rockauto.com, all the parts your car will ever need. 3m. maker of 3m paint defender system.elps protect your paint in three steps. drying to a clear, removae film for protection. more information available at 3mauto.com. diehard. more information available at diehard.com john: we've been cruze fans ever since it joined the chevrolet lineup for 2011. but as much as we liked it, we still wondered what chevy would do to keep it fresh against an onslaught of new small car choices. turns out one answer is a turbo diesel. who would have thought that chevrolet would join volkswagen as the only two brands to offer diesel engines in the compact economy car class? now that's fresh! when we first heard that chevrolet would be offering a diesel engine in the 2014 chevrolet cruze we were pretty pumped. then a little nervous. would they be able to pull this off? and are there still a lot of people around with sour memories of the '80s gm diesels? turns out we needn't have worried, as the turbo diesel cruze is a true modern clean diesel in every sense of the words. this twin-cam 2.0-liter

rockauto.com, all the parts your car will ever need. 3m. maker of 3m paint defender system. helps protect your paint in three steps. drying to a clear, removable film for protection. more information available at 3mauto.com. diehard. more information available at diehard.com john davis: it was hard not to be impressed with the third generation porsche boxster roadster when we first got our hands on it last year. but what excited us about it most was that we knew a hardtop variant would not be far behind. well, it's here, an all new porsche cayman. ever since the first cayman bowed for 2006, it's been on a mission to replace the 911 as the quintessential, fun to drive porsche hardtop. has that mission finally been accomplished? it's hard to believe that the 2014 porsche cayman is the 3rd iteration of porsche's smallest sports coupe. we're not sure where the years have gone, but they've sure been kind to the cayman. with age, it'sooking more and more like the 911, and benefits greatly from all the recent upgrades the 911 has received, including electro-mechanical power steerin

rockauto.com, all the parts your car will ever need. 3m. maker of 3m paint defender system.rotect your paint in three steps. drying to a clear, removable film for protection. more information available at 3mauto.com. diehard. more information available at diehard.com >> john: cadillac's quest to build a home grown, world class, rear drive luxury performance sedan began with the 2003 cts. it had the unenviable duty of challenging both compact and mid-size german benchmarks. despite that, the cts did just that through two generations. now with compact duties handed off to the able ats, the all-new 3rd generation cts is designed to go head-to-head against 5 series and e-class rivals. so let's see who gets the headache. your first impressions of the 2014 cadillac cts sedan, as it heads towards you, is that it is indeed a larger, more serious looking car. all hunkered down with an oversized grille, and most of the design facets that make german sedans such head turners. indeed, overall length is up by 5-inches to 195.5, though wheelbase has grown by just 1.2-inches to 114.6. both

how about 3m? anything like that?alreall really -- what about netflix? >> no value. >> apple? >> cheap stock. not sure that they have the innovation anymore, unlike say an ebay that does. >> what's your biggest position? >> activist is number one. ebay is number two. sinclair is number three. everything i've been talking about here. major positions. usair. >> we got to go. martin, thank you. we got what we could out of you. we're out of time. >> that does it for us. now it's time for "squawk on the street." >>> good thursday morning, welcome to "squawk on the street." i'm carl quintanilla with jim cramer and david faber at the new york stock exchange. some big time bellwethers are out. we have a seven-month high on china's pmi. breaking news on carl icahn and appl

rockauto.com...all the parts your car will ever need. 3m. maker of 3m paint defender system. helps protect your paint in three steps. drying to a clear, removable film for protection. more information available at 3mauto.com. diehard. more information available at diehard.com john: when jeep said it was bringing the cherokee nameplate back to america, most of the response was positive. but when photos of the new utility were leaked, that response became an uproar. jeep fans, it seemed, were less than thrilled with the slick new styling. fortunately, it does look far better in person. plus, there's a lot to like about the new cherokee beyond what meets the eye. for jeep purists, the 2014 cherokee is a hard pill to swallow. the squinty lights, fold over grille, and even a wedge-y window profile. and then there is the matter of it being a crossover derived from a front-wheel drive car. heresy! granted, this cherokee's new look may not be as macho as a sleeveless denim jacket; and it's certainly doesn't look as purposeful as the original square jawed, 1980's vintage xj, but we do

rockauto.com...all the parts your car will ever need. 3m. maker of 3m paint defender system. helps protect your paint in three steps. drying to a clear, removable film for protection. more information available at 3mauto.com. diehard. more information available at diehard.com john: when jeep said it was bringing the cherokee nameplate back to america, most of the response was positive. but when photos of the new utility were leaked, that response became an uproar. jeep fans, it seemed, were less than thrilled with the slick new styling. fortunately, it does look far better in person. plus, there's a lot to like about the new cherokee beyond what meets the eye. for jeep purists, the 2014 cherokee is a hard pill to swallow. the squinty lights, fold over grille, and even a wedge-y window profile. and then there is the matter of it being a crossover derived from a front-wheel drive car. heresy! granted, this cherokee's new look may not be as macho as a sleeveless denim jacket; and it's certainly doesn't look as purposeful as the original square jawed, 1980's vintage xj, but we do

rockauto.com, all the parts your car will ever need. 3m. maker of 3m paint defender system. helps protect your paint in three steps. drying to a clear, removable film for protection. more information available at 3mauto.com. diehard. more information available at diehard.com. john davis: korean sister brands hyundai and kia have certainly made their mark on american buyers. hyundai is now a major player in family cars and utilities, while kia is approaching premium brand status. in that vain, kia is now taking a shot at the u.s. full-size sedan segment, one dominated by the detroit three and toyota. kia's big four-door is called cadenza. with a solid track record in large cars back home, let's see if a big kia plays well here. while full-size cars are no longer a huge market in the u.s., it is a car class that's speaks volumes about a brand's status and aspirations. witness the boost chevrolet's pride is receiving from their redesigned impala. a well-priced volume brand flagship sedan can also snare a few luxury buyers as well. and that is the mission of the 2014 kia cadenza

one more for thursday. 3m. what can i say about thulin, ceo of 3m, thoughtful man, given you a 32% increase this year. do you know it's traded down almost every time it reports that day. like core labs today, holy cow. what an amazing opportunity 3m has been. i think it could repeat. friday a company that is probably going to play the washington blame game. who could blame them. i think that united parcel is worth listening to and perhaps even buying as it too has a habit of selling off on the news. so here's my bottom line. as you can tell, i don't want to chase. i want to wait and don't move unless you get some fed-induced discounts. otherwise the much better than expected earnings season isn't going to quit yet. and neither will the stocks as the numbers just keep coming through. let's go to steve in arizona, please. steve. >> caller: hey, jim. a good boo-yah from arizona. how are you doing? >> all right. how are you? >> caller: really good. hey, you got a great show and great staff there. >> thank you. >> c

one more for thursday. 3m. what can i say about thulin, ceo of 3m, thoughtful man, given you a 32% increase this year. do you know it's traded down almost every time it reports that day. like core labs today, holy cow. what an amazing opportunity 3m has been. i think it could repeat. friday a company that is probably going to play the washington blame game. who could blame them. i think that united parcel is worth listening to and perhaps even buying as it too has a habit of selling off on the news. so here's my bottom line. as you can tell, i don't want to chase. i want to wait and don't move unless you get some fed-induced discounts. otherwise the much better than expected earnings season isn't going to quit yet. and neither will the stocks as the numbers just keep coming through. let's go to steve in arizona, please. steve. >> caller: hey, jim. a good boo-yah from arizona. how are you doing? >> all right. how are you? >> caller: really good. hey, you got a great show and great staff there. >> thank you. >> c

>> caller: my stock is 3m? >> 3m? now there you go. i think that 3m is terrific. >> buy, buy, buy!that ceo is dynamite. and inge likes hockey. he is not a green bay fan and not a viking fan, and i don't blame him. tim in new york? >> caller: cramer, this is tim from new york. my question is for emerald oil. >> why do you have to go to the emerald isle of emerald oil, when you go to the niobrara and noble energy? >> buy, buy, buy! >> that is the conclusion of the "lightning round." >> the "lightning round" is sponsored by td ameritrade. >>> coming up, the right fit? while investors put retailers back on the rack, the company behind clothing brands for tweens to working women appears to be fashionable again. can it stay in style? cramer is trying on ascena retail group in an exclusive with its ceo. [ indistinct shouting ] [ male announcer ] time and sales data. split-second stats. [ indistinct shouting ] ♪ it's so close to the options floor... [ indistinct shouting, bell dinging ] ...you'll bust your brain box. ♪ all on thinkorswim from td ameritrade. ♪ from ♪ ameritrade. [ paper rus

>> caller: my stock is 3m? >> 3m? now if there you go. i think that 3m -- >> buy, buy, buy!> that ceo is dynamite. and inga likes hockey. he is not a green bay fan and not a viking fan, and i don't blame him. tim in new york? >> caller: cramer, this is tim from new york. my question is for emerald oil. >> why do you have to go to the emerald isle when you go to the niobrara? >> buy, buy, buy slaps. >> ais the conclusion of the "lightning round"? >> the "lightning round" is sponsored by td ameritrade. >>> coming up, the right fit? while investors put retailers back on the rack, the company behind clothing brands fors between to working women appears to be fashionable again. can it stay in style? cramer is trying on ascena retail group in an exclusive with its ceo. ♪ [ cows moo ] [ sizzling ] more rain... [ thunder rumbles ] ♪ [ male announcer ] when the world moves... futures move first. learn futures from experienced pros with dedicated chats and daily live webinars. and trade with papermoney to test-drive the market. ♪ all on thinkorswim from td ameritrade. all on thinkorsw

conejito, tie que m meter pelota, al aÁrea, jim jimenez de caza, y navasla tiene cuando se agregan 3mo final panama gana en el romel esta en erepechaje kingston ceebran clasifi en clasificcon, mÉxico queda f fuera de brasil 201 >> a navas lo van a amonestar al arquero, desdelejos, y que ju juegue y habra que ver, ningÚn jugador mexicano, pide que ag g agregue uo mÁ si elueo tecnic, lo mÁs lejos posle la tira el arquerodireccÓn a savorio >> los jugadres mexicanos estÁn destruidos fisicamente tambiÉn en el tema animico >> atenciÓn, atenciÓn! gol de e dos idos >> coimo celebra la banca >> gol de estados unidos ! mÉxico tiene 2nutos >> lo saben los jugades en el banc, a se enteraorron que lo m empato >> ya lo saben todos >> si >> le dice a arce tambiÉn se levanta a avisarles >> ahora todos pidetiempo, en el banco de mÉxico todos piden t tiempo, qeda 1 mnuto mÁs, mÉ mÉxico pierde, pero estados unid lo epato y mÉxico con este sultado esta en el repe repechaje >>v amos a lasiÁne e gol que puede rsultr historico paraÉxico pque los 92 m miutos con ese toque de cabeza, creta el 2 a 2 yÉxico est

on 3m, can i promote him? he is so noncommercial -- >> people probably don't know who runs 3m. >> the guy is just a joy, okay? and so are the numbers. the organic growth is terrific, the sales recap, he does some great presentations. they are just great numbers all over the world. wow. this stock when it reported people said wait a second, he narrowed the range. not that interesting. if they would even look at the presentation before they started trading it, they would see this was a great job by a great ceo, unaffected by the morace in washington. it's always been my father sold 3m products for years. >> really? >> yeah, yeah. he sold the board games and sold sashine ribbons, the bows. always had a great relationship with 3m, it's a great international company. >> they did boost the forecast, looking for 675, street's at 670, local currency organic 3-5 versus the current 2-5. >> it looks like the numbers are depressed and you do have to add back the currency. plus if the dollar gets weak. only dupont really f

. >> george to the rescue is sponsored in part by 3m. to find a retailer near you, go to 3m.com. could save you fifteen percent or more on car insurance. yep, everybody knows that. well, did you know the ancient pyramids were actually a mistake? uh-oh. geico. fifteen minutes could save you...well, you know. >> jeff, i can't help thinking about this fireplace. i love the idea of incorporating it. i got to make sure that it flows. >> you're right. let's make this whole wall pop to tie it in. >> i love it. >> remove everything. the stone and bring in this new tile that mimics and stack it and raised panels going up. and crown molding to tie into the kitchen cabinets. >> i love that. >> benjamin moore with these rooms. it has low odor. it's safe for everyone in the family. it has fantastic color. using white here. it's formulated especially to resist mildew. when you have steam coming off of the pot, you don't have to worry about the grime that comes on the wall, the color is not going anywhere. it's the perfect paint. especially in the kitc

ten dow stocks, multiyear highs in october. 3m, procter & gamble, american express, pfizer, visa, those are five of them. we'll tell you the other big five. that is a really readable chart right there. you can see that right there. we'll tell you the other five after this break. happy halloween, martha stewart. >> boo! >> the homemaking guru is on deck. still ahead. there she is. looking good. tdd#: 1-800-345-2550 trading inspires your life. tdd#: 1-800-345-2550 life inspires your trading. tdd#: 1-800-345-2550 where others see fads... tdd#: 1-800-345-2550 ...you see opportunities. tdd#: 1-800-345-2550 at schwab, we're here to help tdd#: 1-800-345-2550 turn inspiration into action. tdd#: 1-800-345-2550 we have intuitive platforms tdd#: 1-800-345-2550 to help you discover what's trending. tdd#: 1-800-345-2550 and seasoned market experts to help sharpen your instincts. tdd#: 1-800-345-2550 so you can take charge tdd#: 1-800-345-2550 of your trading. >>> welcome back. i'm sharon epperson at the nymex. gold futures about to close right now. down about $25 from yesterday's close. about 130. o

peyton won first place for his design at the 3m young scientist challenge. he replaced the sand with polymer and salt. since it does not inflate until it touches water there are less gaps adding increased flood protection. he was inspired by superstorm sandy and hurricane wilma. >> when i was 4 i experienced wilma and it was a terrifying experience, all the sounds and noises. it would be beneficial buy sandbags to work in any flooding whether it's rain water or salt water. >> this is not peyton's only invention. when he was 8 he invented a golf ball temperature preserver and two years later helped his sister learn to ride a bike by inventing retractable training wheels. remember the name peyton robertson. he is going to be very famous and rich. >> and a pitchman as well. >> still ahead we're now 100 days from the winter olympics in sochi. we're going to show you the ongoing efforts to get the city ready plus some of the new supported added to the game. >> the all-time home of barry bonds is back in the headlines. what he is asking a court to consider. >> and

we've got ford, 3m, dow chemical, xerox all before the opening bell.s for the close, amazon, microsoft and zynga all report, too. it will be a big day for earnings. joining us from boston is jason oh connell. jason, good morning. thank you for being up so early to be with us. what are you anticipating from the earnings today? do you think we'll be able to take any more direction from them? >> i do. i think earnings today will be a directional positive, as we expect, and hope for most of this earnings season with a watershed event, the federal reserve basically saying that they'll stay in the game for a while and now -- and i see this somewhat tongue and cheek, that our government has gotten the house in order. we can start to really focus on earnings and, really, we're going to rely on corporate earnings now to buttres the move higher in the market. >> it's always interesting to me when my guests pick out something of interest to you that we then can share with our viewers. you picked out a couple of companies that you think are interesting. franklin r

once they're in orbit, they keep flying higher. 3m, boeing, honeywell. after all of these, who can back the next? i say look no further than apple. there's a lot of chatter. what apple has to do to get its stock moving higher. that's in part because carl icahn has managed to hijack the debate about the soul of apple. icahn wants apple to move the shares up with its own buying power. it is pretty easy. apple should stop sitting on all its idle cash and start doing something. twitter wants to come out for $15 billion. boom, i bay buy it for 20 billion. apple is not getting any credit for its cash or it wouldn't have attracted icahn to begin with. these big time port will folio managers hear one thing and one thing only. they are expanding because they are being wrapped up by the consumer. higher gross manager mean people will still pay premium products versus those of the bad guys, the competition. that's how you feel about it when you go up against them. this is the nfl. this is the nfl. the other guy on the other side of the field, samsung. apple needs t

people like 3m because of the problem there. dupont's industrial materials business could compete with 3m. >> if i remember, itt and rand harris and all that stuff. deworsifi deworsification. that's -- >> an economics nobel prize? >> yeah. is there anyone who didn't win one of those? >> there's plenty of people, joe. that work is really interesting. >> i like the idea of biology and carpets. you don't have to mow the carpets, do you? >> no, you don't. >> but if they wear out, do they self-regenerator something? >> okay. we'll talk i've got to go. >> got to go. >>> still to come this morning, a new york penthouse you have to see to believe. . . robert frank joins us with the details and how it can be yours for the mere price of $80 million or so. >>> and later, we'll take a flight with the ceo of delta airlines, richard anderson talks about the state of consumer spending 8:00 a.m. eastern time. plus, two of wall street's best known investors gathering in the screen room. co-founder blair efron will be joining us at the top of the

orbit, they keep flying higher as we saw earlier in the week when good numbers from such stores as 3m, boeing, honeywell, they reverberated multiple game plans. after all, who could have fireworks with their earnings? i say look no further than apple, which reports on monday. now, there is a lot of chatter involved if that. that's what apple has to do to get its stock moving higher. that's in part because carl icahn has managed to hijack the debate of the soul of apple. they want apple to buy back stock to convene the shares up with its own buying power. it's pretty easy, apple should stop sitting on its idle cash and do something. twitter wants to come out 15 billion, boom, up by 20 billion. netflix is a way for people to watch tv. however, whatever the market costs, i'll buy it. apple is not getting cash anyway. but none of this chatter means jack so the people can actually take apple up to 600 by putting their own assets under management. these bing time portfolio managers want to hear one thing only the gross margins are expanded, it is new products lapped up by the consumer. why

. >>> stocks rallied, after better-than-expected earnings from at&t, ford and 3m. this is one of the busiest weeks for earnings. about a third report their results this week. jp morgan chase may reportedly be penalized in the bern madoff case. federal authorities are investigating whether to turn a blind eye. jp morgan says there is no evidence. foreclosure doesn't always mean end of line. they estimate 44% of home homes are occupied. that's because eviction process can take months, each years. some are offering cash to get occupants to leave. and eight states, including california and new york, have pledged to put 3 million zero- emission vehicles on the roads, by 2025. the states are working to create charging stations and other infrastructure needed to curb greenhouse solutions. every automaker will have a model by 2015. that's your money watch. for the latest business news, follow me on twitter. i'm alexis christoforous. >>> we are days away from halloween. and there are usually pretty extravagant costumes out there. but one little girl has the entire country t

settles we have a lot of record highs for individual stocks including american express, proctor & gamble, 3m. let's go to nicole petallides on the floor of the nyse. liz: nicole, linkedin, we're looking at that because it has been a winner over the past year. how is the stock trading right into the close? >> so key to watch, up 1.8% this is a name that continues to beat quarter after quarter. everybody will be watching the mobile numbers, the advertising numbers, looking at revenues. one to watch, guys. david: people are watching the foreign stocks, one of them is ads, one listed as a on new york stock exchange as american depository receipt, nokia. >> they pared losses. wasn't too long it would sell the phone business over to the microsoft. it is at 7:$45 a share. great day for nokia. $7.45. liz:sa ac capital advisors people will plead guilt i to securities fraud. you have to ibm climbing into the green. biggest gainer on the dow. david, propelling the dow jones industrials what appears pierce to be a record? david: 15,676 was the previous record. looks like we're above it four points on th

we cannot ignore compass like google and johnson & johnson, 3m companies.torically very attractive forgetting about where interest rates are. liz: what are your favorite names? >> look for companies with a lot of cash on the balance sheets. look for companies that have had only cash but plans to earn more money. liz: don't all companies plan to earn more money? >> take a look at netflix. that stock has been on fire. they're going to get on the set-top box. during individual programming for them. they will earn more money he h. this morph into a technology brand because look at what we saw today. they are not selling as much as the more expensive phones are doing fine. a preference for the upper end consumer. liz: doesn't it amaze both of you? i go back to the first failed tarp vote in 2008. suddenly the diehard in congress who do not want to bail the banks out, there are certain things you have to plug your nose and jump in and do. suddenly everybody understood the meaning of money when their constituents started whining. what do you think will happen if we

investors are reacting to better than expected earnings reports from ford, at&t and 3m.d, the dow up by 90 points right now. >>> a milwaukee clinic that serves low-income residents is all geared up and ready to enroll people in obama care. but so far, no one has signed up. the clinic director said problems with the health care website are partly to blame and she's holding out hope that the health care law will eventually work. drew griffin has details. >> milwaukee's progressive community health care centers operates two clinics in some of the most low-income neighborhoods in all of wisconsin. 8,000 patients a year come here for almost free health care. and they've been doing that for years. that's why workers here were so excited about the affordable care act. finally, low-income patients would be able to get health insurance, many for the first time. the staff went through months of special training. >> you have a good day, sir. >> prepared for the official rollout on october 1st. and since that day, how many patients has the center been able to enroll in an affordable

what sectors you were talking about, whether tech or consumer discretionary or industrial stocks like 3mere all to the weak side. intel, we got their earnings trading up even though guidance was a bit below consensus. margins were still pretty good. the call wasn't as bad as some people were afraid. intel moving to the upside. interest rates continuing to move up. that's curious. we see that at the highs for the last few days on interest rates. interest rate sensitive stocks were on the weak side. home builders and utilities had a tough time. even though the vix was not a huge move to the upside, if we're here tomorrow with the nasty commentary we saw in the senate today from senator reid, this volatility index will be well north of 20 tomorrow, i can assure you. stocks will have another rocky day at the close. back to you. >> bob, thank you so much. thursday is the day of reckoning for the debt deal. up next, robert wolf, economic adviser to the president on what the white house might do to save the day. wait until you see how he sees the battle in washington playing out. at farmers we

so, dupont, freeport, boeing, 3m, ford, they all have a common theme. that is, international. not only just u.s., but international. so, i think you still want to be buying as your guest earlier in the program said, you want to buy europe, you want to buy japan. i think you want to buy companies that have exposure to china 37. when i look and see what companies are out there on the industrial side, i like cummins, emerson. if you have a pullback, you want to buy those names. if you want to bike a michael kors, that's an international story eventually happening. i think you want to buy that on a pullback and certainly growth tech. we were selling facebook this week, taking some gains. if that were to pull back, we would buy that one. apple definitely has great momentum in the short term. >> what a great success that was for you. you sold it above $50 on facebook, i guess, or around $50. >> we did. and we had a 92% gain. you can't be greedy. but we still hold some, so that if you -- if it comes back. it certainly has a great growth story. i think that's also a theme this quarter

yesterday's trading in high quality cyclical stocks which were knocked down. 3m, united technologiesl program related to middle east turmoil did shave some of those gains off the rebounders. or if you want to take a longer term view, consider the action of two very high quality companies that rally gigantically today on earnings. expeed w peepedia and perigo. expedia told you not to worry saying it would solve its problems and come roaring back. i had to believe them because i co-owned it in new jersey and the online travel company has become the de facto travel department for many who tell their employee, save costs, book through expedia. when expedia reported last night, it did everything it said it would on the previous conference call and an 18% move and a very big capitalization stock. when peri fwrks o reported last, i thought the quarter was a good one. i said so here after i listened to management come on the show and tell us about it. the company that makes private label store-brand drugs was going to have a strong rest of the year thanks to drugs coming off patent the compa

baker, halliburton, and big companies like 3m, apple, tech, big industrials is where we're adding money. >> david, i would point out that union pacific, they preannounced yesterday the stock is barely down. it speaks to the actual interest level in buying some of these cyclical, including transports. i think that's encouraging. >> i think that what -- mike -- >> i think what you -- >> go ahead. you're buying just like stephanie, aren't you? >> i am buying. i think what david has said is quite true in terms of, you really have a global economy that is haeling. europe might be bad but is not a disaster. china seems to be stabilizing. i think if you look at the cyclical, i think they are showing encouraging signs. i do think this is an opportunity to add to positions. particularly since, interestingly enough f the government doesn't get their act together that's going to cause the fed to really not do anything, i think, for the next three months. that's a positive for stocks. >> look, steve, what would change this narrative? what would make everyone buying the dips to basically moving out

companies like ford and 3m. dow jones industrials are up 17 points.employees in the mortgage division have been let go. this post will i would not confirm the water journal reports the bank plans to slash 3000 mortgage jobs in the fourth quarter. bank of america wants to cut expenses following a drop in refinancing and loans. ford ceo says there is no change in the plan for him to stay as chief executive through the end of 2014. speaking on the third-quarter earnings conference call, nothing has changed for my leadership plan announced last november. microsoft considering him to replace steve ballmer when he retires in less than a year. that is the latest from the fox business network, giving you the power to prosper. cheryl: winter is right around the corner and soon ski season will be in full swoon. that is where my next guest comes in. shares of his company's stock ticker symbol climbing a mountain of gains up 22% over the past year. join me now for this week's "on the road." >> we have had a traffic couple of years. cheryl: one thing i saw was you

with a partner like 3m, is gives us the opportunity to do that.e, it's to inspired these young girls, there's nothing more fun. i remember when i was in those shoes. you look for opportunities, you have dreams. and for me to do that now is -- it couldn't be a better time. is there anyone on the lpga that appears to have the -- you know, the potential to challenge any of your records, do you think? >> well, there are a lot of wonderful players on the tour. we have lexi thompson winning this past week in malaysia. she's only 18 or 19 years old. i'm sure you've heard of lydia cole, an appear temperature or at least she was an amateur. she's only 16 and 17 years old. there's a lot of wonderful players out there. and they're terrific young women, as well. tiger won player of the year. >> a few times, yeah. >> as you did. you won more than anyone else, obviously. you had a scoring average one year of 68, right? >> yeah. those were some good years. >> they were. do you think tiger -- i mean, you know, not just lpga, i think tiger is back. is a major in t

oppenheimer says go for the internationals that are exposed, 3m, fedex, cummings. >> i mean consumergoing to have top line growth. those are going to do well because the middle class is going to grow. on a valuation basis, those sectors are trading at lower multiple than the market. that's the opportunity where you want to sell high into the consumer staples and ults and i cyclicals, discretionaries, industrials. >> good to talk to you. thank you for your time. >> we are watching shares of netflix, pretty upbeat outlook. the ceo addressing the euphoria, in his words, surrounding the stock price on the company's conference call. >> every time i read a story about netflix is the highest preeshating stock and the s&p 500, it worries me because that was the exact headline we used to see in 2003. up know, you can definitely we have a sense of momentum investors driving the stock price more than we might normally. there's not a lot we can do about it. >> we're gentlemen, good morning to you both. what do you make of a ceo coming out and saying the app priat wo? >> i have to say i share som

she's decided it's a solutions company, whether it be cloud protection, better food, health and safety, 3mher margins. what coleman has done is get rid of the biggest commodity drag, that is just one of those companies. you can't give that company a multi-. who knows what it will earn. she's sacrificing that very big cash cow. when you think of whitener to take a look at toothpaste. giving you a high-growth company that could be very consistent with a multi--year growth path. we all need better food. she's talking about a crop protection, what's called a drug. let's imagine it's a drug. protection in latin america that is saving the harvest in latin america because of a bug that she's able to kill. >> we don't know what the performance chemical is going to be, 18 month, i think the stock is going to percolate up higher. it's the ppg model. i've got chuck bunch on tonight. ppg got out of the commodities, went very aggressive into high -- into high value added codings, okay, architectural codings and that stock's multiple has zoomed. you have a company that went from 50 to 180 when it got ou

jason, how should we read your stock picks as to where you think this market is going, if you like 3m >> one of the things we're doing is underweighting the fixed incomes because rates are coming up. as a counterbalance to that, we are staying a little bit on the bias of being defensive within exwits, preferring to make the equity wagers are relatively reasonably well, we're not stretching for position, we're looking for the singles and doubles right now. >> i think that's the point. let's come back to what you said, david. maybe we live in a world where our world is so low. the word that keeps getting used is "grinding." they might put off the debt ceiling for four or six weeks but we grind on with the political impasse. there's no sign of leadership or the perception that things are broken. that's dangerous for confidence in an economy. we lost a lot of ground in may, june, july of last year because we ground down on this expectation of when the fate might question. this continually debate never allows the stock market to rally sufficiently. we had a big rally yesterday but it only