. >> mike murphy joins me and we will look at what tea leaves he is readsing out of the coverage. we have a new win sight. go click on it now. right now. i got this. [thinking] is it that time? the son picks up the check? [thinking] i'm still working. he's retired. i hope he's saving. i hope he saved enough. who matters most to you says the most about you. at massmutual we're owned by our policyowners, and they matter most to us. whether you're just starting your 401(k) or you are ready for retirement, we'll help you get there. [ herbie ] no doubt about it brent, a real gate keeper. here's kevin in the nissan sentra. lamb to the slaughter. mom's baked cookies but he'll be lucky to make it inside. and here's the play. oh, dad did not see this coming. [ crowd cheering ] now if kevin can just seize the opportunity. he's seen it. it's all over. nothing but daylight. yes i'd love a cookie. [ male announcer ] make a powerful first impression. the nissan sentra. now get one fifty nine per month lease on a two-thousand thirteen nissan sentra. ♪ >>> with conservative ken couch snelly losin

steve weiss the bull, mike murphy the bear. 90 seconds on the clock. not 90 minutes. >> 90 for me. >> 45 seconds for you. >> the story on priceline. too many focus on the fact it's 1,000 price tag or it's been up. that's not the issue. it's not where stocks are coming from, it's where they're going to. if you invest whether it's a dollar or 1,000 it's your return of the investment. priceline is a cheap stock. it's growing faster than its p/e, 20 times on next year's numbers and we're in next year. not only that, it's got a lot in terms of europe and the u.s. the most traveled to site, pardon the pun, murph. the stock goes higher, it's done as well as it's done with europe. now it's recovering and it will do better. >> sales up 74% in europe. the quarter was phenomenal. when a stock's up 75% and guide lower for next quarter that is a red flag. they have a new ceo who spent ten years working at microsoft. i don't know if this is the right guy for the job to come in at this point in time for a company like priceline, coupled with the fact there's a ton of

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we're going to talk about it with our roundtable, tom brokaw, kathleen parker, mike murphy and chris matthews, after this. >>> just a reminder that nbc stations across the country are giving you a rare look at the rise of presidency of jfk. you can see interviews of john f. kennedy. >>> we're going to talk about his legacy with two men who know a lot about it, tom brokaw and chris matthews. over the next 40 years the united states population is going to grow by over 90 million people, and almost all that growth is going to be in cities. what's the healthiest and best way for them to grow so that they really become cauldrons of prosperity and cities of opportunity? what we have found is that if that family is moved into safe, clean affordable housing, places that have access to great school systems, access to jobs and multiple transportation modes then the neighborhood begins to thrive and then really really take off. the oxygen of community redevelopment is financing. and all this rebuilding that happened could not have happened without organizations like citi. citi has formed a part

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. >> quickly before we go, mike murphy in 2007 said he thought obama had a real chance.could beat her. so the theme is developing. >> he picked up on something that is out there. all of that is a policy conversation that is important. the fact that sit is a very respectable woman with a great track record goes where she would be better positioned than a lot of people. >> coming up, what happens in texas when four women meet to discuss gun control? 40 people show up with guns. and the shocking reports and images of def strags from the philippines and tonight the government there announces a new official death toll. >> tonight a worldwide relief effort is underway in response to the most powerful typhoon to ever make landfall. the typhoon was 370 miles wide with wind gust s peaking at 235 miles an hour and a 20 foot storm surge. more than 9.5 million people have been affected by the storm with more than 600,000 displaced from their homes. 1,774 people are now confirmed dead. just the city of alone. we got a firsthand look at the destruction on the ground. >> reporter: it i

. >> quickly before we go, mike murphy in 2007 said he thought obama had a real chance.one who could beat her. so the theme is developing. >> he picked up on something that is out there. all of that is a policy conversation that is important. the fact that sit is a very respectable woman with a great track record goes where she would be better positioned than a lot of people. >> coming up, what happens in texas when four women meet to discuss gun control? 40 people show up with guns. and the shocking reports and images of def strags from the philippines and tonight the government there announces a new official death toll. life with crohn's disease or ulcerative colitis is a daily game of "what if's". what if my abdominal pain and cramps end our night before it even starts? what if i eat the wrong thing? what if? what if i suddenly have to go? what if? but what if the most important question is the one you're not asking? what if the underlying cause of your symptoms is damaging inflammation? for help getting the answers you need, talk to your doctor and visit crohnsandcol

mike murphy, a gop strategist who sides with the establishment wing of the party.tie is a how-to manual and virginia is a not how to manual. do you agree? >> the outcome speaks for itself. clearly, governor christie did very well and it helps when you successfully governed and you've shown that your policies work and then you're running for reelection. to a large degree he had a huge advantage going into the race. in the situation with virginia, while certainly troubling, republicans will spend time looking at this. cuccinelli's margin of loss was about the same of what mitt romney's was ask slightly smaller than george allen's loss to tim cane in 2012. so i think while certainly the tea party dynamic has created some difficulties. i think a larger reassessment in terms of how does a party win a majority and develop a majority coalition is another thing that republicans need to face and address. >> usa today talk about the turning tea party into a smear. the failure of tea party with the candidates in tuesday's election show the democrats have been successful in ma

stephanie link's our bull, mike murphy is the bear. up. >> the restructuring story, in the fifth inning, and they are focused on going from a decentralized system, delivery system, to more centralized, not as much as u.p.s. the big story, trying to fix the express business, 60% of total revenues. cutting costs. more price aggressive. or they're being more rational, i should say, on the pricing side. and for every 100-basis point improvement in margins, it's 55 cents share to the bottom line. and i think 17 times forward estimates growing at 17%, double what u.p.s. will grow. >> so i love the business of fedex, but looking at the stock from a purchase, whether or not i would buy fedex here at 135, i definitely would not. it's rallied 15%, up 44% year to date, and a lot of that is cost cutting. there's only so much costs they'll be able to cut. i'd point to the fact that the stock didn't have a huge reaction to loeb. you know, moving two, three points on $130 stock, i think -- i'd love to buy fedex in the low 100s. >> you've been focusin

mike murphy is the bear. 1:30 on the clock.ie link, from behind our set, make your case. >> yeah. i haven't been behind this name. and i think that the opportunity actually is a great opportunity. i don't think the structural story has changed. yeah, the consumer is fickle and some competition. but these guys are positioned well in the natural food, organic space, expected to grow 7% to 10% over the next several years, and that's 1%, 2% for the conventional foods. yeah, they missed the comp number. i think a lot of that is one-time in nature, pricing in the cannibalization, once they go through that, you'll have 9% store growth. even though they missed the comp, i thought it was impressive they beat on earning s, gross margins. it's a miss, a bad miss, it's an opportunity. >> i agree with a lot of the points you made, steph. however, this quarter, the setup for whole foods going into this quarter was it would have to be a great quarter. and it was not. not only did they miss on the comp as you pointed out, but they lowered the

. >> mike murphy. >> louisiana pacific. lpx.s morning on new housing and lpx should benefit. >> a look at apple how it was on the move a bit earlier. the stock is at the highs of the day, pushing on nearly a 2% gain. so prap breaking through a technical level here, adding some of the momentum as we hit, you know, 1:00 in the east or thereabouts. biotechs, want to show you those, keep you up to date with the stocks on the move today. a number to the downside. cell gene and gilley ed among te best performers of the year. "power lunch" starts now. >> lace them up, half "time" is over. the second half of the trading day starts now. >> thank you very much. it is a monster and it is moving this way. up and east, ladies and gentlemen. just in time for thanksgiving. so what it means if you plan to be on a plane in a train or in a car. when should you leave? i think i'm going to go right now. if you don't mind, get a jump on this thing. what's the timing, will it be rain or snow and where? it's a big storm. weather channel standing by. b

. >>> here this morning tom brokaw, koathleeparker, chris mathews and mike murphy. the press." >> we're here with our roundtable. a bi deal to see the president co into the white house briefing om and to lay it all out about t mistakes thawere made. here' a compilation of it. >> clearly we, and i, did not have enough awarenessbout the prblems in the website. ultimely i'm the prident of the united state and they expe me to do something about it. that's on me. we fumed the rollut on this health ca an. we shod have done a better job getting that right on day one. >> tom brokaw, is this the low pot of the presidey? >> well, there have be several low points, but this is certaly a low point at a criticaltime coming into the 2014 electis, and a l of democrats beginng to bail on the id of obama care. what is striking to me abt that statement, we ould have been aware. i would think,given the portance of obama carer the affordable care act, eight months ago the president would have started evry meeting with, how we doing? is that going to be ready? at's going to be our big pa

. >> and the mike murphy newsletter. >> murph, too. >> murph made a good call on that one as well.>> the short-selling discipline, despite the rising market, it's clearly been driven by the fed which is pushing up a lot of these shorts which we've been addressing. one thing i think my hedge fund friends are missing about the monetary policy, though, is it may not be having as big effect on the wealth effect but it is definitely helping the economy as it relates to interest expenses at the governmental level. and so i think they missed that a little bit. and i worry about that longer term, of course. but i do think the fed is going to stay right where it is for the time being. >> we saw st. joe's, guys, on the move. we can take a look at the chart. david said he was still short that name and really claiming victory. they did that sale of the land a couple of weeks back. right around the price of the acreage that he said it was really worth. now, we see the stock is bouncing a little bit off of that downward move. but somewhat vindication for david, if not a full-out victory on st. j

. > here this morning, tom brokaw, koathleen parker, chris matthewsnd mike murphy. the press." >> we're here wth our roundtable. a big dal to see the psident come into the white house briefing room ando lay it al out about the mistaes that were made. here's a compilation o it. >> clearly we, and i, did not have eugh awareness about the problems the website. ultimately i the presidentf the united states and they expect me to do something about it. th's on me. we fumbled the rollout on this health care plan. we should have done a better j getting that right on day one. >> tom brokaw,s this the low point of t presidency? >> ll, there have been several low points, but thisis certainly a low point at a critical time ming into the 2014 elections, and lot of democrats beginning to bil on the idea of obamacare. what is striking to me about that statent, we should have beeawre. i would think, given the importance of obama care or the affordable care act, eight months ago the preside would ha started every meeting with, how we dog? is that going to be ready? that's going to b

. >> how about this piece by mike murphy, a republican consultant which flies in the face of the people do nothing. mike disagrees. >> he says, republicans need to stop high fiveing that obama care isn't going so well and get rolling with a plan. they have their next convention in detroit, where, by consequence dense, he is from. >> i'm sure that's a part of his argument, yes. he is activateing activism for republicans saying this is not the time to sit by and gloat. this is a good opportunity to be advocating some plans. >> it's so interesting. it's such a huge disconnect from washington, d.c. same thing with mike murphy saying, you can't be something with nothing. harold, matt lewis and i were talking during the break. you don't leak obama care, get an alternative. a lot of conservatives. it seems like we're moving this way. the governor is obsessed with find agnew way forward, not just on health care but on the struggles, the struggles of the rich getting rich or the poor getting poor and the middle class getting squeezed. >> there is a void. democrats and republicans need to put for

include murphy -- include a measure fee and in restrictions on guns with self city council races on the ballot. check out our voter resources guide on abc7news.com for more information. >> mike, hour the temperature numbers? >> all over from the place from cool conditions this morning in the 30's inland, to mid-to-upper 40's around the coast and bay. we will see a lot more sunshine and it will be brighter today than yesterday so it will be warmer. low-to-mid 60's through the lunch hour and milder there. we have temperatures that will run from 68 at the beaches and inland and a few high clouds and cooling quickly 7:00 at mid-50's to, around, say, 60 degrees. the next three days, today is the going of the warming trend and well warm two to four degrees tomorrow and another two to four degrees on wednesday and it stops, with a cooler trend and could be a repeat of what we lived through with a few more chances of showers. that is coming up. but, first, the commute with leyla gulen. >> with the exception of a couple of projects still in effect most of the construction has cleared across the bay area and i want to let you know that 39 birth trains are running on time so there are