i was not there when the delphi was spun out. i know it was spun out with a fully funded pension plan. >> what does the future hold for former delphi facilities that are now part of gm, such as the former facility and lock poor, new york. it will gm have to make further cuts in the operation? >> i have no idea on a specific basis. me make one comment here. -- let me make one comment. >> some successors have downplayed the significance of mary barra being the first female ceo of a major automobile maker. what are your thoughts? >> i have not read any putdowns personally. nor do i think it should be. it is a story. i think mary barra was picked purely on her talent, hard work and success. nothing else. we do this because of stem, science, technology, engineering and math. graduates coming out of colleges. about 25% of our plants are owned by women. a young woman that runs our manufacturing engineering. folks in the plans. a complex woman runs our supply chain global purchasing. our quality initiatives and customer experience, woman

i was not there when the delphi was spun out. i know it was spun out with a fully funded pension plan. >> what does the future hold for former delphi facilities that are now part of gm, such as the former facility and lock poor, new york. it will gm have to make further cuts in the operation? >> i have no idea on a specific basis. me make one comment here. -- let me make one comment. >> some successors have downplayed the significance of mary barra being the first female ceo of a major automobile maker. what are your thoughts? > i have not read any putdowns personally. nor do i think it should be. it is a story. i think mary barra was picked purely on her talent, hard work and success. nothing else. e do this because of stem, science, technology, engineering and math. raduates coming out of colleges. about 25% of our plants are wned by women. a young woman that runs our manufacturing engineering. folks in the plans. a complex woman runs our supply chain global purchasing. our quality initiatives and customer experience, woman. th

. >> to me in the autos, underperformance is interesting and lee or delphi, the best bets. >> thankss action." catch him weekdays at 5:30. >>> stronger than expected adp jobs report is pushing u.s. ten-year yields to their highest level in three months. contributor dennis gartman has been short treasuries since okay. take a listen to what he said just last month. >> bonds look like after 31 years of having a bull market that we're probably entering a bear marmt. i think that we've seen a massive top taking place here. i think we have a -- a long-term change in the sentiment and in the bond market, and i think you need to be a -- >> dennis gartman joins us now. >> god to be here as ales, me. >> you're getting shorter. why? >> been short a while. clearly the adp number, and put more credence in the adp number because it's real data, real paychecks being written by adp and real counting. the market itself, as i said earlier, looked like it has made an important multi-year top. the market sold off today on that news and will continue to sell off. i didn't sell any more today ahead of tha

we're talking the warners, the delphis, johnson controls, is that the place to be into 2014? >> it's definitely a place to be. i would much rather be in a john sewn controls than a ford or gm for that matter the i've been long ford for a good part of the year. now, gm is a better place to be than ford. i would rather be in jci than both of them. johnson controls has a strong setup into 2014. i think you'll see a lot of margin expansion. a lot of pent-up demand. and i think that's one of the top sectors to be in for the first half of next year. >> scott, the one name, goodyear tire. that continues to work, because it's part of the whole story you're talking about in the autos. >> from trades that have worked to one that certainly has not, and that's gold. it will go down as the year's worst. but our next guest is sticking by the much-maligned metal. rick rule is chairman of sprot u.s. holdings, and live in san diego. welcome back. good to have you on. >> thank you very much for having me again. >> worst trade of the year. why are you standing by your man? >> i think that one's

delphi has 40% of its revenue coming from europe. that could be a good base to grow from while the rest of the world is pulling you along, as well. >> can you tell us why ebay is one of your top picks for 2014? >> if you look at everybody -- everybody is into the amazons there, and amazon this and that, but ebay has a great balance sheet. top line 10%, tradings 15 times earnings, paypal within them, worth a lot more than people give them credit for. if you get ebay turned around and get investor sentiment, you could get multiple expansion. >> pay is another stock you like. mobile payments. >> totally broken stock. a new ceo that came in, used to run citi's credit card business. pay is, if you go into any taxi, you'll see you're using their systems. the company is basically the leader, but hasn't had the products that come out. and we think with the new ceo and new management team, this is a company trading 12 times earnings, more in the 15 to 20 times. >> cheap for a reason, right? it's that whole -- >> absolutely. but cheap for a re

companies like elf i -- delphi.e top it does not really matter as to who will win the war, they will be providing the pieces that go into the automobiles that people will buy. >> one of our analyst met mary barra. was quite impressed. not she was probably the most knowledgeable person in the room, which is great. including the analyst. >> that is what you want to look forward to, someone people have known and unknown commodity and has been around for 30 years. i think it is great. >> thank you for joining us. story we're following this morning, brian roberts and nbc universal making a deal with the conference start up all things d? a very big conference for those in tech. that is more in just a few moments. ♪ >> lululemon founder may have put his foot in his mouth. not a yoga move. an interview he did with trish regan last month. >> frankly, some women's bodies do not work or it. >> they do not work for the pants? >> they do not work for some women's bodies. it is about the running through the thighs. comment, buttr

morningial guest this is steve miller, chairman of , andformer ceo of delphi in his free time, he sits on the boards of united airlines and symantec. extraordinaryan 24 hours. >> someone e-mailed me describing this as a coincidence. if you think things are connected, you can understand the world a lot better. i think what we are seeing here is the ball, board saying, hell no, you will not go. you are staying. used to walk the streets of berkeley saying that. you have seen the situations play out before. if you are paul jacobs and you hear that steve mollenkopf might be going to microsoft, what would you do? >> i would do what i could to keep him on. giving him the ceo job makes sense. the microsoft story has been fascinating, has been in the papers and television for months now. it is being led by a good friend of mine, john thompson. i am a director at symantec, i hired john a decade ago, and then lamentably saw him step down. he has the writeup is to be able to do this. does losing a guy like steve mollenkopf make his job that much tougher? >> there are only two people to ever leave

in rejecting the beijing demands for an airline to delphi plans.s by both beijing and tokyo that the u.s. considers the reason to be international airspace. the vice-president joe biden has arrived in tokyo for talks with the prime minister. the weeklong trip also includes a visit to the demilitarized zone between south and north korea. meetings with the president of china and south korea. the national zoo has named its giant panda cub. this is says that the name means treasure or precious. officials announced the name yesterday as the cubs turned 100 days old following chinese tradition. and those are your news headlines on the fox business network. now back to lori and adam. you have to be careful when you call your friend about. adam: you could get in a lot of trouble for that one. lori: i'm glad you to list the transition. that's all you could come up with? adam: speaking of treasure, fedex expects today to be the busiest shipping date. a lot of treasure on its way, perhaps, to you. the busiest day in its history thanks to the growing popularit