also has positive ramifications for guys with similar geography, similar overlap regionally, like dr hortonb home. so, other guys will benefit from the same trends, which is helping put some wind in our sales. >> so, when you talk to your companies, lennar, dr horton and seeing this first-time home buyer what is the credit situation? janet yellen mention there had is still some credit tightness in housing, if that relieves, i would think that would be very positive for the home builder. >> the logjam creating the bottleneck from really getting housing reingauged to making a much larger contribution to gdp because right now, it's really tough, post today frank for the average person to come in and buy a home. we can somehow get movement in d.c. to open these flood gates, you really could have a good upward move in housing but absolutely correct, that is the gating factor to a housing recovery. your picks are horton, pulte and kb homes. >> and lennar as well. >> and lennar. outside of builders, downstream, do you have picks as well? >> yes. we still love fortune brands, fbhs has continued to

and kb homes up more than 4%, dr horton up. >>> and the biggest gains went to lamar after they say the big quarterly earnings went through the roof. profits exceeded higher prices. shares of lenar shot up almost 6% to 41.40. >>> an activist is calling for dupont to split into two, that is where we begin the focus, the chemical company should be broken up, they say. the firm sent a letter to the board saying that the structure is destroying shareholder value. they suggest another operation that generates strong cash flow. shares popped more than 5% to 69.75. >>> and general mills posting results that missed on the bottom line as cheaper store brand foods are eating the profits. the cherrios cereal maker blamed the markets, announcing $100 million in new cost cuts. shares fell about 4.5% to finish at $50.83. >>> and microsoft hiked the dividend to 31 cents, but that is the smallest percentage increase in the payout since 2009. also the company appointed new directors to replace new board members who decided not to seek recompl-electio re-election. a warning from sony sent shares lower, t

names like lennar, kb home, pulte, dr horton, toll brothers, the brand names going down on the day. >that must mean the xhp is having a rough day. >> it might be having a rough day. a few builders, not a lot. he's not going to forget that son of a gun. i've said for a long time these builders when you look at the builders, these are trades. when you have the opportunities to get either direction, phenomenal trades. i think if you're looking longer term, investment wise, all about the derivatives trade off the builders. when you look at home depot versus lowe's, i think lowe's is the buy. outperformed by home depot. >> do you hear that? he doesn't agree he thinks it's home depot. >> it's depot. >> a lot of times they close that gap. >> a lot of times some. >> differentiating themselves from lowe's in they're performing better. >> i disagree. i think lowe's -- >> wait, wait, wait. >> i think they both are doing extremely well and we know how they both have been feeding into this surge in housing, whether it's rehabs or actual buys and all of the rest of it and we've watched the stocks p

that was dr horton. they said, oh, we might increase the incentives just to drive sales.w what that did to the stock? look at that drop. the stock dropped 10% on that day. all the home builders completely lost their momentum because everybody was afraid. oh, now all the other companies are going to have incentives to drive sales. the margins are going to fall apart, blah, blah, blah. well, guess what? lennar is now reversing that. they've said nothing at all about increasing incentives today. the conference call is at 11:00. everybody is going to watch for that. but the betting is they're not going to talk about increased incentives at all. what does this mean? lennar may reverse a lot of the negative sentiment that's built up around the home builders because exactly what was being said by d.r. hor toton earlier. i'm pretty optimistic they're not going to talk about dramatically increasing incentives. i think they saw exactly what happened to d.r. horton. i'll say one thing simple about fed fedex. historic highs. they're getting away with those price increases. that's an

dr. seuss book is out today called horton. the author passed away more than 20 years ago now. >> reporter: they're timeless favorites if sor many children, inspiring the newest reading. >> i like cat in the hat. >> >> dr. seuss created dozens of stories beloved for the characters and touching plot lines. >> we understand how children learn learned to read, andt the same time he was hysterical. >> kathy goldsmith recently unearthed new gems, magazine stories he wrote in the early '50s. >> i stumbled on one of them for sale on ebay. >> among them horton and the bug. a short story about how the big hearted elephant keeps a promise to a sneaky bug. >> you'll see the whole story is here on two pages. >> goldsmith was parent of a team making sure the lost work was translated into book form. just like dr. seuss would have wanted. >> book forms, had we not shown those, we understand why we didn't make those here. but they had to come back for the book. >> reporter: kathy got an early look at the first stories. >> his stories are so out

. >>> well, horton is back. the new dr. book being released next week. >>> plus the maryland dancer fighting cancer and inspiring others. stay with us. our long-time white house correspondent, chuck todd, who is about to take over as moderator of "meet the press" this weekend, watching and listening with us. chuck, this has been evocative of some of the cold war era nato meetings in that the agenda has been full and the world is such a serious place right now. >> it is. a few years ago people were wondering because russia was such a cooperative nation with the rest of the western world that the whole point of nato, which was about containing and dealing with the old soviet union, what was their new mission going to be. here we are at a nato summit now a few years later and the number one issue is containing and dealing with russia and with putin. that's what they have been dealing with. as you point out, it's dual issues here. on one hand we're going to hear about new sanctions against russia between european allies, nato a

dr. seuss before his death 20 years ago, recently unearthed new gems. magazine stories he wrote in the early '50s. >> i stumbled on one of them for sale on e-bay. >> reporter: among them "hortonnd the qwuggerbug." she was part of a team at random house making sure the lost work was translated into book form just like dr. seuss would have wanted. >> book forms had we never not shown those we understand why they didn't make it here, but they had to come back for the book. >> reporter: kathi's first graders got an early look at the stories on sale tomorrow. >> his stories are so out there that they love them. >> reporter: with their own horton ears they listened. what did you like about the story? details of familiar characters like the grinch in places like mulberry street all told with seuss's signature tongue twisters. new stories now added to the classics like the cat in the hat, we can only imagine what dr. seuss would think of that. rehema ellis, nbc news, new york. >>> that's our broadcast on this monday night as we start off a new week. thank you for being here with us. i'm brian williams. we of course hope to see you right back here tomorrow evening. and matt lauer and

dr. seuss stories hit the bookstores today. the author wrote tunes twister, tales of familiar characters such as the grinch and horton the elephant. but they were never published. probably tongue twisters. >> are you twisting your own tongue in. >> i guess i am. the stories were rediscovered and translated from 1950s magazines. the language has stayed in tact but new characters are being introduced and so are new word ares that i'm introducing. >> i looked at the all time children's book, dr. seuss has six of the top 20 all time. >> i love those stories growing up. >> who didn't? golden books. >> and the associated comics they had during the holidays, right? >> you're a comic book guy. here we go. >>> a look ahead and look back, another ebola patient headed to emory university hospital's unit. it will be the third recent ebola victim. last month dr. ken brantley and nancy writebol were successfully treated there. they were given an experimental drug and survived the disease. >>> happy birthday to actress michelle williams who turns 34. canadian crooner are michael buble is 39. and actor comedian and former "snl" cast member adam

dr. seuss recently came across mag zoon stories that he wrote in the early '50s and one features horton. this story is called "horton and the clover bug." it appeared in red book magazine with artwork that was in black and white. >> book forms would have never shown those. we understand why they didn't make it here but they ihad to come back for the book. >> they teamed up with random house to make sure the lost work was translated from the decade's old magazine to book form, just like dr. seuss would have wanted. >>> a new type of virus spreading across the country. next doctors say the symptoms are similar to the common cold, but the virus is a lot more serious. >>> a new type of on the job training for police after the choke hold death of a new york city man this summer. our dad's a plumber. a business manager. and a stickler for homework. i'm john kane running for state senate. dad says the road to a good job starts in the classroom. [ lori ] he's a great dad who sees taxes going up but schools not getting the funding they need. [ john ] so i'd put back the billion dollars corbett cu

horton and the grinch. biographer who conducted more than 25,000 hours of research on dr. suess' life, found the story.will do it for this hour, we are keeping a close look on the watch, leading members of congress met today, to talk about his latest plan for the islamic state, we will keep you posted on what the lawmakers said. i'm david schuster inside story is next, remember you can always get updates around the world on aljazeera.com.