Have eurozone unemployment ticking higher slightly. A mixed bag there. Little change overall in europe. Our road map this morning starts with what else . The fiscal cliff. The president heads to a pennsylvania toy factory pressing his case for a proposal that actually leaked last night seeking 1. 6 trillion in tax hikes. Republicans in morning balking and cliff fears prompt another company to issue a dividend and its whole foods. Owner of taco bell, kfc, have warned that sales hit the skids. The shares yesterday hit a fresh high. Facebook unlikes zynga. Zynga shares are plummeting this morning on the news. Never an ego boost for the ceo when the stock falls on the news that hes keeping his job. Thats exactly whats happening with groupon as the board keeps andrew mason. The president heading to a pennsylvania factory this morning. Republicans have given a thumbs down to the president s plan which includes a 1. 6 trillion tax increase, 50 billion in Infrastructure Spending for next year and limited entitlements cuts. More Companies Issue special dividends. Whole foods will pay 2 a share. Kbw yesterday. Whats more interesting to you, jim . The cliff discussion and madness or the notion that these Companies Said we were not managing our Balance Sheet in the most efficient way. Im a huge fan of whole foods. Been recommending them on mad money for many, many years. They have the best management. They also have a lot of cash. Too much . They have double the number of stores in america. I would think they need every penny. They do have a tremendous cash flow. Costco, tremendous cash flow. This is an interesting offset. I know wall street journal you take the editorial and listening to Rick Santelli. I come back to the bizarre action of the stock market yesterday. I think to me it seemed like they got further apart. The president comes in with a hard line. That was not a soft line proposal. And yet the market went up. What the heck . Why . Why is that happening . Why are futures up today . I default to some of what i regard as mechanics of the market. End of the month. Maybe people are doing buying. Weve all seen these lists of companies that do special dividends. Do you want to miss a special dividend with one of these terrific companies . Everyone is playing the parlor game but its paying off. The question is what happens to the stocks once the dividend is paid off . Once that shareholder record date has been reached, what happens to the stock . Thats where it gets dicey when that date is prior to the deadline for a fiscal cliff and a deal may not be reached by that deadline. Very true. I look at whole foods. Will that be damage . Heres a stock creeping up. Some people didnt like the last quarter. I thought the last quarter was fine. A great longterm trend. I think that theres a special dividend and, hello youre going to buy that because of special dividend . I dont know. I dont want to change my find about a stock that i dont like because theyre paying a dividend. For a stock like apple which has been on the list floating at parlor games with a lot of cash on hand, if they paid a special dividend, that may entice shareholders to come back into the stock, a stock thats had trouble breaking out of a trading range its been in for the last couple weeks. Totally agree with you. They did have a Board Meeting last week. I thought something would have come out then. That would have been a good opportunity. As to what carl is saying, everyone wakes up saying weve been running the company wrong. They want to take advantage of what they obviously see as a very high rate for Capital Gains but extremely high rate of dividends if everything goes wrong. Theres been chatter that dividends might actually help income, personal income, for this month but the numbers we got today first drop since april or may not good on a month where everybody is buying Consumer Discretionary names. Its extraordinary. There is tremendous wealth in this country. Yesterday bob pisani has been tallying the amount of money thats been given in dividends. Its not a great deal in the overall scheme of things. Sandy continues to make me feel these numbers are too difficult. I find them unfathomable. The speech is about way too much unemployment and very unfathomable in terms of the actual destruction. You got numbers from two different governors. They are unusually low. I dont trust any number during this period. Especially the number well get a week from today which estimates for nonfarm are not that good. 75 maybe. Sandy will continue to ring in our ears for the next few weeks. And then i believe youre going to get when you get supplies rebuilt and enough bricks and enough lumber. Did you see that lumber hit a sixyear high yesterday. Wow. Copper. A lot of people talking about short buy on copper. Everyone saying its about china. A lot of copper comes from scrap and the scrap in the northeast where theres a huge amount of copper, its extraordinary. A lot of equipment is stalled. Think of the copper wires here downtown eroded because of exposure to salt water that need to be replaced. When i hear the things that have been thrown away, the 500,000 cases of liquor that have been thrown away. All of the mercedes at the dock that have been crunched. Salt water. Holy cow. A story about art studios trying to unload art thats been damaged. Saline solution could lead to higher sales for ford motor. We have four young brands talking about pizza hut down in premarket trade. They expect sales in china to decline in Fourth Quarter and backing full year guidance below consensus. All downgrading shares of yum this morning. Yum has been seating a streak of new highs in the last couple sessions. Weakened view for the year and on china but massive run the stock has seen since the end of august or so. It took my breath away. I saw the number. Top line number looked good. I said, good, lets see how much china is up. China was down. They did have tremendously difficult comparisons. U. S. Was also weaker. This was just not a good quarter. Thats true. So ubs goes to neutral and trims estimates and cuts price target from 84 to 73. They say that deceleration is going into q2. Yum were not that crazy about. Chipotle. Panera is a standout. This has been a terrific group. It lost its luster. Entire quick serve contingent has become a place that people are worried about with the exception of highest value. Panera. Its a decent stock. Whats also surprising about what young came out with last month is they were talking about china. They werent overly cautious about china. At the same time weve been Getting Better and better data points when it comes to china. Economic data has been in fact turning. We havent seen the stock market in china join and now were not seeing it in yum. Yum had once been the big multinational china play. If yum cant make it work, what other companies will we start to look at . Will we look at nike or another multinational with a decent amount of growth from sales in china. Maybe it cant work now. Nike did have overinventory in china. Next Week Starbucks comes to town. I think they will surprise. This may be an execution issue. I think Howard Schultz has a compelling chinese story to tell and its a great growth story. How long are the lines at starbucks . Are they longer than the lines in new york city for starbucks . I think the answer is hes got a good story. Provocative point of view. Apple getting approval for iphone 5 in china. A piece in the journal today suggests they waited too long because android now has a really big share of phones that sell for 400 bucks or more. They needed clearance from chinese regulators. You cant just go into china and unload a bunch of iphones. You need clearance for it. The share did go down by 10 because people had to wait. The Chinese Government had been definitely a stumbling block there and people are very excited about it. They really like android over there. I defaulted to david from the New York Times as saying there are 275,000 apps for apple. One of the develop storingie ii looking at is chinese products to california to the rest of the country and theres a lot of ports being shot. National Retail Federation said that a lot of product for the Holiday Season is already in the stores. So maybe it wont be a huge impact and maybe that product can be routed to other ports to mexico and then trucked up. Maybe its a good thing for truckers and fedex and u. P. S. S of the world if the product isnt in the store already, retailers need to get it quickly, good for overnight shippers. They have all of the stuff in. Thats a good point. Ksu rang the bell the other day. Theyre instrumental in bringing goods from mexico. Very interesting. Look at those freight volume which is they report next. Meantime, got to talk zynga taking a hit in the premarket. Social Gaming Company changing its relationship with facebook. The new agreement essentially removes the special status that zynga enjoyed among Game Developers and also now allows facebook to develop its own games. Its been called an open marriage by the New York Post today and we had a discussion about whether or not this is net good or bad for zynga. You are losing an anchor tenant so to speak. There is potential for deals somewhere else. Zynga takes your breath away. They are waiting for a bit of good news to happen. When i read this, i said, wow, i knew they were all on the outs. Open marriage implies youre still staying with the person to some degree. I think that this is a custody battle if anything. Maybe a divorce. Yes. No alimony here. Its not quite the same space but theres also a lot of discussion we mentioned it earlier on which well talk about in a bit. Living social and groupon got too big too fast and its the yelps that got the model better positioned before they went to expand, which is sort of the opposite of what we heard for years. For years it was you have to get big fast. Thats Venture Capital way. Heres the total adjustable market is 473 billion and were going to take 100 of that market. Give me a break. This idea of getting big fast versus being in bed with the portals as zynga opposite now, being in bed with portals and becoming what you need on mobile is the model. Yelp, great mobile functionality. Zynga says theyre no the business of making games and have no intention of doing so. Theyre not interested. With zynga down this much, 9 of the premarket trade, is Facebook Open to acquiring a game maker whether it be zynga or elsewhere . Does it make another deal with another game maker . Maybe you think this closes the door on social gaming at large . Its too much fun. Its too much fun. Electronic arts reported a quarter that people werent crazy about. Stocks have moved up. They have terrific games. They move aggressively in the digital. Theyve been hurt by the analog. Watch electronic arts. Best nasdaq gainers for november, gmc, jcp and electronic arts. The company has made this aggressive move but at the same time that was the company that came on my show and said zynga is ridiculously overvalued. Sometimes it helps when a stock is much higher and another ceo says i dont really care. My company is worth a fraction of zynga. Thats nuts. We were talking about omg pop. Remember . The ceo was saying this is ridiculous. Thats worth the valuation there was crazy. It was helpful to people at home because so many people play scrabble that you figure it had to be like monopoly. There was no monopoly there. Great point. When we come back this morning, well get ready for squawk on the street exclusive. Goldman sachs making a bullish call on the markets. Well talk to chief u. S. Equities strategist david kostin. Its coming up at 11 00 a. M. First, as we said, groupon says its keeping andrew mason as ceo. Wall street not so impressed. Whats the future hold for the daily deals website . Well talk about that and one look at futures as we close out a week. It could determine whether the week is positive or negative. More squawk on the street live from post 9 in a moment. [ male announcer ] if youre eligible for medicare. Nows a good time to think about your options. Are you looking for a plan that really meets your needs . And your budget . 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A groupon spokesperson emailed a statement saying the board and management people are focused on performance of the company and they are all working together with heads down to achieve groupons objective. Interesting because we saw a huge surge in stock on news perhaps the board considered getting rid of the guy. The guy comes on and says if the board were considering firing me, that would be crazy because stock is down so much. Here he is back in the job firmly and the stock is back down. This is classic sign, right . Great Value Creation would be him stepping down. Thats where i think you would make that pop. But hes got his head down. Maybe hes not looking at the stock price. I think hes a problematic figure in the sense that from the beginning the press on it was that this is kind of like initially youthful company. And, no, we need eric schmidt to come in and straighten it out. Its a yahoo like scenario here. For a grown up. Andrew, youre the chief yahoo . Remember that. Youre the chief groupon. We would feel good. Maybe what he needs to do is get the chief executive officer from someone who regard as gray beard. They do have interesting people on the board. Howard schultz. Im trying to remember if hes still on the board there. They did have a realignment. I think starbucks went down in part because of young. Theres probably someone that wants to step in the fray there at groupon. Someone out there wants a ceo job. You know whats interesting . Do you ever hear probably number 72 at amazon, get that guy to go over to groupon. Maybe number 147 from amazon is a good guy to run groupon. I always think back to that 6 billion offer from google and what a save. Height of confidence or height of arrogance. Someone should have brought yelp. I use yelp a great deal. Im not crazy about it right now. I got this. Its very frustrating. People dont go into yelp. They love to go into trip adviser. Thats the one they love to put comments on. How many request for room number seven since you tweeted that picture . You aint never going get that. Its all booked up . Whats the first availability . Thats a lifetime room. My buddy who runs it was just saying, listen, you cant get number 7. Number 7 whats behind number 7 . A fourposter bed and nice fireplace. Its become the latenight place to be. Apparently. All right. As cramer mentioned its the last trading day of november. How do you go out on a bullish note . Cramer has you covered. Later on. Splunk is up. Well talk with the ceo of the Big Data SoftwareCompany Straight ahead. Look at this months best performing sector. Consumer discretionary up almost 3 . Much more squawk on the street straight ahead. Nobody said an inkjet had to be slow. Or that printing in color had to cost a fortune. Nobody said an allinone had to be bulky. Or that you had to print from your desk. At least, nobody said it to us. Introducing the business smart inkjet allinone series from brother. 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This Company David faber, not here today, i always say ulta is the key. They keep the market powered higher. Great same store. A lot of people have been worried. Cfo resigned not that long ago. A lot of shorts have been saying must be something wrong. I dont know. Looks like no. Interesting. The guy just was a personality fit. You tend to believe it when you see this. Amazing chart. You are looking at oil services companies. Halliburton, the pressure on pressure pumping pricing has been horrendous. Today at goldman they say its Getting Better. I find it surprising. You know what . Stock has been a real dog. Wells also makes a call on marathons, right . We got some marathon oil, murphy, conoco. Oil stocks are very cheap. People just think that they do nothing anymore. I think they are safety. They are safe stocks. Last trading day of the month. After the break well talk about what some of the big winners and losers have been. When we come back, the new year is coming soon. How do you make it a profitable one . Stay tuned for an exclusive with goldmans david kostin. Youll want to hear his five best investment ideas for 2013. Als