how about honeywell, another diversified industrial, same as united technology, exposure to aerospace, commercial, residential construction, not much daylight between these players. not that much drop down. and the turbo charger business that can save you major gas mileage and it's benefitting enormously with tighter emission standards. honeywell has a history of terrific execution, continues to win new business and just like boeing and utx, it's a real cheap stock if you get any acceleration in the global economy. 14 times earnings, throws off mountains of cash. all three of these running back stocks are closely clustered. boeing, united technologies, honeywell, all beating the s&p 500, continuing to outperform through the year and beyond. now, we need to draft a quarterback. perhaps most important, i think overrated, you can probably save to the fifth round. you need a quarterback who is consistent, someone who can throw a lot of passes and put up a lot of points. everyone's talking about green bay's aaron rogers and talking about scott wapner's redskins and rgiii rogers stock equiv

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according to the honeywell survey, 13% said they would give up in-flight toilet access for faster wi-fiwere all men. >> and in a really short flight. imagine going to australia without toilet access. i like to be off-line and enjoy my flight. you're a busy man. >> hard to do. >> i work both ways, back and forth to california this week and i picked my flights, there wasn't a lot of flights left, based on little wi-fi signal on our travel system and i bag airlines that don't have them. you're right. jane, thank you. >> still ahead, mcdonald's takes super sized to a new level with the happiest of happy meals. we are digging in. next. clients are always learning more to make their money do more. (ann) to help me plan my next move, i take scottrade's free, in-branch seminars... plus, their live webinars. i use daily market commentary to improve my strategy. and my local scottrade office guides my learning every step of the way. because they know i don't trade like everybody. i trade like me. i'm with scottrade. (announcer) scottrade... ranked "highest in customer loyalty for brokerage and in

that meant learning thermostat, nest is in bird's nest, the vestar, a touch, the honeywell prestige, echo be. in those i terrific because again, they are easy to use. more apt to take a vantage of all that they offer if in fact you know how to figure them out. >> and love it when you give us specific product ideas because that helps people do what they need to do. but the names of those on our website so people see what you're talking about. think that is useful. i get phone calls all the time from people who say that they are with utilities and want to save me money in this is a new utility. if you only take us up on our offer right now. what is up but that? is that a good idea? >> well, you can save by switching the provider of natural gas or your electric carrier. it is cumbersome, complicated. this savings really has to be -- you have to do a real apples to apples comparison, and that is often the impression that is lacking so much when you are given the hard sell with a spiel . you know, utilities to offer example, promised big energy savings, what they call a smart utility meet

boeing, honeywell, parker as far as part suppliers. we think aerospace as a whole lot of runway.emand for commercial aircraft in china is going to be growing steadily. it is our estimation that aerospace has a lot of runway, even if the economy does not perform all that well. david: you said something fascinating. the most important number is hourly wages, whether they go up or down. and he says that is going to indicate what the fed might do. do you agree? >> absolutely. that was my comment earlier. the important piece of this equation has nothing to do with jobs but wages. he just said particularly, other parts of the u.s. internationally oriented equity complex, the biggest is coming from the emerging market. actually, the real organic growth over the last five or ten years will come out of the emerging economy. it would show little sloppy and messy and they have underperformed the developing companies, but investors are really looking for value, maybe they should look in that neighborhood. david: i don't know. hard to get any cheaper than argentina right now. some people i sa

you want to buy emerson electric, stocks like boeing and honeywell. fed-related stocks if you're certain they're going to blow away the numbers here. and now because, no, the market will not look through this bad set of earnings. it will sell off disappointers. you know why? because it always does. in the end a lot of people reverse field, a lot of people make mistakes and lots of people have no idea what they're doing because they haven't been around long enough. relax. take a breath. recognize that if you knew a company was doing poorly right now, it will not be saved by what the fed did yesterday when it reports. after yesterday's big run, those companies are sells. but the stocks that are doing well, if they're down because of the silly rotation, those are the ones to buy. stick with cramer. >>> okay. i listened to alex smith like you did from pier 1. i think they're going to turn it around. that stock was an overreaction. speaking of overreactions i thought disney was an overreaction. like i said, there's always a bull market somewhere. i'm jim c

you want to buy stocks like boeing and honeywell.fed-related stocks if you're certain they're going to blow away the numbers here. and now because, no, the market will not look through this bad set of erinings. it will sell off bad disappointors. you know why? because it always does. in the end a lot of people reverse field, a lot of people make mistakes and lots of people have no idea what they're doing because they haven't been around long enough. relax. take a breath. recognize that if you knew a company was doing poorly right now, it will not be saved by what the fed did yesterday when it reports. after yesterday's big run, those companies are sells. but the stocks that are doing well, if na they're down because of the silly rotation, those are the ones to buy. stick with cramer. syria is already cheating up next on "kudler." the timing, the actions, the reactions. everything has to synch up. my expenses are no different. receiptmatch on the business gold rewards card synchronizes your business expenses. just shoot your business

the companies based here but do so much business overseas, i'm talking about ppg, honeywell, ingersoll-rand, you know the companies. they have taken the to, from the retailers, and all the companies that service and supply those two industries. that said, not all companies that sell overseas benefited. witness, apple, which fell $11.53 today despite new iphones. people, this is a pattern we should be getting used to, right, the stock tends to go down after the product launches. you know where you see the biggest impact, though, from the turn in the rest of the world. it's in the dow jones average. because it's made up precisely of these kinds of colossal multinational industries. or at least it used to be. today the keepers of the dow gave two manufacturing companies the boot. alcoa and hewlett-packard, as well as eliminating bank of america from the list. the latter only managed five years. hewlett-packard 16 years now. and goldman sachs, nike and visa. and i think these changes say a great deal about what's happening in america and the world today. now before i go over the meeting of the

microsoft is just as much industrial as honeywell is.e theory that the world economy is improving, not anywhere near the trajectory we have seen in previous recoveries, but it is. that's where we're seeing it. >> chad, ben, thanks guys. >>> up next we'll come back with the closing countdown. >> after the bell stick around for two big interviews. home depot chairman and ceo frank blake will be with me telling us whether higher interest rates will spur homeowners to remodel or upgrade? then sheila bair will explain why janet yellen should succeed ben bernanke. you're watching "the closing bell." d always will be serving you, the american people. so we improved priority mail flat rate to give you a more reliable way to ship. now with tracking up to eleven scans, specified delivery dates, and free insurance up to $50 all for the same low rate. [ woman ] we are the united states postal service. [ man ] we are the united states postal service. [ male announcer ] and our priority is you. go to usps.com® and try it today. [ male announcer ] and

you're on technologies, honeywell, the guys doing extremely well, kind of quietly. >> mike, good to talk to you. thank you very much. >> thanks. >> we'll see you on the other side. joe, you want a final comment before we send it to dom? >> yeah, i think what michael talked about, about what has been working -- i heard you say yesterday the trend is your friend, and you're 100% correct. you said that yesterday with maria at 3:00. and i think that's exactly what will happen here through the remainder of the year. what has worked, will continue to work? use energy as an example. energy, with all of the talk about syria coming off the table, energy is still strong, still undervalued, still have companies like occidental monetize the assets. it's something to stay with. >> and speaking of what's strong and not, dom, what do you have? >> the mining stocks. they seem to be rebounding. over the course of the past week, the market vectors gold miners etf gdx has fallen 9%. it's on pace for the biggest drop in nearly three months. now, this would mark the third straight week of declines for the gd

the industrials we would suggest would be more like honeywell boeing.aerospace plays, secular trends out of asia that are really moving right now, and then eaton for something stateside related more to trucking. the thought is here then in terms of retail retail would be the other one, would be -- probably go for tiffany's, exposure to japan, and then we'd also say ford motor company. >> at what point does this thesis fall apart? it sounds like it's pred kaigsed on the notion the shutdown will be short-lived and not reach the point where it will shave the gdp by 1.4%. >> it would have to be a scenario in which these guys who are baby boomers, they are toward the end of their political career, would say the hell with our legacy they can say what we want but we're just going to do a clint eastwood here or worse we'll do a quentin tarantino hostage situation -- >> they already blew up their legacy though. it's scarier because they already blew up their legacy. these guys don't have a legacy at this point, or they shouldn't. >> i would think they actually r

. >> were you hoping honeywell was going back in the dye yesterday? >> i would like to have seen it go back it, deserves to be there. >> do you want ten seconds on yellin? >> if i had a preference, i'd pick yellin. >> you've had some personal experience there. >> never mind, i just think he's the better choice. >> all right. thank you. we'll see you tomorrow. "squawk on the street" begins right now. >>> good morning on this 12th anniversary of the september 11th attacks, as we pause to remember those lives that were lost, this is "squawk on the street." i'm carl quintanilla with david faber. we're going to keep our eyes on futures as well. s&p is on a pretty nice six-day win streak, the best since june. ten-year yield this morning as mortgage apps basically collapsed last week, refis down 20% and we'll keep an eye on the mix of red and green arrows today. this is the best start to september since 2010, as the president announces he will delay the vote on a military vote in syria and give diplomacy a try. >> are investors giving up on apple? no big sur

honeywell, altria pulled out the same day. those stocks are up 10% and almost 15% respectively.ur point is well-taken here. maybe it ain't all that being in the dow at the end of the day. >> right. and also there ace also some sector ramifications of it too. we put in a high price, remember it's a price index. so the higher the price the more influence it has. high-priced goldman sachs, high-priced visa. they will be the second and third most highested priced stocks in the index so the financial will get a big overweighting this is lot like november '99 when microsoft and intel came into the index. four months later was tech peak and all over at that point. the dow got those in just at the top. tracy: absolutely right about that. plays around with the market cap. clearly blowing it out of the water now with these new companies. >> that's right. we have a much heavier market cap. it's a much bigger index than before. >> i want to also call everyone's attention to your taper point. you do not believe the fed will taper in september. how come? >> fed believes in forward guidance. t

. >> were you hoping honeywell was going back in the dye yesterday?en it go back it, deserves to be there. >> do you want ten seconds on yellin? >> if i had a preference, i'd pick yellin. >> you've had some personal experience there. >> never mind, i just think he's the better choice. >> all right. thank you. we'll see you tomorrow. "squawk on the street" begins right now. >>> good morning on this 12th anniversary of the september 11th attacks, as we pause to remember those lives that were lost, this is "squawk on the street." i'm carl quintanilla with david faber. we're going to keep our eyes on futures as well. s&p is on

you can go in united technology, the charitable trust in honeywell, 3m.ernational companies located here. boeing is a classic example. everyone said they would be hurting defense. i think that every minute that boeing is open they get a billion dollar order. there was a billion dollar order from airline i never heard about today. he's withone of the greatest ex of the world. >> you got to have your every day tesla mention. deutsche going to a $200 mention. >> i think he's anticipating that triple a is going to say it's a really good car. what does he have there? state troopers in nooj like the car. that thing is such a cult. i don't want to get in front of a cult. netflix don't get in front of, tesla, don't get in front of. what are the other three you don't get in front of? >> ulta salons, lumber liquidateors and tractor supplies. >> do not get in front of a growth stock between here and your end. if you get in the mind of a guy who likes tesla, he says, listen, it's a $400 stock. it's a $400 stock. that's what they say. they don't say it's a $190 stock.