post a job today at linkedin.com/grow ♪ >>> nabaf is back, baby, and boy is it rocking the market butot as bad as feared quarters don't burn you with post earnings reactions that are just downright puzzling, you're reminded every single day now that diversification may be the only way to handle the pain - >> the house of pain. >> and the gain. and that is why we play am i diversified. you give me your top five holdings i tell you if your portfolio is diversified enough people love this segment, so we keep doing it. this is my 18th year there you go all right. first we have a tweet. hey, congratulations to the guy who said i was at pueblo this weekend. first we have a tweet from @jeff underscore hill 99 who says fed ex pnc, itetsy, an splunk okay okay we've got -- i'm going to call it an online retailer. weave got a company that mines data we've got one of my absolute favorites as i told club members yesterday, cvs we've got a bank that had a good number and fed ex that had a series of bad numbers. but starting to move in the transport. a transport, an internet retailer, we have got a

post a job today at linkedin.com/grow >>> all dividends are not created equal.me when the ten-year treasury pays out 1.5% yield, you might think every dividend stop might be a winner that's not true. in reality this market has gotten very picky about high yielders some dividends are considered a lot more trustworthy than others for example, the non-retail real estate investment trusts and the utilities with high yields have generally been terrific perchlerperchl performers if you look at the data center reits or the logistics reits they've got spectacular gains. even a controversial reit like ventas has a stock up 25%. they have a 4.3% yield, income seeking investors love it, and they should. same goes for most of the utilities. anything that's name brand has been nothing short of basic, even if there's operating issues like southern company. southern's actually up 40% for the year people can't get enough of that 4% yield even con ed, we had them on last week, a stock that can't seem to catch a break despite its excellent operating performance has rallied 22%. i

post a job today at linkedin.com/grow . >>> hi, everybody and happy friday "options action" fans i'might for melissa lee. appear we have a big show on deck here is what's coming up. >> announcer: on the big show tonight. >> health care. >> carter werth explains why the sector previously left for dead should get your heart raising right now. then. >> you don't like flying huh. >> karen finerman has a way to use big ups and downs in one airline name to your advantage >>> and. >> when

post a job today at linkedin.com/grow . >>> hi, everybody and happy friday "options action" fans i'm tyler mathisen in tonight for melissa lee. appear we have a big show on deck here is what's coming up. >> announcer: on the big show tonight. >> health care. >> carter werth explains why the sector previously left for dead should get your heart raising right now. then. >> you don't like flying huh. >> karen finerman has a way to use big ups and downs in one airline name to your advantage >>> and. >> when i say who is out you all no what time it is who is out. >> khouw's house not his house per se more like his housing stock. mike drops the mic with one play it's time to risk less and make more "options action" starts now. >>> and let's get right it to it health care having a bit of a hangover this year up just 6% and the second worst performing sector of the year behind manager names like biogen. centene. the space downhill double digits in the cross hairs of late as the 2020 presidential election draws closer but our chart master carter weather has a positive prognosis at the space a

post a job today at linkedin.com/grow kentucky eighty-five, they said he couldn't do it.uce your new delicious kentucky fried wings in a football game! but, he did it. introducing my new kentucky fried wings in a football game. [cheering] now available in buffalo, honey bbq and nashville hot. from the creators of rudy ii, rudy iii. he's still colonel sanders but now he's got wings for sale. ( cheers and applause ) >> trevor: welcome back to "the daily show." as we just saw, the trump administration has been saying for weeks that there was no form of quid pro quo with ukraine, and then today mulvaney said that there was, but people should get over it. which is likely confusing, what is the strategy? well, here to break it all down in this whole impeachment scanned is our very own dulce sloan, everybody! ( cheers and applause ) this is so confusing. trump's chief of staff basically admitted to a quid pro quo. how is this helping them? >> it doesn't. but that's the point. this is what happens when you're dealing with trash-ass dudes and trash-ass fans. i have been through th

post a job today at linkedin.com/grow ♪ magnum ice cream double caramel.eam tubs and bars. (applause). >> trevor: welcome back to the daily show. amateur reveurers are the backbone of america's consumer culture and for eating out the go to site is yelp. but how exactly do yelp reviews work and is it completely unbiased, desi lyduc file this report. >> yelp, the most popular crowd source refew forum online and vital am chsing which waxes place-- can we trution everything we read on yelp. one extremely italian restaurant owner finds yelp's business practices so defious he is protesting. >> how are you? >> muah, muah, muah, muah. >> my name is sheff, i am chef owner. and i give 50% off a pizza if you give me a one star on yelp. >> why would you want a one star review, sorry let me ask you in terms you can understand, what what thea matter a you. >> if you want to have iraitying on yelp you need to pay for advertise, and on this site you don't pay advertise. so what they do, they manipulate the ratings in order for you to give up and pay for advertising. >> ac

post a job today at linkedin.com/grow >>> welcome back to "power lunch. right to rick santelli with the bond report this afternoon. rick >> thanks, kelly a two-day of two-year, and i pick two-day, because two-years right now benchmarked against yesterday's close are still down 7 basis points, but when you go out farther down the curve, much less damage, look at a two-day of tens, they're only down four. 30s are only down one. which means tens minus twos, you see on the chart starting early september, is now hovering close to nine basis points one week ago, it was trading two. one word of caution, a steepening curve with all rates dropping is never anything good for the economy. finally, the dollar index. here's an intra-day chart. looks terrible, right? match it up with yesterday's chart, you can see we're down a fifth of a cent, but all in all, still above 99 dollar index still holding most of the ground it's gained over the last couple of months. melissa lee, back to you >> rick santelli, thank you. >>> the fall housing market is off to a stronger than

post a job today at linkedin.com/grow >>> pat jones becoming the latest fund manager to warn about ahow they feel about brrnernie sande sanders, who calls himself a socialist. john harwood sat down with senator sanders and asked him how thought he could pull the u.s. towards democratic socialism. >> well, depends, you know, what we mean by democratic socialism. what i'm trying to do in this campaign is pick up where roosevelt left off and say that economic rights must be considered human rights. i uniquely, in all due respect to my colleagues, i am taking on the insurance companies, the drug companies, the fossil fuel industry, the military industrial complex, the prison industrial complex, wall street, the democratic establishment there's a guy ahead of the corporate wing of the democratic party. and he said, bernie sanders is an existential threat to the democratic party i agree with him, i am i want to convert the democratic party to break its dependency on big money and corporate interests. >> would it be your intention to appoint democratic socialists to big -- >> well, you're m

post a job today at linkedin.com/grow the amount of student loan debt i have, i'm embarrassed to even. we just decided we didn't want debt any longer. ♪ i didn't realize how easy investing could be. i'm picking companies that i believe in. ♪ i think sofi money is amazing. ♪ thank you sofi. sofi thank you, we love you. ♪ >>> welcome back it is time for "rapid fire." here is our contessa brewer. we have a nice theme going on here grub hub share is potassilummet. the stock is down nearly $150 last year. the ceo pointed the fingers of users flooded to shareholders and this was the court of the day saying "online diners are becoming more promiscuous. our newer diners are increasingly coming to us already ordering on competing oen line platform and our existing diners. >> what happened to monogamy and dining if you are being rewarded by getting your first meal on us, why would you not be promiscuous. it sounds like they don't have a great plan to turn around when they say we are going to go around and try multiple strategies hello, throw spaghetti on the wall and let's see >> does the custo

post a job today at linkedin.com/grow for farmers here, this is our life's work.ll happens, perfectly good food goes to waste. now, we've got away around that. looks good. we're on target. blockchain on the ibm cloud helps pinpoint a problem anywhere from farm to shelf. it's used by some of the biggest retailers everywhere. a nice wedge. so more food ends up on your table, is that daddy's lettuce? yeah. and less food goes to waste. ♪ ♪ >>> you're watching cnbc's "squawk on the street" live from the financial capital of the world. the opening bell in over four minutes. busy tuesday morning, we await u.s. china trade talks ppi september, jim, down .3, core down .3 year on year, though, we barely managed 2%. >> i think it gives you room if you have a slowdown for powell to make a move, talked about an october cut. how bad is the economy i continue to get the same read. which is that domestic strong, international -- i have david farr on for merson representative what happens when you try to do business overseas. did any of you read over the carnival cruise? there is

post a job today at linkedin.com/grow >>> just about 30 minutes exactly left to go before that closing bell sounds. three things drivie ingdriving signs of optimism. and the fed with future policy on a debate how to align policy decisions with market expectations and tech leading the charge. apple is higher on the bullish call we'll have more on that call ahead. >>> time for a cnbc update with sue herera >> hello, wilf here's what's happening at this hour the turkish military offense into syria continued into the night. video from the border showed heavy shelling kurdish-led forces in syria said the fighting has killed three soldiers and five civilians. that is not confirmed by nbc news german officials are looking at two suspects believed to be behind an attack at a synagogue. on yom kippur, the holiest days and live streamed by the gunman. >>> and more than 2 million c n californiaens in the dark. pacific gas and electric took the steps after a storm predicted wind gusts up to 45 miles per hour in the coming days >>> police are looking for the person who they say rammed a stolen pick

post a job today at linkedin.com/grow welcome back major averages well off their lows the dow is up 50 points. we were down 300 at the rows of the session. nasdaq is up .863 points we are tracking a bunch of stories that should be on your radar today. julia has the latest on netflix and a big drop in snap shares. frank holland covering pepsi and consolation earnings phil lebeau has more and julia, let's start you and before we get to netflix, we have to talk about some big and to me, surprising news out of facebook that it seems copying yet another snap chat's main features >> that's right. facebook announcing a new app. it's called threatened by instagram and this new app is designed to have, make it easier for people to message their close friends. from instagram to share photos, videos, et cetera. it's really camera first similar to snap. the idea you look at snap's success is the idea that people have their close friends there and they communicate frequently on a dale by basis not with a bunch of their friends, but really with their close network of friends so remember that instagr

post a job today at linkedin.com/grow >>> welcome back to "fast money" hope you're hungry because you'reo get a full smorgasboard of restaurant results. >> reporter: it kicks off tomorrow morning with earnings from dominos where delivery has been the key story line. the company has been facing some headwinds from the groeft third-party delivery as dominos continues to conquer that inhouse. americans spent $10 billion on third-party delivery so cnbc took a look at recent earnings transcript to look at key things of major restaurant players. delivery has stayed steady we can expect the trend to continue a big boost to business for brands like chipotle and mcdonald's restaurant upgrades and tech enhancement is in focus as companies introduce kiosks companies are expanding offerings like mobile order and pay. starbucks and chipotle have continued to emphasize the offering and seen loyalty program enrollments increase one more thing we noticed. while value and menu items are key. items peaked as wendy's makes a full push. wendy's got a downgrade to parkt perform saying breakfast is not a long

post a job today at linkedin.com/grow >>> we are a few points away from 500 points on the dow lifteds for progress on u.s./china trade talks and other pieces of good news. does the rally have more room to run? diane swang is here and david zerbos i was making a list of things, how much faith are you putting in a day like today? i don't put too much faith in any one day. i look at the trade situation, i'm glad we won't see a scheduled hike in tariffs, but this doesn't resolve anything, it doesn't lift the veil of uncertainty. the hard mile to cross, intellectual property mile, not the 20% they're offering, that's not going to happen anytime soon i am concerned about that weighing on the economy. >> the dow is just about at 500 point gains today. the markets seem optimistic. we have been in a tight range the last year, if not year and a half is this enough from a market standpoint of a catalyst to move to the up side >> i think the big story today is, i agree with diane, the trade story is very much influx. the fed announced they're going to buy basically somewhere around 400 to $450 b

post a job today at linkedin.com/grow woman: what does the word "partner" really mean? someone i can trust. (impact, click) who is with me for the long-term. who understands i'm dealing with lives, not only livelihoods. that in order to help people, i need more than products, i need quality support and insights. can i find someone who partners with me to achieve people's long-term success? with capital group, i can. talk to your advisor or consultant for investment risks and information. high protein. low sugar. tastes great! high protein. low sugar. so good! high protein. low sugar. mmmm, birthday cake! pure protein. the best combination for every fitness routine. is that pgim, we see alpha emerging in the trendsete? driving specific sectors of outperformance. where a rising middle class powers a booming auto industry... a leap into the digital era draws youthful populations to mobile banking and e-commerce... trade and travel surge between emerging markets. every day, our 1,100 investment professionals around the world search out opportunities for alpha. partner with

post a job today at linkedin.com/grow >>> one of the spookiest things facing the airline industry todayas flight shaming. guilt people feel that elevated levels of carbon emission associated with the air travel and airlines face for paying carbon emissions shareholders could pay the price. it will cost $3.8 billion a year by 2025 to offset carbon emissions for all global economy flights but warns the actual costco be up to ten times higher joining us now is the analyst behind the numbers, citi manage director great to have you with us. >> thank you >> this is really a thing. i have heard of it but i didn't think this was something that would, you know, spark a research report from a major investment bank. >> it's funny. we approached it with the same skepticism that you just mentioned. i think you described the theme beautifully. the fact is there are three things to concerned about. this will affect three runningrf society. consumer hit, corporate hit and government it will affect 40% of airline profits. >> have the airlines in terms of the stock prices, have they factored that cost in

post a job today at linkedin.com/grow >>> it's been a brutal week for the cloud kings. in recent memory we've been conditioned to read these softwares that the stocks are mostly immune to the arrows. we assume there are clients who keep migrating up to migrate to the cheaper, faster, better cloud. now we're hearing chatter that the growth sector is starting to come to an end the ceo kneel bush said we're definitely seeing some delays when it comes to the human capital business delays are the last thing you've want to see when you have a stock that's selling for 100 times earnings so even though workday stock had fallen from its highs to 181 right before the meeting, the stock plummeted another 20 points and since een it's fallen another $5 workday did a great job of spreading around the pain. they told us they want to get into the german business no wonder cooper has been clobrd the analysts who cover the stock hinted in various ways that it must be because their core human software business is slowing, so they must enter a new vertical that tends to terrify investors.

post a job today at linkedin.com/grow >>> ten year yields coming in on comments >> the vice chairmanl reserve who is one of the leading monetary policy experts saying policy is not on a preset course the committee is deciding what to do with rates, quote, meeting by meeting, echoing language the chairman used. the fed will act appropriate to sustain growth another note, bill purchases growing the balance sheet should not be considered quantitative easing says the economy is in a good place overall. notes the following risk u.s. economy confronts global growth weakening, disinflationary pressure, fixed investment from business declining and manufacturing is weak two other speakers, saying it may be wise to take more time before deciding whether to cut again. esther george, kansas city fed president saying the economy does not require rate cuts carl, the issue here is i think whether or not to take clarita at face value meaning he is neutral or the market takes at the is not leaning where the market is priced, therefore go ahead and expect rate cut. interesting question whether he mean

post a job today at linkedin.com/grow and accessoriesphones for your mobile phone. like this device to increase volume on your cell phone. - ( phone ringing ) - get details on this state program call or visit >>> i love hearing from the smartest audience in television. that's you, cramerica. first, jim, why when a caller named richard calls in do you and the staff say his name in a high pitch that's a reference to the movie "tommy boy." let's say a caller is named richard, we say -- >> richard >> thank you now a tweet, he says, hi, jim cramer, any advice for new parents investing in something for the newborn child? the gift to minors is the way to do it. buy growth stocks. they've got their whole lieves ahead to make the money back buy high quality growth stocks i work with male teens and they think you sound like master yoda i'm learning and so are they, thank you, jim cramer. okay, yeah all right. that's -- yep, that's precisely why my wife loves me so much okay here is a tweet, jim, other than banks, who benefits from raising interest rates you know what, not rea

post a job today at linkedin.com/grow . >>> welcome back to "fast money.ing a wild back half of the day swinging on jerome pall powell and mcheadlines. but ultimately in the red. with markets gloomy we thought it would be a great time to pitch a stock poised for the breakout tim at the plasma. >> we have the power pitch with sysco. i want to tell you wipe. it's been a difficult run for the company and that's why it's an opportunity and sets up well. the core business, still a massive dynamic for them is still 20% into a refresh cycle if you look at the security switches for example this is a case where 840,000 enterprise skmerps have to upgrade. and frankly i don't think even in a difficult environment for cap x and op x can people can avoid this one of the important things is security this is a massive opportunity for the company and this is medium or longer toerm student por siskt o when i look at security, as relates to facebook or individual companies at risk. the we hear about the hacks. siskt o is a major player this is a 37 billion-dollar business b

post a job today at linkedin.com/grow >>> welcome back to "squawk alley.flix trading well off the may 52-week high the next guest expecting the stock to recover, but not as much as he originally thought. they're slashing price target from 380 to 300 a share. lee horowitz is joining us co-head of internet equity research good morning >> good morning. thanks for having me. >> lots of talk of competition in the streaming space this fall in particular, people churn off netflix already, so based on what we know on why, how are the new services going to effect that, how much does that play into the target adjustment >> as we see competition, it can lead to increased churn as people come on for different titles the bigger concern around competition is more about content inflation. we think that confident investment could go from 15 billion to 40 billion. we think that could effect longer term ability to grow profit margin. churn is less of a concern. >> because of more shows, more expensive shows? why would they spend so much more >> a little bit of both. the pri

post a job today at linkedin.com/grow >>> look at the stock of zebra technologies run, this long time cramer fav is a major player in the enterprise asset intelligence base, think specialty printers, mobile computing, and realtime locating systems that help other businesses keep track of their inventory. their vehicles, and their employees. and it's use their technology to pinpoint where players are on the field. zebra has been a fantastic performer and i'm proud to say as our guest knows that we have been behind it all the way today the stock rallied another nearly $15 or close to 7% after the company reported another blow out quarter the company a 328 basis, inline sales, bullish guidance for the next quarter can this stock keep climbing, let's take a closer look with anders gustafsson, and where his company is headed mr. gustafsson, welcome back to "mad money. >> thank you, i don't know, it really came together this quarter, whether it be a guy began - the health care orders overseas, whether it be a recognition about just in time inventory, and how you can save and not have as man

post a job today at linkedin.com/grow . >>> earnings season is about to kick into high gear.nings growth. the index is showing a high correlation with the s&p 500 and gdp. joining us to discuss the ceo of gallup capital what are you expecting >> despite all the noise and talk which is important about trade in china, the u.s. middle america economy is driven by personal income and consumer spending with unemployment at 3.5%, wage growth at 3% u.s. middle companies are doing great. they don't have the drag from commodity priced driven factors. they don't have a drag from weaker international demand. and it's important that we just see this continuing strength in the core of our domestic economy. >> there's a big caveat to what you're seeing and that's this data was collected and surveyed in the months of july and august month of september clearly we had weaker than expected services number which ignited concern about weak manufacturing spilling over. i'm wondering, if you're getting any signs from just talking to your client base as to whether or not this could be a factor in t

post a job today at linkedin.com/grow >>> stocks are close to session highs reports of a partial tradeing the action he's with virtue financial welcome good to have you with us how vulnerable is this rally to anything that might happen in the next hour and six minutes? >> it's something we've never seen before, is that what you're saying there's a healthy amount of the skepticism that anything that comes out of the trade deal will be formative enough to get a substantial rally. it's a relief they're getting in the room together at least and having discussions but we have some consumer sentiment numbers that were stronger than we expected. that was the concern earlier in the week when we heard the r word, recession, was the consumer going to fall down? certainly wasn't the case today. maybe have a deal in place for brexit, another positive sign and maybe qe-3 in the works. all of that leads to a big positive day with a long weekend with the banks closed on monday. >> let's talk about the earnings that start trickling out next week what are you looking for and what will the telltales be

post a job today at linkedin.com/grow >>> elizabeth warren's plan to tax billionaire's wealth gettingtention at the debate last night robert frank joins us with that story. >> good afternoon, tyler warren saying she has no beef with billionaires but billionaires do have a beef with her wealth tax here is what investor leon cooperman said this morning. >> we have to agree what the maximum tax rate should be on wealthy people i believe rich people should pay more i have no problem with that. this wealth tax is baloney. >> taxing wealth is splitting the democratic candidates with more moderate candidates saying that warren is punishing or demonizing the rich with a wealth tax, warren lashing back, saying billionaires are escaping income taxes and only face a wealth tax that would-to-meet the country's needs. 2% wealth over $1 billion at 3%. >> taxing income is not going to get you where you need to be the way taxing wealth does the rich are not like you and me the really, really billionaires are making their money off their accumulated wealth, and it just keeps growing. we need a wealth

post a job today at linkedin.com/grow let's catch you up 0 and a few headlines that should be on youradar. it's time for "rapid fire. here who take brown the stories for us, dominic chu, corey and dominic chu. if you're wondering why the market is down so much, yes, it's the ism report but major players are getting hit today. check out what's going on. charles schaub is getting rid of trading commissions all together for u.s. stocks, etf aq acquisitions last week great for the newers but now shares on schaub stocks are down more than 10%. td ameritrade is down 24% on its news for the worst day in 13 years. >> so the writing's been on the wall for decades now i remember when it was a big deal when trades went to like $50 a trade, down to $29.95, down to $9.95 and $4.95. lowered by charles schaub. and then etfs with zero trading and zero fees. the spread concession has been happening for years. they announced a $1 platform trade in the last couple of weeks. the whole thing has been going this way for a while what it does is beg the question whether or not these people can continue to ma

post a job today at linkedin.com/grow >>> welcome back, everyone i am sue herera.s what's happening at this hour evacuations are under way as a new fire in california is birng brush and threatening homes. the hillside fire is ablaze in the san bernardino value firefighters started battling the flames earlier this morning. >>> south korea's military says north korea fired two projectiles, possibly missiles, into the sea between the korean peninsula and japan today. north korean leader kim jong-un has set an end of the year deadline for denuclearization talks with washington. >>> hong kong police firing tear gas at protesters gathered at a subway station the demonstrators were there to mark two months since riot police stormed a subway car at a train station and beat passengers with batons and pepper spray. >>> and things going from bad to worse for golden state warriors. star guard, steph curry, trying to cushion a fall during the game, but landed awkwardly on his left hand and broke a bone no word on how long he might be out. >>> you're up to date. that's the news

post a job today at linkedin.com/grow >> welcome back to "fast money."ed, bad and beyond, surging 21.5% after hours. let's go back to headquarters for more. >> that's right, minutes after target announced his departure about an hour ago, bed, bath and beyond named mark trenton its new ceo. trenton was target's chief merchandising officer. bed, bath and beyond is in the midst of a transformation that is seeing closures, and a board revamp many of those coming from three activist investors the market is clearly cheering trenton's appointment. one source close told courtney ragen earlier, we don't only like this pick, we love this pick everything mark did at target is exactly what bed, bath & beyond needs. now we've got to see can he deliver more it's a 55% shortage, so you have to be very careful whenever you get any hint of positive news. but when you look back at the chart the last thing you want to hear out of your stock is we're back to 1998 support this has been an avalanche off a cliff, but you would not want to be shorting it right here. obviously a

post a job today at linkedin.com/grow >>> welcome back to "fast money" we have an earnings alert andetitioned bath and beyond shares of the retailer fall in the after hours. more on the quarter head every to eric chemmy at headquarters >> it's been a volatile after hours session for the embattled retailer following a mixed earnings report. reporting a smaller than anticipated loss bup revenues came in below expect aches in part due to high severeens related to recent layoffs. weak are than expected stocks also the company saying it's making progress toward hiring a new chief executive and expects an announcement soon. remember steven temares resigned in may and scheduled by mary winston. who stressed on the earnings call the firm made good progress in reorganization efforts stabilizing sales. the company is evaluating for offers for core dwipgss as it works to improve the in store shopping experience by offering higher margin products to shelves. over the past few months the company made additional changes from amid pressure from activist investors. cutting corporate staff by 7%. and

post a job today at linkedin.com/grow >>> all right.come back i teased this slack doubling down on, i think, most people knew that you were in it but if you didn't, josh already had a position and now you doubled it >> yeah, so, i said this the day it went today. it went public i said it's extensive. i don't want to take the risk of this running away without me having some of a small amount. i said when it drops into the mid 20s, i'm running inning awam it i bought some at 30 on the way down then doubled that so i've been buying on the way down let me tell you u moi thoughts on this quickly. first of all, productivity software is tremendous now it's going to get even bigger. the total addressable market for something like what slack does is potentially $35 billion according to morgan stanley. it's a category killer a classic category killer if you look at previous companies that were category killers. followed much the same trajectory users love it, employers and organizations love it more the average slack user during the workweek thos

post a job today at linkedin.com/grow >>> ever since the president really ratcheted up trade tensionshis year wall street has been worried about a host of industries that rely on chinese manufacturing like electronics some companies have defied the sector which brings me to logitech, maker of computer re riverals like keyboards and mice and high-end gaming equipment. bracken darrell's company peaked and got hammered before bouncing right back in the first quarter. then the trade war heated up since then it's been flatlining. last night they reported and results were okay. the company delivered in-line earnings on slighter weaker than expected sales with video collaboration and pr peripherals despite a challenging environment. it dipped a few cents but, look t. could have been a lot worse do not take it from me why don't we go to bracken darrell, the president and ceo of logitech international to get a better read on the quarter and the company's prospects. welcome back to "mad money." >> jim, so good to be back. >> well, bracken, i got to tell you you're upbeat but here we go you say

post a job today at linkedin.com/grow >>> welcome back to "squawk alley.the nets in china this morning the nba postponing scheduled media sessions as the rifts between the association and china continues. we are joined by economist of sports and college of holy cross professor victor mathisen and phil taylor. good morning to you both phil, i'll start with you. you penned an op-ed about this certainly the nba isn't the first american brand or company to see some blow back in china where free speech or freedom of expression is concerned. the point you make is other companies haven't fostered as much reputation for speaking out on social issues and standing up for human rights as the nba has. explain that >> that's true the nba, two of the things the nba prides itself on are international reach and its willingness to let its players and the league itself take a stand on issues outside of sports the nba pulled their all-star game out of charlotte, north carolina over the transgender bill a few years ago, they've had players speak out in terms of wanting better

post a job today at linkedin.com/grow >>> well bang toplace fms. a major develop story out of boeing. a new head of the commercial airplanes tuition. let's get to phil lebeau with the details. >> we've said sometime pressure has been building on the beardship and the boeing board of directors to show it's taking actions in terms of making changes that will send a message that the company is determined to get the 737 max resolved and back on track. well, kevin mccallter running the boeing commercial airplane division since 2016 he is out. effective immediately replaced by stand deal. a 33-year veteran of bogt with a number of positions within the skmergs airplane division. most notably on the sales end of that division. particularly over in asia. and in china you look at shares of boeing keep in mind that this is a company that not only is wrestling with a-betting o getting the plane recertified and back in service but also convincing customers that can can ramp up production when it returns to service and start delivering the max at a faster rate n

post a job today at linkedin.com/grow >>> since last week, i've been telling you the managed care stocks't getting enough credit for their incredible fundamentals, especially best of breed like united health and centene. sure enough, two days ago, centene reported what i call a nabaf quarter, meaning not as bad as feared. they also missed on some key line items we can go over that. i find that a little niggling, frankly. the premiums they collect that goes to pay for health care. because the managed care stocks have been crushed by elizabeth warren worry, nabaf is all they needed the stock exploding 6.5% in a single session centene has rallied 15 points from its lows at the beginning of the month, although it's still 27 points away from its highs. clearly the stock is picking up momentum let's check in with michael neidorff, the president and ceo of centene and my favorite health care executive now that he has final recovered from the st. louis cardinals' stinging defeat at the hands of the shocking washington nationals. mar neidorff, welcome back to "mad money." >> well we won't talk ab

post a job today at linkedin.com/grow >>> welcome back to "fast money. before the breck you heard from the author of vantty fair bottom shl report opinionle many of the trades ahead of the market moving comments of trump our guest is plugged in listen to the conversation. let's bring in jacob frankyl former seen yerp enforcement lawyer for the s.e.c he used as a criminal the prosecutor of corruption and financial crimes bill cohan is also still with us just to add to the mix here. jacob, do you think these trades should be investigated is there enough to go on >> yes there is enough to investigate. i think the only thing that could be misleading was the headline itself. the waybill summarized the story was accurate that is is that for there to be insider trading investigation interests there is a nominalist trading in advance of announcement that announcement cause as sudden price movement up or down and oft be particularly in the equities markets, you know, the regulators tend to find that there may have been people who actually were in in possession of

post a job today at linkedin.com/grow >>> wrapped up in a little cocoon, these sweet cylinders of sweetnessave given generations of children that much desired sugar high the smarties can the classic treat take this candy company into the future? >> on the only night of year when we stockpile bags of candy to hand out to screaming children, i think it's worth taking a closer look at the business of candy. so in keeping with the spirit of halloween, i've got a real treat for you. smarties candy company that's a privately held confectioner that make miss number one favorite candy. i keep a dozen cups of all different kinds of smarties on my desk at all times and you need to ask me if you want one i often say no because i'm arbitrary and capricious and it's my darn show. this year's smarties is celebrating its 70th year in business, all under the same family and they've done a great job making their old school brand relevant and exciting. with liz dee, the copresident of smarties candy company to learn more what the future holds for my favorite candy. miss dee welcome to "mad money." >> thank y

post a job today at linkedin.com/grow the amount of student loan debt i have, i'm embarrassed to evenust decided we didn't want debt any longer. ♪ i didn't realize how easy investing could be. i'm picking companies that i believe in. ♪ i think sofi money is amazing. ♪ thank you sofi. sofi thank you, we love you. ♪ >>> there are two things you carely find together growth and yield. they are like oil and water. when a company has one it tends not to bother with the other growth businesses have better things to spend money on than dividends. while dividend aristocrats prefer to shell it out to you rather than gamble on growth but every now and then the market will give you a gift the high yielding stock with a decent growth rate right now you get at&t and dow chemical yet at&t supported a 5.5% yield and dow pays 5.6%. admittingly the yields were more enticing two weeks before the stock starts climbing but still in the sweet spot between 5% and 6% and that is where you kn-- where you know the yield is generous above 6% you worry whether they could maintain the payout. they are worried abo

post a job today at linkedin.com/grow >>> it finally happened.noticed, all year i have been warning you that the flood of ipos would derail if you want to participate in a deal, you have to sell something, though, sell something else and lately money managers have been selling the software as a service place, and i think cloud related has been slammed. i'm blaming the ipo market when this year began, i was worried it would end up looking like the end of the dot come era. we had two markets, the nasdaq composites, info space, and then there was the real market made up of the coca-colas and the merk 350 companies came public flooding the market with the endless stock from the ipos and from their secondary offers. there was too much new supply and it only overwhelmed demand the .com edifice came crashing down, day all got eviscerated and wall street soured on things tech and rotated back to the cokes and the pepsis, the high quality companies with consistent earnings and good dividends and buy backs. only a half dozen companies survived we're seeing

post a job today at linkedin.com/grow >>> all right, welcome back.o over this list right here from credit suisse today. number one top picks, more than 40 names they consider just that as u.s. stocks you should own right now. i want to run through some of these. what do we think of chipotle is after the bell today united pacific ibm. ibm. salesforce honeywell. >> i like alphabet on that list. it fell just below 1300 going back to april. they had this magnificent quarter last time they recorded. i think google will challenge that high and i think it will get it above that's my belief i'd be a buyer here. one of the most reasonable valuations buyback happening. lots of things will ultimately can be spun off, et cetera >> on google also, their drone delivery just got faa approval so going into rural areas that's a huge game-changer as well. >> steph, best name on this is what >> i like union pacific. it stalled a little bit recently after having a really good run if you think the economy is growing 1%, this company will do it pretty women. >> salesforce

post a job today at linkedin.com/grow >>> welcome back let's catch you up on the stories that made theut today in rapid fire. here to break down the headlines are seema mody, robert frank, and date rogers. welcome, everybody first up, under the radar stock competing with apple just smashed estimates across the board in a beat and raise quarter. shares of navigation and fitness maker garmin hitting their highest on earnings. ceo saying they're well positioned for the rest of year and raising earnings per share guidance trading around $26 back in 2010 and now it's over 90 with today's 6% pop. >> their fitness devices i mean, we worry about it with apple but the market's clearly there for garmin i got gifted a garmin gps by my parents a couple years ago i haven'ttouched it because i' a big google maps, apple maps, waze person. i got the gps. >> for the car. >> i don't think that's the growth area. >> as you say pivoted to wearables, fitness, other devices that has really helped its bottom line growth and i think it's a tremendous story because there are other companies like black berry th

post a job today at linkedin.com/grow let's catch you up on a few stories that should be on your radaray. it is time for rapid fire. here with the headlines are contessa brewer, seema mody, and meg. meg, we're picking up on yesterday's big story. biogen move. one day after his stocks soared on that nuancemeannouncement thd seek experimental -- for its alzheimer's drug still, plenty of skeptics about all of this. here's what the ceo had to say. >> it was a thorough engagement and the evidence came over time. we collected tremendous and -- and complex set of data, including bio markers and imaging. and the fda dedicated a lot of time to engage with us so that we come to the second meeting. as a ceo, i'm reasonably confident that this can lead to the market approval. >> so talk us through some of the -- i mean, the controversy is a little bit around -- you pointed out yesterday the analyst community not as excited as the investing community necessarily. they're like we don't know if this path of treatment, if we want to resurrecis and go down this route again. >> yeah. so there is a lot o

post a job today at linkedin.com/grow >>> welcome back to "the exchange."hing boeing shares closely this hour after reports that the faa is concerned it was misled about the safety of the 737 max. back in 2016, the chief technical pilot for that plane, mark forkner, told a colleague via text messages that a new automated system in the plane called mcas was taking it difficult to control in flight simulators this according to "the new york times" and we spoke to that reporter at the top of the hour. this same chief technical pilot had also previous to that asked the faa if mentions of the mcas could be removed from the pilot's manual altogether. mr. forkner saying quote i basically lied to regulators in parentheses, he adds unknowingly. they are at session lows now down about 4 1/2% and that's why you see the dow down more than -- just under, i should say, 200 points this hour. let's catch you up on a few other stories that should be on your radar it is time for rapid fire and here with their takes are contessa brewer, bill griffeth, and courtney reagan. so

post a job today at linkedin.com/grow >>> for the past few months, the high flying cloud stocks have been obliterated border rotation out of turbo charged growth names with the little in the way of earnings, which has been the big problem and the selloff has been brutal. there's a reason people are willing to pay up for these stocks before. look at ringcentral, the cloud-based telephone platform that's taking share and names in the corporate communication space. the stock had been hammered from the 140s down to 120s. then on friday, they entered a deal with avaya becoming the exclusive provider of unified communications as a service. the companies are rolling out a new solution that will transition avaya's existing customers onto ringcentral's cloud-based system their install base serves over 100 million users. that's why ringcentral exploded on friday. if you're catching up grade from jpmorgan after it frankly kind of bizarrely bad close, the darn thing's sitting at a new all-time high. is it worth to it chase the stock? let's check in with vlad shmunis, the founder and ceo of ri ri

post a job today at linkedin.com/grow let's catch up on a few stories that should be on radar on thisme for "rapid fire." here are dom chu and rahel sol man and george frank and a ton of news on apple and it is only on monday they are set to report earnings after the bell on wednesday and the apple tv plus begins streaming on friday. ahead of all of this, j.p. morgan and credit swiss and others raised their price target in the past 24 hours and then news according to sources that apple is looking to renovate the smart home business and i think they launched new air pods today and this is the favorite, the stock hit an all-time high every trading day since october 16th. >> wow >> what can you say about it >> so what i love about this story is the idea that everyone is taking up their price target. the rates have maintained and been the same. but what is curious is the research reports you read and many site channel checks for the iphone 11 and they survey retailers and the stores out there and count the number of customers going in to see the dynamic for those phones i have probably se

post a job today at linkedin.com/grow >>> welcome back a lot of stocks going to the downside includingsteel. they missed on revenues and lowered guidance they plablamed lower prices duen part to the worker's strike against gm southwest is down nearly 2% after a downgrade from bernstein to market perform. the analysts say iing the stock has outperformed despite groundings of the 737 max but warns the anticipated relaunch of the plane will have a negative affect on unit revenue. the data storage company provided disappointing earnings guidance for the end of 2019 and announced steve mill began would retire now to sue hi, sue. >> hello, thank you. here's what's happening, everyone u.s. armored vehicles patrolling near oil facilities in an area of northern syria. the video aired by an iraqi kurdish network showed what appeared to be u.s. special operations forces along with kurdish soldiers visiting that facility >>> flooding in somalia has displaced at least 200,000 people including thousands of children that's according to the british non-profit save the children organization heavy rain

post a job today at linkedin.com/grow >>> welcome back to "fast money.etting sweet on apple, raising its price to $2.80 from $2.50 raymond james says strong iphone sales will boost apple earnings. does the stock have another 20% upside i feel like everybody's finally moved to the other side of the boat >> that's been part of the move here, right? i don't think going into this refresh there was any expectation, so when you actually heard about slightly lower prices, you got a sense shipments could be a little bit better, people have woven in their 5g into next year, but i think the only way you can do this, i'm long apple and pretty bullish here is by the multiple. that's how analysts play with numbers and make it go higher if you believe that the blended multiple takes you to somewhere 18, 19 times where at 12 times historically starting to say apple is expensive. with the capital markets activity they can throw at you and the dividend and the ability to continue to execute on buy-backs i think they get there. >> part of this call was the lower price lau

post a job today at linkedin.com/grow ♪ >>> welcome back to fast at earnings whip for you two stocks after hours session. franke holland where we begin with dedra bosa in san francisco with ibm earnings. >> melissa, another quarter, another decline in revenue, the fifth in a row for big blue. speaking volume foss ibm the company trying to turn around under ginny rometty investigative and next two vechg they were urge iffing signs, the first quarter since the red hat deal, the largest acquisition ever and represents the big bet on hybrid cloud. ibm said red hat post-ed 20% roo rice in revenue as a stand alone. it's benefitting from the scope and scale of ibm now investors of course will want more evidence in the quarters ahead the q and a session just kicking off. but i-thinking we're going to hear lots of questions about how this deal is going and another bright spot was cloud revenue growth, grew 11% from a a% growth rate last quarter. a healthy improvement but trailing growth rates at microsoft and amazon so what went wrong this quarter? it's legacy business weak performance in glo

post a job today at linkedin.com/grow >>> welcome back to "fast money.hares of lyft cruising higher off the report i love the groans. ride share companies beating on top and bottom lines the cfo telling you are dedra bosa that the company is laser focused on the path to profitability since the debut back in march. shares have been rolling downhill falling more than 39% but the stock is now heading for a u-turn. >> so great. >> yeah. >> well, i mean they've been telegraphed a little bit not long ago about two weeks, they expect to be profitable i believe the fourth quarter of '21. that sort of gave you -- this is not widely different from that that was sort of a heads up. god for the industry maybe we are seeing some rationalization of pricing, should be good for uber but i'd rather own lyft >> upper backer is down a% in the after hours. i think that's an interesting reaction. >> you have to pick which side of the fence you want. do you want uber that has a lot of leverings pull and can be more diversified obviously the market wants to know they're laser

post a job today at linkedin.com/grow announcer: fidelity is redefining value with zero account feesnd zero minimums to open an account. at fidelity those zeros really add up. ♪ maybe i'll win ♪ saved by zero so servicenow put your workflows imm-hm.cloud, huh? your employees must love you. thank you. ah, you could say that. so how are things with you guys? great. thank you. thank you, sir. lunch next week? terrific. say hi to the team. will do. call my office, i will. -sounds good. alrighty. servicenow. works for you. ♪ >> welcome back. we have some sad news to report. jud bergman was killed in a car accident long with his wife and two others josh brown, i know you were writing about this and you knew him. >> jud is an absolute titan. there probably aren't any financial advisors who don't use at least one product that they provide. across all fintech eco system. jud saw in the late '90s this is where the industry was headed. together between great advisors and great technology it was so good, clients didn't realize all of the things going on behind the scenes investnet is a great com

post a job today at linkedin.com/grow >>> wherever interest rates plummet, as they have, investors fall in love with high-yielding dividend stocks all over again so you'd expect the real estate investment trust to catch fire here, with the benchmark ten-year treasury supporting a pit full 1.25% yield the reits tend to pay spectacular dividends, and these dividends look a lot more attractive when the bond market is giving you next to nothing. sure enough, when you look at the 31 reits in the s&p 500 as of late night, get this, they're up almost 23% for the year on average. that is some phenomenal return 23%! but, and this is a very big but, the reit space is not going up in unison. not all real estate investment trusts are crated equal. something like equinox is up 63% for the year, while the mall-based is down 32% still, most reits have done pretty well. 25 to 30 are up double digits, while four are roughly flat, lagging the market substantially, and two are down. even though, by the way, simon property group is incredibly well run it doesn't matter. it's the milieu. so tonight i want t