Vodafone, did shareholders just get the deal of the century, and what does that mean when it comes to shaking the giant Global Corporate money tree . All of that is straight ahead. Tyler continues on vacation and simon is down at the nyse. Hi, simon. We were up about 118 points shortly after the open. Clearly weve now erased that as weve gone through the session overall. Lets check the figures and see where we are. Its negative 17, as you can see. Nasdaq slightly higher and s p slightly higher. Russell still hanging on to some gains. The tenyear treasuries today are slightly lower. Therefore, the yield is ticking higher, partly because the data is good and also because theres no firing in syria. Gold has resumed its upward trend, as you can see up 7 in a month and were also higher on oil. Were showing the brent, quote, there, on wti we lost three or four bucks last week so thats the bigger picture. Lets bring in Mary Thompson for more on how weve traded down here on the floor of the nyse. Mar . Reporter things looked so good when we came in this morning, positive manufacturing data overseas and better manufacturing data here in the u. S. And all the deal flow giving a lift to the markets early on. 11 30 things went south when you had the european close and then House Speaker john boehner saying he would support the president if he can d go ahead with the air strikes against syria, so that caused the dow to come o. Take a look at the tenyear as well because that was trading above the 2. 91 area. It came off as well on those those comments as people were looking for a safe haven, and take a look at oil because it, too, turned around on this, so all of this basically disrupting the markets rally that we saw earlier today. Of course the other positive factor that had been underlying the markets and maintaining them to some extent is all the deal flow, most notably the deal announced between verizon and vodafone. Both of those stocks lower today, but overall the tone was certainly better. I should also note that volume today has been higher than it has been in the past couple of weeks. Not surprising since people are back from vacation. We were rock bottom. We were. We were rock bottom so were seeing stronger volume today. Whisper it quietly. Seema, how do things look at the nasdaq. A volatile week for the s p tech sector. Much of that has to do with rising geopolitical tensions in syria, as mary just mentioned, though tech shares at the moment are higher, even though microsoft shares are down on the announcement of the deal to buy nokias handset business. A lot of the tech names that offer networking capabilities and do business with nokia though, i should mention, are moving higher at the moment. Blackberry shares also on the move, rising optimism on the street that it, too, will get acquired, though its just trader speculation, but shares are back above 10 a share, and lastly apple issued an official invitation for its september 10th event. Theres speculation on the street that the company will unveil perhaps a new iphone. Shares up about 1 . Simon and sue, back to you. Seema, thank you very much. Lets broaden the conversation on the markets right now, simon and Kenny Polcari and in tillie chief investment strategist billstone joins us. Bill, ill start with you. As we go into the latter part of this year, do you still remain positive on equities as you were previously . I do. I think you have to. Even though youll hear all the noise and maybe today is the perfect example around syria and, you know, we obviously have taper talk, well have discussion around the debt ceiling, but at the end of the day, if your view is that things are actually getting better, and i think when you actually look at the economic data, it certainly wouldnt point you to think that corporate profits are going to fall out of bed, i think the valuation is there, and i think thats where you want to be. You are a pessimist, ken . Im a pessimist in the short term, and weve been talking about it and towards the end of this career and into 2014 well see strengthening economics, not only in this country but as well around the world so i would agree in the longer term, yes, but i do think september and october will be volatile months. They tend to be anyway. You know, fiscal debate, the end of the fiscal year, the debt ceiling debate and the fed, you know, the whole constant tapering talk which continues to dominate. Just on the subject, what you actually quite often hear is just get on with it with the tapering because its purgatory. It is purgatory and, therefore, thats what people want. As much as they say they have been clear, the fact is the market is still not clear on what the market is. I still dont believe its a september event. I dont think the september is going to be the event. I think it will be a november, kind of a late october, november event if it happens, because the data runs contrary to everything that ben bernanke and only ben bernanke has been saying. Everybody else has been speculating that september is going to be the month. Bill, does it matter to you whether or not the taper goes into place in september, october, november . How have you kind of handicapped that event, and how has it influence the your ability to allocate capital . You know, i dont think in the end it really matters. I mean in, one respect i would agree with the whole part like lets just get it over with because it does seem to disturb the market at times. It does look like the market is dealing with it a little bit better lately. Isnt necessarily that good news is bad news anymore, at least the way we started today anyway, so i guess i it doesnt much matter in some respects. It will be interesting obviously to see what happens with payrolls at the end of the week. Maybe that gives us another clue as to whether they taper. Certainly the recent, you know, pmi data, whether here in the u. S. Or even overseas certainly leads you to believe that maybe youve got to edge back towards september a little bit again. Hes calling your bluff, kenny. I think you have to Pay Attention to fridays number, only because its the big number everybody is looking for, but Pay Attention to once again parttime versus fulltime jobs, which one is growing better . Our parttime jobs really going to be enough to get this economy going, and i dont think thats going to be the answer and thats what we have been seeing of late is a growth of parttime jobs, versus higher paying fulltime jobs that carry the health care mandate. Bill, what about the syria situation . You know, its certainly its developing, needless to say and may take some time to finalize the president s plans or to change the president s plans. Does that matter to you . Does the altercations in syria impact the way you put your money to work . I think in the sense that you certainly have to expect maybe more volatility because of the geopolitical risks, not that they are not always there, but certainly this seems to be hanging a little closer. I think though to take a step back, you know, will what happens in syria really change the trajectory of what goes on in the economy and the markets in the longer run . It certainly doesnt seem so. I mean, certainly the worry is that it spreads on to other parts of the region, but in and of itself, you know, it doesnt seem to be that big of a change. So unless it became a larger regional a larger regional conflict might change your opinion but not near term . Yes, because i i think you have to think about the fact that does it real change the math on things, and i dont think it does yet, and we dont think it will. All right. Do you think at all though that the that the that the situation really explodes the way that assad has already said that the whole middle east, theres just a fight waiting to explode and any action by the u. S. Is just going to ignite that flame and then i think it becomes a very different story. All right. Gentlemen, thank you very much. We appreciate it. All right. Lets do a little analysis. Its monday, so we always analyze the analysts, and here to help us do had a is cnbc contributor abigail doolittle. Shes in new york. Good to see you again, abigail. Thanks for having me, sue. Lets start out with dean foods, Goldman Sachs downgrading dean foods to knew at all from buy on, quote, reduced earnings visibility. Lets take a look at the stock chart. The stocks performance, fallen 15 over a onemonth period of time, 16. 33 . What do you think, abigail . I agree with goldmans downgrade here. Probably a 15 stock by the end of this year. The Company Recently lost its walmart private label contract, and as goldman suggested this reduces earnings visibility. Investors love certainty until theres more clarity about the earnings picture over the next couple of quarters this, stock is set to slide. All right. Lets move on to another downgrade. Williams sonoma downgraded, basically amid ongoing margin pressure of ive been doing my best, abigail, to help out their earnings. I have to tell you. My husband lives in fear what when that catalog comes home. Right now our sixmonth chart shares are up nearly 25 . Do you agree with the call or not . You know, this is another one, sue, i agree. The stock has had a Beautiful Run this year, up more than 44 at its peak. Now i think its going to cool off. Technically it looks set to move down into a range somewhere between 42 and 52. Analysts the analysts who downgraded this name cited reduced Gross Margins and the idea that the company was going to have to spend more on profits marketing the company against competing pressures, so i just think that this stock is set is totoslide. Would i take profits. All right. They might have to have a sale and i might have to attend, you never know. Me, too. Green mountain coffee downgraded from neutral to buy, quote, relauch at any time to recommend new money at current levels. Thats according to suntrust. Take a look, the stock is up over 250 since november of 2012. Look at that chart. What do you think . This may come as a surprise to some of our viewers but i disagree with this call. I think this analyst will be early. I think that Green Mountain roasters could be 100 to a 110 stock over the next three to six months. However, over the long term, over the next 12 to 24 months this analyst will absolutely be correct in my view. I think that this is a 20 stock. Maybe they hit operational real headwinds or maybe they dont receive one of the partnerships investors are looking for, so right here i would not go long or short, but i think there is a little bit more upside for the real traders out there. For the very shortterm trader. Abigail, always a pleasure. See you soon. Thank you. If youre a Time Warner Cable customer, congratulations, cbs is back. The two came to an agreement last night after cbs was off their systems for 32 days. Time warner and cbs both, you can see, doing well. The deal clearly has implicationed potentially for other players. Comcast, owner of this network, its shares are slightly higher and cablevision, direct tv and dish network, there you are. You see Julia Boorstin is live in l. A. With more of the deal, the future and what happened, julia, to force cbs and time warner ultimately over the hump. Reporter well, what really happened, simon, all comes down to one word, football. The cable giant was feeling the heat ahead of the start of the allimportant nfl season this weekend and then the fall tv season two weeks after that. Threatening to draw subscribers to other services. Now, deal terms were not revealed, but the companies statements indicate a clear win for cbs, Ceo Les Moonves saying the Company Maintains the ability to maintain our content Going Forward on all the new developing platforms. Cbs came out on top and even intel is tet stoet launch a streaming Service Later this year and for those unwilling to cut the bundle, and on demand content that hit a new 52week high today as well as hulu and should see more digital alternatives to cable down the line. For instance, google had recent talks with nfl by potentially offering football on youtube so a lot of different options to watch. Sue, over to you. Julia, thank you very much. The president meeting with lawmakers ahead of a vote on syria next week. This is one time where the rank and file probably cant be whipped into voting one way or the other. Its literally life and death. We have two members next. See which way they are going to vote in two minutes time as power lunch continues. And built a strong reputation in the industry. I set goals and worked hard to meet them. Ive made my success happen. So when it comes to my investments, im supposed to just hand it over to a broker and back away . Thats not gonna happen. Avo when you work with a schwab financial consultant, youll get the guidance you need with the control you want. Talk to us today. Nas what the capital of syria, damascus, looks like today. The people in the heart of the capital say its like living in a bubble because they dont see the war every day. This next video, however, is just a few miles outside of the center of the city, and heavy fighting between the rebels and syrian army loyal to Bashar Al Assad is occurring. While they fight the uss nimitz and its battle group are positioning themselves closer to syria just in case they are called upon to support the ships already lined up in the mediterranean. A u. S. Strike may depend on a vote in Congress Next week so we have two members of the house ready to go. Well start with representative michael burgess, a texas republican. I received information over the weekend and i have to tell you im not there. No one in my district is asking for this action and, in fact, people in the district, northern part of texas have been quite outspoken that they dont want this to happen. Look, the strategy, at least as it has been outlined to me is missing something, that is, what happens the day after . You launch cruise missiles and degrade runways around damascus, okay, great, weve taught him a lesson, but what about the day after . You still have the president of syria in charge, and he still controls the chemical weapons at his disposal so you really havent changed the equation other than making him more desperate in the days ahead. Lets listen to this bite from the president as he makes his case for military intervention. There are certain weapons that when used cannot only end up resulting in grotesque deaths but also can end up being transmitted to nonstate actors, can pose a risk to allies and friends of ours like israel, like jordan, like turkey, and unless we hold them into account also sends a message that International Norms around issues like Nuclear Proliferation dont mean much. What is your reaction to the president . Well, look, if the intelligence was that these weapons existed in syria for some time, and i assume that that is accurate and that is correct, why not work on this long before the weapons were actually used . We seem to be bouncing from pillar to post on the strategy with foreign policy, and if someone would please explain to me where we are trying to get, where we are trying to go. Okay, i get you want to have a punitive strike against a country that has used chemical weapons in an offensive fashion, but realistically what about the day after . Saddam hussein took 18 years to bring Saddam Hussein to justice after he gassed his own people. Yeah, the same type of Justice Needs to be meted out if indeed Bashar Al Assad used these weapons against his own people in the same fashion, but i dont see the conviction to carry through to that result and that type of justice. The speaker came out this morning saying that he supports the president taking action. Obviously that has not swayed you at all, and you said that youve heard from your constituents, and it sounds as though its a fairly negative reaction. Tell me more about that. Well, look, the part of texas that i represent historically very supportive of the military and very supportive of the country when the military is involved, so make no mistake about it. If the decision is made that the military will be involved, obviously i will be supportive, but as far as making the decision to go somewhere else, no, that that case has not been made to me, to the people in my district, to the American People at large. The president rather than trying to convince me i think should be spending his time talking to the American People and telling them not just about what his punishment will be but where he is trying to go with this. Right now no one that i represent seems to have a clear idea of where that destination is. All right. Congressman, thank you for spending time with us. We appreciate it. Simon, down to you. Thanks bring in representative janice hahn, a california democrat. Welcome to the program and thanks so much for joining us. Thank you, simon, for having me. Which way will you vote . As it stands today i am voting no. I took a red eye flight from los angeles saturday night so i could be in washington, d. C. On sunday. I went into the secured vault to read the classified documents. I sat in the briefing with about 100 members of congress who flew back for sunday, and i came away still not convinced that this was a war that i thought we should be involved in and so for me the case has not been made on why we should do this. I will tell you, i appreciate the president not making this decision divorced from the American People or from congress. I was one of those who signed a letter asking the president to allow congress to weigh in on this, and im not going to make this decision divorced from the constituents that i represent, and much like my cloeg wolleagu was just on at labor day picnics and parades yesterday overwhelmingly pleaded with me not to take us to war on this issue. They did not feel like this was a war we needed to get involved in. Im not clear, congresswoman, is your chief objection having seen the secret evidence that the evidence doesnt stack up to prove who was responsible for using the chemical weapons, or is it that you feel that a strike would not be effective . Well, i believe its both of those. We were given intelligence information that allowed our folks to be highly confident that chemical weapons had been used, but there was no direct link to assad as being the one that gave the order for that, but for me, even if that case was made, i am still hoping that there is another way to hold him accountable. If indeed after world war ii 199 countries signed on to a disagreement that chemical weapons shouldnt be used, you know were rapidly running out of time but i want to ask you something very important before we let you g. As you said, you were one of the 64 democrats that said congress had to come back to capitol hill. Isnt the danger here that if it doesnt pass we would explore other consequences and other ways to hold assad accountable for this. I still feel that we should strengthen our sanctions against syria. Lets try to find some other ways to hold this guy accountable besides dragging the United States into a war which, by the way, after the First Military strike, it is unpredictable and we do not know whats going to happen after that, and thats what concerns me, and i think it should concern all the American People. Congresswoman janice hahn joining us living from los angeles, thank you for your time. Thank you. Thank you. As you know, the impact on oil and gold is something weve been watching very closely as this whole situation continues to develop. Jeffrey grossman trades oil with brk brokerage and gentlemen, welcome. Good to be here. Jeff, let me start with you. How are you trading the market right now given the fact that we have such a fluid situation and we may not have an idea of whether or not military force will actually be used for a few days now . Well, very carefully, of course. Yes. Lets put it this way. You have a market now that really is up on only anticipation really of what could happen. Again, were up today in fact in sympathy for the brent contract which is up about 1. 30 or so. The truth be told, if you look at the overall inventories that we have, the domestic product really has no reason to be higher and only is up on this kind of anticipation. Were right now probably having about 10 of war and uncertainty premium worked in. It started with the egypt situation and now syria. So, again, any time this situation sort of moderates it all, either a strike comes and lets put it this way, there will be no disruption and we do nothing and, again, no change in the supply and demand and delivery, this market should work its way lower. It wouldnt make any sense to go higher unless theres a severe disruption. All right. Nahir, weigh in on the gold market, if you will, the commodities gold and oil tend to react vehemently around events like this, and then when the event actually does occur, its, you know, a different situation completely. Absolutely. Its buy the rumor, sell the news, and thats what youre seeing right now. There is this uncertainty. You saw two Congress People who said they are going to vote no, but you have the speaker of the house and the president who really want to push this through, and as long as that uncertainty will exist theres going to be a lot of volatility in the markets. You look at todays range in gold. Its a 40 range which is twice the normal range that weve seen over the last two or three weeks. I think as long as there is Geopolitical Uncertainty youre going to find an attraction to gold. They traded down to 1,375, and then you saw people come in and step in and say, well, we dont know whats going to happen. We could go to war, and if we go to war, gold could be priced at 1,500 very fairly. Right. Gentlemen, thank you very much. Thank you. Its going to be a very fluid situation in the commodities pits for some time to come. Simon . Sure. Sue, ahead on the show, a different take on where were headed with jobs in this country next. And before the break [ male announcer ] staying warm and dry has never been our priority. Our priority is, was and always will be serving you, the American People. So we improved Priority Mail flat rate to give you a more reliable way to ship. Now with tracking up to eleven scans, specified delivery dates, and free insurance up to 50 all for the same low rate. [ woman ] we are the United States postal service. [ man ] we are the United States postal service. [ male announcer ] and our priority is you. Go to usps. Com® and try it today. Take a look, no not an episode of swamp people but it does look like a prehistoric animal. Steve liesman is here with me. Ever catch one of these . I have. How . Two of them, in fact. In 1988, when florida first reopened alligator hunting, i did a story on reopening it. Take a look at that. I was in the middle of lake okeechobee with two alligators under my feet. There you go. Because its hunting season down in mississippi, this group caught what has to be the winner, right near the Mississippi River is where they found him, 13 feet and 720 pound and took the crew, including the ups driver, two hours to reel is in. Whats their motto . Its logistics. We lovullo gistics. Logistically had to be just right to get that thing. Larry dupuis was the operator of the boat and said his family had been illegally hunting them for many years and finally happy when they legally did it. Did it in a big way. A bad day for the reptile. Yes. But a really good day for economics. Thats right. Especially ism. Two good reports, both giving the fed leeway to reduce quantitative easing, how is that for transition, thats if the fed wants to do it. The data im talking about, ism manufacturing coming in, 55. 7, up 0. 3 points and estimates we were declined down to 53 and change and beating estimates not by much. A big change from the upwardly revised may which rereviced up to zero, june which we revised to june. The combined revisions to may and june, 0. 2 points to gdp, the overall measure of growth, so most of the tracking forecasts that i read this morning and this afternoon revised up to 2. 7 from 2. 5. Third quarter running about 1. 8. The manufacturing report, the strongest month for the index since april 2011 suggesting growth in the 3 range which is about where we are. There was strength in the current production and strength in new orders. The employment index, ticked down a bit, but its still in a good range above 50 at 53. 3. The data will play a role in fed thinking, but theres a lot more to come that the fed will roll into the taper debate. Tomorrow is wednesday, we had monday off, might have forgotten that already, vehicle sales running 15. 8. Will get that from phil lebeau tomorrow. Ecb meeting to see the rhetoric from draghi and jobless claims in the 330 range right there, kicking down from the 350 range where weve been stuck. Ism manufacturing, thats the Service Sector looking pretty strong and the big one, nonfarm payrolls with an unchanged unemployment. The way i look at it, those who think the data is Strong Enough to move, they are good and are ready to go and others agree it could be better, but they are not confident the enough in the outlook to take down the amount of qe right now, sue. Steve liesman, master fisherman. What was the biggest fish you ever could the . . An atlantic bluefin tuna on a fly rod. Fishing fortuna is one where your wife says you can go however long you want because she wants sushi. Back to simon. Bertha coombs is tracking all the action today at the nymex. Gold moving higher on the back of comments from president barack obama and House Speaker john boehner saying he would support the president s call to act on syria, closing back above 1,400 an ounce and good manufacturing data not only from the u. S. But also some from over the course of the weekend from china and europe and thats really helping to push silver and copper prices higher. Its not just syria this month. Youve got the fed and then a couple of more votes as well on the budget and the debt ceiling. This could be a very volatile month. Back to you. Thats for sure. Weve got verizon and microsoft weighing on the dow. Lets get to Mary Thompson. Other indices are higher. Thats right. The markets are well off their best levels of the day after the comments made by House Speaker john boehner that he would support the president with any military action against syria. The dow is off 16 points. It was a big deal day though. Want to highlight a couple of stocks in the news. Verizon and vodafone lower after verizon said it would be acquiring the 45 stake in the wireless unit it doesnt already own. Jann arden is another company in the news buying yankee candles for 1. 75 billion, and its stock is higher on the news. Another, smithfield, might recall that this is a food company to be acquired by a chinese firm but now you have Starboard Value saying they have been soliciting other buyers and they have a buyer who is set to bid more than the 34 a share that was bid for smithfield, so its stock modestly higher on that news. Again, the dow though lower, off 13. Back to you, simon. Thanks very much, mary. Lets head to the nasdaq and seema mody for the action there. Hi, seema. A lot of focus on the smartphone space, not just because of the microsoft and nokia day. Invitation for apple for the september 10 event. Lets switch now to the biotech space because regernlgon pharmaceuticals, and regeneron not the only ones on the move, biogen and amgen and others moving to the upside and thats helping the biotech index outperform the major indices, so while the markets seem to be on edge, biotech, that will mean a source of strength. Simon and sue, back to you. Interesting. Thanks very much. To chicago and the bond report with rick selly. Thanks, simon. All you have to do is look at this chart of the dow and remember around 11 18 to 11 20 eastern when mr. Boehner spoke, you see what happened to stocks, but heres what you wont see on the next chart, wont see the same thing happening in the tenyear note rate. At 10 00 eastern the ism rate is up but havent come down, havent intersected the range we had before that data, so once again not symmetric response. Seems to be more upside horsepower than downside horsepower. Look at the dollar yen. Dollar gave up a lot of ground over the last two hours but if you open up the dollar index chart, still hovering at the best levels in about a month. Sue, back to you. Have to take the longer term view of that, youre right, ricky. Thank you very much. Verizon and vodafone strike a huge deal. Kayla tausche has that coming up next. The biggest winner in all of this deal, vodafone shareholders. Will this change the Way Investors look at deals . If you look at shares of verd vodafone, up by 2 . More coming up on power lunch in a moment. [ male announcer ] some things are designed to draw crowds. Others are designed to leave them behind. The allnew 2014 lexus is. Its your move. [ cows moo ] [ sizzling ] more rain. [ thunder rumbles ] [ male announcer ] when the world moves. Futures move first. Learn futures from experienced pros with dedicated chats and daily live webinars. And trade with papermoney to testdrive the market. All on thinkorswim. From td ameritrade. Verizons 130 billion cash and stock deal to buy out vodafones 45 stake in the wireless carrier is now complete, but the biggest winners are perhaps vodafones shareholders who will get a huge chunk of that money directly. Kayla tausche has been covering the story since the beginning. I guess the question is even thought the stocks are down today, does this kind of cash cow set a precedent in future deals . They will have this cash, vodafone shareholders also, but its not a guarantee, and they dont know exactly how much they will get so thats one of the reasons why the stocks are bouncing around today. The 130 billion, the second largest ever, vodafone shareholders are getting 84 billion of that. That is the lions share, 60 billion of that is cash that verizon is handing over. 24 billion is verizon shares, a handsome payout as long as verizons stock stays afloat. Thats not the case but that could all change before december when that breakdown actually gets decided. The ceo of vodafone said the rest of the proceeds after the announcement. The percentage might like small, the percentage retained but the amount of money i think is robust enough for allowing vodafone to have a great future. The future and exactly what that strategy is a big question that shareholders are asking right now, now that the largest asset is gone. Thats one reason the stock is down significantly today. Among the other reasons, tax concerns of all things. Vodafone says it will only pay 5 billion in taxes on the deal, but if there is, quote, an adverse ruling or statement from tax authorities that would impose an incremental tax cost, ie, if regulators say they need to pay more in taxes, it can walk away from the deal all together. Many investors view the deal as a positive sign but its not a done deal. As i mentioned, the numbers will move around before december. Regulators will weigh in hopefully by the First Quarter of next year. Things could change between now and then. I would think so. Youll be on the case for us, thank you very much. Five years after the crisis, a look at retirees and how much they lost and who fared the best and the worst. And the profit takes on a brand new business. This time he puts himself in the middle of a family business, and as only marcus can do a family drama. More power lunch in two minutes time. announcer at scottrade, our clients trade and invest exactly how they want. With scottrades online banking, i get one view of my bank and brokerage accounts with one login. To easily move my money when i need to. Plus, when i call my local scottrade office, i can talk to someone who knows how i trade. Because i dont trade like everybody. I trade like me. Im with scottrade. announcer scottrade. Awarded fivestars from smartmoney magazine. The world is changing faster than ever, creating new opportunities for those who stand ready to seize them. In a time when the biggest risk is playing it safe, we believe outshining the competition tomorrow requires challenging your Business Inside and out today. At cognizant, our flexible, collaborative approach helps forwardlooking companies not only run better, but run different. To give your customers every reason to keep looking for you. So if youre ready to see opportunities and see them through, we say lets get to work. Because now more than ever, the future belongs to those who challenge the present. Vietnam in 1972. [ all ] fort benning, georgia in 1999. [ male announcer ] usaa Auto Insurance is often handed down from generation to generation. Because it offers a superior level of protection and because usaas commitment to serve military members, veterans, and their families is without equal. Begin your legacy, get an Auto Insurance quote. Usaa. We know what it means to serve. Were coming up on the fifth anniversary of the collapse of lehmans, one of the great triggers for the recession. It dealt a below to everyone in this country and what about retirees in particular . A new study from Boston College research took a look at just how the financial crisis affected the consumption of retirees and the report found some were able to better the storm. Obviously there was a wide variation between individuals, but the study found that about in 0 of retirees with a very small amount of Financial Assets were largely unaffected. The same is true, they say, of the top 5 that held very large amounts of assets. The people hardest hit, yes, you guessed it, those in the middle. Households dependant on the interest made off their investments and shortterm deposits had major declines in income. Those in the middle with balanced portfolios and who slowly drew down on their wealth lost more modest amounts according to that survey. Simon, thank you. Coming up next, the profit gets in the middle of a family drama and a family business, and well get some help for these guys in new york city. Their clothing label is a new upandcomer. Why they are telling the big guys to stay away. Marcus has some advice in 30 seconds. Coming up on street signs at the top of this hour. With markets watching, secretary of state john kerry and defense secretary chuck hagel testify at the senate over syria. Well take you there live and huge deals people are really getting rich off of, not the investor, and were also reveal one fruit the government possibly takes to keep prices low. Some farmers are raising hell. All of that and, of course, lots, lots more. Street signs is the name of the game. Meantime, back over to you on power lunch. The profit is back tonight. Marcus lemonis is back here with me. How are you . Im good, thanks, how are you . Im good. That is terrific episode. Before we get into it. The story tonight is family politics, family drama and green tea ice cream. Out the door, car, graphics and the freezer. 18,000, how many do you have to sell to pay for this . I do have numbers. Okay. They are in my head. I was really caught off guard when michael went out and made this extravagant position without anybodys position. Its a bold move but its impossible to determine if its a good move unless you run the numbers. Cant keep all of these numbers in your head. Why dont you trust that you know what im doing. I could spend had a 18,000 five other ways. The profit is on tonight at 10 00 eastern and pacific. We have the numbers, marcus, just in his head, but he couldnt give you the numbers. He couldnt, and ill tell you of all the episodes we did this year this one is by far my favorite because it truly embodies the american spirit, an American Family in keyport, new jersey, the town devastated by hurricane sandy. Yeah, theres drama and infighting inside this family and at the end of the day they stick together and have a great product and a lot of integrity. You are think the family in this case and the business were a good mix . I told you before, typically i dont like to see family and friends doing business together, but in this case they inherited this business from their grandfather so its four generations removed. They may not have it all perfect, but they have a lot of it right. All right. Its going to be a terrific episode tonight. Youre working on that family drama, but right now we have a couple of questions from another Small Business in need of your help. Heres their business in a nutshell. This is an American Made mens wear brand. Everything is produced in limited numbers. The brand is inspired by an idea of american rebellion, what has made America Great and what it is today. The cool classic vintage field with a more tailored modern upgraded fit for a i go nowadays. The brand has been around for about three years. We have a web presence that has a web store as well as our retail store on the lower east side. Having a flagship in new york city is absolutely huge and looking at locations in brooklyn for additional storefronts of our own as well as florida and los angeles. For a bran at our level, hard, not a lot of collateral. Hard to find funding. What is the move for us to bring more money in at this point . It really goes back to the question, the monetary or the cool . Its not that we dont want to grow, we just want to do it the right way. All right, gentlemen, welcome, nice to have you here. You say you want to do it the right way. Whats your main question once again for marcus. The main question for marcus is as a growing brand, we have a lot of opportunity to come our way that could bring capital but might not be the smartest move for the longterm growth of the brand. Realistically the question kind of is how important is keeping the cool in your brand as youre an upandcoming brand or is it worth to go after that immediate capital available right in front of you . What i want you guys to do is stay very focused on what youre doing today, four things i want to see. I want you to pick a symbol for your business, kind of an iconic symbol that you cannot only put on all your products but license out. Two, you need another store, doesnt need to be a big store, but in order to spread the word people have to find out about it. I think third and most importantly youre going to need to bring in some investors but investors that believe in what your story is and arent always looking for the quick return or the high yield, and i think last and most importantly you have to stay true to yourself. You may not make 1 million next year, but if you can make 1 million over the next five to ten years and stay true to your brand and stay cool i think youll be in great shape. You know, marcus, they did say that they wanted to expand. They mentioned brooklyn, but they also mentioned florida. I mean, do you have any guidance in terms of how big they should go in terms of another storefront . Should it be in the tristate area, or should they try out of state . I think they need to try other markets like chicago, and im probably more partial or dallas and miami where they can really get a feel for what the entire country feels about their brand. New york has a sense of style thats different than other places, and i think for them to truly get a feel for it they need to go outside. I dont want to see them in big box retailers. I think it will water down their brand. It will take margin right out of their pocket. Fantastic advice, marcus, as always. Best of luck, guys. Thank you. Call cnbc when you do your ipo. Call me. Actually call me. Ill give you guys some money. Call me. There you go. Perfect. A deal on tv, this is fantastic. The profit is on tonight at 10 00 p. M. Eastern and pacific, and its only on cnbc. Simon . Sue, ahead on the program, new data shows car leasing has hit another record high. Whats your take. Do you lease . Do you finance . Do you pay cash . Result of the Yahoo Finance question of the day are coming up. Plus, a look at how the carmakers are doing right now and if the profit is still around i could deal with some extra cash. Enjoy them. Tdd 18003452550 so im always looking to take them up a notch or two. Tdd 18003452550 and schwab really helps me step up my trading. Tdd 18003452550 theyve now put their most powerful platform, tdd 18003452550 streetsmart edge, in the cloud. Tdd 18003452550 so i can use it on the web, where i trade from tdd 18003452550 most of the time. Tdd 18003452550 which means i get schwabs most advanced tools tdd 18003452550 on whatever computer im on. Tdd 18003452550 its really taken my trading to the next level. Tdd 18003452550 ive also got a dedicated team of schwab trading specialists. 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Simon, by the way, that 30 , thats much greater than the National Average which is about 14 , 15 . Heres the bottom line. Leasing is back big time, and were talking about numbers that are at a record high. Take a look at the trend and what weve seen over the last four years. You go back to 2009, just 17 of all financing was leasing. By 2011 it was 23. 6 , and there you see 2013, almost up to 30 now, 27. 64 , so whats going on . You have car buyers leasing more often mainly because they want to get the lowest Monthly Payment thats available. You also have automakers pushing more models and leases at a lower rate that. Combination is more attractive to buyers. Take a look at hyundai, i should say, a perfect exam. You know, ten years ago you couldnt lease a vehicle with hyundai, not anymore of the they are one of the leading issuers of leases. Up day capital writes 8. 7 of all the leases, at least thats what they did in the second quarter. We talk about why its cheaper to lease on a Monthly Payment than take out an auto loan. In the second quarter, the average Monthly Payment 4. 08 going with a lease. Honda and toyota, because these guys are also among the leaders, the number one and number two when it comes to leasing these days. The bottom line is this, sue, leasing has become popular because of the low Monthly Payment and can you get virtually any mold now with a lease. All about the cash flow. Thank you very much, phil. Appreciate it. When we return, a look at todays biggest winners. Before Global Opportunities were part of their investment strategy. Before they funded scholarships to the schools that gave them scholarships. Before they planned for their parents future needs and their sons future. They chose a partner to help manage their wealth, one whose insights, solutions and approach have been relied on for over 200 years. Thats the value of trusted connections. Thats u. S. Trust. So you want to drive more safely . Of smart. Stop eating. Take deep breaths. Avoid bad weather. [ whispers ] get eight hours. [ shouts over music ] turn it down and, of course, talk to farmers. Hi. Hi. We are farmers bum pa dum, bum bum bum bum microsoft and verizon, those stocks are weighing on the dow, as you can see. The other markets are Still Holding their own, relatively flat after, of course, a really poor august for the market. Were looking forward to hopefully being able to get some leverage during the course of this month. Lets have a look very quickly at todays big winner, or maybe not. How about regeneron, biogen. I have a preview monitor. Street signs begins right now. You know, today really does give new meaning to the words pay phone. Nearly 140 billion in telecom deals sparking a fee frenzy. Well talk about what all these changes mean, but also who is getting paid and i may have to eat humble pie. How hot are car sales, so hot you may not be able to get the car that you want. Well lay out hottest of the hot