greatest living. >> doctor franco, that at mr. --

they both have a similar love for art. ashley: how was the gun market? >> it is pretty good. we just gave you a three-minute commercial. [laughter] >> i will buy you a beer. thank you very much for joining us. it is the country's number one wind power stay. do you believe this. it is texas. we will take to the top of a wind turbine in texas. it always gets interesting when swat gets on the loose. >> about to hit those walls. pretty decent. now if i could just steer this. i have a world record war

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were coming up just moments away. >> because he makes himself the center of attention no matter what. just wearing about how pretty i am. intimidating. >> the cartel is using this. coming to government buildings where your cell phones are lying around. >> it comes to using reusable energy. believe it or not, texas is leading the country and wind energy. our very own jeff flock. take it away. >> i am on top of the world here today. on top of a wind turbine. gary webb is with them.

what am i standing on here right now? >> it houses the gearbox generator and transformer. >> we can see out here, that is the blade out there. >> that is right. >> that is amazing. you would like to see that continue. >> i would. business stability. wanting to see a long-term plan like our competitive industries have. every form of energy that we utilize. we would love to see it he made permanent. we can have some long-term business planning uncertainty. >> all day appear. strap you right on the end of one of those plates. stuart: what a view from up there. jeff flock, thank you.

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stuart: haven't heard much about the iran nuclear deal. the white house may think it is a done deal, the iranians do not. the supreme leader ayatollah khamenei wants more concessions. he wants america's abject surrender. bret stephens laid it out in the wall street journal. here is what the iranians are demanding now. the immediate and permanent lifting of all economic sanctions list than means now, no snapback leader either. by the way they want all sanctions imposed for terror activities and human rights abuses lifted as well. they one 190,000 centrifuges to spin far more than the agreement and changes to the nuclear reactor without you and oversight. this is on top of the test

firing of a long-range missile built for no reason but delivering a nuclear warhead. before the ink was dry on the deal. the iranians are giving our president a lesson on the negotiation. president obama is being publicly humiliated. maybe that is why we heard so little about the latest iranian demands. democrats is supported a silent, the president does not mention it. hillary clinton and bernie sanders have to address this where they continue to support the deal, are they going to stand before the american people and say let's move on there's nothing to see here, the president faces a grim reality. he has negotiated a retreat and now the iranians demand his surrender. ♪ stuart: look at this. a new poll just breaking now on the democrats side.

hillary clinton with a big lead in iowa over bernie sanders, 65-24. that just came out minutes ago. a lot more on this on this program. on the republican side belated national poll from cbs, ben carson four points ahead of donald trump, marco rubio 8, jeb and carley seven a piece. the big deal here, the headline, carson leads trump for the first time in a national poll and there you have it. we are down 16 points closing on neutral territory. the price of oil down big, we are up $0.88, way down at $44.10 a barrel. how about ups, that stock is an economic indicator and they are down 2% at 103, not forecasting a really busy holiday season.

how about ali baba? the headline here is their sales are up more than 30% and that stock is up 4% as the result. how about coach? this is the store that offers luxury at an affordable price for many people. profits down, sales down, however the company says its turnaround plan is working so the stock goes up 4%. to apple, it reports its numbers after the bell today, flat at this moment at $116 a share. a lot more on apple coming up shortly. i will call and a showdown in the south china sea, chinese officials reacting to a u.s. navy ship passing within miles of the disputed islands, a move that has been seen as a challenge to china's territorial claims. the latest report is the navy ship once followed had a safe distance from the chinese ship through the south china sea. no incidents reported but you could say this is the obama

administration pushing back a little on china. go to the middle east. according to the washington post president obama considering putting. on the ground and the frontlines in syria and iraq. pushback, maybe. lieutenant colonel oliver north joins us now. i use the expression pushback against china. you look skeptical, and pushback in the middle east. you are skeptical. not much of a pushback. >> not much at all. what the chinese have long been doing, for ten years reaching at crescendo is basically building -- dredging and fortifying, philippines have been complaining for ever, the koreans certainly the vietnamese, indonesia, the united states finally sent a ship through a challenging the so-called international rights of 12 mile offshore limit for when they consider in beijing to be their property. in the middle east what i think we are seeing now is finally, it

reflects the fact that joe dunn is chairman of the joint chiefs of staff is a real effort underway finally to win the war against isis. it has taken a long time not necessarily guarantee but there is going to be pushback. stuart: so this is real, this is going to happen, we are going to be attacking isis, boot on the ground, we are going to do this. >> i have been pushing for this ever since 2011 when the obama of bugout pulling out of iraq, if he hadn't done that we would not be in the mess we're in now. the problem with some of the ideas out of the white house, for example no-fly zone over syria. a no-fly zone over syria will push you in direct confrontation with russia. vladimir putin is playing barack obama like shively daniels plays the fiddle. the idea of us being able to confront russians is loopy. stuart: you do see this as the beginning of a turnaround.

we are no longer in full retreat, walking away, we are walking back in just a little bit. you see that as a turnaround. >> i do. he didn't go on television and talk about his condolences for master sgt either getting killed in the raid last week ended jan secretary carter, the defense secretary had to do about was this combat or was this a and and assisting, at least with this acknowledgment that we are going to put. on the ground at the brigade level, you have air controllers and advisers on the ground with combat brigades puts them in harm's way more so than that are today. bottom line they want to do this dance about what is combat and what isn't. stuart: oliver north, come back soon. >> i will be of ritter next week. stuart: do that. lieutenant colonel oliver north, thank you. house republicans reached a

tentative deal with the white house. it is a two year deal, it raises spending by $80 billion but you got a budget deal and the debt ceiling agreement as well. congressman david jolly joins us now. welcome to the program. as i understand it, to get that deal through, 90 republicans in the house but all democrats vote for it. is it going to happen? >> sure. this is divided government but i will tell you this deal has a lot of good wins for conservatives. we keep discretionary spending on the white pass, lower than we were five years ago, lower than president obama hoped-for, but amanda stenson of the office, this is an offset deal where we require social security disability recipients to provide greater medical information, we require the agency to have a doctor review of benefits, we repeal at obamacare on a one roman for many employees and we stave off a hike in medicare premiums for many seniors. stuart: both sides are going to

say this is a victory but you think you can rationally claim that this is something of a victory for you guys. you have not had many recently. >> i have not yet committed to voting for this. it is a divided government victory. this is not everything republicans wanted. we have broad disagreement with this president who has failed continually to produce a budget that balances while republicans have but the fact is we are facing a debt limit we have to come up against with a solution and we are divided government with a progressive president. stuart: you want to give the government opened. that is what you want to do. >> the most conservative responsibility of all is to govern and pay our bills, we don't have a choice about that. we need to pay the debt. stuart: we appreciate you being with us, difficult situation, very complex situation but you explained it well and we appreciate that. thank you. check the big board, we are all -- we went positive, we were

down 50, 60 points, now we are actually down 0.17, dead flat. bring in eddie jaboor. will ask you what i have asked several people this morning. i am 67 years old. i have a large investment in microsoft and i have done very well with it. should i start to sell that stock or any other stocks i have done well with? >> if you are in your mid 60s you should sell some of those holdings into this strength and rebalance back to an allocation more appropriate for that age. you don't want to be too overweighed equities in this volatile market, we expect this volatility to continue but with the rights plan in place this volatility can be your friends. when you have strength like we had over the last few weeks you need to take advantage of it and balance back to the proper allocation someone in their mid 60s should have. stuart: i am in my mid 60s, what

is the proper allocation for a man of my age? >> it should have no more than 50% of equity exposure in this type of market. stuart: you say 50%? >> yes, 50% stock exposure in this market, plenty for someone in their mid 60s -- stuart: you are terrific, giving the answers and that is really good. where's the rest of the money going to go? >> having cash is king in this type of environment because when you have a pull back like we had in mid august and towards the end by this is an opportunity to buy into stock. keep in mind a lot of people have not taken advantage of the market over the last four years because they have been afraid of the market. we do not think we are going to have a repeat of 2008. 50% stock having a position in cash to buy on the pullback as

well as holding individual bonds and preferred stock to help generate income for you as a retiree. stuart: we like you because you gave specific advice to specific individual which is usable advice and that we really like. you will be back if you are not careful. we appreciate it. thank you very much. stock alerts, look at this. facebook hit a new all-time high. it is not one 0378. 104.and was the all-time new high for facebook, it has retreated a little, 103.81. next item ford motor co. the ceo is shooting down some of donald trump's comments. what we have here? ashley: donald trump claims he helped influence ford to move production of some vehicles, some pickup trucks from mexico back from mexico to ohio. on the conference call ford had its earnings, ford ceo mark

fields said that is not true. we made this decision years ago even before the last presidential election and he said, quote, we deal with facts and fact are stubborn things. stuart: a little sarcasm there. what the donald will now say. ashley: tweeted already. stuart: excite and carly fiorina is going after hillary clinton's economics. the new york times goes after carly fiorina. there is a concept for you and it is next. awe believe active management can protect capital long term. active management can tap global insights. active management can seek to outperform. that's the power of active management. ..

stuart: i have news on netflix. they are going to stream the new star wars movie when it is finished in the theaters. going to see it on netflix in canada. cheryl: brilliant move by the executives of netflix because they watch the canadian rights, disney contract, as they were

watching it, waiting for it to expire and they snapped it up. they are in that negotiation that is intense with disney in general about when to stream the star wars film. this would be huge numbers for anybody -- it will come to the u.s.. the real story is netflix was so brilliant in this negotiation with disney, we believe it will come to the u.s. a lot sooner than is legally happening now. what star wars before the rest of it as of today, this story will change. this shows the progress of netflix, strength of negotiating and movie studios have to deal with it. stuart: later this hour, we have the new star wars watch, you think? it is very expensive, star wars,

11:45 not too far away. we have new monmouth poll showing hillary clinton with a strong lead in iowa over bernie sanders 65 to 24. joining me now is erica, committed democrat as i understand. hillary, is your candidate no question about it now, storming ahead? >> there is a purple poll where purple strategy polled and fined 80% of democratic voters thought benghazi was a waste of time and waste of money. post benghazi hearing is going to bring more democrats to her side. stuart: i get the impression there is rather lukewarm support within the party, i know you are laughing and i am a conservative sell on the other side of the

fans here, there is lukewarm support among democrats. i don't see many democrats, hilary, this is it, this is -- i don't see that. >> part of it is human beings are hard wired for novel end new and to be excited by that and hillary clinton has not just in public life for 30 years but at the top echelons of politics as first lady, senator, secretary of state, there has not really been not fresh hillary for a long time. it is hard for people to feel excited about something people have had for 30 years. as we get closer to the election and start buckling down and supporting candidates, and we talked more loosely about her unique perspective as of female candidates, the historical nature, she is playing the novel card, a way for people to see

her differently. stuart: i want to talk about carly fiorina for a second. the female candidate on the republicans' side. the new york times has written a piece about carly fiorina, her time at hewlett-packard. they cholera contradictory figure. you have read that. she doesn't come across -- ashley: the pens to you are talking to. he showed a lot of empathy and support for some fee and, she could be ruthless, and ceo of a major company, you are not trying to be everyone's best friend. there was a contradiction in that article but it was interesting. stuart: hillary clinton is paying the gender card. i adelman, vote for me, carly fiorina is not. why isn't she? the general as well?

>> in the new wet event referring to his looks, she did not the people across this country, she made a strength of her strength going face-to-face and head to head with hillary clinton. being a woman ceo she talked about that bat is not necessarily playing the gender card but it is a difference of perspective. is something about who she is and you can't ignore it. there was one candidate wearing a skirt on the debate stage and that was her. stuart: we got it. thanks very much for joining us. still a committed democrat. >> keep trying, maybe. stuart: i am not proselytizer or doing anything like that. irs commissioner john house can --koskinen grillled on the targeting of tea party groups, highlights from that next. you both have a

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our claim centers are available to assist you 24/7. for a free quote, call liberty mutual at switch to liberty mutual and you could save up to $509 call today at see car insurance in a whole new light. liberty mutual insurance. stuart: ups is going to deliver record holiday shipments. stock is down 2%. and then we have this. irs commissioner john benjuiel johnson question by the senate finance committee about the targeting of tea party groups. gerri willis knows what is going on inside that hearing and you have to tell me what.

gerri: there's no targeting of conservative groups by what he described as an objective review. stuart: that would be which reviewed? gerri: the site at finance committee that conducted the review, republicans concluding there was, we reviewed this evidence of brand over again and the sure looks like targeting to me. if it walks like targeting and smells like it is targeting. stuart: did lois lerner admit to this? gerri: she is not working at the irs, she retired with full benefits. this was about accountability. people were asking members of the committee who has been held accountable. listen to this exchange. >> anybody involved in this fired, fine, reprimanded, denied a bonus, slab on the wrist or talk to and stern manner? you are saying everything is fine, it is not fine. it is not the problem of political targeting but the recommendations you make a recommendations we are implementing, we need to have a

better operation to ensure it doesn't happen. gerri: later in the hearing john koskinen said people in the chain of command on those decisions none of them are working at the irs anymore but where they fired? he would not say. we know lois lerner retired with full benefits, she has her pension, she is retired, working, has everything she was promised by the irs. stuart: no criminal charges will be leveled. what is this about the union? the irs workers, half of them are unionized. gerri: heavily unionized. senator orrin hatch asking tough questions about this. did the union create some kind of environment where it was more likely irs employees would go after conservatives, denied them the 5013 c status and koskinen said that is not what is happening, nothing to see, move on. bernard: when you spend your morning watching this stuff.

>> it is fascinating. i loved it. stuart: thank you very much, appreciate it. billionaire charles koch, big-time republican donor is frustrated with the gop race. won't shell out any money just yet. charlie gasparino on that in a moment. a retailer, special kind of retailer closing as the war on black friday the day after thanksgiving and paying employees to take a day off. this is not what you think. we will tell you about it in a moment.

stuart: you could call this the cautious stance on the stock market, down the street isn't 16 poin isn't to raise cash putting more supply, down goes the price. now all this, special committee has been formed to investigate planned parenthood's medical practices. will this be another benghazi? also will series of hearings and nothing ever happens?

>> what you will see with this committee is a focus that is really fairly narrow and moves a middle deeper into the issue is when you look at the medical practices and business practices not only of the abortion industry but also the fetal tissue for procurement organization. stuart: you will get the news out there even more than it is out there already. is your objective to defund planned parenthood at taxpayer support? is that the final objective? >> the objective is to look at the rules and regulations that are there are around the abortion industry, look at the partial birth abortion ban, the second, third trimester abortion, the medical practices involved in this and the relationship with abortion providers to the procurement organizations and the business practices and business models of those organizations. you can't be determined what you

are going to find. this is going to be an international division formation gathering fact-finding endeavour and we will go were those facts take us. stuart: that is much broader base than the videos we have seen about the selling of body parts from abortions so you are much broader than that. in fact you are going to look at the whole abortion business itself, argued? >> yes. we are looking at the abortion industry as it exists, the medical practices, the business practices and the relationship with the procurement organization. we will begin this process, we will work with our committee members and after the videos came out, sold many citizens in this country said we deserve some answers to this. they want to know what is going on. our objective is to get to the facts and be able to answer

those questions. stuart: we wish you well and we will see you very shortly. and now this. charles koch and his donor network have nearly $750 million to spent on next year's presidential race but he is not committing any of that money yet. charlie gasparino is here. why is he not committing? charles: the money is from $750 billion or more, at a discounted in public interviews but if you talk to any gop fund-raiser they say it could be as much as $1 billion. people think the colleges are right wing lunatic who support nobody but the far this candidate, completely untrue. these are principles mainly libertarian, very focused on economic issues particularly bringing poor people into the economy, helping minorities get businesses, this is stuck in your and your to their heart and

quite frankly amid all the insanity of this campaign so far highlighted by donald trump and others they have not seen that and that is the problem. everybody is going to change their message at some point, every one of these candidates from marco rubio to john kasich, they have a legitimate shot at that money but what they are looking at, i am getting this, i didn't talk to charles koch today, very good article, and have been getting this from fundraisers over the last couple weeks, everyone is looking to hone their message to appeal to them right now. stuart: has all this money and is in a super pac and he can decide who to support by the end of the year and turn and many here or there. before issue and to complete against hillary clinton you got to raise a bunch of money -- will help you get there but you have to play by the rules.

there and the right-wingers, they compare about economic mobility. carly fiorina if you read her op-ed in the journal today which i thought was brilliant, she talks a lot about that stuff. john kasich talked about that. stuart: that is what he is waiting for. charles: if donald gets the nomination will be koches given that money? no. donald will have to reach into his pocket and blown $1 billion and i do not see him doing that. bernard: when you don't think it will offer him money. charles: i do not. its -- charles: he is willing to commit the money, waiting for an established politician with regular run-of-the-mill -- charles: doesn't have to be established, it could be ben carson. they are waiting for a principled person on those economic issues. if you don't believe me about the koches getting him monday i'm getting that from fund-raisers. read between the lines in the

journal. stuart: carly fiorina? charles: the journal story on the kochs. those agreed to must reads if you're interested in politics and finance. stuart: we are and i will read them. charles: did you see the headline in the new york post? and was born in the bronx. the ugliest men come from the bronx. stuart: that is not true. i don't know how they got that. there is a picture we are not going to show. for the first time in its history that al gore equipment store our e i will close its doors the day after thanksgiving. it is not a publicly traded run-of-the-mill retailer, not like macy's. cheryl: they have 5.5 million members by share, a co-op. they buy shares. stuart: let's face it,

cooperatives are not right of center, they are left of center and they are doing this for political reasons. cheryl: if that is what they're doing they can do that. they are not public. i saw this as a marketing campaign, not the smartest business decision. i see marketing, you look at politics. stuart: we in survive in a capitalist economy and we are good to employees, we give them a day off. cheryl: they have 12 million employees, this is a company with $2 billion in annual sales, this is not a small side of the road, this is big. charles: it reminds me of the green bay packers. they are cooperative, they are socialists. a socialist football team. they are socialists. stuart: -- i disagree with their

ownership. >> liz dahlem, more trotsky. stuart: last word to cheryl, closing on the day after thanksgiving. cheryl: they got a message. chipotle came out against antibiotics in need, this is their thing. they are an outdoor sports company. stuart: who buys out the rest of the day after thanksgiving anyway? should make it was one of the top ten sales of the year. and political -- stuart: absolutely political. stuart: thousands of israeli jews are joining a lawsuit against facebook in violence. do they have a case?

judge andrew napolitano is here on that, walking in as we speak. you wouldn't take medicine without checking the side effects. hey honey. huh. the good news is my hypertension is gone. so why would you invest without checking brokercheck? check your broker with brokercheck. you can't breathed. through your nose. suddenly, you're a mouthbreather. well, just put on a breathe right strip which instantly opens your nose up to 38% more than cold medicine alone. shut your mouth and say goodnight mouthbreathers. breathe right

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stuart: walmart stock is down a little bit. it is getting into or thinking about getting into the drone delivery business. cheryl: if the f a a approves it which takes a thousand years based on government regulation once the faa decides what to do with commercial drones you may have boxes of walmart goodies at stuart varney's door step. if that is what you want, good for you but you will be waiting a while. cheryl: this is -- the point of this conversation, if you wanted to be using drones to deliver things under 20 pounds, wonderful. the problems with drone delivery eating the conversation in d.c.

the next year or two. it is a lot to talk about. stuart: 57. cheryl: tomorrow i will fly to the moon. that will take a little while before i can go to the moon. but it in that perspective. stuart: much more serious subject now all. thousands of israeli jews have joined a lawsuit against facebook. they claim facebook is allowing terrorists to incite violence and plan at taks on facebook pages. judge andrew napolitano is here. you don't think this is a frivolous lawsuit, do you? planning attacks? judge napolitano: there is no impediment to israelis who don't live here filing a lawsuit in america. the cause of harm is here. the problem is for them and their losses the recent interpretations of the first amendment by the supreme court

which are pushing it to its outermost limits so the general rule is all in oculus speech is absolutely protected and all speech is innocuous went there is time for more speech to address it, neutralize it, criticize it. stuart: planning an attack, telling people how to make a bomb and strap on you and where to go and how to do it rises above the level of frivolity, doesn't it? it is incitement. judge napolitano: the litigation, not the speech. the speech is hardly frivolous, the >> hateful and deathly. the litigation is frivolous because it is doomed to be dismissed because of recent supreme court rulings. the westborough baptist church case in which the most horrific things were shouted that these people when they were grieving the death of their loved ones, the supreme court said it is free speech.

the remedy for hateful speech is not to shut it down. is more speech, speech to neutralize it. in terms you can go on facebook and find out how to build a bomb, you can go to a government library and take a government book off of the government shall and learn to build a bomb. how could it be a crime? stuart: i take your point. is a slippery slope argument. these people putting this on facebook radio draw the line? judge napolitano: david cameron would like to stop criticism. stuart: now you are going after me, we don't have a written constitution. make i point out lawyers paulino windier significant a role in britain as they do in america. you lived in under the rule of lawyers, not the rule of law. judge napolitano: don't blame me because the president went to law school. critical of the lawyers who took this case, they are probably very sympathetic to the plight of their clients as anybody

would be but they should know this is doomed to be dismissed on a motion. stuart: make those lawyers who brought what you say pay for costs. judge napolitano: not going to take that the. stuart: that is what you want. and the judiciary. the board of education. stuart: absolute nonsense. judge napolitano: the times thurgood marshall file the complaint in that case everyone said it is doomed, frivolous, won't go anywhere and it changed the whole country for the better. stuart: when you don't think if loser paid we would get rid of a lot of nonsense lawsuits? judge napolitano: we would but we will also get rid of good ones. stuart: if you have a good case put your money where your mouth is and go to court. judge napolitano: you would be afraid to put your money where your mouth is if you thought you would lose your money. stuart: these lawyers should be afraid to get in and get charge their own costs because they lose. how about that? judge napolitano: basic principles of law, the london

school of economics. bernard: when they taught economics. they didn't teach free market economics. judge napolitano: didn't teach the american constitution. stuart: i love my free-market economics in hong kong and the constitution from you. enough said. now this. you are dismissed. star wars fans, listen up. this is for you. that is a star wars watch from cornall, an expensive brand of watch. i will ask, it costs because that is the star wars watch. cheryl: you can't keep it. stuart: we have it on the set, touch it, feel they can't handle it. next.

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>> stories of what happened. >> it is true. all of it.

stuart: wasn't that a big hit during espn monday night football? will this be a big hit? this is a star wars and watch. michael gordon brought it to the studio. with your permission. this is a watch. this is the clock. it is very true. looks like the bomb. all kinds of moving parts, this is the star wars watch. >> $28,500. stuart: how many are you making cheese >> $2,500. stuart: why are you doing this? >> new release of the money. stuart: one of the great names of watches. even i know this. >> that is a technicality.

it is a promotion. jumping on the star wars bandwagon. >> it is a great opportunity to partner with the film. of the wendy using fuel cell all 500 of them? >> we are almost there. stuart: what does this do? >> this is -- scroll along the bottom. stuart: it is even 55. does it do everything else? >> noaa doesn't. just looks cool. >> it is a marvel of engineering. cheryl: i want that watch to make me dinner. stuart: does it have a light beam? >> unfortunately it doesn't. i wish it did. stuart: it doesn't do anything but tell the time and with a two lbs. and we need down? >> it looks great at cents a statement. stuart: where is it need? >> this is made in america.

stuart: $28,500. look at that. is that bling? >> it ties into the movie, these are the tie fighter wings, darth vader's helmet this strap is made to emulate the gloves and that he wears. it ties into the movie. stuart: who kill him up with this idea? >> scott devon and lucasfilm. stuart: they got together and designed this watch. are you convinced you will sell all 500 of them? >> no down. stuart: william not discount this watch in oneyear when there are 400 to sell? >> they will be sold. cheryl: enough money -- >> this is worldwide. bernard: when you are betting

there are 500 people on this planet prepared to spend 28,005 vidal is for this? >> i am willing to bet big. stuart: thank you for bringing it in. i will give it back to you. thanks for coming, thank you. good luck. lots of luck. more varney after this. common side effect. that's why there's biotene. it comes in oral rinse, spray or gel so there's moisturizing relief for everyone. biotene, for people who suffer from dry mouth.

>> the problem with some of the ideas that appeared to be coming out, for example, a no-fly zone over serious. it will put you in a direct confrontation with russia. vladimir putin is playing barack obama like charlie daniels plays the fiddle. stuart: that was a good line. let's see what you viewers had to say on facebook. vicki responding to trump's comments. not fond of this comment.

i would prefer you just give up commenting about women's appearances. donald trump for president. a good sense of humor. wish more people were like him. that is "varney & company" for you today. to say. my time is up. neil cavuto. neil: the federal reserve meeting. on the verge of starting a two-day meeting. growing. they do not opt to do anything on interest rates at this gathering. maybe december 1. we will see what happens. also our development, they are trying to cobble together a two-tier budget deal. an increase in the debt ceiling. we have already heard the leadership reject its no good. false math and silly math.