they're revealing a stake in colgate. >> oh, my. colgate? is a billion dollar roughly let's call it stake. also working in collaboration with another hedge fund, investment capital management on the work they have done on colgate. now, the letter itself focuses on a couple of different areas one is hill's, which we talked about a number of times. the pet food business. primarily distributes through specialty and veterinary diets hill's prescription diet, hill's science diet as much as 20th% of colgate sales and profits for this year. they say, quote, there's a meaningful hidden value in the hill's pet nutrition business which we believe would command a premium multiple if separated from colgate's consumer assets now, that doesn't mean they're asking the company to do that. you know, i'm aware previously of some conversation that has taken place between shareholders and management and the board in terms of would you consider this i have heard the company is not interested in splitting itself, at least not at this point loeb, in partaking this

to be clear here, loeb in his latest shareholder letter included a new position taken in colgate. i'm told it is at least $1 billion. he also has been aided by the hedge fund toms capital investment management, so there may be additional ownership here, based on the basic idea that there is a lot of potential for unlocking value. but loeb wasn't saying do it, he said if you did, we think it would trade at a higher multiple, could be worth as much as $20 billion when you look at the market cap of the overall company, that would conceivably add a lot of value. he did point to the fact that the board has not been bold in his opinion, and that, you know this given how closely you cover this area, there's been a good amount of potential talk of consolidation. you have the spinoff from pfizer and glaxosmithkline there's at least a question as to whether if you got colgate to engage and they considered a split, could you imagine a scenario under which hills would trade at a higher multiple and you could sell at a significant premium the rest of the company. >> that's pretty interesting o

and you should know colgate is a staunch widest. he's an extremely well good man. and he is a very, very, really sophisticated man, and he would sort of drop him that he's not a psycho fun. you know, he, he's, he's someone who thank you. thank you so much back when he only let's see whether cost would be able to revitalize the national congress and take the party to was 2024 cas suburbanite and so got us of arthur boucher and shove it on. sorry, i really appreciate your insight. thank you. thank you to for watching. you can see the program again any time by visiting our website, delta 0 dot com for further discussion with our facebook page. that's facebook dot com, forward slash a jane say sort of. you can also join the conversation on twitter. 100 is add a jane size for me. hm. how about the entire team here in doha? ah ah, along with with oh, i ran and women are being murdered in mexico every day. almost always by men. an epidemic of gender based violence that threatens to spiral out of control. now specialists police squads run by women, a trying to reverse the

new oil and gas person i bumped into called permian resources when the merge er of centennial and colgateners. i know it's out of style in the wall street fashion show except for the today because the group roared because of the opec production cut if that doesn't happen, this group will go down these aren't the stocks you want to own if you're headed to a worldwide recession because they're commodity stocks and the price always seems to go down when this happens but we like having options and i think permian resources, p.r. is worth considering. you know whether you might want to buy it on the way down so let's talk about this thing. centennial resource development announced mergers for colgate energy partners promising the largest exploration production company in the delaware basin which is a very lucrative part of the permian basin down in west texas and new mexico. it's full of cheap plentiful clean oil or cleaner because i don't want people to think it a relative thing with fast ossil l centennial had 75,000 acres for colgate it had 105 and 25,000 net royalty acres in the delaware b

and you should know, colgate is a staunch, well this is an extremely well good man. and he is a very, very, really sophisticated mom and he would sort of draw him that he's not a psycho fund. you know, he, he's, he's someone who thank you. thank you for spec, where he only let's see whether cogney would be able to revitalize the national congress and take the part it was 2024 cas suburbanite and so got us of arthur boucher uncovered and sorry, i really appreciate your insight. thank you. thank you. to for watching, you can see the program again any time by visiting our website a dot com for further discussion because our facebook page that's facebook dot com forward slash a jane, se. so if you can also join the conversations with our 100 is add a jane safely from you. sure mom and the entire team here in doha. ah ah. and jumping to the street when no topic is off the table, i don't think that anybody should be borne to privilege to dinner at the end of the day. we are the subjects of little family plus one person's opinion. but what's yours? amplify your voice. the j

, which is why we own so many for the trust business is begin to print whatever numbers they want colgate reports, too this is very interesting it's attracted the interest of day in low, the well-known activist ennumber i always wondered if colgate would make the division bigger let me give you the bottom line. it's a long time since we come into the heaviest week of earning season this hot. that makes for a tougher setup but so many companies have battened down the hatchet so to speak and prepped for a recession. if we don't get a severe slowdown, they will indeed keep at it. mike from my home state of new jersey, mike >> caller: hi, jim, thanks for having me on. >> good to have you on what's up? >> caller: love the show long-time reader of the book thanks for everything you're doing? >> thank you, thank you. >> caller: thank you, sir. jim, with recession looming, i'm looking at the affordable restaurant and fast food chains. seeing which ones are app appetizing i want your thoughts on buying wen, wendy's. >> it's no longer my favorite. i think it's doing okay. it's reported a couple of

but tommy shoak with or colgate ga, ga, been the show while while the thing with seal was more of your vision, when you said miss teen nick, boy, you being you might be done with keys to read in lead new feet. that them i mean the d. c. diff or might it will give them but i steve d, lead hatch, which is m, she had me with you. can you cooking them? she was a thought that them got quite at them with the yet that you coupling with them see, but our graphics get them to and these might you should get that we sure. i mean that quick when your mom was in that group of teach for slay you. i call you back with back with back and back i will let kick with that please. yeah, it said yeah it but we just got that move because with them i didn't know what he's yep, we'll go in and let them join with you. i'm glad skin with that. what joy you buy cheap. some way more than de wine. t p is to provide you with the team. keep that quite see thought she could. if you could see at that place, she has the storage coupon mideast the door chick, so you'll be able to see more. you select your pc. so we decid

we are seething -- seeing modest reaction for colgate, not every industry reporting results is doing well. the botox brand is down 5% on an underwhelming revenue story. >> corporate news today, one of them is twitter, elon musk wasted no time taking complete control, the billionaire appointed himself ceo and began restricting -- shaping strategy. let's bring in bloomberg's ed ludlow he is on location at the companies had quarters -- headquarters. you are on the ground, what is the latest? ed: we have seen people leaving twitter headquarters with boxes. we are trying to verify if layoffs have started. to what degree layoffs have started. as you guys know, on thursday night, most of the top ranks of twitter c-suite left the company including the ceo and ned siegel, the cfo for the last five years. musk quickly installed himself as ceo, we believe on a temporary basis at least. what have heard from sources in the last 30 minutes or so, is there is an all hands meeting called for next wednesday. not everyone within went -- twitter receive the invitation. there are teams that have not rec

who will win out exxon or chevron, ford or gm craft or colgate we're going to trade them all, but we begin with bob pisani and the markets right now and the narrative has shifted dramatically, bob. what's happening >> well, the important thing is, we were looking like a down day before the open, and some of the earnings weren't particularly helping, particularly american express, and we also had higher yields but that has turned around now, look at this. we've got a nice up day. in fact, we're just off of the highs, and a nice up week, in fact the dow jones industrial average, up almost 4% for the week and so is the s&p. and so is the nasdaq it's a fairly broad rally for the week and i think part of the turnaround and most of the turnaround happened with yields. remember, we're slaving to the macro economic picture, and that is basically what the two-year yield and the ten-year yield had. earlier on, the yields were up and they went the other way, around 9:00, there was a "wall street journal" story, as dom referenced maybe they'll start pausing a little bit but it definitely moved b

oh, i talked with the colgate, don't put all matter quoting or know sergeant poster that could be a porn on you d. they still talk of your trust until ah, oh your dog, there's got somebody oman, but in your board, many not can be of certain. doesn't with what you are not my eyes are they proceed nadia logging in and out. you back out for bella football. i'll be reco, see money quick, yes, week you my you in there or 7 brown, declare of them are mailed me all. there is a problem that over is a said it came or to clare totally quote in the school period on teams. they use ed, chico, see it in us. oblong into your southern alabaster choir, kroger, you cry for tow pro sports d. c. only crucible barney sports on the clear of all. it is all new to day. cosmetic. was all fast gonna continue as war, sombre and put the guest john, come gunter and digging saw evil jackal soluble a when a military coup over through chiles, marxist president, one stadiums became prisoners, and the hunters sole objective was absolute control. one man publicly refused to accept dictatorship episode for football rebels

colgate, atolico's, e, jest, or from us? love them. delicia or girls? cooper was formerly took notes, cousin cock who kept mobiles, she would use while the respond with circus grey's need that's a convenient needle in a new g. need circus? finished, i took grades by at the more didn't you as a and i chill. so she needs 0 zavalla a to be sure, each name. what about the tale but stuart, you ah, some precipio, grace consumed misqueso. have you gotten a promotion with chute? would you say it was just what is, why says lanyard g e federal should instantly when we were such as years for capital grants concern is to put in it whereas each us but almost to christina to college, boston one more thing really he wasn't sure why we could, but the mean yeah, you need this need something nother, you know, dumb switch and suddenly stitched the pretty russia. she will formica photographs of not sure he could show clearly usually on the thread with cookies the sunk abuse needing matthew watson. he must corrales with o ukrainian nationalists, tortured and slaughtered abo

colgate katana come, e, just go from us. love them. delicia or girls. cooper well for me to north cousin kirk will cut my beefs. you would use. well, you're a spoon with circus grey's. neat, that's a convenient neil and the new g need circ a finished i took a grains by at the more did he do was lay in a chill, so he'll need 0 zavalla a to be sure each name what about the tale, but still you lou. some premium grace concerning mesquite, if you get a thorough motion with should with you said it's just what is my says lanyard g e federal she did recently and we were such as yours for capital greens consistently it would se chest but almost to christina to college boston, one more thing really wasn't choy vicky, but the minute you need this need some other, you know, done switching some of the steps to publish as your phonetic category of not sure he could show a clearly, usually on youtube with kicked the sunset be sneering with you, what's the most corrales with o ukrainian nationalists, tortured and slaughtered about 60000 palls in virginia in law of abou

colgate. atolico's. e jest cool. promise. love them. delicia or girls. cooper. well formative nose, cousin cock who cut moves, who would usually respond with circuit for grades need. that's a convenient neil and then you g needs. okay, finished. i took grades by at the more didn't you as a and i chill. so she you need 00 a to be sure each name what about the tale? but still you really, lou. some precipio grins, consent misquoted, have you gotten a promotion? was sure to what he said. it's just what is why says lanyard g a herschel she did instantly when we were such as years for catalog grants consistently, it would se chest but almost christine to 20 to post to learn more about the reviewers. no choice, but the minute you will need this need some other, you know, done switching some of the steps to publish as your formica category of not sure he could show a clearly, usually on youtube with kicked the sunset beach new matthew watson, muscarello with o ukrainian, nationalists, tortured and slaughtered about 60000 palls in virginia, in law of about 40000, and at

colgate, cataneo e, just core pro us love them delicious year. old girls. cooper was formerly took notes. cousin cock who couple moves. who would usually respond with circle grades need that's convenient, neil and then you g need circus. christa. i took grades by at the more did you lay in a chill, so he'll need 008. to be sure, each name what's about the tale, but still you lou. some precipio grins consumed. misqueso ve getaway from ocean was sure to what he said. it's just what is my cell's 9 o. g e federal should you recently when we were such as yours? for capital greens consistently, it's what i suggest, but almost a christian. what authority? personally one more thing, really. he wasn't choice but the mean yeah. you will need this need some nother, you know, done switch and suddenly stitched people rush as your former ticker. photographed of not sure. he could show it clearly. usually on youtube with cookies, the sunk abuse knew matthew watson. he must corrales with o ukrainian nationalists, tortured and slaughtered about 60000 pauls in virginia, in l

colgate, atolico's. e jest cool. promise. love them delicious year. old girls. cooper was lovely. took notes cousin tuck who kept movies. she would usually respond with circus. grey's neat, that's a convenient needle in a new g. need circus finished? i took grades by at the more didn't you was laying a chill. so she you need 0 zavalla a to be sure each name was about the tale. but still you lou. some precipio greece consumed, misquoted, have you gotten a promotion? was sure to what you said, chris, just what is my son analogy? he photoshop should instantly, when we were such as years for catalog grants consistently, it would se chest but almost to christina to college, boston one more thing. really. he wasn't sure why we could, but the mean yeah, you need this need some other, you know, done. switch and suddenly stitched people in russia. she'll formica category of not sure he could show a clearly, usually on the thread with kicked the sansa abuse needing mature watson. they must corrales with o ukrainian nationalists, tortured and slaughtered about 60000 palls

colgate katana can eat. just cool. throw us love them. ideally sham sir or girls. cooper was formerly took notes. cousin tuck who got moved to reduce the respond with circle grades need that's convenient. neil and the new year needs. okay, finished. i took grades by at the more did you was they and i chill so he'll need 008. be chinese name. what about the tale, but still with some pretty meal grains concerning misqueso v. getaway from ocean was sure to what he said. it's just what is why says manual g e federal should instantly, when we were such as useful capital grants consistently, it's not as teachers, but almost a christian. what authority? personally, one more, nothing really. he wasn't choice, but the mean yes. you will need this need some, mr. another, you know, done. switching some of the steps to publish as your former ticker category of not sure he could show a clearly, usually on new thread with cookies, the sunset beach name with us. they must corrales with o ukrainian nationalists, tortured and slaughtered about 60000 pauls in virginia, in law of abo

colgate got only e, just go a pro us love them. delicia or girls cooper was formerly took notes. cousin kirk will kuchma booth. she would usually respond with circus. grey's neat, that's convenient. neil and the new g need circus finished. i took grades by at the more did you as a and i chill. so she, you need 008, to be sure, each name what about the tale, but still you ah, some precipio grants concerning misquoted, have you getaway from ocean was sure to what you said. it's just what is my son yellow g herschel. she did instantly when we were such as years for catalog grants consistently, it would se chest, but almost christine, what authority forced to learn more about the really he wasn't choice, but the minute you need this need. some mr. mother need them switch and suddenly stitched people, russia. she'll formica category of not sure he could show clearly, usually on the thread with good kicks, the sunset listening with you outside the most corolla with o ukrainian nationalists, tortured and slaughtered about 60000 palls in virginia in law of about 40000 and at least 45000 and 10

colgate, katana, e, just core pro us love them. ideally sham sir or girls cooper was formerly took notes. cousin clark will cut mobiles, she would usually respond with 0. okay, for grades need that's a convenient need in a new year. need circus, krista, i took grades by at them or did you was they? and i chill, so he'll need 008 to be jewish name. what about the tale? but still you lou. some premium grace consumed, misqueso. v. getaway from ocean. we're sure to what you said. it's just what is why says manual g e federal should instantly, when we were such as useful capital grants consistently, he told us each us but the most to christine what authority? personally one more thing really. he wasn't choice but the mean yeah. you need this need some another, you know, done switching some of the steps to publish as your phonetic category of not sure he could show a clearly usually on new thread with cookies to sunk abuse name with us. they must corrales with o ukrainian. nationalists, tortured and slaughtered about 60000 palls in virginia, in law of about 40000, and at least 45000 and 10 o'c

colgate, atolico's e, just calling from us love them. delicia or girls. cooper was formerly took notes. cousin clark will cut mobiles, she would usually respond with circus. grey's. neat, that's a convenient needle in a new g need circus finished. i took grades by at the more did you as a and i chill. so he'll need 0 zavalla a to be sure which name what's about the tale, but still you ah, some precipio grins consumed. misqueso, have you gotten a promotion with should? would you say it's just what is, why says lanyard g e federal should instantly when we were such as yours for capital grants, concern is to put in it whereas each us but almost a christian what authority portfolio well worth nothing really. he wasn't sure why we could, but the mean yeah, you will need this need some other, you know, done switching some of the steps to publish as your formica cup photograph of not sure he could show it clearly. usually on youtube with cookies to sunk abuse name with you. what's the most corrales with o ukrainian nationalists, tortured and slaughtered about 60

colgate. got only e, just cool, a promise. love them. ideally sham sir or girls. cooper was lovely. took notes. cousin kirk will probably if she would usually respond with circus. grey's. neat. that's a convenient needle in a new g need circus. krista, i took grades by at the more did you as a and i chill. so he'll need 0 zavalla a to be sure, each name what's about the tale, but still you lou. some precipio grants consent, misqueso ve getaway mission. was sure to what you said, chris, just what is my cellphone eulogy herschel? she did instantly when we were such as years for capital grants concerning supposedly it would se chest, but almost a christian. what authority to post, to learn more about the reviewers, no choice, but the minute you will need this need some other, you know, done. switching some of the steps to pretty russia, she will phonetic category of not sure he could show a clearly, usually on the thread with kicked the sunk obesity. matthew watson, he must corrales with o ukrainian nationalists, tortured and slaughtered about 60000 palls in virginia

colgate, atolico's e jest cool promise. love them delicious year. old girls. cooper was lovely. took notice cousin tuck, who kept mobley if she would usually respond with circus. grey's neat, that's a convenient needle in a new g. need circus? finished, i took grades by at the more did you was laying a chill, so he'll need 0 zavalla a to be sure which name what's about the tale, but still you ah, some precipio grins consumed. misqueso. have you gotten a promotion with should? would you say it's just what is, why says manual g e federal should instantly, when we were such as years for capital grants concerning the poorly, it would se chest, but almost a christian. what authority, personally, well worth, nothing really. he was no choice, but the minish. you need this need some mother, you know, dumb switch and suddenly stitched people. russia your formica cup. photograph of not sure he could show it clearly. usually on youtube with cookies. the sunk abuse needing matthew watson muscarello with o ukrainian nationalists, tortured and slaughtered about 60000 palls

could you gordion, colgate, catalytic. e, just call us love them, dilution or girls cooper was formerly took notes. cousin kirk will cut moves to reduce your spoon with circuit for grades need. that's a convenient neil in the u. g needs oak of krista. i took grades by at the more did he do was a and i chill. so he'll need 008 to be sure each name what about the tale, but still you only lou. some personal grains concerning misqueso v. a tory machine will shoot with you, said chris, just what is my son daniel g herschel she did recently, and we were such as useful capital grants consistently. it would se chest, but almost christine, you are to 20 to post to learn more or nothing really. you as much as we can, but the minute you will need this need some other, you know, done, switch in some of the steps to publish as your phonetic category of not sure he could show a clearly, usually on new thread with cookies, the sunset, the sneering with us, he must corrales with o ukrainian nationalists, tortured and slaughtered about 600

almanac of american politics founder michael barone takes a look at the book democracy's data by colgate university history professor dan buck. quote, the book promises to reveal the hidden stories in the us census and how to read them and deliver some tales. barone writes. but his text, he says, is, alas, sprinkled with academic. we read about misgendering and transgender people and about latin x, a term rejected, he writes by almost all those it is intended to label also from the street journal, barton swain reviewed smart brevity. the new book from jim vandehei. mike allen and roy schwartz, co-founders of the news site axios. the book subtitled the power of saying more with less is written in axios is journalistic style with one or two sentence leads and paragraphs labeled why it matters and the big picture. in his review, swain quote maybe the axios style is the future of written communication. if so, please kill me. the authors, he says, show they can write lean and punchy, copy but their own copy, he says, isn't exactly top drawer quality. you'll see these books and the authors fea

hills, the pet food business, and the fact that given consolidation in the hpc business, perhaps colgatehere, perhaps even sell. all of that is not the things that he is necessarily recommending but certainly worth mentioning in light of that new position but i did also talk to him about disney, because it's only a few weeks ago that he rebuilt a significant position there >> right >> he's been involved with having carol iverson, the former facebook executive, join the board very recently, and here's what he had to say about disney sort of when we caught up yesterday. he said, "despite their having a great scale, their costs are completely out of control. they're in the process of reducing them. they've taken specific steps, which hopefully they'll be communicating in the next quarter or two and we'll see the result of that will get them back to their pre-fox merger margins." went on to say, because the business has really shifted from, as we know, theatrical release to dtc they don't need to spend 300 to $400 million on something people are going to watch on a home tv. costs are going t

i did look up what colgate-palmolive are doing.y 13% this year versus olaplex which is down 66%. netflix shares popping after reporting better-than-expected earnings, mostly also they are not about to go bankrupt. that was the bar they set for themselves. user growth is not tripping anymore, it's great, but it is not as positive as it used to be. tom: two tiers, a lot of people by the lower tier. does the average money they taken from a given person coming down? lisa: it is good. they are basically saying everyone and their children are using the same account, so how can we get more people to pay? if they lower prices, does that mean that profits eventually go down? procter & gamble came out with earnings this morning, we have been talking about it since. you see inflation come in, fx impact, the dollar is strong, earnings from overseas is lower and pricing pressure is even greater for international customers. still managing to come out and increasing scales more than expected. what does that say about consumer resilience? olaplex,

and you should know colgate is a staunch widest. he's an extremely well good man. and he is a very, very, really sophisticated man, and he would sort of drop him then he's not a psycho funds. you know, he, he's, he's someone who thank you. thank you for spec, where he only let's see whether cost would be able to revitalize the national congress and take the party to worst went. it went to full cas suburbanite and so got tested of arthur boucher and shove it on. sorry, i really appreciate your insight. thank you. thank you to for watching. you can see the program again any time by visiting our website, delta 0 dot com for further discussion can to our facebook page. that's facebook dot com, forward slash a jane say sort of, you can also join the conversation on twitter and it is add a jane safely from you. sure mom and the entire team here in doha. ah ah on november the 8th americans will vote all the seats in the house of representatives. at 35 percent of the senate will be contested. americans are expected to split on strict ideological lines with abortion and the

rainy seasons in a row failing, but also very high vulnerability due to the poverty, the aftermath of colgate, the conflicts in the region. so that's, that's always the pattern that those come together. and then of course, in those very poor regions, you don't get a high, very, very high economic thought, but human suffering is multiplied. bradford marching mentioned that data and i guess having good data is key, isn't it? is the climate crisis making forecasting more difficult? i would argue when it comes to forecasting our forecasts or have more tools available to them right now and more data. ready than any other time history. however, there are areas martin just mentioned that are pretty data sparse that do impact our ability to forecast for instance, on hurricane during him. and the bill. ready few years back in may, i've actually delayed as initiation because of the mass, the hair and dust there was present over chocolate atlantic at that time. and as we know, that's hearing death is a, is a product of desertification and drought in sub saharan africa and say hello, but one hurricane du

well i left behind me the lexia colgate. it's one of the major ones where your major dial out to process it is a specialized robbery squad, sorry for shot. it all the way a dead, me shooting to carry the agents shooting out to protest that many were injured and some even died. others event where stream done is going around by a popular niger and the day cause i clearly remember that night and before i felt as i watched the events oh hold on is that? well, you could hear the sporadic shots. are people out for help. i think we'll let them you might be wondering what led to the shooting and how things escalated so quickly? did our b of for sasha la was break down for us in this report. from the night there were 22020 niger and police literally gone down. young protest is what come together to form. one of the biggest youth movement in the country is history. just hours before the killings. thousands had got to peacefully demonstrate a gave rise in cases of police brutality. i know that the protests were largely peaceful because

the idea that you can way overpay for blue-chip companies, anything from microsoft out to colgate-palmolivecoca-cola. these are great businesses, the question is what price should you have paid for those businesses? those of the kind of things the s&p 500 is loaded to the gills on in terms of its composition. in comparison, there is a great bull market going on in energy stocks and nobody owns those peer therefore, they cannot make up for the folly in the index or investor portfolios right now. manus: are you prepared to buy anything in the u.k. right now given the crucifixion of the currency, just quickly before bring in kit. are you actively considering stepping into the u.k. market? cole: we own stocks there and we have been buying there recently. i wg, which is a diversified revenue business around the world, and a pound-based homebuilder. it is crazy there are interesting things to go on. one thing i will mention, this is a 20 year redo in the dollar's high like we did in 2002. i'm not mentally long the dollar. all the consternation in the u.k. looks more interesting because cheap curr

there are things that shouldn't go lower because some of the raw costs -- there was an upgrade of colgateoday, and almost everything that goes into a tube of toothpaste, all the commodities are coming down. the problem, of course, is you're not going to pay less for the toothpaste unless you put yourself in one of those amazon things where it just comes every month whether you want it or not >> i'm glad you brought up the upgrades because there's jpm upping colgate, b of a upping las vegas sands. citi upping comcast. a lot of analysts are saying the story has not changed as much as the past >> the meta upgrade, top pick, i mean, i don't even think meta agrees i think if you call them and said -- or at least my interactions with them, which are basically, we'd love to help you, get lost. that's not encouraging they'll say, no, jim, we sent you that so-and-so said that meta is doing well the fact is, i thought that some of the -- i mean, you look at pepsico. pepsico happened yesterday people made money on pepsico, because everyone was so negative, and yet everything that goes into a frito,

emerson technology detects compressed air leaks to save manufacturers, like colgate, over 20% in energyts. go brush your teeth. go boldly. emerson. vo: ferrari knows racing. palantir knows data. bonded by engineering excellence. palantir. data driven enterprise accelerator. i started as a single mom with $2000 and a passion for new orleans. i'm lauren haydel owner of fluerty girl. today, my tiny online shop has grown into eight stores. we're a must-stop shop for unique nola-inspired gifts. lauren doesn't just create cool nola merch; she creates opportunities. small businesses like lauren's open doors for neighborhoods to thrive. support your community. support small business. >>> everyone is terrified of recession. you typically want to hide your money in health care stocks that are slow down proof as it gets we're worried the government will bully big pharma to negotiate aggressively for lower drug prices. avoid that too what about a long term favorite. it is treatments for rare diseases this immunizes them -- the rules that governments are trying to do to keep prices down these are sm

emerson technology detects compressed air leaks to save manufacturers, like colgate, over 20% in energymerson. another busy day? of course - you're a cio in 2022. but you're ready. because you've got the next generation in global secure networking from comcast business. with fully integrated security solutions all in one place. so you're covered. on-premise and in the cloud. you can run things the way you want - your team, ours or a mix of both. with the nation's largest ip converged network. from the most innovative company. bring on today with comcast business. powering possibilities. at fidelity, your dedicated advisor will help you create a comprehensive wealth plan for your full financial picture. with the right balance of risk and reward. so you can enjoy more of...this. this is the planning effect. hi, i'm angela. i've lost 58 pounds with golo and i've kept it off. i suffer from autoimmune hypothyroid and i always thought it would be so difficult to lose weight, but with golo, it simply wasn't. ♪. neil: after gaining what, 1600 points in two days, the fastest start to a quarter s

emerson technology detects compressed air leaks to save manufacturers, like colgate, over 20% in energyosts. go brush your teeth. go boldly. emerson. >>> we are now in the "closing bell" market zone. mike santoli here to break down these crucial moments of the trading day. plus, seema modey and pippa. we are seeing a little bit of a rebound. i don't know, mike is it pathetic to see a rebound after five down days that looks like this? >> it's a hesitation at this point. always a positive we're not accelerating lower ahead of a p big number i think things are getting coiled pretty tight. markets have been churning around this 3600 level we have the ten-year treasury yield. right below that recent ceiling at 4%. the dollar index the back. i don't know where this cpi number's going to be tomorrow. the market doesn't know. all the surprises have been to the upside if there's anything in the way of relief, the market probably can kind of take that and run with it. at least in the short-term because of we are going into the number near the record the lows for the year. >> let's hit pepsi big m

52-week highs that's nice to see nice moves in consumer staple stocks so kraft is up, coke, pepsi, colgate a defensive rally but we'll take it. still helps the advanced decline line overall the big names report this week, apple, microsoft, alphabet, all reporting this week. meta got a bofa downgrade today but remember, these companies have all had their earnings system reduced for the third quarter already and the case of meta about 30%, in fact, from the start of the quarter, 40% in the case of amazon, so there have already been very, very significant earnings reductions in these names and that may help cushion any kind of disappointment we have coming forward. tyler, back to you. >> thank you very much. >>> let's move to the bond market where we saw a reversal in yields which are up again rick santelli tracking the action and explain it all, rick. >> yes there's a lot of volatility, that's for sure, tyler and if you look at a three-day of two year, i picked three day, thursday the 20th they made their high yield close for the cycle at 4.61% at 4.5% we could see we're 11 basis points belo

emerson technology detects compressed air leaks to save manufacturers, like colgate, over 20% in energyrush your teeth. go boldly. emerson. >>> welcome back, everybody. the iea declaring the first global energy crisis in its annual report. why and can it be fixed? pippa stevens joins us now with the findings the first ever ever >> they say this is the first global energy crisis so, essentially, what the iaea's report says today that russia's invasion of ukraine has created an historic turning point for worldwide energy markets again, they dubbed current conditions the first global energy crisis and believe that policies have shifted not just for years, but for decades to come the iaea said in its widely followed annual report that russia will never regain its influence over energy markets and the crisis will ultimately hasten the transition to renewables that's because governments have outlined clean energy goals, including biden's inflation reduction act, meant to shield consumers for future energy price shocks in other words, energy security is what's driving a lot of this new investm

term, because i don't know what they're activating for, but still, third point taking a stake in colgate-palmolive and starboard taking a stake in salesforce starboard's founder saying that the company is undervalued due to its subpar mix of growth and profitability. financials are up again today. goldman sachs, the big leader there, following an earnings beat and that firm also confirming their sort of internal reorganization plan. home builders, they're higher as well now, home builder sentiment this morning, it tanked it's at the lowest reading since august of 2012, but maybe as bad as it was, it wasn't as bad as the market thought, because home building stocks, despite that data being at a decade low, they're actually all higher right now. lgi, lenard, and kb home as well oil, by the way, taking another leg lower. it is off by more than 3% right now, back to $83.18 a barrel the physical market still a little higher than that. there's a disconnect between what we show you here and delivering an actual barrel of oil. but the price of oil is now below where it was before the opec meeting two week

emerson technology detects compressed air leaks to save manufacturers, like colgate, over 20% in energy your teeth. go boldly. emerson. your record label is taking off. but so is your sound engineer. you need to hire. i need indeed. indeed you do. indeed instant match instantly delivers quality candidates matching your job description. visit indeed.com/hire i'm on a mission to talk to people about getting screened for colon cancer, and hear their reasons why. i screen for my son. i'm his biggest fan. if you're 45 or older at average risk, you have screening options, like cologuard. cologuard is noninvasive and finds 92% of colon cancers. it's not for those at high risk. false positive and negative results may occur. ask your provider if cologuard is right for you. everyone has a reason to screen for colon cancer. if you're 45 or older, get started at missiontoscreen.com pst. girl. you can do better. at least with your big-name wireless carrier. with xfinity mobile you can get unlimited for $30 per month on the nation's most reliable 5g network. they can even save you hundreds a year on

emerson technology detects compressed air leaks to save manufacturers, like colgate, over 20% in energyts. go brush your teeth. go boldly. emerson. - [narrator] if your business kept on employees through the pandemic, go brush your teeth. getrefunds.com can qualify you for a payroll tax refund of up to $26,000 per employee, even if you got ppp. and all it takes is eight minutes to find out. then we'll work with you to fill out your forms and submit the application. that easy. getrefunds.com has helped businesses like yours claim over $1 billion in payroll tax refunds. but it's only available for a limited time. go to getrefunds.com powered by innovation refunds. wait, i don't do tai chi. i don't do most of the things you see in medicare health insurance commercials. cut! all the ads look the same because the insurance companies all see us the same. humana is different. they get to know you and listen to what you need. they have all-in-one humana medicare advantage plans with medical and prescription drug coverage. most plans include vision, hearing and dental for as low as a $0 monthly

there you see salesforce up 5%, and faber also reporting dan lobe has build a sizable position in colgate palmolive, saying there's hidden value in the pet food subsidiary. you see the company up almost a full percentage and goldman sachs up 3% after the bank topped analyst expectations on strong bond trading results. >> as stocks move higher on earnings optimism, wall street strategists questioning its sus sustainability history says to fade this rally. bank of america notes the market won't bottom until the first half of next year. that's their opinion and ubs says we don't believe the conditions are in place for a sustained rally. so can this move higher be trusted? let's talk to randy warren, chief investment officer with warren financial services. can it be trusted? >> you know, i really love this rally, but at the same time, i don't really trust it. but you know, you have to be a little flexible because at the end of the day, every new bull market starts with a bear market rally. so you have got to be a little flexible here, but you also have to be very careful we're bumping along t

emerson technology detects compressed air leaks to save manufacturers, like colgate, over 20% in energyn. >>> it is time it's time for the "lightning round" buy buy buy or sell sell sell -- my staff prepares the graphics on the fly we play until we hear this sound and then the "lightning round" is over. are you ready, skee-daddy? i'm going to start with rick in massachusetts. rick >> caller: jim, boo-yah! >> how are you, rick not bad. i'm 4-0. what's up? >> caller: i'm calling you about a stock i've been in and out of over the past five years axsm axm therapeutics >> they're trying to cure pain the holy grain is pain we know they didn't do it well and i'm not going to mention it because they were so horrible. i don't want people to take those drugs after day two. just use ice let's go to carl in tennessee. >> caller: hey, jim, thanks for taking my call the hometown of lowe's ceo marvin ellison always look forward to your discussions with him >> i do love him and what he's done how can i help >> caller: icon industries >> i love icon, the problem is you don't know what's in it. and if yo

moment, was thought to be a way to be in front of eyeballs of people who were trying to figure out colgate versus crest what they didn't realize, really, it was just a messaging system it's like a bad whatsapp so, i think that people who got behind this were fooled and thought that there was an roi, and you can continue to try investing, but look at these pages. will you look at the darn pages of what you're looking at? it's junk. oh, here's a casper ad the terrific thing about cake, how you make a cake. inside, great body what is this >> i don't know. >> this isn't a business >> well, people thought it was a business >> right, that's the point >> in fact, even a few weeks ago when they gave a mid-quarter update that was actually positive, carl, they thought things were doing okay >> real good handle on a business >> august had accelerated and that -- bernstein yesterday was a head fake. they thought this was going to be another one >> i'm going to be out there i have met evan spiegel. incredibly nice. >> oh, boy here we go >> incredibly nice >> he gets an incredibly nice. >> i got a selfi

it also says there is a training backlog that was caused by colgate and on top of that it's also beenkel? it's not their| only rail operator that has been struggling especially around the north of england. avanti west coast which runs services at the west coast main line says in august it was going to cut back its timetable temporarily. there is a shortage of staff because they had a big drop off of train drivers volunteering to work overtime. so they were heavily criticised for that and the problems that caused the passengers but they are now in the process they say of rebuilding that timetable and in december they are hoping to have that timetable full again but a lot of criticism has gone trans— pennine's way, sorry avanti's way because the government only extended the contract by six months saying they had to significantly improve. northern rail operator is also having struggled again. to across the north of england all is not entirely well on the railway and a number of maize in the north of england had a crisis summit yesterday and they urged the new transport secretary to inter