The last few moments on this headline from larry kudlow, the president s top economic adviser saying that the president now wants to do a deal on stimulus lets go to washington and get filled in a little more. Scott, the president tweeted on the state of the discussions over another Coronavirus Relief package. He said that the negotiations are moving along he encourages the negotiators to go big this as you mentioned white house economic adviser larry kudlow saying that there has been a plan that president signed off on. It is relatively broad based now what we know is that House Speaker nancy pelosi and the treasury secretary are supposed to talk again sometime this afternoon. They had been in almost Constant Contact almost daily contact and we know that president said he is willing to go beyond ppp, direct checks and aid to the air Monica Lewinsky and do something bigger exactly how big . Thats what the negotiators will be talking about, im sure, during the phone call later on today. But for now, we know the president after calling off the talks earlier this week is encouraging negotiators to go big. Appreciate that very much steve wise, i dont know if the market needs stimulus to continue to go higher. It certainly likes it. The dow is positive for 2020 i you this that will be an added bonus. Were going to get stimulus. This is before todays comments. We dont know if well get it before the election. Unlikely but well get it after the election either way. Theyre willing to be patient. Part of that, of course, is because where else are you going to go . We talked about, if you buy the ten year, can you have to wait ten years to get the full return capital back in the meantime, the coupon is losing money equities continue to be the place to be. Now i think that trump is rightly saying, hey, you no he what the republicans cant be looked at as holding it up. And the democrats want to go bigger of we have to meet that challenge and go ahead i tun to be optimistic that a stimulus plan, all with he need, to your point, is the continued odds of messaging to give the market that added push the fed already served up the sunday, right . We know that tastes pretty good certainly. This is a big cherry on top for investors, right fit came through in short order it would be the big cherry but steve made a really good point which is we dont need the stimulus as much as we need the messaging that its out there. Who knows which way the wind is blowing when that came out i dont have a lot of fauj that tweet means anything is going to happen faster or slower than it was before you think what the market is pricing in is between now and next january there will be a big stimulus package and well get that and thats what matters the precise tiking doesnt matt timing doesnt matter as much much you have a broadening rally, right . This week, best since july and you have russell 2000, best week since june. Energy top performer this week banks and regionals coming off the best session best week since easterly june. Of thats a good sign for the overall market were not talking about tech every day anymore. No. I dont necessarily feel like its a rotation out of tech either, scott. Were getting a bid in the more cyclical areas the value stocks that we talked about on Halftime Report for the past few months, we were a month or so too early. I almost like to be a month or so too early with an idea. But its beginning to catch the bid. Halftime report said it was going to catch congratulations. Its broadening out which is a health why i su healthy sign i expect to see stocks down. When we saw Vice President biden jump ahead in the polls and the president in the hospital and side lined from campaigning, i would have figured that wall street would have looked at bidens tax package and said this will be a disaster. Shares are going up with a broadening rally i think its encouraging for investors. So broadening rally reinforces the positive core fundamental thesis does it do the same for you . Yes, it does. This is exactly what we want as michael said youre not seeing liquidation. Youre seeing a broadening out thats been occurring for some time the industrials have had a massive bid to them for about a month and a half the materials stocks have been catching up as well. You want to see the next step. What is that next step the financials thats where you really want to see love coming in lets talk about that for a second it is solely because of the ten year treasury yield going up above. 7 . I dont think you can count on that Going Forward i dont think you can count on the ten year continuing to march higher the fed is going to sut on it because they want the mortgage rauts low. The Housing Market continues the so what you need to see and this is coming back full circle to where you started, scott, you need to see fiscal stimulus for the financials to work and broadening to continue loan losses are what is going to move the financials higher meaning, lower loan losses than expected and for that you need fiscal stimulus. So youre taking a look at a couple banks and thinking a big tech holding you have. Replacing it with financials yeah. So i talked about selling google im almost there when i look at it, its been a bad proxy for the nasdaq over the last two years over the last five years, you know, just hasnt outperformed there are spending issues. Im looking at the banks and saying what would i buy . B of a is one that comes to mind as i said before, i think moun h moynahan is the best ceo in the bank group weve had had nearly two billion dollars in penalties and fines against j. P. Morgan from fixing this, fixing that in terms of traders. But look at b of a the price to book. And look at how moynihan has kept reigns on a couple at a much tougher time coming out of it in it terms of what he was given in the financial crisis. The other one im looking at is Goldman Sachs. I like what theyre doing in terms of going direct to the consumer more, getting away from the institutions at the end of the day, they have the deepest bench. I think the best manage brokerage. Morgan stanley is another. My other folk us is on Goldman Sachs and b of a. What would force you to sell google and put that money into b of a and or Goldman Sachs . You know, i may do it monday. I may have to get there before b of a id like to see the economy improve. And really what my trigger is. St if if the economy is improving to jims point, youll see the ten year, youll see the curve steepen. And thats what you really need for the banks to make money. Yeah. Of. And right now well get were not seeing that. As a matter of fact, the economy is retrenching a little bit. If you get stimulus though, and i think to michael farrs comments, if you get a biden victory, forget the tax consequences look at the massive stimulus youll get fiscal stimulus and infrastructure that would increase the Economic Growth so thats what im looking for the time frame, too, and its no accident that youre talking about monday trying to get ahead of the Bank Earnings which start flowing heavily next week. I totally get the point youre trying to make what about this idea of what energy has done this week, jenny . Best week for wti since june energys been the best performing group this week it is still the lagger on the year down 50 were not cuddikidding ourselve. And as josh brown made the point every day that hes been recently, the stocks have been completely liquidated recently is there any reason to believe that what weve witnessed this week has staying power yeah, i think so. I think maybe two weeks ago or so i used chevron as the final trade. The reason i did that is because i think it wasnt reflecting the stability in oil prices in the share price. The and thats really important. I think stability in it oil prices, stability in oil prices is almost as critical as high energy prices. As long as we can predict. Looking right now at a chart of rig counts in the u. S. , would you believe that rig counts in the u. S. Are lower than they were even in 2015 when we were having that oil crisis so i this i that were seeing a lot of supply still come off line we just saw iran say that im sorry, we saw saudi say that they may not increase production as much of as they were anticipating before. So i think we have a reasonably rational setup for managing supply demand out there and that could support 40 plus oil with 40 plug oil, we kn40 pluso of stock to be made in that. Steve, im sure youll argue with me on this i think there is value there. What is going on in the energy share prices isnt correlated to the price of oil the price of oil is steady this week i think this is just the broadening of the rally and people coming in and saying, whoa, these things have a four, five, six, 7 yield. Theyre trading at 3, 4, 5 times earnings the theyre simply value and cash flow to be had there. It depends what your time frame necessarily is right . Right even carl icahn yesterday was speaking and hes got some energy holdings. You know, he knows the pain they delivered of late. But even he joked that in three years time people may kick themselves for not having snapped up Inexpensive Energy companies in 2020. Right, steve im sure hes right what is seemingly trash today might be treasure tomorrow if youre willing to wait heres what i tell you. St if chevron doubles from it here, sky works is going to triple unquestionably there is value with the yields. Im looking for performance. The smartest investors in energy in the world including carl icahn are having a tough time. Look at oxi, one of the largest positions. Hes been underwater for that. So there is another trend that is being missed that jenny is not really talking about and that is esg. Which despite the 40 of assets globally and 25 publicly managed assets domestically, thats going to continue to grow and Climate Change while we dispute the sucience here presently that, is not always going to be the case can you get the Energy Exposure but can you buy the names that i own. And thats where i think youre going to continue to see the growth, no the in fossil fuels the theyre not good for the environment. And they wont be good for your portfolio either. Michael farr, okay, there is industrials, theres transports, cat, eaton hitting new highs this week. Is this something to believe in . I think its i think you believe the enthusiasm one thing on the Energy Stocks that i think is a danger is that some of those dividends are very attractive steve mentioned the dividends and hes right but i had a client call and say i want to buy exxon because the dividends are 10 . All the stocks are not the same. Exxon is going to have to borrow money to keep paying that dividend theyre not paying you a 10 dividend because its a good safe dividend with the stuchu. S. Treasury at 75 basis points. Thats a huge spread you have a fair amount of risk there. I would say be careful of those Balance Sheets and you really need to own what you own but, yes, i think the renaissance a butt it in the agriculture space, those stocks got killed theyre beginning to show some signs of life for an economic recovery again going back to what steve said if, you end up with a biden infrastructure, more spending fiscal spending kind of awe program, those infrastructure bills are going to benefit theres going to be money there in those areas what it does to the National Debt still scares the hell out of me. But that is just because im old and i dont like all this debt the but in the mean term, when they spend the money, theyre going to catch a bid will theyll go higher yeah. Let me get back to washington if i could for more details on stimulus scott, i can now confirm that the white house is planning to offer democrats a 1. 8 trillion Coronavirus Relief package that is up from their previous offer of 1. 6 trillion it comes after the president tweeted just a little bit ago negotiators go big so that offer is what the treasury secretary will present to the House Speaker when they talk over the phone later on this afternoon there is still a question though over how long it would take to get a deal done even if democrats do agree to this number of Senate Majority leader Mitch Mcconnell is saying earlier today in kentucky that he thinks its unlikely an agreement could be reached by the time of the election but we now know that white house will be increasing their offer to 1. 8 trillion the democrats have been where . 2. 2 . 2. 2 trillion and it also seems unlikely that pelosi will be able to pass anything in her caucus that is below 2 trillion. So well see if they can come to some sort of agreement on the top line and also remember its not just the overall number, its also the details of the language as well pelosi said she wants to ensure shes not giving the administration a blank check the so there is still a lot of fine tuning to go even if a top line number is agreed to but what we are seeing now is the two sides coming closer together after we had thought that a deal was completely off the table just days ago. Yeah. Well, i mean, it used to be one side at 1. 8 and one to 2. 2 maybe you go to two. Thank you for the update appreciate it. Well see where it goes from here jim, how about this idea, okay, if you get stimulus and you get big stimulus, is that the thing that pushes the value trade really into having some legs these industrial stocks which got bids this week new highs this week. Cat, eaton, deere . That can only help those names i you this thats exactly right. Let me broaden that discussion thats one of three things that were supposed to look forward to look through the current environment of we dont know if were going to get fiscal stimulus we dont know what the election is going to bring. Or the virus is getting worse. You need to look through and the industrials are doing. This look through for three six months forward and believe that youll have saa sitting preside. I cant tell you when or how much but i strongly believe youll have it. And youll probably have some progress meaningful progress on vaccine or treatment for the virus meaning, you get through those things, you look forward through the next few months to that sort of landscape, listen, industrials work materials work energy works not to the exclusion of technology, its in addition to Technology Working yeah. Jenny, Morgan Stanley has a list now of the reopening stocks and recovery stocks. We talked about them already bank of america is on that list. Alaska air which i know jim owns there is delta airlines. We start getting into, you know, urging people to buy Airline Stocks i mean, youre heading out perhaps into the risk curve a little butt far. Jetblue is on that list. Las vegas sands. You have hotels like hilton, valero, charles schwab, schwab,i what do you make of the list freeport yeah. I think the theme among them that they look like a really dispratt list of companies the theme just as life gets back to normal, their businesses will return to normal and they are underpriced i think as we broaden, the valuation gap narrows. So as that valuation gap narrows, the companies should these are the ones that have the most impact and they should start to improve they should just start to resum normal life. One interesting thing is when march and april came, right, all of these facts, all of the financial thats we always depended on to be so true were thrown out the wund yoe. And stories stock surged st but facts and financials will start to matter again and we have seen that happen. I think well see that happen more and more as q3 earnings come the list of stocks own that wall, theyre going to be the direct beneficiaries of fact, financials, and dependability just returning to the normal process of investment and analyzing their companies. Wise, youre buying more ford the yes, ford i initiated position a couple weeks ago. They reported motley sales they had the best quarter since 2005 on the ford 150 they picked up more market share in the top selling suv in the world which is the explorer. Those are high margin products i looked at buying cars over the last month there is no inventory. So that is because they cut production globally all the Car Companies because of covid19 because supply chain fell down and now when people are looking for cars and youve got used cars selling at such a premium, they dont have to give you the incentives on new cars so profitability, i didnt go into gm, much to jims chagrin, because of the nikola issue which retrospect i shouldnt have bothered about it theyre not paying nikola is anything nikola is paying them. It showed a lack of judgement in dealing with this company. Although at 2. 7 billion, theyre getting which is a lot less now, sort of makes sense. But both will work bmw will work. Daimler will work. I like the sector overall. Auto plays into cramers new list of seven sectors of opportunity, too were focusing on chemicals today. Ppg plays into the auto space rather heavily thats on his list e as one of his top chemicals picks. The other one is dow which is owned by jim and jenny. Jenny, you go first and then jim. Sure. So on dow, like the wall of stocks that you had up before this is as normal life returns, so will dow. Dow makes the fuillings in pillows to the artificial running tracks they make everything and so as we just get back to normal, whatever normal is, theyre going to tlif. To thrive. Better day as head . Is cramer right . Yeah, not to sound defensive. I bought this in april and just a fantastic price to get this company if were bullish on dont use chemicals. This is the precursor to just about every chemical or material that youre going to use in industrial applications. And as jenny pointed out that, dividend yield, lets talk about that the market is seeing that they think there is a cut in the offing i just dont see that. The i mean, i look at the Balance Sheet and the profitability. I see absolutely no dividend cut in the offing. Its the infrastructure play its beaten around has a mid cap stock. There is irrigation equipment. It also plays. And stocks look cheap. Idea with a solid Balance Sheet. Its buy the things when they aint sexy and wait till this have some sex appeal dow is looking sexier by the day. I just want to show you the markets which certainly got a list off of those headlines of the last 20 minutes or so where the president wants a stimulus deal, the white house raising their dollar figure to 1. 8 trillion thats what has beylan has delid to us in the last moments. The s p is higher by 1 . Russell 2000 has been strong all week up about 2 3 of 1 . So stimulus seems to be progressing. Look at the nasdaq, too. Tech has lagged this week. The nasdaq was playing catch up. Now its an outperformer theres some interesting stuff, ganging going on in technology today. The semis are by far your biggest exposure in this market. What do you think about this particular deal, this combination and then about the space in general you know, tech combinations are always strange because theyre so many personalities that some dont want to go to that different culture so putting it together can be an issue. A d management is excellent so they can do it but you have a lot of antitrust concerns Going Forward. We saw it with china, with the qualcomm deal and xpi just closed their deal. Overall, you have to remember on semis, they go into everything so theres a lot of auto exposure between those two companies. And i like the auto space but its also been under pressure because one of the reasons i like it is because production has been down. So semis are going to continue to to move higher. Thats the base case if you look at the iphone or mobile phones, the dollar context goes from roughly 9 per phone to a range of 18 to 25 per phone. So youve got continued movement of chips into all these devices to everything we do and thats just not ending any time soon, even if everybody goes back to work its not a stay at home or work at home play, its a progression play i love the chip space. Its not like these things may just continue to go to the moon unabated. Nvidia today, one of the darlings of tech this year downgraded to a sell at new street, 400 price target that rest more than 25 down side from here. The stock is not moving all that much on it, probably because its so loved. But i wonder if that forces anybody to take a step back and look at where tech in general, especially a lot of these hyper growth tech names are currently valued jason was in the previous hour and said, quote, i think everything is fully valued to overvalued speaking of that area do you agree, jim . I do. Fully valued is the key term i think nvidia is an 80 times multiple going further thats called speculation. It can happen but doesnt necessarily have a rational basis behind it. So in that environment, i think what you see a dwindling number of buyers. That doesnt necessarily mean you have sellers so this speaks to the idea that you can have a flat lining of nvidia and some of these tech darlings and a broadening out of the rally without a necessarily massive decline in their share price i think you just literally run out of buyers. Is there anyone who doesnt own nvidia besides me of course and im not going to run out and buy it i dont either. I dont own it. I have more business to do with you, jim. I need to talk to steve weis, though were also going to talk shares of General Electric. Down as you know big time this year, 40 . One firm, though, now says is the time to buy it were going to debate that next. Its our call of the day and a reminder, last week got the tenth annual alpha delivering conference. Getting money to small business, speaking of stimulus as we are today and of course the markets, please check out the full interview. Go to deliveringalpha. Com. Halftime is back in two minutes. Before we talk about taxsmart investing, whats new . Audreys expecting. Twins wed be closer to the twins. Change in plans. At fidelity, a change in plans is always part of the plan. Our Retirement Plan with voya gives us confidence. We can spend a bit now, knowing were prepared for the future. Surprise we renovated the guest room, so you can live with us. Im good at my condo. Well planned, well invested, well protected. Voya. Be confident to and through retirement. Here is your cnbc update at this hour. Nancy pelosi has assured effective and uninterrupted leadership in the office of the president. She insists the move is not about President Donald Trump but is about the need for greater congressional oversight of the white house. In italy Health Officials reporting more than 5,300 new coronavirus infections, the most for a single day since march this as the country implements a new nationwide mandate requiring masks to be worn outside in britain nearly 14,000 new cases confirmed today, down slightly from yesterday, but still well above anything seen before this months surge. The British Government also announcing it will pay twothirds of the salaries of workers at company that have to close as a result of the new coronavirus restrictions expected next week back to you, scott thank you all right, lets do this you sold roku. You sold roku but you told me monday you you were not going to get out until it starts going down this is going up why are you selling it now well, it did go down from yesterdays high maybe youre going to say, hey, jimmy, youre being way too cute im glad you said it so i didnt have to it is up 30 in six weeks, scott. And, you know, that factors in this is a trading vehicle for me you know and i no theres no way i can value this thing its 14 times next years sales. I saw it bounce off of that high yesterday. I look at 30 over six weeks and say if i can do that day in and day out, it annualizes to an 800 return. Im not going to be able do if i dont clock the return, put it in the bag should it go higher from here . Sure it could. If people make money, god bless them ive done it five times, ive made money four times over two years and its been great blessing to my returns but i have to clock those wins when i get them. Look at the intra day chart today. You disappointed all those people who youve been preaching the gospel on roku. You know, scott that is the labenthal drop. I feel like its an addiction and i cant get away from this however harrd i try. Yours or mine well be back in this you know well be back in it its too much fun. Today i want to go into the weekend feeling good, holding my head high. He puts a dent in roku. Blame him, not us. And youre buying apple speaking of the tech event next week. First i need a moment to recover from you calling jim cute that just didnt sit well with me i thought it was touching i know youre jealous of me the thing is, your jokes dont get any better they just stay bad we already moves on, weis. Go ahead okay, apple the big event is on the 13th they say welcome to speed. Thats because 5g can be up to a hundred times as fast as 4g. That wont be in the phones but my view, the 5g will be the biggest launch in their history. The stock usually trades up in advance of product announcements. It hasnt here part of the reason i believe is because numbers coming out of asia, hanh high, a supplier, were down 20 year over year thats because apple pushed the launch of the phone out. I dont know if this is going to bode well for apples quarter but i think people look at this phone and say, wow, this is true innovation verizon is going to 5g network next week. It will lead to apple having a phenomenal launch, customers are going to reup, theyve been waiting for this i think its vex sigry exciting. Speaking of calls, theres a new one. We mentioned it on ge. Were going to debate that next in our call of the day can you watch or listen to us live on the go on the cnbc app back after this. But a resilient business you cacan be ready for it. Re. A Digital Foundation from vmware helps you redefine whats possible. Now. From the hospital shifting to remote patient care in just 48 hours. To the university moving hundreds of apps quickly to the cloud. Or the City GovernmentGoing Digital to keep Critical Services running. You are creating the future on the fly. And we are helping you do it. Vmware. Realize whats possible. With this seal, this restaurant is committing to higher levels of cleanliness. The expertise that helps keep hospitals clean, is helping keep businesses clean too. Look for the ecolab science certified seal. Welcome back lets get to this bullish call on this company, General Electric, shares up 5 today Goldman Stacks reenstainstatingh a buy. Of course its down almost 40 this year. Jenny, what do you say on the call theyre saying theyre going to be leaner company with Better Capital discipline and emerge with the pandemic a stronger company. Airline travel will resume theyre also underearning in their potential and powers and renewables buy or no . No, not for me. This is an unbelievably dense, complicated company. I tried researching it about three years ago and couldnt get to a great conclusion. I think to be able to really understand ge, you need to be a fulltime Research Analyst and spend 40 to 80 hours a week working on it. When i read the goldman call this morning, my knee jerk was to say, oh, thats really interesting and thats really compelling then i took a step back, remembered how complicated it was and remembered who the best analyst is i think on this from jpmorgan, steve tusa hes sees a company that struggles to deal with its pass, suggesting no quick turn i stick with him on this i think he know it is it better than anyone and has the ability to go deep and form an opinion, where most of us cant do that so jenny says until tusa speaks, shes not buying it, in more ways than one what about you right and jenny makes a lot of sense in her points, theyre absolutely excellent and i kind of agree with them i want to buy ge and i havent and i want to buy it only for one reason and thats larry culp ive known larry for years, he knows how to manage a big conglomerate somehow my purchase of ge, which im dying to do it but i cant bring myself to do it, is a vote of confidence in larry culp. They cant quantify their exposure to the longterm Care Insurance business they have a power business thats kind of a disaster. Their deal trying to put things together hasnt been really good finding jenny is entirely right with her caution mine would be more than a bet on kulp and im still not ready to pull the trigger so you own raytheon, michael. Jim, you as well whats the best name you have in the industrial space right now the one thats got the best bid to it is caterpillar the chart just set a new 52week high thats an easy one to simply say, look, its got the supply chain reshoring going on, its got infrastructure potentially coming can you take more speculative bets you see im in boeing. Thats one and steven and i have to then into it on this. Its a call option on the commercial aircraft business why not take that call option instead of General Electric . Im not hating on General Electric but with boeing youve got this massive defense business and youve got the call option on the commercial business for when recovery hits. Why dont you weigh in then, weiss . Im going to give you the chip names theyre going to all of the industrials. Theyre taking the pure robotics into the warehouses and factories. Thats going to be chips in terms of ge, look, to me this is no stock left behind. This is where you go when you cant find anything else they sold their growth, their Health Care Businesses if youre going to buy leverage to a reopening trade, dont go here with their Balance Sheet, even though its been improved perhaps the only reason the company hasnt find bankruptcy is go to the airlines the airlines a much higher baiter than ge will be well take a quick break and come back. You still have time to send in your questions and do it by video. We play it on the air. Email us your question at askhalftime cnbc. Com back in two minutes. When i was in high school, this was the theater i came to quite often. The support weve had over the last few months has been amazing. Its not just a work environment. Everyone here is family. If you are ready to open your heart and your home, check us out. We thought for sure that we were done. And this town said not today. And this town said not today. music anncr give customers access to precisely what they want, when they need it the most. With adyen, the payments platform that delivers convenience for all. Adyen. Business. Not boundaries. I got it all from you im always pushing through i know well make it to the finish line i know youre waiting on the other side im like you ondemand glucose monitoring. Because theyre always on. Another lifechanging technology from abbott. So you dont wait for life. You live it. Lets answer your questions now. First up, a video question from anthony in new jersey. Question for you guys on Brookfield Renewable partners, ticker bep i feel like this makes for a great longterm investment with the increased debt levels throughout the world in both corporations and governments, the longterm contracts at brookfield science for their clients in producing their power and they need decline in cost that come with wind and solar power. I think brookfield makes for a great longterm investment curious to think what you guys think. Appreciate the question, anthony. Steve weis, i o you own it so why dont you answer it. You put it perfectly. They just signed one multiyear agreement for power youve got the brookfield alternative team, which is phenomenal, the best in the business, behind this. Id rather hone that wiown that yield, pay attention, jenny, then partner with the saudis on fossils. Whats your take on greenbriar where do you think its going . Long term this is a great stock. Two years ago it was 60 a share. I think it will be back there. But in the short term this is a hold and heres why its up 53 in three months. Youve got to ask yourself wheres the next 10 move . It could be to the down side if you dont own it, way for the entry side, if you do own it, hold on to it. Its up 53 in three months right . Yup so roku had a big gain. I love your question. Let me answer it roku is up this week and you get scared and you sell it because you dont it to go down. Now that this thing is up 53 pr in three months and youre telling our guy or rudy giuligag anywhere you can value greenbriar. You can say what the earnings are going to be and whats a reasonable valuation to put on it one year from now cant do that with roku. I have no idea how to value it its 14 times sales. Could it go to 20 times . Sure i have no reason to say it will. Greenbriar has rail loadings going up which fields into real car reproductions and refurbishment. But you might be back down at 31 first. Thats where i want people to buy. I appreciate that jenny, from tim in nebraska, exelon and utilities in general . This is a great investment. You have a Company Trading at 12. 5 types earnings. If you look duke, dominion, southern, they all have some of their energy generation, from wind, oil, gas i think can you own any of them. Theyre much better than bonds but theyre also longterm holdings, know what youre getting into it is not a home run, its just slow and steady is going to win the race exelon is the cheapest of the group. I wish i owned them. But i dont. Whats a better longterm choice, abbott labs for medtronic . John, i own both. Both are expensive abbott labs is the best in class, 26 times earnings i also own becton dickinson. I just doubled my position in becton dickinson, houlding my positions in abbott and medtronic but i think becton di dickinson looks like a better buy. Trades are still ahead. Wed be closer to the twins. Change in plans. At fidelity, a change in plans is always part of the plan. State of the Art Technology makes it brilliant. The visionary lexus nx. Lease the 2021 nx 300 for 359 a month for 36 months. Experience amazing. At your lexus dealer. Working, parenting, problem solving. For 36 months. At new chapter vitamins weve been busy too. Innovating, sourcing organic ingredients, testing them and fermenting. Fermenting . Yeah like kombucha or yogurt. And we formulate everything so your body can really truly absorb the natural goodness. Thats what we do, so you can do you. New chapter wellness, well done. Find a stock basedtech. On your interests or whats trending. Get realtime insights in your customized view of the market. Its smarter Trading Technology for smarter trading decisions. Fidelity. Welcome back time for the futures outlook copper is on track for its best week since august as investors turn more optimistic on demand for a turnaround guys, good to see you on this friday jeff killberg, you first what do you think it says . Where is it going . Lets talk technical, scott its interesting to see strength to the upside revealed in this chart. I think theres significant outlooks here. If we close above the 3. 11, well be on our way back up to the 3. 30 level, the level we traded a lot back in 2018. Up, up and away. Scott nations, do you agree i do. The fundamentals are very strong for copper chinas certainly in recovery mode september pmi 53. 0 most new orders that they have seen in nine years the dollar also down 55 basis points today ready to break below 93 in the dollar index thats going to help all of the commodities, copper, cold and crude oil, and now were worried about chill erk. The biggest producer of copper they are looking at a work stoppage that would impact two of the biggest mines, including the very biggest mine in the country. All right guys, good stuff enjoy the ekd. Ween ill catch you soon. Final trades are next. When i was in high school, this was the theater i came to quite often. The support weve had over the last few months has been amazing. I have a soft spot for local places. Its not just a work environment. Everyone here is family. Gonna go ahead and support him, get my hair cut, leave a big tip. If we focus on our local communities, we can find a way to get through this together. Thank you. If you are ready to open your heart and your home, check us out. Get out and about and support our local community. We thought for sure that we were done. And this town said not today. Find a stock basedtech. On your interests or whats trending. Get realtime insights in your customized view of the market. Its smarter Trading Technology for smarter trading decisions. Fidelity. State of the Art Technology makes it brilliant. The visionary lexus nx. Lease the 2021 nx 300 for 359 a month for 36 months. Experience amazing. At your lexus dealer. Final trades in just a moment steve wooets, during the program. You sold out of dominos please tell us why ch. So, it was my final trade on wednesday which i apologize for into the earnings yesterday. I thought it was a really good quarter, but like the last quarter, and i bought it after the last quarter when it declined, the market didnt like it because i missed on the bottom line so i lost a little money on the trade, but i just dont have patience to wait another month or two months for this recover when ive got so much exposure in the market and so many things that are working, so thats why i sold the quarter was good. Comps were really good its just the fact that they are grappling with higher commodity costs. Cheese prices are way up, and that was a big weight and thats one of the issues. Ive got to get to everybody else i hear you on that jenny, final trade, please. So oddly enough i just ordered dominos during the program. No, just kidding Iron Mountain is trading 12 times earnings and has an 8. 75 yield and the businesses they serve of are not ones impacted by the pandemic. Michael farr, need a name here. Donaldson, dci, filtration systems, i think it will continue to benefit. Im buying it. Jim lieberthal, a name, quick . Alaska airlines. Good weekend, everything. The exchange is now. Thank you, scott, and hi, everybody. We have several developing stories to watch this hour the president raising his stimulus offer as House Speaker treasury and House Speaker pelosi had set to speak again this afternoon the latest on washingtons twists and turns and oil and Energy Stocks soaring this week. Is it a shortterm rotation, or is this a real crude comeback . And disney drops theaters . Apple tv freebies, pandemics, startups and the cruise ship to nowhere. All ahead of us, but we do begin with the markets and dom chu