- mckesson today, i would tell you, is a healthcare solutions provider in canada.any - i've been with the company now a little over 10 years, and i think if you were to look at us 10 years ago, for those of us in the industry would have identified us as a wholesale distribution company. we picked, packed, and shipped boxes to several pharmacies across the country. five years later, i would tell you we became a company that started to diversify in some complementary services, whether that was technology or other assets that supported wholesale distribution. and today, i would tell you we're in a variety of different healthcare solutions, touching directly the patient, dealing with providers. so, we have become quite a diversified portfolio of healthcare service offerings here in canada. and you know the-- - and in the us too, obviously. - in the us, where our parent corporation is out of. you know, i say the largest company you've never heard of. when i sit down with people and they ask me just about our sheer size, you know, we're almost a $125-billion company in n

- mckesson today, i would tell you, is a healthcare solutions provider in canada.y experience with the company - i've been with the company now a little over 10 years, and i think if you were to look at us 10 years ago, for those of us in the industry would have identified us as a wholesale distribution company. we picked, packed, and shipped boxes to several pharmacies across the country. five years later, i would tell you we became a company that started to diversify in some complementary services, whether that was technology or other assets that supported wholesale distribution. and today, i would tell you we're in a variety of different healthcare solutions, touching directly the patient, dealing with providers. so, we have become quite a diversified portfolio of healthcare service offerings here in canada. and you know the-- - and in the us too, obviously. - in the us, where our parent corporation is out of. you know, i say the largest company you've never heard of. when i sit down with people and they ask me just about our sheer size, you know, we're almost a

>> i do like mckesson.ays is what's hidden in this whole picture is that this plays into the whole consolidation of the generic industry. the interesting thing about generics for distributors is that the profitability of generics is roughly two times that of branded drugs, people are surprised by that. they think generics because they're cheaper have lower profit margin, much higher profit margins and much higher dollar profit per generic. that's expanding their bottom line and profits. and this will help accelerate that. >> we'll do sinclair and some of the other ones you can talk about dow chemical some more. >> sure. >> okay. good. we'll have more from marty sass. >> we're going to give you a preview of the upcoming ski season in a moment with the ceo of vail resorts. >>> and then in the next hour, also we're going to talk about more about the possible delay of the individual insurance mandate for obama care. what it's going to mean for companies and individuals looking to sign up. "squawk box" returns w

check out drug distributor mckesson, which is on a tear.billion, including debt, as it looks to grow internationally. the company posted quarter live results that beat streat expectations and, key here, lifted its outlook for the full year. >> thank you, dom. be on the lookout for lower gas prices. crude oil has plummeted. what does it all mean for consumer spending heading into the holiday season? could be a little bit of a help. plenty more on that when "squawk on the street" continues. by clinging to the past. and with that: you're history. instead of looking behind... delta is looking beyond. 80 thousand of us investing billions... in everything from the best experiences below... to the finest comforts above. we're not simply saluting history... we're making it. >>> welcome back. i'm sharon epperson at the nymex, breaking news about natural gas supplies. for the week ending october 18th, supplies rose by 87 billion cubic feet. they were looking for an increase by 82 billion cubic feet. but traders say some of that may have already been

mckesson is one of today's winners. >> long october calls. >> vlo. >> karen?ome out of the money puts against some puts that are at the money. >> these defensive type names, proctor and gamble had a nice game. see that? arm and hammer. >> all right. >> hammer. >> i'm melissa lee, thanks for watching. stay tuned, "mad money's" up right now. >>> the "lightning round" is sponsored by td ameritrade. >>> coming up -- looking for a way to play what's next in tech? cramer's got his eyes locked on the company powering google glass. it's already displayed a stunning performance. quadrupling this year alone. but, could technical signals point to more. >>> call me at 1-800-743-cnbc. how did this market come unglued so quickly? what happened today? before we panic, let's get a little perspective about the session, dow sank 160

did to hear about weather forecast in the lot of things that impact us on the air the show that mckessonrom north dakota and where did that blizzard go? alternately i am concerned to fat-free civic they have a very complex set of missions if in the organization has been and must to do many things of the resources is the coast guard ballot is another 35%. so it is challenging if we don't get the government to open to continue to focus on the piracy. >> thank you mr. chairman. senator? >> i want to join to think the chairman for having this hearing as a low as the because i was buying a cup of coffee so i kottich but i heard about one of the polls that shows the american people actually have risen in their opinion, a favorable opinion of what the government does. not necessarily the congress that i think understandably has diminished in popularity but a greater appreciation for what the united states ever meant to us and put those set for doing their job when people go into a fast-food restaurant there will be oversight does those june to go on for of they

celesio, but its stock has ramped higher upon reports that mckesson would pay up to 22 euros a share,e, as they try to get greater leverage around the world, buying other wholesalers with the drug companies. that story will continue. >> thanks, simon. >>> let's bring in bob pisani with a look at what's moving around on the big board. and it's red. >> high beta names. a lot of rumors that maybe we'll get a house/senate conference to form a special committee to work out a deal. nobody is -- >> a committee -- >> -- nobody quite knows what's going on. in the absence of any rule news, real movement, we just drift lower. that's happened again here in the middle of the day. the s&p 500. you know, you add up the days where you're down six, seven, eight points and it starts to amount to something. there we go. snot a lot of news. the absence of any progress. the s&p for last month now, because we're at basically the lowest levels since the beginning of september. let's call it a one-month low. the series of down days, a few days, four, five, six points, and then it starts adding up. the slow d