it's before the bell tomorrow. >> honeywell has been challenging, down 16% to date.at honeywell as a tech industrial, so they have a diversed product so hopefully we'll see some runway there >> joe, tomorrow, before the bell, personally and in the joe t. you have this, so what's your read >> absolutely, one of my favorite names it's going to come down to etruda we need to see that blockbuster cancer drug revenue come in, well above $3.6 billion. we're looking at $15.3 billion for revenue. analysts have been raising analysts on merck, so it's easy to say buy the pullback. they're going to need a better than expected earnings report here i believe the stock will rebound. >> all right 'll ke qck weta aui break "final trades" are next. ♪ ♪ (sfx: stone wheel crafting) ♪ the biggest ideas inspire new ones. 30 years ago, state street created an etf that inspired the world to invest differently. it still does. what can you do with spy? ♪ >>> we're back for "closing bell" today with our special guests kevin dryer is a cabelli funds cio. we have a lot to talk to him about. in

honeywell is down $1.80 now. isn't that just horrible? when i look at dollar stores, i'm very suspect at dollar stores because the sizes aren't as good. people should join costco if they can afford costco. the problem is costco is the bulk. if you have a very small apartment, costco is not that valuable. >> there's a ton of news, jim, in labor today. in australia chevron going to resume mediated tanks with their l andg unions. culinary workers are going to sfriek in vegas or picket at least. gm facing now some roadblocks in negotiations with the canadian labor union. we're watching uaw and the big three. >> look, all these are negative. when you have just outright labor strike that puts you in another era -- you don't want to go back to '73, '74. you don't want to go back to 1950 where the unions were really big. it almost seems like every area where there is a union is a problem. i'm waiting -- and i don't know anything about this and i have not checked. i'm waiting for the machinists to throw in a wrench right now. they have not. i'm co

you've got stocks like honeywell. the outlook is pretty good for honeywell. they have underperformed and they haven't restructured their portfolio for focus, etc.. the trends there are quite strong. 3m's story was not in our market story at all. they spent so much time trying to internally improve operations and that's an internal story. their top line was disappointing but the margins were there. in terms of picking sectors i think it looks good, i think it's going to get much better in 2024 with the federal money coming in. >> broke that kind of goes to what you're saying in terms of the longer-term back orders might still be good. the queue is so long but does it mean if it was available today they would buy it? brooke: i think the trends can also change quickly. this was a very hot market as recently as 30 to 45 days ago and they said they were out of point where they could not get enough supply out the door. alix: did they say why? brooke: they realized there were finish goods -- finished goods sitting in the pipeline. those might just be temporary headw

honeywell put up a really good quarter. and intelligence, automation for the warehouse. and then duke energy which is one of my -- it's a decent utility. i'm not crazy about it right now. let's call it aerospace because that's primary. bank, entertainment, auto, that is the first -- even though it's all north carolina operations that is the most diversified so far. we will go to florida. >> i am from the state in florida. i have five stocks. alphabet, brookshire, tesla and then nvidia. >> all right. we are starting to et nitty- gritty because now we have too many. i'm willing to accept apple as a personal technology plate the best there is. i'm willing to accept nvidia. it's hard for me to divorce them . i will/alphabet. i didn't like the conference call. we are struggling with it for the trust. we struggled with ford. we struggled with alphabet, some are good and bad. that's what happens when you own chapel trust or run a portfolio but you always see portfolio managers everything is great and i despise that. we don't play

what so called honeywell doctor, then, or the neighborhood, the floor. again, we are not blending, we have not instructed anyone to home or took up shop under the video, but they were harmed, weren't they? ok, are there are there were there were people, there were people shot dead families of been killed. we've seen funerals as you, as you well know, funerals almost every day and gaza. the heartbreak for, for those parents, nothing to do with the id f, the chain, whatever it is, what it was i did. this is because the people were in kate tibits is there, is there not yet to another to look on them. and instead of business of on that goes to the, wasn't kimball, says the slain is the accusing just to take all of the people to the who much and they are using the on people to the machine. the goal of israel right now is your total destruction they, they have miles quickly. what is your goal and, and how do you plan to reach it? first of all, this is an impulse of admission. they have to have this in 2008 in 2012, and 2014 and 21. and they are fed simply fast

meet to target the captives and their captains, even if it leads to kill them, which is named the honeywell looked the 9th. we also confirmed that the final prisoners upcoming jobs will not be open as long as this really additional does. that continues so dense on this lady allegations of killing civilians, a bidding of babies which were, if it could be unprofessional, adopted by money. it was done media outlets. this is completely shim vs media outlets, photos such laws as the blue book under, without making simple efforts to check the availability of these allegations. we certainly deny these allegations. and as we are to ship this media by, as we quote on the media agencies to abide by the drawer, none of them called the ethics and events in connection to this by as we thought that was shipped. there is a basis to speech by u. s. president joe, by them who adopted kristen lee, lies against a lot of resistance and to blindly follow this so that additions and little book into that will really feel that even by many u. s. media. finally, i conclude a think again the scene on people have for

what so called honeywell, the pin, or the naval home, the floor. again, we are not blending. we have not instructed anyone to home or took up shop under the video, but they were harmed, weren't they? ok, are there are there were there were people, there were people shot dead families of been killed? we've seen funerals as you, as you well know, funerals almost every day and gaza. the heartbreak for, for those parents, nothing to do with the id f, the chain, whatever is what it was i did. this is because the people were in kate tibits is there, is there not? yes. next to another, to look on the minute the business of on that goes to the wasn't kimble since the site is v i q as invest with the color people to the who much and they are using the on people of the machine. the goal of israel right now is your total destruction they, they have miles correct. what is your goal and, and how do you plan to reach it? first of all, this is an impulse of admission. they have to have this in 20082012201421 . and they have been simply fast because how much is not the global militant, young

and tony, i believe she but who joins us live from because it's dripping to honeywell. come on to that attacking the 2nd. but 1st to this 2nd, the convoy of trucks entering does what more do we know about that? yes, we, we just heard and confirmed in trends of 17 more in the trucks to from the gyptian side, they gyptian gate of the crossing to the palestinian side. they are now in between, between the air into, into 2 gates, for transferring humanitarian aid to palestinian the trucks. and these are 17 more trucks of human and 3 and 8 so far we know they are filled with medical aid. there's, there's no talk about his fuel or food supplies, the only items that are carried on this good boy, our medical supplies. and we thing, according to the words of, from the dots from hospitals official that they are directed. hopefully they are, these humanitarian aids are directed to hospitalized as they are in dire need of, of necessary medical supplies. there's just one item missing it from hospitals here which is on a septic that is used for so to minus a curio material with a 3. s

international atomic energy agency has 127 approved inspectors and their bon, who constantly keep tabs. honeywell is new, clear activities and to make sure that everyone will not reach the limitations set on its atomic program within a clear record known as the j. c. p. o, a, b r a has for several times confirmed that one has complied with the terms of the multilateral accord, which one says the european signatories, namely germany, the u. k. and france have resorted to picking a co propaganda and psychological warfare saying that everyone should view to laterally implement the terms of the jcp away while they themselves have failed to keep their side of the bargain. the now defunct, j. c, p. o, a promise to remove the western sections against the wall and in return for the country, curtailing its new clear activities, which the west has always warm, but they lead to a nuclear bomb. something which one has categorically dismissed as baseless phone? b was withdrawal from the deal in 2018 and reinstatement of sanctions on the one these womic republic, which sally aided by gradually scaling back its

100 percent of the money earmarked for these weapons go to the weapons manufacturers re beyond and honeywell and, and not north northrop grumman. and these other uh, tools that have been making so much cash off of this conflict. uh so uh they don't as long as they're getting their money, as long as they're good getting their money. they don't want an inspector general because that would, you know, shake up the whole scam. that is be, and i, and so it, it's, there's not only should they have a, an inspector general, but they should also have serial numbers as ms. green indicated that, that she would be calling for so, but if they didn't work to do that, then it would possibly implicate these weapons companies who are profiting and look in the other way where ever they show up so well. yeah, it's, it's, you know, that everybody knows this is a corrupt government. p f is a rough regime. they also everything. it's a or alice with the casino. yeah. yeah, very interesting either. i'd be good to go, would have to leave it. that bill center is and radio, so thank you for joining me. a pleasure talki

and honeywell as well, continues its ministry, a solves on garza, the desperate need ready for supplies and aid is becoming more cute. who does the this is exactly the the right results of the ongoing, massive, massive air strikes and mass who department of the gaza strip. there is a clear damage to infrastructure, connecting the north to the southern part of gauze la, in addition to the ongoing bombardment of the southern end of the parts of gauze on the central area, namely the city of, of a 100 and this. and then there's the 100 center and sparks and the account by the area which leads to more difficult the movement of people as well as the vehicle as well, which in as a result, it makes it difficult for people to get there and get through their days with basic supplies and what they needed from the human history on uh can void that were allowed to go into the guys and there is a complicated there. there are complicated situations going on and there is a dire need for basic supplies to enter gaza. and to be to reach to, to people. but as the situation intensified and with the ground

chevron, imaging, boeing, boots and honeywell. the s&p 500, where are the winners.tin, defense stocks taking up the positions. nasdaq composite quite a few, diamondback energy, baker hughes, crown strike, amgen, i better check gold that is a safe haven. it is up but not that much. .7%, 185870. bitcoin i have not quoted that this morning up 274 hardly a change at all. oil $85 a barrel, a moment ago because of attention to the mideast up because the price of oil your 8595 now. nat gas is up as well. sorry it is unchanged, dead f flat. the price of a gallon of regular gasoline nationwide it is down 2 cents at $3.70. california it is down to $5.80. coming up for this coveted desantis called out house republicans over the speaker fight, watch this. >> the people that are struggling to buy groceries and the people that cannot afford a mortgage or new car they do not care who the speaker of the house is. they just want to see the job get done. stuart: and my opinion it's time to get the house in order. eric adams wrapped up a trip to latin america he wanted to get to the r

the stock is low but rather have you buy honeywell.el and will change the portfolio. thanks for being a member of the club. mike in new york. mike. >> caller: hey, jim, how are you doing? >> not bad. >> caller: longtime listener. thanks for everything you do. >> thank you. >> caller: i kind of know what you believe about walgreens already, but i own a lot and i'm concerned about long-term. >> cvs popped on some sort of health care thing tonight, managed care. longer term, look, i got to tell you, i'm not a brick and mortar fellow and can go to amazon. i bought a lot of stocks during the show and during the show, not really but i could have if i wanted to rather than going to cvs so stick away interest them. i represent when they represented the consumer and value and had a store. let's go to dave in hawaii. david. >> caller: boo-yah, jim. i was hoping to get some of your infinite on a stock called allegro micro systems. >> if you want to be in that, nxp is superior. both semi and nxp are superior. jonathan in pennsylvania. jonathan. >>

i now regret that we also heard about air aerospace strength how about honeywell?uarter. the stock didn't get much credit, but their aerospace business is on fire. their organic aerospace sales up 18% year over year according to them, it's led by robust after market demand driven by increased flight activity with commercial flight seas up. that's fabulous. even the company formerly known as raytheon managed to report being a total -- >> the house of pain. >> for the past few months rtx has been slammed by a recall for hundreds of engines. this will cost them 3 to $3.5 billion. they assured me it won't go over that over the next several years. the company lost roughly $40 billion from the market cap from the time the story broke in late july to the stock's lows earlier this month that is absurd and looking like a mistake. not just because this is a defense contractor in a world where there is suddenly big conflict in the middle east. just as importantly, last tuesday they reported a solid quarter with an incredibly strong aerospace business. their collins reported 1

me to target the captives and their captains, even if it leads to kill them, which is named the honeywell looked the 9th. we also confirmed that the final prisoners upcoming jobs will not be open as long as this really additional does. that continues so dense on this lady allegations of killing civilians and bidding of babies which were, if it could be unprofessional, adopted by money. it was done media outlets, this is completely shim vs media outlets, photos such laws. and so either propaganda, without making simple efforts to check the vs allegations, we certainly deny these allegations. and as we are to ship this, meet the buyers, we quote on the media agencies to abide by the drawer. none of them called the ethics events in connection to this by as we thought that was shipped. there is a basis to speech by u. s. president joe biden, who adopted kristen lee, lies a guess a lot of resistance, and to blindly follow this lady allegations and little back into that will really feel that even by money in u. s. media. finally, i conclude that seeing again the scene on people have for right t

caterpillar, microsoft, sis koenen, intel, honeywell and s&p winners.s corporation, there's news there. fire, humana, broad come, old complain indian flight light. lulu lemon going in s&p 500 and 10-year treasury yield going up, 4.71%. not sure how the nasdaq will take that. price of gold going down, $13 lower, $19.27. bitcoin, 289. there's a rally for you. up over $1,000. price of oil is down again. $87 a barrel. lauren: up over 6% on friday. stuart: it was indeed. fbi director ch christopher wray warning of domestic terror threats. >> we're seeing a threat of terrorism in the unit increased because of what's happening in the middle east. >> yes, make ago major effort to make sure that doesn't happen. stuart: more on that later in the show. terrible images out of israel and weighing on all of us. dr. marc siegle here to give us guidance hon how to cope. jp morgan jamie dimon said this is the most dangerous time for the world in decades and the war in ukraine and israel may have a far reaching affect on trade and geopolitical relationships. could be mor

u.p.s., honeywell, comcast all out tomorrow so busiest week of earnings continues.d the ten-year yield above 49 again not 5 but it is rising we'll be watching. >> we started the morning around 486, 487 new home sales getting strong. and upside pressure. that's done the kind of damage -- tonight as well on some of the hallmark names santoli has been pointing out. very sensitive direction. >> and gdp tomorrow which is going to be key. everyone is expecting a strong number how strong is it and does it set up for stronger growth in the fourth quarter and into next year >> goldman which started at one five and slowly worked up to four six just increased one more tenth to 4.7 >> everybody has been revising straight up joining the atlanta fed gdp at 5.4%. >> let's get to the judge in philly today for "the half." >>> thank you very much. welcome to "the halftime report" i'm scott wapner from the schwab impact conference here in philadelphia thousands of registered inve investment advisers are here including our very own jason snipe. he'll make his way over to our platform w

previously, he served as ambassador to the czech republic, was an executive at honeywell international and led the milwaukee based law firm of reinhart barner van doren. please join me in welcoming ambassador graber and our panelists the stage. is. where. well, good morning and thank you very much for that kind introduction. and thank you for joining us. also like to welcome our c-span audience for tuning in during coolidge's centennial year to learn about coolidge and consider how example and values can guide us today. as was mentioned, the title of our panel is the ideas and ideals that made coolidge. it's a great for me to be part of this centennial celebration honoring. our nation's 30th president, a man who history truly has too overlooked. thanks to amity and her teams, to necessity and the commitment of the coolidge foundation under her leadership, president coolidge is finally, finally receiving long overdue reexamination and that he so richly. president coolidge is origins were really quite a country last from the grandeur of our setting. today the library of congress in his i

climate change's decision in 2012 to ban freon as a refrigerant, our company has developed freon like honeywell and dupont. my companies refrigerant is the only one in the world that once you take the freon out of the cooling system and put rcn, we cut your energy bill by 400%. nobody else in the world can do it. what does that mean to places like africa? we generate huge amount of verifiable carbon credits from making an environmentally friendly refrigerator. think about tesla. tesla makes more money from carbon credits then selling cars. to make electric cars but they get huge carbon credits from selling electric cars. tesla said it was called the tesla carbon credit bank. they trade carbon credits and sell carbon credits to companies like chevron. tesla has determined that my company is a superior premium carbon credit we are the only one in their portfolio. this was part of the tesla foundation of tesla automotive, their present and german just went to work for me for me two weeks ago. now we are setting up tesla carbon banks. what is left to do with africa? they were anointed by the africa

the bakeries have been putting in place where if you have to tell us what it is, young, honeywell, who would you, and i will talk more about this in the coming hours. thank you very much for that though. uh, phillips. laza really also said that to date, efforts to deliver humanitarian aid, the guys that have been largely ineffective. they have been intense, negotiation and the set them to provide to open a new many turn supply line sofa. it has only resulted in a handful of it's converting to this when not to me, the side stuff that goes out is being stronger. the people of gaza is shown underneath it and then build a beer. it is the senior middle east spokesperson for the world food program, which is the branch of the united nations are in cairo. thank you for taking your time to joining us on the program. so under wal, warned the gardens are for the 1st time he said, going hungry. what are you seeing? what are you hearing on the ground about that? why don't you guys, i dropped them in with a lot of basic supplies in c, v, a few of the shortages that's really going to disrupt and brin

we can just go right down on everything honeywell, why is it 179 the climate control business wasn'ts the aerospace business i can find something for everything the last three day of meta's quarter wasn't that good it turned out pinterest said it was okay this is the stuff we're stuck in. >> we are. >> i can give you the count on semi it was at 100 two weeks ago. they did say auto was weak lattice came out and confirmed israel industrials is week. right now the negative is win because if you're fighting the fed and fighting the fact there's no real buyers for the long end that's what you're fighting. >> speaking of not great news, this is just a story that's overall not great. it involves sur rep that if you're an owner of this stock, you're not happy today. if you're suffering for the horrific disease of duchenne's muscular dystrophy which is a ferociously degenerative disease, it's not a good day there's a long press release in which sur rep toe goes through the results of its bark study treated with its drug el individual disshowing an increase in the north star ambulatory assessm

stock getting a lift from strong sales guidance we'll get to tractor supply, morgan stanley, ibm, honeywell, royal caribbean, hertz in a minute the power goes out and we still have wifi to do our homework. and that's a good thing? great in my book! who are you? no power? no problem. introducing storm-ready wifi. now you can stay reliably connected through power outages with unlimited cellular data and up to 4 hours of battery back-up to keep you online. only from xfinity. home of the xfinity 10g network. >>> sometimes it's good to have unmitigated positive numbers we have servicenow now who crushed it last night. just crushed it on every single element. and we have bill mcdermott in person, a delight. he's the chairman and ceo. most important line of the call, ai it is not a hype cycle, it's a generational movement and giving you multiple $10 million contracts. why is that? >> jim, a couple things about servicenow that a lot of people don't know this is a company operating at the rule of 55 when you take the revenue growth and the free cash flow margin operating at the rule of 55, it's the

we have a busy day from earnings honeywell and merck and comcast. we hear from ford and chipotle after the bell today and we will get the first look at third quarter gdp today we will see 4% as the expectation, joe >> yes 4.5. >> we get september durable goods orders and weekly jobless claims ecb will release the latest interest rate decision at 8:15 a.m. eviastern time. >>> shares of ibm are higher revenue is in line software revenue up 8% consulting up 6% mainframe computers fell 2%. i don't know how many years you can go back and get similar drops in revenue guidance for the full year for ibm with the market cap loss we saw in alphabet. ibm lost $166 billion. that is $124 billion >>> let's talk about meta. shares slipping this morning the social media giant with stronger results and the company widened the revenue guidance it signall led softer ad spendig since the start of the israel conflict we havehave julia boorstin with. >> the key thing here is the top and bottom line results beat expectations meta is seeing accelerating revenue growth 23%