>> john malone got into cable, back into cable with charter three reasons.t of upside, one of the lowest cash flow per home rates, it is -- dennis: a run on time warner cable, a company three times as large. >> he hasn't made a run yet but he favors consolidation and the reason he got into this industry is a lot of upside, and banking on the genius of tom rutledge who is widely regarded one of the best operators in the industry and thirdly and importantly john malone believes in scale. the thing you got to understand the number-1 thing driving all of this right now is the cost of programming. the ball cost of wholesale programming, the growth rate is higher and retail and. dennis: the price increase >> that is correct. that is almost unsustainable. what can stop that? scale economics. dennis: for cloud to concept with those providers and keep their price lower. the big question i'm wondering is how do you see this coming down a year from now? time warner cable independent or a drink on someone else's charm bracelet? >> don't make me guess this. john malone i

david: my money is on john malone. thank you very much.thanksgiving, thank you very much. liz: a florida fishermen hoax a rare catch off of the coast of miami. it took four hours to reel in the supplies. guess what he did with it though. we will tell you taking it off the desk. david: black friday deals starting on thanksgiving, so we ask you when do you think you will see the best holiday deals with mark black friday, cyber monday, or after christmas when all the deals come out. coming up next. you know how painful heartburn can be. for fast, long lasting relief, use doctor recommended gaviscon®. only gaviscon® forms a protective barri that helps block stomach acid from splashing up- relieving the pain quickly. try fast, long lasting gaviscon®. yep. got all the cozies. [ grandma ] with n fedex one rate, i could ll a box and ship it r one flat rate. so i kn untilt was full. you'd be crazy not to. is tt nana? [ male announcer ] fedex one rate. simple, flat rate shipping with the reliability of fedex. just by talking to a helmet. it grabbed

john malone attracts attention because he's been huge and successful and has gone away and come back, bought up a bunch of european cable systems and is now penetrating america and others. his interest he says is in broad band. that's why i'm buying up a all these cable channels, some sense of that's where the fure is and that's where i want to be. >> i wouldn't dbt him ever under any circumstance at any time and if i knew where he was going i would inves he's been quite ahead at every turn. >> we're talking about what's in the pipes. pes is a pretty good business. be a good business. and if he's saying that broadband is going to be the new pipe and whether it comes over coax or hever it comes, if you own the pipes you're going to be able to set up a good toll booth. a especially at a time when all this great stuff is coming through. >> that's true. >> it seems so and there's a scale tkpwhe it, too. , of course. >> rose: also this question. with netflixomi and and opening up its own bank there's going to be a l more competition for the best that there is and it's going to cost a lot m

if you look at john malone and his entities over time, he's been a phenomenal use of share repurchase's about short-term value, creation, no. he's built long-term -- >> knowing when to borrow to acquire, too. given money is so cheap. >> and now, as we hear, as reported in the press, that he was looking at making a big acquisition, because there's only so much stock you can buy and charter, and yet there could be value creation through a very, very significant capital deployment, financed by the debt markets, like time warner cable and other things. we don't have a certain prescription of which one we prefer. the history of acquisitions is that many of them don't meet the financial criteria that was initially set out. but in a low valuation environment with cheap money, you're certainly -- >> low valuation environment? many would say we're not at low valuations. >> a couple of things on that. from our portfolio, we're trading 12 1/2, 10 1/214, 15 times earnings, so the companies are cheaper. if we look at the broader market, 14, 15 times earnings on 2014 and 2015 numbers, if you look o

the dark horse's charter reaches 4.2 million homes it has john malone pushing it. cox. here's a plausible ugly outcome for time warner. comcast, cox and chartered team up together, to buy out time warner for $35 billion, a job but those systems as if the company never existed at all. a frigid princess ready for a big premium. disney's frozen opens on thanksgiving day about when princesses, when is the evil twin make the ec and the others cute and warmer. the real star is the discombobulated snowman. hitting all-time highs passed the $70 mark and many critics say this is the best disney animation film since the lion king 20 years ago. disney animation is separate animation. many turkeys will be getting quoteetomorrow, a few are headed to the spa. the relaxing day coming up and they are thankful for that but what about you? your response to what is bugging me next. look at today's winners on the nasdaq. dennis: it is what bugging me today. nothing at all. i asked what are you thankful for this thanksgiving and years what somebody had to say, being in the u.s.a. happy

and when in doubt bet on john malone. ashley: bet on higher cable rates.being that there will be a raising of prices. we can't get any other competition. it will lead to lower prices because they can band together and negotiate from lower prices. ashley: i like the way you think. i don't know if i agree. >> reporter: plus u.s. satellite and the internet. they're not that big and scary. ashley: stay with television. the away military taking a different kind of fellow. global warming. the scandinavian country is announcing his soldiers will put on the vegetarian diet once a week. the united nations says that livestock farming is this possible for 18 percent of global greenhouse gas emissions in the army is taking that to heart. this is a step to protect our climate. the idea is to serve food that is respectful of the environment . some needless mondays. ashley: and army munching on carrots. tracy: all those cows out there. a lot of energy. be. coming album on countdown to the closing bell, racing to be the first to produce the next generation including the s

charters bill little engine that could. 20% owned by the most feared killed executive in the world, john maloneegarded executives in the industry. he is an alumnus of time warner and cablevision systems in on island. wire guy said they need to bulk up for it to gain clout against the ruthless money grubbing contentmakers like espn and cbs. why is the target rather than the transition? glenn britt retiring at year end how, his successor rob marcus and tested in the top post. isn't interested in selling. in the southeast, a smooth partner in time warner, a connecticut-based charter might be in that regard, water's best partner might be james dolan of cablevision. long island right next door to tumwater systems in new york city, synergy. ashley: what of movement in the cable companies. tracy: it amazes me the regular station still exist why would you watch anything on regular tv when you can get that much more on cable? ashley: the vast majority of viewing is on the top-10, 80% of the viewing. at the thanksgiving. ashley: the iconic symbol of thanksgiving the turkey. dennis needs to pick his. 85%

and charter was the one backed by john ma lobe's liberty -- malone's liberty mutual group.nation's biggest cable operator, so it's fascinating to see comcast moving higher just by a fraction here. time warner cable is moving higher by three and three-quarters. a lot of suitors here. like prom night, everybody wants to take out time warner cable. and charter moving higher by one and a third percent. so everybody's moving higher, cox not publicly traded. we should also mention that two men's clothing retailers getting quite a pop. nicole petallides, this is a reverse, isn't it? >> reporter: right? originally, you had joseph a. bank saying, hey, men's wearhouse, we want you even though we are your smaller rival and you're undervaluing our company. and just a few weeks later men's wearhouse says on the contrary, we are going to take you over, and joseph a. bank confirmed this up solis -- unsolicited proposal. men's wearhouse is offering to buy it for $55 per share, an 8.7% premium, and you have the insiders who are looking at this thinking it's great. i was just reading about m

john siegenthaler in new york. >> this is beyond any doubt in my opinion that it was malone yum thapoloniumthat caused the r arafat. >> without question, yassir arafat was poisoned. plus. >>> this is a crime, an assassination of an elected leader by his people. >> what arafat's widow is saying, and how she got results. >>> about the healthcare.gov website, the health and human services secretary grilled again on capitol hill. >>> the case of two local women angry at christian prayer said at their county's board meetings. >> we begin tonight with an al jazeera exclusive. new research that concludes the late palestinian leader yassir arafat was poisoned. a lab team of swiss scientists examined his remains and they found more polonium than normal. arafat's body was exhumed and now clayton has nor. >> first they found abnormally high amounts of polonium 210 in arafat's clothes. now they found an abnormally large amount in his bones. the scientists say their data clearly favors polonium poisoning with up to 83% confidence. the arafat family received the findings with their lawyer and david barkley. >> if i was a judge

speaker john boehner opposes the bill and may not allow it on the floor. >> a man says the measure could change his life. >> chief malona transgender person, it was difficult to find work. >> on my birth certificate it still says female. there was a time when my name wasn't changed on my i.d. it was getting in there and people getting to know me and seeing i'm good for the job. because of the paperwork, everybody has to stop and think, and i might, you know, be discriminated against. it's hurtful to think that. >> that thinking led him to rethink his career path from the music industry to lbgt anxious sigh. >> a lot of it had to do with my anxiety about being fired and not getting a job. i've definitely had to limit some of my options. >> leading him to lobby congress for the non-discrimination act. its passage would make it illegal for an employer to discriminate hiring on the base of sexual orientation and gender identity. democratic senator corey booker said: >> the obama administration, along with 55 democratic senators support it. however, it would have many hurdles in the house where speaker john boehner opposes

john siegenthaler in new york. >> this is beyond any doubt in my opinion that it was malone yum thapoloniumthat caused the r arafat>> without question, yassir arafat was poisoned. plus. >>> this is a crime, an assassination of an elected leader by his people. >> what arafat's widow is saying, and how she got results. >>> about the