should i buy, sell or hold. >> honeywell 143, i like i am telling members of the club i like honeywell so much to sell the spin off sell. i want you to own the core honeywell, i do see some downside because of how crummy the market is, but love what the company is doing for shareholders things can move quickly from united technology, recognize the head winds before you make moves. i am eyeing a few retail stock that are featuring bargain prices here. i will reveal the names just ahead. plus, most americans do not get the exercise they need, that is costing the health care system over $100 billion. i am eyeing one company that is working to get you and your portfolio in shape i will tell you how action stocks like ldgoman sachs and nvidia stick with more action test ha (john foley) i was there in chicago when bob barnett made the first commercial wireless phone call in 1983. yes, this is bob barnett in chicago. (john) we were both working on that first network that would eventually become verizon's. back then, the idea of a nationwide wireless network was completely unreasonable. but th

recommending honeywell and big position for action owners.com, which is our club. today was as wimpy as it comes if you are looking for totems consider the inside buys oil market should be soaring but the opposite is happening. i am offering up the crude reality on crude the president has been fond of referring to the certain paper of record as failing so how is the stock of the "new york times" considered higher? i have the news. and can you count on symantec, what the company could be signaling. stay with cramer >> announcer: don't miss a second of "mad money." follow @jimcramer on twitter have a question? tweet cramer, #madtweets send jim an e-mail to madmoney@cnbc.com or give us a call at 1-800-743-cnbc miss something head to madmoney.cnbc.com. alpha seems more elusive today. is it because so many go after it the same way, chasing after short-term returns? instead if getting caught up with the crowd, the investment managers at pgim take a long term view. uncovering opportunities for alpha across public and private markets, while anticipating unforeseen risk, ha

look attaking a honeywell. came out today following a trend we have seen amongst a number of companies weighing they will move -- saying they will move out of high tax northeastern states and head south. honeywell is saying it's going to move its headquarters from north care -- to north carolina from new jersey. shares are generally up on the day. they have lagged behind for the year to date if you want to take a look. they are up a little less then 3% so far this year. that is a lagged behind. there, it shows it down. it has been really lagging behind, especially with the dow posting a gain. interesting to see this right now that they are trying to cut costs. they are moving away from other states. caroline: great perspective. we thank you. , even though it is paring out whatosses, check happened today in terms of energy. the l1 sectors are in the red today. oil, what a day for the energy sector. is it going to continue being a laggard until we get>> to interr as energy stocks. supply. talk about rally inad a

honeywell, apple, boeing, walmart, and take two. >> i'm talking about extreme portfolio here honeywelljust going right there, taking it to the next level take 2, a fantastic company. boeing is unparalleled manufacturer i'll defend them to the end. apple, best days are ahead of it and walmart, that was a good quarter. diversified industrials, gaming, that's what i want to see! my - americans 50+ driving 7.6 trillion dollars... of economic activity every year. right before our eyes, aging is unleashing exponential growth... ...in every industry. are you ready? we are. a-a-r-p is teaming up with business leaders and innovators... ...sparking new ideas and real solutions. so, what are you waiting for? and then, more jobs robegan to appear.. what started with one job spread all around. because each job in energy creates many more in this town. >>> this is some quarter tonight, we got, yes, truly disappointing numbers from nvidia i think it will clear up, but not any time soon. we got disappointing forecast from applied materials, a great american company that doesn't have the kind of orders

boat mccue honeywell take an american anywhere they humbly model that open the door . used all. the moment their thought and there are a lot of children who passed on these lessons on to their parents who then end up listening to them. in your car even the grooves under my sleeve was scary traces of mind in them when i entered my house carries the dog right in for the good since she came to the city of cancun as a child right this still enabled the focal out with the at fifty five she's now a good boss on the beat to the next generation. if i'm in my neck ankle matter look here from my campaign i'm working with karthikeyan when i started out and initially i used to cover my face with. the woman i spoke to and tried to ward to be used if you were covering your field how do you expect us to venture out of our houses or hungary. i remember telling them why wouldn't you be able to go out of your moses are men the only ones capable of making a difference tell me one person in this world that is beyond the capacity of women . it sometimes takes only one individual determined and persi

honeywell just spun off two businesses and ge is sellingvely acquisitions. following what the industrial sector is doing. companies going to be spun off, is the leader in selling elevators. -- makeshich meets heating and cooling units, it is number one and number two in its market. it is looking positive for the two companies. why can i ask you about this is a surprise on the cash flow line for rockwell? have order books as long as the eye can see. we understand what the top line story will look like. why is there a surprise on the cash flow? margrethe: -- this year cash flow was negative because of a sizable contribution to its pension. on the call, the cfo did not many details of why that cash flow will be less than expected. bloomberg estimated that it would be 1.20 8 billion, and they would's -- they said it would only be 78 billion. guy: thank you very much. joining -- she is joining us out of dallas. exclusive,for an economic leaders are wrapping up a two day summit in germany focusing on trade and relations between europe and china. i spoke with the e

ford, honeywell talking about big hits to their profits from tariffs and higher commodity prices. a real impact coming. , the bigse tariffs ones only started to hit in late september in china. the plan has been to wrap things up. we are taking a policy or it looks like but that does not mean the end of the war is upon us. david: back to new york where tina davis will tell us about those a rainy and sanctions coming into effect midnight on sunday, but there are some waivers. >> secretary pompeo confirmed the news that i'm sure you read last night, that there would be eight waivers in discussion. these sanctions come into effect at midnight monday. according to our reporting, five of some of the biggest buyers of iranian crude will be exempt, japan, china, india, south korea, turkey. three others that we are still trying to figure out. some of the details are left to be worked out on how they will work. the marketmuch has already priced in the sanctions, how much will the oil price react to this news coming? >> oil has been down substantially this month. october, you see a four-mont

apart, looking to simplify themselves, more pure play, spinoffs, ge has been in focus this year, honeywellbs, johnson controls, siemens. it is part of a bigger trend we have seen for quite some time. >> the pendulum swings back often, but takes years probably before it restarts again to reaggregate i guess. >>> meantime, hong kong stock exchange on track to top the ipo market luring the biggest tech unicorns from u.s. exchanges. we have more on the increased competition. >> reporter: good morning. 2018 has been a banner year for hong kong ipos some of the biggest unicorns in the world happen to be chinese have chosen home exchanges over the nasdaq according to edith young, founder of 500 start yucatan peninsula -- startups. >> hong kong stock market staunlds china i think better than the u.s. market even though alibaba has done well in the u.s. stock market. if you talk to a normal investor in the u.s., they never use those before >> after hong kong lost out on alibaba's blockbuster ipo years ago, it changed listing requirements, made it more appealing for chinese companies that wanted to

trump administration did not send a delegation here there are a lot of american companies here like honeywell and pmg, but very few global ceos mostly country heads i think, brian, it really shows just how weary and weary a lot of foreign businesses have become about dealing with china. over to you. >> eunice, i want to get a follow-up here how does this set up between the g20 talks coming up in a couple of weeks in ar again dena? does this add to the setup does it increase the drama >> well, i think it would definitely increase the dram mampt a lot of people are saying the next step is the g20 all eyes are on it they suspect that this -- the conversations going on here will set things up. president xi might be saving some of his offers if he does, indeed, sit down with president trump at that meeting. however, there are very few signs that president xi is going to be caving in to u.s. demands just based on some of the comments that he had today in fact, he specifically brought up this idea that china is, as he spoke about, is an ocean not a pond that has survived 5,000 years of storms. he wa

is their enterprise business and cloud growth in azure securing contracts with walmart, bmw and honeywellning us is judson althoff good morning >> good morning. >> big week for the cloud. your neighbors in seattle have a difference going on right now. talking in part about hybrid cloud, amazon announcing aws outposts which is a datacenter -- you guys have had servers for awhile, window servers. how much is hybrid and not being all in on one particular angle of the cloud strategy part of what is driving growth right now? >> yeah, listen, first, we're encouraged that aws is finally endorsing hybrid strategies. we've been invested with customers for well over a decade on hybrid architectures in the cloud because we think it's where the future is headed we think we're fairly differentiated and azure is stack is doing well and our strategy goes far beyond just thinking of the notion of a stack within a customer's datacenter, it goes all the way out to the edge. as you think about the paradigm shifts and extending out to iot customers want to compute and do reasoning out at the edge so azure al

down in time, which would get them in line with some of their peers, which would still be ahead of honeywello not cover ge necessarily, but if we take a step back and look at the amount more debt anduch they support? are the markets pricing in an ability to be able to come back to market if that would need to happen? molly: what is working in their favor right now is that right near -- next year, lisa had drawn up this chart before, not many debt maturities next year in 2020, when we are hitting a big maturity while. -- maturity wall. ge says they are planning on not issuing any new debt next year, the earliest would be 2020. they are also not planning any near-term equity rates either. have ats like they least these upcoming maturities under control for 2019. taylor: it sounds like a muddle through scenario until then? molly: as far as we can tell right now, but we cannot tell if there are other skeletons in the closet or charges that may come up. scarlet: investors have been burned a couple times. molly smith, great point. you can read molly story on the bloomberg. thinking of companies in