♪ >> johannesburg or joe burg or josie. the largest city of population in south africa.country. southwest of johannesburg, soweto. originally an acronym for southwestern townships. now the area is considered a suburb. [ speaking in foreign language ] >> in 2010, south africa played host to the world cup. the blackjacks who played for the opening celebration are a soweto based band. they are also, not surprisingly, soccer fans. ♪ >> we're here on game day. a grudge match in a country where soccer approaches relig n religion. you can feel it in soweto or rather you can see it as everywhere you look people show their love for the local orlando pirates or johannesburg kaiser chiefs. mawilies inn. the perfect place to talk about a game, drink yourself silly over the results of a game, or just have a very fine local style meal. it is, however, a little hard to find. there are a lot of places like this? this used to be the garage or the carport, right? >> yeah. definitely. >> in what was once a garage are now six tables. a lawn turned lounge out back. closed on sundays if grand

. >> joe burg said it literally saved lives. >> we are a hair away from large scale hunger malnutrition and starvation in america. >> do you really believe that? >> no question whatsoever. >> you are just laughing. >> absolutely prepros trus-- p prepostero preposterous. i think starving is a bit silly. the reality is american poor people are not malnourished. they in fact eat too much food. >> if joe berg is the advocate of food stamps robert rector is the great sceptic. >> the hunter advocates are distorting the data and causing a huge mirage that doesn't exist. it distracts from how you help the poor and make them more dependent on government. >> 80 percent of the coalition who turn his coalition to help are ult imately approved. some never thought they would be eligible. >> she can still apply for her daughter. >> stop and explain food stamps to just about everybody on the streets. it could be construed as recruitment. >> we would never want anybody who doesn't need the benefits to get them. >> recruiting people to go on food stamps is against the rules. but the usda has gone right u

burg, whatever it is -- >> i like the two you mentioned. i live pb, pb, i love noodles, but the real growth here, 1,900 new stores this year, yum brands. >> not this quarter. >> joergument? >> go with john. on september 10th, they had the analyst day, chinese, yum brands, they talked about reinventing the brand, some of the positive news coming out of there. clearly, you're seeing that kfc is working, margin growth back to 20% the end of 2014. i like john's thesis. >> tell us who you think won. use #bull or #bear. we'll give you the results at the end of the show. >>> let's stick with the consumer. the annual ranking of the best sell side analyst is out. and our next guest has been the number-one ranked analyst covering food and drugstores for 12 years running. let's welcome meredith add letter of barclays. welcome. congratulations on the honer. >> thank you very much. >> let's go through the list here. a chart of cvs. you tell us why you like it. make your case. >> okay. i mean, i think cvs is extremely well positioned. we've got a lot of stuff going on in the health care. and we think that they are positioned to do businesses that will allow them to grow and ta