we have nelson pelts in dupont and carl icon in newport macmaran. and whether it is strong dollar or the markets. >> the crop harvest has been insane. what we see in the ag space, you are only one bad harvest away from putting the stocks away. and it is a tough place. and you don't get a very good number. at best, most guys on the street are around $75. if you add an element to maybe get back to 20i8 dollars, it doesn't change a lot. >> when dupont started to fall what was nelson pelts going to do with his stake and the fact that he is increasing his stake is a big thing psychologically and i'm still long it. there is nothing more bullish than a long bull so you have to take that a grain but i think the stock can move higher. >> karen, what are your thoughts, there is an interim ceo. when will the board look hard at difficult things potentially? >> i won't be surprised if the board looks at the board itself and we see changes at the board. that wouldn't shock me. if there is a changing of guard in the ceo role maybe there will be in the board as wel

nelson pelts is an activist like carl icahn. his firm is taking a $2.5 billion stake in the company, making it their large rest investment to date. peltz, who has had a lot of success being an activist in other companies, said he found the company to be undervalued and underappreciated. peltz's company joins firms like vanguard, t. rowe price in holding one of the top institutional investor spots. but we bring in charlie gasparino on the subject. can he make a difference in how sort of -- and how sort of vicious will he get? >> well, we should point out that on your show back last year, in march, we talked about nelson pelts was talking with jeff immelt about activist investing and how they might go after ge. liz: right here on the show. >> you can go to foxbusiness.com and pull down the clip. obviously prophetic in the sense that now we have peltz making a stake, taking a stake in ge. and i will say this, this is not the usual activist stake. usually the activist stake is one of contention, right? i think what you have here, at

>> or nelson pelts? .t she's been there a long time. >> she has. stuart: and defeated nelson pelts. >> didn't want him on the board. stuart: leaving now with a poor forecast in the future. >> yeah. slashing their forecasts. stuart: whether she was pushed, i don't know. >> she's retiring. stuart: extraordinary it goes up 11%. that's a huge gain. that really is. and then we have hillary clinton releasing her first national tv ad. and she's coming out fighting against the gop. specifically referencing house majority leader kevin mccarthy's recent comments on the benghazi special committee. former governor bob is with me now. >> i'm hungry for some reason . stuart: you're killing me. >> well, hillary's killing me . stuart: right you're a governor. airplane governor. >> a member congress, yes. stuart: a member of congress. look, the republicans don't do politics very well. >> guilty. stuart: republicans have just opened the door -- >> sometimes. stuart: for a full frontal attack by hillary clinton and jumped in

right now nelson pelts capital is a big activist hedge fund. so he has power. right now enwent to -- this is interesting, activist investors, they're fortunate to do something. if it stays as it is now, this is a new step in activist investing where the activist is actually enwent to the plan of jeff, which is to become smaller and buy back stock. so that's right now. now, here's where it gets interesting because ge is the company that generally does not like to be told what to do. nelson is a hedge fund manager that likes to tell people what to do as a activist. he doesn't like demand, he doesn't go to low out the he's endorsing them now. when the two sides don't agree, so he going to say screw you, jeff? that's when it becomes contentious. right now it looks like, would jeff step down? now when you have nelson pelts throwing in a chunk of change, endorsing his plan and calling. they put out a white paper, they did a huge analysis they're saying this is a 45-dollar stock over the next three years. jeff, if i'm minimum of is about 60 years old,

i think nelson pelt sz tired of the index funds not doing anything to help the situation. that's undercurrent from dupont, where the index funds did not vote with him. >> no. >> that's an important point. but they went against the proxy advisory firms to a certificate be extent. index funds are taking it more seriously, their fiduciary role. >> so you think -- >> they are. that's an important change in activism and could have significant repercussions. >> i do think if you go through the presentation, i like the presentation. if i were running general electric, i would say, you know what? maybe i ought to be more open-minded about borrowing money. it is true, by the way, that people love the dividend and the fact it's almost 4% is a reflection of the stock not being high, not the dividend growing at the level people want. >> another name in the -- on the dow, disney, of course. over the weekend not only raising prices for their seasonal and annual passes, jim, raising prices force thi s fors parking. they are mulling over dynamic pricing. pricing based on demand. this is p

there was nelson pelts -- >> saw him last night. >> there was an embattled board, ceo fighting for herndermanaged from a cost standpoint, and now what happened is we have a new ceo, ellen coleman resigning, and we have a new interim ceo, ed breen. >> did you like it before or after the ceo stepped down? >> before and after the subsequent decline this year. not a great investment this year. you have a new great interim ceo, tremendous pressure on the board. odds of another proxy battle if things do not improve, increased chance that the company's split, divisions sold, increased focus on cost control, and i just view it as a lot of -- there's a lot of ways to win here. it's not particularly exceptive, particularly after the 20% decline, and there's a lot of pressure on the company to improve performance which is important. >> talking about the companies you held for 20 years, is this the stock you map to hold for 20 years or longer or once you see restructuring, you get out? >> becky, brian is leaving his money management job in two weeks, not going to forecast out 20 years. >> that's t

nelson peltz taking aim for trian. he's building a $2.5 billion stake in the dow component. started doing that back in may. peltstz is calling for ge to get rid of more of its finance arm and to be more cautious on acquisition. it could take on $20 billion of debt. he believes he could get 40 to $45 if the company were to follow his plan. in a statement out this morning from ge ceo jeff immelt says the company maintains an open dye aing low. they have a plan to return more than $90 billion to investors in 2018. they are on track to complete our goal of closing $100 billion to capitalize sales in 2015. in an interview in "the journal" immelt said it's right in front of us. an interview with ed garden. a couple of quick notes. several of our sources say they're now trying to call this what they describe it as supportive activities which is to say that he is not seeking a board seat. he's had several conversations, immelt and other directors have had conversations with peltz. the question is will they seek board seats in the future? there are no circumstances where peltz has been somewhat supportive early on and th