quarterly results are due from walmart, home depot, tjx and diks sporting goods.ober's consumer price index is out at 8:30 eastern time and later in the morning industrial production and the national association of home builders latest index of builder sentiment. take a look at the futures, this is after wall street's best day in three weeks. the futures are higher once again. dow futures up by 70 points

how about tjx. and household sales. if the consumer goes to spend on apparel she's going for the cheapest name brand of clothing she can find. which is from tjx which is why traffic was so good. home goods, a place many of us go for housewares, putp terrific numbers. the highly seasonal feel of home goods is clearly winning people like me over. i loved my home goods. i also loved my costco, the first retailer to report, had strong sales in many areas that overlap with home depot and home goods. another confirmation that consumer spending is on home improvement or making their home look nicer for the holidays. how to factor in what's happening with walmart? hold it. what happened here? the numbers didn't come down. in fact, the company talked about a robust back to school and halloween season. management seemed quite pumped for the holidays. i think walmart may be signaling that many of the changes it's made in terms of personnel, not to mention more creative merchandising, particularly for the home, are now working. new

we spent the last couple days with tjx.ting from a lot of this dislocation taking place at the department stores. they're pickinging up brands they have not seen before. tjx has a global model where they're picking up brands in europe, canada, the u.s. that's what the consumer wants. they want a good deal, top-deal brands and athletics. our two are athletics. >> and you. >> i like cigna. they have a good progr-- i like. they have good holiday sales. they have a lot of varietial, great brands, everybody loves diamond. you have to be worry about higher ends because of the paris tragedies and market volatilities. people are looking at their 401(k)s. good discussion, thank you very much. oliver chen and matthew boss. thanks. >> still ahead, a huge week for ipos with square and match what are the implications now as we head into the weekend? an early square investor will join "squawk alley" to talk about that. we'll be back after this break. >>> the dow and s&p are flat for the year. the nasdaq is soaring what is behind the perf

within off price we think tjx is best in class.l model, expansion of square footage and market share. the second is athletic. you're continuing to see this trend. best in class in the athletic would be nike. again, nike and tj in terms of two expanding pie categories. the third, which is less holiday but more of a 2016 opportunity, to me is the dollar stores and in there you have a self-help integration story which is dollar tree that sets up really well into next year. >> if you were looking at two or three companies that you think are going to have a tougher go of it over the next year, what would they be? >> see, that's where we remain a lot more cautious in the core apparel space. we have underweight ratings on both the gap as well as dillard's. one is a department store, one is mall-based specialty. i think it's the capacity issue that's impacting both. dill laard is an under investor the online. in the gap's case it fits into the heart of all these headwinds across apparel. most primarily capacity. what you're searing is onli

three is tjx. a company that's huge beneficiary of the excess inventory of major department stores. tjx comes in with cash and buys the inventory must be cleared by the dinosaurs and sells those goods at terrific prices to u the company benefits from having homegoods, the only broad inexpensive housewares chain in a business with a price point. frankly days, i prefer to william sonoma detroit and barrel has a look. four is home depot. people aren't spending on their homes, they are investing in them and you invest in your house at home depot.the goods are literally flying off the shelves a holiday season. lowe's second best. finally, i like dollar tree. many people have been worried that dollar tree swallowed an operation with too much toxin when it acquired family dollar, the perennial underperformer. got the report last week, found out otherwise, an incredibly strong quarter, people seem to have forgotten already. that is wrong. here is the bottom line, certainly going on other winners this holiday season, argue some, like macy's, have gotten so cheap you just have to stash them f

first another rally under way following on yesterday's rally, few things, retailers like walmart and tjx had pretty good earnings out this the morning, oil prices continue higher, and there's a growing sentiment that the fed's going have to raise rates. dow's at 17,587. here's the reason they're thinking the feds are going to raise rates. consumer prices rose for the first time in three months last month. the consumer price index says it was up .2%, food and energy cost went up, but so did airline fares, for example, just ahead of the holidays, and this is very important. the federal reserve keeps an eye on these consumer price reports because as prices go higher, they're going to have to raise rates. and if like air fares with if they county moving higher here, the fed's going to have to raise rates for the first time in a decade and they meet next month. that's coming up pretty soon here. recently about various retailers plans for black friday. here's another one, that would be radio shack. yes, that radio shack. the company that filed for bankruptcy last february and sold off a majori

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abercrombie soaring 25% and gap and ross and tjx getting in on the action.etail stocks have been getting ripped as of late. but there may be hope. and morgan is back with more. >> mel, that is right. there is a lot of focus on the retail, the xrt seeing the best week since january after the big selloff last week. but let's dig deeper and see what has been working in the space over all. so the s&p 500 retailing industry group, that is up 30% over the past 12 months. it has trounced the broughter s&p 4 3/4 gain during the same time. but mike o'rourke at jones trading points out that four stocks have accounted for 90% of that yearly gain. amazon, netflix, home depot and lowe's. so amazon, which is up 128%, accounted for 42% of the industry gain. 18%, home depot. and netflix, up 110 peup, and lowe's added another 5%. with shoez shares popping 29% in the past 12 months. if you add the next two biggest contributors, o'reilly auto and auto zone. and that means 96% of retailing yearly increase could be chalked up to six stocks, specifically stocks that reflect where

nordstrom shares down because of weakness,trom rack they're looking at tjx and ro ss stores falling as well today. shares of kohl's up, now calling. numbers.out with its those shares falling as well after the company's outlook for the fourth quarter missed estimates. a lot of this has to do with the changing way people are shopping. this is a look from shopper track. the monthly visits people are making to retailers. go to aer of times you retailer, you can see for the past 18 months, for every month except one, the number of visits have fallen. , bloomberg time intelligence has look at online sales. you can see the climate has been on over the last several years. still only about 12% total. you are seeing a real shift in the way people are shopping. julie hyman at the markets desk. let's get a check of the first were news. mark crumpton standing by with that. mark: colonel steve warren says officials are reasonably certain that the islamic state militant known as jihadi john was killed in a drone strike in syria. was in factcitizen the masked man who appeared in several videos showing

if you want to know who i think you'd take a gamble with, it's tjx. they have that right mix.goods is doing well. the dollar stores have been terrible here, too. >> indeed. advance parts. >> they missed the numbers. $2.09. goes $1.80. a new ceo coming in. a lot of activist challenge there. this group has been very strong. the one to own is autozone. and i think rather than read through this group has suddenly gotten weak go back to autozone. o'reilly auto zone is the second one. this company -- you're right. they've been a winner but there have been some challenges. this company not doing as well. >> i saw doug cass yesterday. n.i.k.e., we get depot readings early in the week. >> doug's got a point. those are winners. i think kohl's calling out nike's business is strong offsets what's people read through that macy's says nike is weak. nike is selling a lot in china. chinese oar that was a very big seller. >> costco get something play on that. >> costco makes its money on that card. when i go to costco like i did this weekend, i'm always amazed how they really have items they j

. >> bring back the holidays with tjx and home goods. >> reporter: the take back thanksgiving movement picked up steam among a number of retailers, response to consumer backlash and petitions to boycott those stores to open thursday but retail analysts say when stores open their physical locations is becoming less and less important as more people collected purchase online. >> more people are shopping online than ever before the won't see the frenzy in stores we might have seen even a couple years ago. >> reporter: if and when the urge to shop hits here are a few deals on line and in stores, target is giving a one hundred dollars gift cards for the purchase of an apple watch, best buy discounting i hads by $125 and old navy and the gap are offering 50% off everything. here is the deal. a lot of stores began their sales yesterday or earlier in the week. amazon started rolling out its black friday deals earlier this week and a lot of these deals continue through the weekend and on monday there is cybermonday, plenty of opportunities to save on gifts this holiday season, you come out toda

tjx has been the one. she's been the one figuring out the american consumer.ow people will start saying has macy's lost touch with the american consumer? i don't think they have. i have to tell you the stock is saying stay away. it's getting cheap. >> cheap? cheaper than i thought. there was a body language thing from a great american retailer. >> inventory, up five. the plan is down three. you're not -- are you excusing because of the weather? is that -- >> no, you can't. you just can't. it's a competitive world out there. it looks like they missed it. to excuse them is to say that ellison -- jcpenney is not doing right. and that cornell is not doing it right. i think we'll see kohl's not be that strong either, but others are doing better. my father worked at gimbel's, macy's wiped them out. it was not the weather. >> amazon, $313 billion market value, new high. facebook above 300 million. one of the largest companies on the planet at this point. just -- >> google, microsoft -- is amaz amazon bigger than exxon? may be. not quite. >> the note on the price targ

i like what we heard from tjx. they're very, very similar, not exactly the same but very similar.don't have carol in charge either, but this is a company that's been basically doing very similar in terms of its sales growth, and i think they will once again. i think the earnings i would expect to be very positive. >> okay. before the bell tomorrow, footlocker, abercrombie. >> i would go footlocker with that one rather than abercrombie. i was just out at mall of america, i didn't see as much traffic in the abercrombie as i'd like. >> you were doing some channel checking? >> yes. >> that's really reliable. >> thank you. >> you did make a move with jci? >> i did. bought johnson controls, air conditioning. been checking up on that, too, as well as for automobiles. heating and cooling and air conditioning. this one today for my account as well as the portfolio. >> best thing to do in fixed income right now is what? >> stay diversified. stay diversified. >> what's the most attractive area right now? >> you know, jeffrey was on the tape talking about a particular breed of investments whi

gd1" entq %zt tt4w`thy@gd1" gzt& <], tt4w`thy@gd1" hnt& ,s@ tt4w`thy@gd1" iztq f:8 tt4w`thy@gd1" jntq tjx tt4w`thy@gd1" lzt& l'$ >>> "good morning america" is brought to you by neutrogena rapid wrinkle repair. deep wrinkles in just one week. >> we want to thank all of you for joining us on this special edition of "gma" focused on the coordinated terror attacks in paris. we're going to have much more coming up on "this week with george stephanopoulos" later this morning right here on abc and we leave you this morning with some images of people all over the world singing the french national anthem. >>> good morning, america. i am the coach. saturday night in melbourne, australia. biggest upset in ufc history. ronda rousey, an overwhelming favorite against holly holm. but on this night, at this event, not touching gloves, holly holm, a former boxing champion had the right approach, and she absolutely continued to pummel rousey. in the end it was a kick to the side of the ad and then a couple more punches, rousey out cold. she did not show up for the post fight press conference. she had to be

you get tjx, you get more perspective in the retail world along with walmart. thursday you get best buy and the gap. so the story there is going to continue and footlocker wrapping it up on friday. speaking of friday, have a great weekend. "power" starts now. >>> scott, gentlemen, thank you very much. welcome to "power lunch." eye lo the s&p and dow both losing 3% in a week. here is where we stand right now. the dow off. the nasdaq down 4 sts/5 of a percent. >> and several sectors that have been key to the success of the american economy may be falt faltering now. >>> for years automation has been chipping away at flash flooding jobs. now automation robots may be coming to the c-suite. i thought some of our ceos were robots, i don't know. >> you better be hoping they're not watching. it's a tale of two economies right now here in the united states. the consumer holding up but not so much on the industrial side. morgan brennan is taking a closer look at the so-called industrial recession and what that could mean for the overall economy. morgan? >> that's right.

his current duties, they say, include doing internal fraud investigations of tjx employees in northern virginia and west virginia. and that he had accessed internal company gift card databases. and they say the man along with a cohort exchanged text messages about it. in one exchange, the cohort, they say, sent a note indicating he was worried investigators in northern virginia might catch on. the feds say the suspect asked the store employee how hot is nova right now? the internal security employee, they say, replied, i haven't heard anything about them watching. the feds have not yet filed char charges. a spokeswoman for t.j.maxx and marshalls says the employee named in the filings is not a current employee. wouldn't say if he was fired or quit or if the feds were mistaken, just not current. stores ws s weren't the only on victimized. court records show a recent spike in customer complaints. they were showing up to stores to find out their legitimate gift cards for wiped out of money. >> scott macfarlane, thank you. >>> egypt is accusing foreign governments of withholding potentially

gd1" dztq u^4 tt4w`thy@gd1" entq %zt tt4w`thy@gd1" hnt& ,s@ tt4w`thy@gd1" iztq f:8 tt4w`thy@gd1" jntq tjx >>> "good morning america" is brought to you by neutrogena rapid wrinkle repair. works on fine lines and even deep wrinkles in just one week. >> we want to thank all of you for joining us on this special edition of "gma" focused on the coordinated terror attacks in paris. we'll have much more coming up on "this week with george stephanopoulos" later this morning right here on abc and we leave you this morning with some images of people all over the world singing the french thanks again. announcer: now, from wmur news 9. amy: 9:56, here' s a look at our local headlines. police and fire officials are investigating an early morning fire on pearl street in manchester. firefighters say the flames started in a trash can around 4:00 this morning, charred the outside of the building, and were just starting to spread inside when crews arrived. the fire caused about ten thousand dollars in damage. state and local police are investigating after a child was injured at a home in the northern new h

same store sales for the 3rd quarter leaving several analysts to forecast a strong holiday season for tjx. i'm courtney reagan for cnbc. >> we're now going to have a look at a live shot. of course the northern outskirts of paris where there have been five arrests made this morning. the latest we can tell you is that the suspect of this morning's raids did plan the attack on paris. we have been told that by a source close to the inquiry. let's get reaction from paris and get straight out to hadley gamble. hadley. >> good morning. as you mention what we heard so far is at least five policemen have been injured on the attacks that started around 4:30 this morning with a massive military and police raid in a neighborhood north of paris. it's a suburb of paris and police are telling residents to stay in their home. they closed schools for the day. they're trying to keep people off the streets and safe. this has turned into a media circus. the media trying to get in there and break the stories but the police are saying this is getting in their way. we also know that at least one woman was kille

department stores, and now weave been getting other ones, including discounters like raw storage, like tjx, had a good report as well. even abercrombie. abercrombie, of all things, surprised on the up side. they had swishlt sales growth. footlocker did better. the bottom line, the message is retailers outside of department stores are doing a bit better than people had anticipated, and, remember something, kayla, they sold the whole group off indiscriminately two weeks ago when the department stores -- it looks like they have to be a little more differentiated in their choices of retail. back to you. >> yeah. quite an impressive performance from those today. thanks, bob. >> and up next, the impact of square and match on the ipo market as a whole. an early square investor is going to join us with more economic. >> skwa making its debut yesterday. the payment provider's ipo largely viewed as the leading indicator of other tech unicorns that may be seeking to go public. swear's ceo swrak dorsey downplayed concerns about valuation and about cash burn when he joined us yesterday. >> we raised mo

mmx and tjx canada. those things are growing a few million dollars a quarter. people love buying random stuff if it's cheap, if it's deal. that's what amazon figured out. mea culpa, i was wrong on prime day. >> the difference is you actually go into the store at tj max and home goods and you see things in person. how many people are randomly serving amazon -- >> a lot. maybe i need a cheap hdmi cable. maybe i need a coaf auto -- >> in my life, that's the mother-in-law market and it's lucrative. >> it's beyond lucrative. it works. for 20 days leading up to black friday, people are going to go buy random doneles on amazon and make 200 basis points again. >> and maybe buy a drone? >> maybe a chair. who knows where you can buy a red. >> chicos better watch out, that's all i got to say. mother-in-law market. >> john, good seeing you. >> let's get a check in on the marketings. dow is up by just about 96 points. s&p is up by 13 points, good for about three quarters of a percent. we didn't have ism manufacturing come in just above 50. construction spending for the rece

minimum wage than 7.25 at the federal level and you have companies like mcdonald's and walmart and tjx that are raising what they are playing their workers. with walmart, it's going to $10 an hour. this is a union movement. the only good jobs in this country are union jobs and i reject that. >> a notion that a lot of these fast food guys will take matters into their own hands. they've been automating. what i noticed is you go into a facility, pick out burger, check yourself out, you all about handle that from beginning to end and i dare say without running into any personnel. i know that wendy's is automating in this direction. i wonder if these protesters realize that maybe with the best of intentions they are bargaining themselves right out of a job. >> to your point, panera bread just recently announced their earnings. this is one of the most politically correct conscious companies out there. one time they wanted to give away food name your own price. they said because of obamacare, higher minimum wages, they are speeding up the kiosk program. you go in and order from a tablet and t

gd1" entq %zt tt4w`thy@gd1" gzt& <], tt4w`thy@gd1" hnt& ,s@ tt4w`thyd1" iztq f:8 tt4w`thy@gd1d1jntq tjx tt4w`thy@gd1" lzt& l'$ >>> "good morning america" is brought to you by neutrogena rapid wrinkle repair. works on fine lines and even deep wrinkles in just one week. >> we want to thank all of you for joining us on this special edition of "gma" focused on the coordinated terror attacks in paris. we're going to have much more coming up on "this week with geor stephanopoulos" later this morning right here on abc and we leave you this morning with some images of people all over the world singing the french national anthem. from your 24 hour news source, this is a kcrg-tv9 news morning update. meteoroloigst britley ritz is here with a ick check of your forecast. almost 40 iowa army reserve soldiers from the 649th regional support deploy to afghanistan this morning. this is video from veterans day last week, when tv-9 about their deployment. in about one hour, the unit will participate in an hour-long farewell ceremony at the armed forces reserve center. downtown cedar rapids is being resto

a man whose current duties include doing internal fraud investigations of tjx employees in northern virginia and west virginia. the secret service suspects the employee tapped into the company's internal gift card database, might have shared the private information with a cohort. news 4's learned investigators raided that alleged cohort's home. a group home here in rockville and found a stash of gift cards and a device they call a credit card encoder during their search. court records obtained show the feds suspect the pair had a buyer who helped make purchases with the bogus cards. in all, they suspect more than $300,000 in fraudulent purchases made in less than a year. and it wasn't just the stores victimized the feds say. the court filings show a recent spike in legitimate customers showing up at stores with gift cards who discovered at checkout those gift cards no longer had any value. possibly were stolen in the scheme. a spokesperson for t.j.maxx and marshalls say the person named in the court files, said to be an employee of the stores is not a current blow employee at this point in t

tjx moves into the on-line space as well. you have to have that presence.nk the advantage right now, footlocker that is over, for instance, dick's sporting, and i own dick's sporting goods in terms of the stock. the problem is it's a huge space. it's -- when you have the on-line presence, you got the huge brick and mortar, you are taking up all that space, that is an issue, and i don't think you're getting enough dollars per square foot as opposed a footlocker. >> we wanted to have sfun sort of in the spirit of the upgrade for cabela's. do big game hunting of our own on the desk today. taking a look at some large cap stocks, ones that stick out to you guys as names to buy right now go hunting doc. what do you come back with? >> again, just like josh, i did this in august, judge. on the big drop, i bought disney. i bought facebook. i bought exxonmobil. those are three of the biggest cap stocks out there, and i bought them because they were down 12% on the day when the market was looking like it was going to be down five. that's been a great buy. we still hol

i'm long tjx. and you wonder do the discounter, could they reap the rewards off what is going on with the big department stores. i would say they will. >> and why won't the margins be pressured like everybody else. if macy's and in order storms are doing the discounts, then they cannibalize themselves. >> maybe macy's has an inventory problem up 4.6% year-over-year. >> look at nordstrom's quarter. the price was good initially and lousy later. if they say anything remotely good tomorrow, the stock should rally. >> still ahead, it may be singles day but there is an unlikely winner emerging and it is not alibaba. and a look at how you get in on the action. >>> and it is not what you own, but it is who you own. a fascinating report that tells you how much money you would have made if you invested in certain ceos and we maef -- and we have the names and the trades when "fast money" returns. >>> mcdonald's kicking off the top trade. hitting an all-time high as it rapped up the investor day. the ceo appea

i think karen over at tjx proved it once again the other day and now l brands just showed us again. >> speaking of showing us again, why don't we -- >> that is fantastic. >> i wasn't joking about the cocoa mango by the way. he loves it. >> i didn't realize they sell soap. >> anything. >> yeah, sure. >> sticking with retail, target kicks off our top trades tonight. a tough day despite reporting earnings that met the street's expectations and raising the forecast. but did the reports lower sales growth. the ceo speaking today on the halftime report about the threat of amazon. take a listen. >> one of our big advantages versus amazon is we run 1800 fantastic stores with team members that take care of the guests. and we recognize that, as we think about the holiday season, while digital is really important, it looks like 90% or more of retail shopping will still take place in the physical store. >> okay, that is great. except they want digital to be 40% growth and they -- >> and they are not there. >> and he never answered courtney reagan's question in the interview about whether or not 3

we need to heard from nordstrom's and from folks on the did hes count side as well, like tjx.e'll get that in the next couple of days, and i think that will be a better tell. quite frankly, right now you're looking at a reaction, the cascading reaction, right now, of basically all retail sales say, all right, things aren't so great. this is pushing to the down side. there's competition on the e-commerce. we all know about that. >> how is that working out for you? >> not so swell. in fact, michelle, the seasonality seems to be mainly pointing towards the e-commerce sites that pete just mentioned. in particular take a look at amazon today. yes, i know they've got an upgrade. take a look at how they have performed over the past several weeks. >> they're not seeing the drivers or the weather cooperating in terms of getting colder fast enough for people to switch over to thick coats that will keep them warm and so forth. without those sorts of things, you're not really going to get this final push, michelle, until we get to black friday. by then i think -- >> everything will be on

stocks rallying with walmart, home depot and tjx posting strong quarterly sales. look at home depot up almost 5% on the day. david: talk about money, taxpayer dollars and fight against terror. millions coming out of your pocket to battle terrorism. where that money is going and how much is wasted. melissa: us did the amount of money spent on defense put american minds at ease? a new poll suggests otherwise and our panel weighs in. moves the world forward. invest with those who see the world as unstoppable. who have the curiosity to look beyond the expected and the conviction to be in it for the long term. oppenheimerfunds believes that's the right way to invest... ...in this big, bold, beautiful world. ...one of many pieces in my life. so when my asthma symptoms kept coming back on my long-term control medicine, i talked to my doctor and found a missing piece in my asthma treatment. once-daily breo prevents asthma symptoms. breo is for adults with asthma not well controlled on a long-term asthma control medicine, like an inhaled corticosteroid. breo won't replace

gd1" entq %zt tt4w`thy@gd1" gzt& <], tt4w`thy@gd1" hnt& ,s@ tt4w`thy@gd1" iztq f:8 tt4w`thy@gd1" jntq tjx tt4w`thy@gd1" lzt& l'$ my name is 127 willow lane. and i've had some work done. r in '62 they put in a conversation pit. brilliant. in '74 they got shag carpet. that poor dog. then they expanded my backside. ugh. thermostat showed up, r but nest is different. tkeeps 'em comfy. t like that! i'm like a whole new house! nest. welcome to the magic of home. talics test text1 plain >>> "good morning america" is brought to you by neutrogena rapid wrinkle repair. works on fine lines and even deep wrinkles in just one week. >> we want to thank all of you for joining us on this special edition of "gma" focused on the coordinated terror attacks in paris. we'll have much more coming up on "this week with george stephanopoulos" later this morning right here on abc and we leave you this morning with some images of people all over the world singing the french thanks again. >> live from wcvb-tv, channel 5, this is a newscenter 5 "eyeopener" update. antoinette: good morning. thanks for joining us. it'

gd1" entq %zt tt4w`thy@gd1" gzt& <], tt4w`thy@gd1" hnt& ,s@ tt4w`thy@gd1" iztq f:8 tt4w`thy@gd1" jntq tjx tt4w`thy@gd1" lzt& l'$ paris taking center stage, the three candidates vying for the democratic nomination united on one thing, the threat of isis. >> together leading the world this country will rid our planet of this bash rouse organization called isis. >> it cannot be contained. it must be defeated? we have a lot of work to do. >> reporter: but exactly how to defeat isis up for debate. >> this cannot be an american fight although american leadership is essential. >> i would disagree with secretary clinton respectfully on this score. this actually is america's fight. >> reporter: vermont senator bernie sanders going after former secretary of state hillary clinton's 2002 senate vote to invade iraq. >> i would argue that the disastrous invasion of iraq, opposed has unraveled the region completely and led to the rise of al qaeda and to isis. >> reporter: but the sharpest exchange of the night, about wall street. >> why over her political career has wall street been a major -- the major

i thought that was a little surprising but what we heard from tjx, what really drove that, home goodsp depot. not surprised to see the lowe's number as low as they were today. >> housing stayed strong. i keep looking for a hiccup in housing. you don't really get it. the trend is strong. the problem is everyone knows that already so you see the stocks like lowe's and depot, where to from here. that's why you get some of the performance like today. i'm certainly not looking to buy the sector here. >> the rails are interesting, too. you get more details on cp's offer for norfolk southern. pete, i know you have owned some of the rails in the past. >> only one i'm in right now is csx and that name was even thrown around for a little while. what you really wonder about is two things. one, how long would this process take? i heard on cnbc earlier today they talked about one to two years for this process, and the regulators. are the regulators actually going to let this go through, especially from what we heard earlier in the year about the airlines. is this something where they want to see c

gd1" entq %zt tt4w`thy@gd1" gzt& <], tt4w`thy@gd1" hnt& ,s@ tt4w`thy@gd1" iztq f:8 tt4w`thy@gd1" jntq tjx tt4w`thy@gd1" lzt& l'$ >>> these terror attacks landed right in the middle of our presidential campaign and last night before the debe in iowa, shifting the fus from the economy to national security, abc's cecilia vega was there and she reports this morning from iowa. >> reporter: a moment of silence in iowa, the terror attacks in paris taking center stage, the democratic nomination united on one thing, the threat of isis. >> together leading the world this country will rid our planet of this bash rouse organization called isis. >> it cannot be contained. it must be defeated? we have a lot of work to do. >> reporter: but exactly how to defeat isis up for debate. >> this cannot be an american fight althoughh america leadership is essential. >> i would disagree with secretary clinton respectfully on this score. fight. >> reporter: vermont senator bernie sanders going after former secretary of state hillary clinton's 2002 senate vote to invade iraq. >> i would argue that the disastrous i

quarterly results are due from walmart, home depot, tjx and diks sporting goods. october's consumer price index is out at 8:30 eastern time and later in the morning industrial production and the national association of home builders latest index of builder sentiment. take a look at the futures, this is after wall street's best day in three weeks. the futures are higher once again. dow futures up by 70 points. s&p futures up by 8 and the nasdaq up by 21. >> quarterly results coming out from home depot. here's what's happening. the company beating estimates by 4 cents with profit of $1.36 a cha share. the home improvement retailer also forecasting full year profit and that's also exceeding estimates. we'll talk about that in just a minute. among the other big stories, the dollar hitting a 7 month high against the euro this morning. among the reasons, expectations that the fed koul begin to raise rates next month. a lot of whale watching on wall street as some of the most powerful investors reveal their latest portfolio moves. carl icahn swapping his stake in ebay fo

gd1" entq %zt tt4w`thy@gd1" gzt& <], tt4w`thy@gd1" hnt& ,s@ tt4w`thy@gd1" iztq f:8 tt4w`thy@gd1" jntq tjx >>> these landed before this attack and shifted the focus to national security. iowa. >> reporter: a moment of silence in iowa, the terror attacks in three candidates vying for the democratic nomination united on one thing, the threat of isis. >> together leading the world this country will rid our planet of this barbarous organization called isis. >> it cannot be contained. it must be defeated. >> we have a lot of work to do. defeat isis up for debate. >> this cannot be an american fight, although american leadership is essential. >> i would disagree with secretary clinton respectfully on this score. this actually is america's fight. >> reporter: vermont senator bernie sanders going after former secretary of state hillary clinton's 2002 senate >> i would argue that the disastrous invasion of iraq, something that i strongly opposed, has unraveled the region completely and led to the rise of al qaeda and to isis. >> reporter: but the sharpest exchange of the night, about wall street. >

. >> only for tjx and ross stores who buy the inventorinventory. >> the deeper discounts will hurt gross margins. >> a lot of hot money in that stock. that's not what you do you don't buy retail for takeover. >> it's going to be an incredibly busy week. a lot of economic data led by the jobs number on friday. the last up with before the fed's december meeting. ecb set to hold a policy meeting on thursday, see if the fed unveils new stimulus measures. opec on thursday, cartel members urging saudi arabia to cut production in the wake of lower oil prices. the russell up 3.5 this month. the dow, nasdaq and s&p each poised to pose a second consecutive month of gains. even though for the year to date we'll waffle back and forth between the flat line. >> i think about the endless stories that we read about how the saudis have to change their view and have to cut back. always other opec members want them to cut back. today there's a bloomberg business story about how saudi borrowing rates soar in december. look, saudi arabia wants low prices. that's what they want. that's what they get. pumping

particularly in the off-price channels, companies like tjx.enefit from the inventory overhangs that we've seen and the value that they offer the consumers. >> the weather story is well understood by now. and everybody has come out with 3q numbers and talked about what they'll have to do to clear that inventory out. any more surprises in store. >> i think q4 will play out. i think the big department stores have seen this movie before, know how it will play out. i think holiday will be challenged. i think we'll see some potentially positive tailwinds coming into 2016. i think that could be positive. one of the big things that will happen in 2016, we have an easy comparison in the first half compared to the first half of 2015. as your viewers may recall, we had a lot of issues on the west coast ports with the port strikes. that was disruptive, particularly for apparel companies looking to get seasonal goods into the store. these game late. there were extra costs bringing the goods to market. with that situation settled, that's something that coul

if lowe's or tjx say something negative about the consumer, that would be more alarming to me.think the numbers are going to be pretty good tomorrow. other than walmart. but we know the walmart bad news any way, right. >> and you want to see if walmart stock is washed out. we don't know if that is the case. i've been saying that home depot is the most important stock in the market because it binds up everything. it is not only this big cat dominant retailer home related and housing related, but huge buyer of its own stock. everything that is animated this bull market, it really represented with home depot. >> there a little bit of a tell. black and decker who sell to them had a good quarter with a challenging environment and tools and storage up nicely. >> and that would flush out the consumer about the retail. and plenty of people have pointed out what we are talking about in the traditional chain stores is a small fraction of the retail picture. a lot depends on what happens in the next couple of days. if they come in and disappoint, that tells you something bigger, more worr

ho homegoods, tjx, costco, jam, jam. a lot of the stuff now natural organic. >> how about taste? the opening bell. ♪ ♪ (under loud music) this is the place. ♪ ♪ sustainable tea tree eir boil and kale...ade from you, my friend, recognize when a trend has reached critical mass. yes, when others focus on one thing, you see what's coming next. you see opportunity. that's what a type e* does. and so it begins. with e*trade's investing insights center, you can spot trends before they become trendy. e*trade. opportunity is everywhere. >>> you're watching cnbc's "squawk on the street," live from the financial capital of the world. the opening bell in about 40 seconds. earnings season finally coming to an end. about 444 of the s&p already reporting this week, cisco, nordstrom, macy's. >> these retailers. maybe it gets cold between now and when they report. it's going to be raining. not working. >> longest winning streak of the year on a weekly basis despite the fact that the dollar is the highest since april. remember when the dollar was a problem? >> look at caterpillars, and cummins. th

not only did they report strong numbers but tjx had strong numbers. ross' same-store sales up 3% and they had good traffic. traffic was actually up. not people not coming, people were coming so the discounters at least are holding up pretty well right now. elsewhere let me just switch off a little bit, another tough day for ipos here. remember how much trouble we had this week. duluth holdings, the maker of buck naked underwear did price at $12 so the range was $14 to $16. truck hero didn't make it. they postponed. noble midstream also didn't make it, they postponed. two out of three couldn't even make it to market. what we did get to market is holding up pretty well. duluth did go to market at $12. it's trading at $14 now so that's up nicely. match group second day in a row it's up. square which priced yesterday at $9 and had a great day is trading -- was trading up and has now moved into negative territory on the day. let me just show you alibaba and note for you that alibaba has had a pretty good week, it's up about 6%. 3% today. and some of that m

. >> reiterating that value play along with tjx this week.dami thank you. >> there's much more coming up with fast with guy and the crew. with united warning's health about obamacare means about the sector. >>> we have former aetna ceo ron williams to give us his take on whether it will be a black eye for obamacare overall. >>> starboard urging marissa mayer to a band don plans for spinning off that alibaba stake. you're watching cnbc first in business worldwide. opportunities aren't always obvious. sometimes they just drop in. cme group can help you navigate risks and capture opportunities. we enable you to reach global markets and drive forward with broader possibilities. cme group: how the world advances. >>> we have breaking news on google. let's get back to dominic chu. >> google, alphabet's google unit is looking to beef up their cloud biz and they have just now hired the vm ware co-founder and ceo diane green, she is going to lead a new team that combines all of google's cloud business including google for work and google apps. togethe

it is second best performing sector of the s&p 500 today tjx up 4%. you have kohl's as well.oser look at wal-mart you can see it is up about 4% overall. stuart. >> wal-mart back at 60 there's a story for you. thank you. next enrolled in american colleges that's causing problems for american students. how about that? charlie is next hiv positive in hiv is no longer a death sentence. taken a hit lately. mmm hmm. just wanted to touch base. we came to manage over $800 billion in assets, through face time when you really need it. it's how edward jones makes sense of investing. it's how you stay connected. with centurylink as your trusted technology partner, you get an industry leading broadband network and cloud and hosting services. centurylink. your link to what's next. sometimes they just drop in. always obvious. cme group can help you navigate risks and capture opportunities. we enable you to reach global markets and drive forward with broader possibilities. cme group: how the world advances. >> i'm nicole petallides with your fox business brief we've seen back and forth actio

department stores two weeks ago, that didn't happen this week as the discounters like ross stores, tjxalmart and target all came out better than expected. the bottom line is much less concern now that the consumer is slowing down, that's not the narrative, the narrative is consumer not buying in department stores and certain apparel, that's the key narrative. here is something that really caught my eye today, the noaa reporting that october this year october was the warmest october on record and not only was it the warmest october, it was the warmest month recorded relative to then months average temperature. in order, in simple terms, it was really hot and since a lot of people go to department stores for those clothes, for those heavy winter clothes that helps explain a little bit of why we got such terrible reports from them. >> i was going to say i ran into shorts and a t-shirt yesterday, maybe the day before. there is something to that. the retailers more broadly what do you do with them? >> a lot of the old line retailers, gap was up 5% sometime today. cheap becomes worth buying

lowe's, home depot, coming back from the oblivion walmart, or tjx, which has a particular bargain set that is stronger. i think target will do a good conference call talking about consistency. when you have a stock that's up against others that blew things away, you won't get the pop. is it disappointing? it's disappointing versus the other guys who reported the last three days, but not against macy's and nordstrom. >> an unspectacular third quarter should prove out to be just fine, maybe, for target. >> yeah. just a long-term slog to try to get it so it's back to the growth the way it used to be. the guys who are really winning are the off-mall, hugely dedicated to reconstruction of -- by the way, of remodeling a home that's 35, 40 years old that's had deferred maintenance. >> thank, jim. see you in a couple minutes. >>> check out the futures right now before we go to a break. you will see green arrows, surprising. dow opening up about 8 points higher. and no sharing. just $30 bucks a line. that's 6gb each plus unlimited streaming with binge on. stream netflix, hbo now, hulu, and man