mark tepper, i'll go to you.t that we have seen a rally in tesla, how much of this is a turning point in terms of the stock and perhaps starting to reach some of these grander, bigger, loftier production goals versus maybe a short squeeze >> they've obviously done some things right recently. they've had a good quarter, but for us to get interested in the stock, we need to see more than one god quarter. we like to invest in companies that have a sustainable management team, a sustainable growth story that we understand and believe in, that are priced at a reasonable valuation at 430 bucks and everything else that's going on with this company, it's just not something we can invest in right now in the hospital saying it won't be in the future, but right now, it's not for us. >> david, you have been keeping an eye on comcast, our parent company today as well. >> yeah, you know, some reports, julia boorstin confirming as well that there are talks, at least, between comcast and a video streaming service called zoomo. i

. >> mark tepper. >> yeah. >> you're out there what they call them swing states. >> exactly. >> i don't want you to get political. but ohio where you are from, a very important state and any way to sort of read it vis-a-vis the markets? >> to read it vis-a-vis the markets, as far as the state of ohio goes, you know, you have a bunch much blue collar people working butts off trying to save as much as they can. and what's happening there is they are happy the portfolios have gone up but at the same time they are very skeptical of what next year brings ahead for us, right i mean they are concerned about the election i mean that's first and foremost the election and trade are the number one and number two concerns that i hear from clients in ohio. >> and you wonder, guy adami if we get close and it looks like it's trump versus a centrist or maybe a mayor pete or michael bloomberg. although bloomberg chances are minuscule. we get that. if it looks like the momentum is more progressive side, the taxing side, do you think we get a move. >> well, if it's more centrist and if obviously president

stuart: seems to me like mark tepper is having fun. >> i'm having a lot of fun.money this year? >> our portfolios have done very well. our clients are happy. we just need to make sure we keep the momentum going. stuart: big smile. you're all right. thanks very much indeed. where are you? are you there? i think you're there. i had the privilege of sitting down one-on-one with eric trump in trump tower. you heard earlier what he had to say about the 2020 election and china trade. wait until you hear what he said when i asked him if mike bloomberg poses a real challenge to the president. you will hear that. >>> first, though, i will get a reaction to my editorial from hegseth. 101st airborne. i say the democrats are embarrassing themselves with this impeachment push. i will get his take on that next. ♪ >>> and of course, you are watching, we are watching all the trade news coming out of washington. the president may make news on this. stay with us. third hour of "varney & company" on its way. ♪ look, this isn't my first rodeo... and let me tell you something, i woul

mark tepper, thank you very much for being with us. you hit the question head-on.hank you. see you again soon. >>> here's -- this is not a cultural development but it's important to a lot of people. amazon, ups, dhl, delivery services, they are testing bike deliveries in new york city. why? deirdre: because of congestion pricing. that's certainly part of it. then also, for these companies, they say they do have an effort, want to make an effort to reduce carbon emission goals and consumers are in a rush, they want their stuff asap. this is actually faster in dense cities than to have a truck just hanging around and circling around. you know about this congestion pricing. anybody who lives in new york city knows right away, you are already paying $2.75 more for taxi and the city is planning on taxing trucks and cars more in the new year. ashley: 2021. deirdre: anywhere south of 60th street. stuart: use a bike to deliver. deirdre: you are not allowed to have a bike on a sidewalk so this is a cargo bike. there are certain specifications. stuart: i'm very aware of bike