honeywell hasn't started the new acquisition yet. both go higher especially since the global aerospace cycle seems to be doing fine. what about 3m? what about its ceo ? he refused to let the strong the consumer business is on fire. it was in perfect condition, product lines once again causing it to grow. it is a fountain of invention. over add johnson & johnson. i have been waiting for the company to get the lagging medical device business and he did it, bucking the entire anti-health care move. the stock can go higher given the outstanding growth the division is showing. i do feel terrible that 3,000 people had to be let go as part of the restructuring that got j & j's mojo back. everybody was freaking out about credit cards because of the american ex press quarter, everybody leaving home el without it. we saw amazing numbers from mastercard, visa, paypal. it's clear the companies are taking it to american ex press. they are all better run. they are. who wants to compete with dan schulman, three good ceos from visa up 7.4%. masterca

feltabulous spacor wn i heard honeywell. they build the instrumen in the cockpit fojust abo every plane mafacturer in the world. u could argue howell and a are whistling past the graveyard. that's nonsense. i cademotre it by calling fal witnessor the prosecution. boeing itsel you see if you bhered to steno the nference call the ceo didn't blame the idance on a usy environment in the aerospace market. in fact, hsaid, weontinue to see a generally healthy commercial airplane market driven by provinairline pritability, sol passenger traffiload and meaningful he pois to strong growth i thchinese airline traffiand emphasized whilehe car go market stalled boeing expects the r freight business to rebound. here's a here's another great nugget from the boei call. we are alsseeing further strength in e aircraft financing market as fincrs sea good investmen as i allud earlierirplane order activity and customer discussions are continuing at a healthy pace if they arso positive about the industry how come the guidce was so ak? part of as

as honeywell co honeywell may be your trade of the day into friday. i always love when you rub your hands together. it's a good sign. >> i pumped a lot of cane down in new orleans, maybe honeywell. >> what's on "mad" tonight. >> i don't even know! just kidding. ppg is on. that stock has been in a world of pain, and david demshur, maybe he will dispute my oil is going back to 45 soon call. thank you, rbn, for help on that. i will go to sleep, then come back. >> we'll see you at 6:00. >> thank you, tim cook, making it an enjoyable and exciting night. >> "mad money" at 6:00 p.m. when we come back, new home sales and results of apple's outlook. performance... ...reimagined. style... ...reinvented. sophistication... ...redefined. introducing the all-new lexus rx and rx hybrid. agile handling. available 12.3-inch navigation screen and panorama glass roof. never has luxury been this expressive. this is the pursuit of perfection. >>> good wednesday morning. welcome back to "squawk on the street." i'm carl quintanilla with sara eisen and david faber. simon hob

. >>> cost cuts the story at honeywell. the move helped lift profit and offset a drop in sales hurt by the strong dollar. the diversified technology manufacturer reiterated its forecast for 2016. honeywell jumped to $1 over 3.20. >>> american airlines posted a record profit for fourth quarter and all of 2015. cheaper fuel prices helped offset a drop in revenue. the company doesn't expect to $2 billion on share prices. shares up 22%, $38.99 the close. >>> falling cigarette volumes a driving factor in altria group missing earnings estimates. the owner of philip morris said it is working to cut $300 million in costs by the end of next year. that will include about 500 salaried workers. shares of altria group up 2.5% to $61.11. >>> and shares of merck got a lift after the food and drug administration approved the company's new treatment for hepatitis c. merck is the latest to enter the growing market for hep c and will compete with treatments from gill yad and others. it rose to $50.66 while gill yad was off 5%. >>> to market m

last time honeywell reported its growth didn't match that of ge. that was shocking. i think honeywell will match general electric's 3% organic growth this time around. that's the industrial division and it will be a buy even with worries about the strong dollar. david cody, i think he delivers. mastercard is simply on fire here. when the ceo speaks, you're going to hear about how well his company is doing and it might help explain why american express fell a shocking $7.58 or 12% after still one more miserable quarter. mastercard and visa are the winners in that titanic three-way credit card battle and i think the company i call ma will shine. obliterated since it announced its acquisition. i bet the ceo will straighten out the sellers. here's the bottom line, we have the super bowl in two weeks but next week is the earnings super bowl. remember, it's just a game and much more powerful forces like the dollar, the fed, and oil will reduce these stocks to simple playthings even if the underlying companies report fabulous numbers. dino in connecticut. dino! >> caller: t

honeywell without with earnings this morning, the company matching estimates. unlike boeing, we heard from the other day, aerospace sales for honeywell were strong. general electric is higher as well, making an investment in italy the got some headlines this morning. and 3m also gaining on the day. a lot of earnings related movers are in. david: what has been lagging? julie: we've a mixed bag. i don't that we can bring that up at the moment. i know the dow jones transportation average actually looks like it's trading higher at the moment. we've had some differences from we saw earlier. oil is when we have been watching as well. of -- a relative lack laggard, but it's notable because of bad volatility that we have seen today. and also because stocks have not followed oil today. not as closely as we have been singing it recently. all of this volatility we've seen, where is on the stock chart, it looked very different today. there's been some talk this week about decoupling of stocks from oil. this is the other day when that's happening. david: julie hyman at the

honeywell could become mighty attractive. orders. or consider not too long ago that apparel was miserable. all those stocks were hammered mercilessly. then there's the curious case of underarmour when an ammist over at morgan stanley slapped a sell on the stock, scaring the dickens out of the everyone. i told people you never made a dime betting against kevin plank, which has a particular set of skills. sure new underarmour shot the lights out, sending the stock up a magnificent 22.5% in one day. >> that was easy. the negative analyst was too focused on the discounting, and totally missed the amaze growth of connected fitness, we know the long knives are out now for apple, because the company is viewed as being all about the the cell phone business has peaked, but i say look at the beautiful stream of service revenues from the installed base of 1 billion active devices. what else? a week aceverybody gave up on anything oil related. the next thing oil rallyings seven straight bucks, a remarkable move, as one serve is details dramatic

may i suggest you buy honeywell before it reports on friday morning? it into the weakness tomorrow. i bet honeyball will be more like united technologies than boeing given the lines it has including climate controls, turbo chargers for cars and trucks. my guess is you can get it at a discount tomorrow after boeing stock is hammered again by more downgrades. i would pounce betting that honeywell's ceo dave cody has things more under control than boeing does. at least on this horrific day for the goliath of aerospace. stick with cramer. lost shipments, lost invoices, lost prospects, lost respect. well-crafted solutions for today's problems in commerce. pitney bowes, the craftsmen of commerce. >>> when you buy one of these you buy these for life and they cost a fortune. when you buy one of these, you get the little charge always the time, pay them and you don't realize it. they are adding up so i think this is a stock that you want to own, not trade. we like the stock for $70. >>> i like to say there is always a bull market somewhere. i promise to find it

it sounds comforting f you have a larger om, honeywell a evaporative humidifier. >> it hold up some of the more experiencive ones. >> i do. i try to clean it once a week. >> if you need more information, go to wral.com. with you file find five on your >>> a look at last thngof e e nge wod t jovoe.cawen e noesfor.rocranomtr camibemathe issue ese sh spt, s x fubryn. >> tevanhanar t hi do. ihear e n. atly thuups.a gs s. r rtnly he stsmaead baer . iam es ws r tott . agngdrbu waer t. 1 lisin atmoreing for an orec atal a 29 he pstarupa littlebia chquthans y.bit se. avsig stdaher norts nosi wthclsouthweste h at llmoow t e okre a ta hissepth toy thstsotoow dung ouds thup teoo s ni a.saayit ct loere th tiaty ip ? mp mols a o at stin and in e ta teg s'm ario . is therl ich shows itbi ha. thto. y socor ipd and erths able tu so ween wi th urst. toweat rmos teday d t.sawe after that, are monday and tuesday g quitcold main luthekinior wherare day on monday. a high of only 32. >> some outdoor events goingn with that. >> marcht 11:00 monday in downtown rgh t wi be in the mid-20s during the marc>> 1 l

may i suggest you buy honeywell before it reports on friday morning? buy it into the weakness tomorrow. i bet honeyball will be more like united technologies than boeing given the lines it has including climate controls, turbo chargers for cars and trucks. my guess is you can get it at a discount tomorrow after boeing downgrades. i would pounce betting that honeywell's ceo dave cody has things more under control than boeing does. at least on this horrific day for the goliath of aerospace. stick with cramer. we were below the 88th southern parallel. we had traveled for over 850 miles. my men driven nearly mad from starvation and frostbite. today we make history. >>bienvenidos! welcome to the south pole! if you're dora the explorer, you explore. it's what you do. >>what took you so long? if you want to save fifteen percent or more on car insurance, you switch to geico. it's what you do. >>you did it, yay! i've got two reasons to take care of my heart. that's why i take meta. meta is clinically proven to help lower cholesterol. try meta today. and for a t

finally the last two dow jones expatriots, honeywell who were tossed out in 2008, they have rallied 99% and 74% respectively. you got to buy them when they get the boot. with the exception of aig the last companies gotten thrown out of the dow jones industrial average, have actually done quite well. the new additions to the dow have naturally outperformed the -- it's the losers who were kicked oututthat have tended to that's insane. you would expect the new additions to trounce the removals since the gate keepers in the dow are trying to bring the best to high cap companies they can find. on average, three years after being expelled, they're outptpforming those who replaced them. maybe you should buy them. how could a removal from the most watched index in the world could be a blessing more than a curse? once a stock gets kicked out of the dow jones industrials, it's no longer going to be a victim of dow futures, dow futures trader who is don't care about individual companies and just want to bet on the direction of the index. once you're free of the dow, you're no longer going to be af