They are putting plastic bags over our servicemen. In mexico, more violence today. These were two countries where u. S. Investors had relatively been optimistic recently. So the question is, is the tide turning for good over there . And a big mystery in brazil involving one of that countrys biggest countries companies, excuse me. All that and more today on power lunch. And we begin with sue at the new york stock exchange. Hi, sue. Hi, ty. Lets get you up to date on all the numbers. The Dow Jones Industrial average is in the green right now by about 31 points or so. The s p 500, though, is negative, not by much. But it is negative. And the nasdaq composite is up about 13 points on the trading session. The transports rebounded earlier today to fresh highs after the midoctober selloff. Up about 18 since october 5th. Transports are up 23 this year. Helping the transports, of course, as ty mentioned, falling oil prices. Brent crude now down 2. 5 today. Give or take. 26 , though, on a yeartoyear basis. So Morgan Brennan is tracking the rising transports on the move again. Hi, morgan. Hi, sue. Well, after a 9. 5 pullback, transports are soaring. Theyre outperforming the Broader Market since midoctober. Airlines, of course, have been a big piece of that after being oversold on ebola fears. Delta is up about 43 over the past month. Southwest, united continental, jetblue also up big. But the rallys actually much more widespread. Every one of the 20 dow transport components has gained in the past month. And with the exception of kirby corporation, all by double digits. Lower Energy Prices certainly a big factor, as you mentioned, from railroads to truckers to shippers. Fuels a top cost. So cheaper fuel has a direct effect on the bottom line, particularly in the short term before fuel surcharges are reset. Even more importantly, cheaper gasoline means Consumer Spending more on goods that will need to be transported. That will help all of the players including freight rails Like Union Pacific and csx which just hit another alltime high today. Also truckers like ryder and j. B. Hunt, u. P. S. And fedex also. Now, as we come into another peak record peak season, theyre trying to assure investors that theyll get holiday deliveries right this year. And today u. P. S. Is holding its First Investor meeting in three years. And much of that itinerary is geared largely at addressing that. But one thing to keep in mind, jones trading strategist mike orourke warns that the recent rally does have transports looking technically overbought, trading in excess of 20 times earnings right now. So you might want to go through and pick these stocks individually. Sue, back to you. Absolutely. Morgan, thank you very much. Joining us now, jeff kilburg and a cnbc contributor and jack is index financials cio and also a cnbc contributor. Jack, one of the reasons you think that the transports may have more room to run is progrowth policies that are going to start making headlines now that the election is over and the way that it was decided. Sue, think about it this way. Its not a coincidence that the oil prices started to drop as soon as it was inevitable that the republicans were going to start taking control of congress. Theres a direct relationship there. I mean, you know, we can talk about the saudis slashing prices. We could talk about everything else. But you have had had an obama premium in Energy Prices over the course of the last five to six years. And i think that is what were seeing taken out of the market. Okay, jeff, im going to get to you in a second. First we have to go to rick because we had the bond auction taking place, the 30 years. Rick, what kind of a grade are you going to give it . Reporter well, weve had a low bar. Everythings been slightly below average, but the bar is a little bit lower now. D. O. G. , dog, d is the first letter. It priced at a yield of 3. 092. The one issue market was trading around somewhere around 3. 07. So it tailed. Not a good sign. If you look at the bid to cover, it was the weakest since may, which isnt that long ago. It was 2. 29. But it was below. And indirects were a little bit light. Directs were a little bit light. Dealers take 42. 5 . D for dog. It wasnt a very highdemand week by investors or other Central Banks for treasury paper. We moved it off for sure, but it isnt the same as it was. You know, several months ago. We need to continue to monitor that appetite, sue. Back to you. Absolutely, rick. Thank you so much. Back to the conversation. Jeff, weigh in on the transports in particular because they have been so strong. Are you worried that maybe technically theyre a little overbought . Well, sue, one of the things here on the floor and jack may push back a little bit, but were talking about were in the midst of a crash up. We have seen such an emotional market here. Weve seen the last 15 days, about a 13 gain. Im much more cautious tone here as weve seen volatility go from 12 to 31 back to 12. Were very concerned that on the horizon, theres nothing too alarming, but whats this complacency creeps in. You have to be really be careful as this emotion has overtaken the market. Gentlemen, thank you. Go ahead, jack. Finish your thought. No, sue, what i was going to say is one of the things we want to keep in mind is these last couple months of the year is when well see a chasing of returns. And guess what . Lower Energy Prices are only going to help that. Santa claus could have a black eye. He could have a black eye, sue. Thats what im saying. All right. Thanks, guys. Well leave it there. We just highlighted it, oil falling, crude hitting a threeyear low. Brent at a fouryear low as lawmakers take up the vote on the Keystone Pipeline. Eamon, down to you. Hi, sue. A fascinating political moment in the wake of the midterm elections, now republicans taking power up on capitol hill and suddenly the Keystone Pipeline is viable again, even though republicans havent officially taken control of the United States senate just yet. And the reason for that is that all these politics are starting to align. Were seeing now the house scheduling a vote, likely friday on the Keystone Pipeline. The senate saying theyll do it on tuesday. The big question then will be whether president obama will sign it or not. Why is all this happening . Well, its because of that Louisiana Senate runoff between Mary Landrieu and her opponent, bill cassidy. That runoff is going to take place in december. The Keystone Pipeline, a vital issue for louisiana. So Mary Landrieu took to the senate floor yesterday. Shes a democrat, remember, but she supports this Keystone Pipeline. She said she wants this bill. The democrats agreed to schedule that bill for a vote in the senate. The house saw that maneuver and said were going to rush ahead, the republicans in the house did, giving cassidy a chance to pass his bill for the Keystone Pipeline ahead of Mary Landrieu. Its all about who gets the headlines down in louisiana, and its all about affecting that Louisiana Senate runoff vote coming up in december, sue. All right, thank you very much, eamon. To Mary Thompson now, market flash. Hey there, tyler. Were taking a look at shares of big oil companies. Theyre sliding as domestic prices fall below 76 a barrel. Close to fouryear lows, threerear lthree threeyear lows. Exx exxon to the down side today. New fears about banks in europe tempered by a touch of todays market action. Our International CorrespondentMichelle Carusocabrera with us now. Europes stress tests on the banks were supposed to assuage concerns about their health that came out nearly three weeks ago. Also there was the ecbs promise to do more if needed. But heres the etf that tracks 600 banks in europe, and it is down 5 for the month. Even though the major averages across europe are all higher between 3 and 7 . This morning the ctf fell almost 1 , got awfully close to a new oneyear low before turning around. So why arent the bank stocks responding better . Analysts say the stress tests just werent that stressful. Additionally, immense amounts of bankspecific data was released to the public about the quality of the assets being held by those banks. And analysts have been able to mine through all those numbers. The market is telling you that investors arent as optimistic about the value of whats on the books. And as for why expectations for quantitative easing arent helping bank stocks, remember, qe doesnt solve the lack of capital. The ecb provides liquidity. They need more capital. And tyler, investors were hopeful stress tests were going to force banks to unload some of these assets and actually raise more capital, theyve been sorely disappointed. Speaking of hopeful investors, investors were generally hopeful about turkey and mexico. But we are seeing some very disturbing video out of both places, unrelated reasons. Explain whats going on and the risks to investors. Right. Highlights the geopolitical risks, rule of law. In mexico, they are cleaning up after protests yesterday. Some of them quite destructive. The worst of it occurring in western mexico where students set cars on fire and broke into a state parliament building. They are angry about the abduction and massacre of 43 students late last week. The countrys attorney general said the students had been kidnapped by local police, handed over to drug lords, assassinated and their bodies burned. Adding to the anger, the discovery that the president is living in a home owned by a contractor that has won many government contracts. The wave of unrest described as the biggest in 20 years in mexico. Theres just increasing anger about what happens, what appears to be the continuing collusion between politicians and criminals especially when it comes to drug trafficking. In turkey, u. S. Military confirming three american soldiers were attacked earlier this week by a Political Group in turkey. Video posted by members of the Turkish Youth Union showed a group of about 20 people surrounding the sailors, calling them murderers, and then throwing orange paint at them. At one point, they begin chanting go home, yankee go home, yankee go home, yankee and then watch, they put plastic bags over the sailors heads. Theyre doing this because back in 2003, there was an incident in iraq when u. S. Forces detained a Turkish Special forces unit and interrogated them with hoods over their heads for 60 hours. The u. S. Navy released a statement saying the sailors did escape the attackers and returned to their ship without any injuries. There is an investigation under way. Antiamerican sentiment runs deep throughout parts of turkey even though turkey is a nato ally. Yeah. And obviously that, a staged attack. They were there, set it up, ready to film it. Spoken english on purple as almost to make sure that americans could understand it. Michelle, thank you very much. Disturbing video indeed. Warren buffett trying to energize his portfolio. Buffetts Berkshire Hathaway buying duracell for more than 4. 5 billion. An unusual deal. Considering the battery business is a tough market. Very low or slow growth. So whats your take . Does the battery business still have life . Go to cnbc. Com vote. Sara eisen with more on buffe buffetts big play. And look, batteries are a boring business. But thats generally buffetts style. Pry is Procter Gamble selling . That is all part of the ceos turnaround, spinoff or sell as many as 100 of its consumer brands. Thats more than half of its portfolio. To focus on the winners. Pampers diapers, tide detergent to name a few. Duracell went on the chopping block and now buffett is swooping in in what will turn out to be a 3 billion purchase. A price that analysts say is fair and does have some tax benefits. But batteries have been in a slow and steady decline with the rise of smartphones and other new technologies. U. S. Battery sales, for instance, down a little more than 3 so far this year. And just to give you a sense for Procter Gamble has not been a strong source of growth over time, as strong as, say, pantene shampoo or pampers diapers, according to an analysis. So why does buffett want it . Well, ive always been impressed by duracell, he says, as a consumer and as a longterm investor in p g and gillette. That was in the press release and thats key because berkshire has owned p g stock since 2005. Buffett has been in gillette since the late 80s and duracell is the mark the leader followed by energizer batteries. Nick modi at rbc says look, it has good margins. It has steady cash flow and theres a lot of overcapacity, meaning theres room for cost cuts. Tyler, you know buffetts style. Those are all things that are pretty consistent with his philosophies on buying companies. And he loves durable products. Doesnt get more durable than a duracell battery. Right . And he likes things that are simple, that he can understand. Like dairy queen. Boring, some would say. Boring is beautiful sometimes. Thanks very much. Lets lock in the vote. Lets see what people said. What did the people say . Does the battery business still have life . Yes. 57 theyre not willing to bet against buffett. Our viewers are smart here, right . Longterm life, battery life. Battery life. All right, folks. Sue, down to you. Well, theyre going to need batteries because theyre Power Outages because of the recordbreaking freezing temperatures. In fact, in casper, wyoming, last night, negative 26 degrees. The lowest temperature ever recorded for that area in the month of november. Heres the weather channels dr. Greg postel with the bigger picture. This cold air thats impacted much of the United States has made it all the way to the gulf coast. In fact, this afternoon, mobile, alabama, places like biloxi, mississippi, temperatures in the upper 30s and low 40s with some light rain. That gives you an idea of how cold it is. Pretty much everywhere east of the rockies. Look at some of these numbers. Not just today but tomorrow, these forecast highs, chicago, 31. Pick your favorite city. These temperatures are way below average. It gets into the midsouth. Memphis, saturdays high, 39. Only 45 on sunday in nashville. Of course, it remains extremely cold up north. Minneapolis, 19 for your high on sunday. Denver still hanging on in the upper 20s. In terms of weather, weve got some significant snows out there tonight and tomorrow night across parts of the west. Look at some of those snow showers there. And on saturday, that whole system rolls on off to the east inside of that arctic air mass. Well see snow from kansas city to des moines to chicago saturday, perhaps even saturday night. Significant accumulations are possible. Perhaps several inches. But then you know what . On sunday, this storm begins to wind down, but arctic air, another branch of it comes down next week. Perhaps even colder than the one weve got now. Back to you. All right. Thanks, greg. Appreciate it. Toymaker hasbro looking to buy Dreamworks Animation. That stock is soaring. But hasbro is taking a big hit. Could it be a dream team . Well, wall streets divided about that. Our dream team, though, Julia Boorstin and Morgan Brennan are with us. Julia, youre up first. Well, sue, Dreamworks Animation may have ogresized brands, but Jeffrey Katzenberg is under pressure to diversify. Ill tell you what the media mogul stands to gain from a deal with hasbro. Morgan . Then theres the toymakers. What does hasbro want out of the deal and whats it mean for rival mattel . Princesses and ponies when power lunch comes back. Financial noise financial noise financial noise financial noise ghave a nice flight r bag right here. Traveling can feel like one big mystery. Youre never quite sure what is coming your way. But when youve got an entire company who knows that the most ontime flights are nothing if we cant get your things there too. Its no wonder more People Choose delta than any other airline. Toasty or frosty . Exactly the way you want it. Until boom, its bedtime your mattress is a battleground of thwarted desire. Enter the sleep number bed. Right now save 400 on the c4 mattress set. Hes the softy. His sleep number setting is 35. Youre the rock, at 60. Silent night not so silent . Elk bellow sleep numbers even got an adjustment for that. Give the gift of amazing sleep, only at a sleep number store. Where youll find our lowest price ever on the c4 Queen Mattress just 1499. 98. Ends sunday. Know better sleep with sleep number. Welcome back to power lunch. Lets check out shares of blackberry, moving higher after the company unveiled its new mobile Device Management platform and struck new partnerships aimed at bolstering its Device Security and management business. In other words, its looking to win back customers. Right now its stock is winning back investors, up almost 6 . A programming note, blackberry Ceo John Chen will be live on the closing bell at 3 00 p. M. Eastern right here on cnbc. Sue, over to you. Thanks, mary. Hasbro in talks to buy Dreamworks Animation, but not everybodys a fan. Stocks going in two Different Directions decidedly so. Dreamworks is up 14 but hasbro is down almost 5 . So would this be a dream marriage or not . Morgan brennan is looking at the toy stocks. But first we start with Julia Boorsti