we love sustainability that is all what you give us with hormel. want to think jim snee who is president and ceo of hormel foods. thank you so much. >> always a pleasure thank you. sometimes, the pressures of today's world can make it tough to take care of yourself. but nature's bounty has innovative ways to help you maintain balance and help keep you active and well-rested. because hey, tomorrow's coming up fast. nature's bounty. because you're better off healthy. nature's bounty. announcer: fidelity is redefining value with zero account fees for brokerage accounts. and zero minimums to open an account. at fidelity those zeros really add up. ♪ maybe i'll win ♪ saved by zero but in my mind i'm still 25. that's why i take osteo bi-flex, to keep me moving the way i was made to. it nourishes and strengthens my joints for the long term. osteo bi-flex - now in triple strength plus magnesium. ♪ >>> there is a price for everything, at least in the stock market sooner or later, beaten down stocks become investable again, as long as the underlying company i

i had hormel on today, so you would think, is there anything more simple than hormel? this is the pumpkin spice, smam is sold out in seven hours, david. spam, it should out in seven hours, david i mentioned, you know what matters to them? china and swine flu because the china has a hogg shortage. >> 176 to 180 to prior 175 still above the street. >> i know, just how can you not be beleaguered by the idea that there isn't anything -- i'll give you a if you one, do you know tanker rates are up huge to sill, it's spam, budgies and spam, monty python oh, so it has some ingredients beside spam. >> it's actually not bad >> the hormel's new burger has the least of any of these. >> it does have a lot of saturated fat. okay >> we should go to kala, doping don't you think? >> kayla, a full morning. >> reporter: good morning, charm. we just saw the reception outside the u.s. trade representative's office of the vice premier of china. he was received by the u.s. trade representative and the treasury secretary they all put on a good face. it was a congenial treating, smiles, backpa

hormel holds an analyst meeting on thursday. this re-energized food company has done an amazing job of reinventing itself with the acquisition of skippy's, applegate farms, and justin's. it's been a long time since hormel was just spam i think you can buy it ahead of the meeting. i love a pullback, but this feels a lot like mccormack finally on friday, wendy's has an incredibly important analyst meeting. i think they'll be able to explain why they're entering the ultra-competitive cutthroat breakfast business, something that was greeted with surprisingly negative trading. wow, its stock got hammered. i bet the meeting moves the needle back. i would be a buyer of wendy's ahead of the analyst meeting bottom line, i know earnings season has kicked off already, but we're still in the slow dribble phase, as you can tell the weak after next will be insane better batten down the hatches and get ready for companies to adjust their numbers going into a new round of tariffs that, because of hopium they're most likely unprepared for. andre

today i got my hormel pumpkin spice spam this thing sold out in seven hours.k there is a tremendous lack of ideas and new ideas to buy. delta looked good. then you got to sell delta i mean, this is, wow, it's a tough time >> okay. i want to hear more of your ideas on dell that i am sure you will be talking about that on quk t see i"sawonhetrt"n a couple minutes where we will see you. "squawk" returns in just a moment ♪ ♪ i've been a caregiver for 20 years. no two patients are the same. predicting the next step for them can be challenging. today we're using the ibm cloud to run new analytics tools that help us better predict and plan a patient's recovery. ♪ ♪ ultimately, it's helping thousands of patients return home. and who doesn't love going home. >>> we take you washington, d.c. a few moments ago. the treasury secretary and the chinese delegation arriving at u the tr as this video rolls as we have endured a wild overnight session in futures as we got a bunch of conflicting headlines about the u.s. trade what we do know is the delegation arrives for u.s.-chi

originally at $14 million, which is a ridiculous love, they have a ton of deep pocketers, they have hormel going after them, nestle, tyson is going after them and the impossible burger the stocks start plummeting when beyond meat did a big secondary offering in august suddenly there were enough shares on the market for the short sellers to go to work, and the darn thing tumbled to 105 as of yesterday, which brings us to today's 23 point beat down believe me, this decline would have been worse if beyond meat hadn't reported such a strong quarter. at the end of the day, what matters is the lock up on selling just expired the market is flooded with shares of beyond meat and supply is overwhelmed with demand even here it seems overvalued. beyond metat is a small enough company that the market it digest this slot what happens if we get a larger onslaught of new shares, well you know what, we are about to find out if the nirs full week of novemb -- first full week of november, all the companies that became public this the spring, their lock ups on insider selling are coming to an end it will be

and hormel, which by the way, gets started with a cell this booster shot, you need to fight this fevert sound like, here, have some influenza. gee, i think it's a better story than that, but it's rising pork input. >> you ate spam on live tv we know where you're coming from >> nothing like drinking spam juice in the early morning >> it was pumpkin spice. >> we got to move on, david. >> intel doing work here dow is up almost 60. let's get to bob >> happy friday, everybody intel and amazon moving the indexes around some of the etfs can do that let's look at the sectors moving here there's the semis on the upside. intel is 8% of the semiconductor's index. free cash flow guidance was strong for the rest of the year. that's a good sign for the overall space. semiconductors a little bit of a bellwether for tech demand regional banks have been doing well since the earnings season started. amazon, as carl mentioned, is the big mover. was down 6% in the preopen now down a little bit less than that just about 4%. but we're 15% off of the old highs for amazon, which we hit back here, as you can s

when you look at companies like campbell's, hormel, et cetera, they're going to do well, because they're safe harbor, they're giving dividends that are better than what you're going to get on the ten-year, and oddly, the one that stands out are the technology stocks. if you start to see october actually bottom out and run into a higher november, technology stocks are going to become in favor, because a lot of those portfolio managers want to have the good tech names on their year-end statements. so provided we have a good october and we come out on the other end in the plus category, november and december should provide some good returns in the tech sector. >> steven, for all the kind of seasonality arguments, last year is a good reminder to not believe too much in them >> and when you look at -- i'm a firm believer in, you never get the same action twice. you know, for us to look at, is october going to go to be down 11%, is december going to be down another 16% on top of that? i don't know if it's ever that easy, but it is interesting that everyone is panicking over the ism number toda