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with us on set, msnbc contributor, mike barnicle. and political analyst, pat buchanan and the former communications director, from former president george w. nicoan nicolle wallace. a lot of people upset on the right saying we gave short shrift to the story and we apologize and will double down today. let s get into it. what kind of impact does the siege of the peruvian mines have? how much time do you have? we don t want to be overly indulgent. a lot of people on twitter yesterday said we deliberately avoided this story. the ripples of this story begin in purdue and go all the way over the country. all the way to west lafayette. compromising? very good. there is a lot to talk about this morning. as you know, what we feel about. all these people e-mailing and tweeting and very disappointed you didn t spend three hours talking about anthony weiner. we saw the news conference and it was just a carnival and on afghanistan, we thought there were more important s ....
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of an earnings report. then newell rubbermaid. the retail patch i will clump cvs in there. i know it is a consumer staples company. but, you know, bu stuff. they sell stuff. that makes it a retailer for at least this report. cvs is very strong. home depot very strong thanks to an upgrade. saks got pummeled last week. strong for cvs. pharmacy benefit management business also very strong. and then home depot and saks along for the ride as well. pull those socks up, folks. they are down 10% year to date. you couldn t find a worse sector to be involved in. but they are strong. 3% moves down the line here today. micron and sandisk, very strong. thank you, matt nesto. covering it all. i think we are out of time. that s going to do it for today s edition request of the call. see you tonight on the kudlow report at 7:00 p.m. eastern. power lunch is up next. welcome to power lunch. tyler mathisen is off today. i m sue herera. sovereign debt hanging over wall stre ....
it s a friday and if you re real good, we might get these two to sing for you. they ve been doing it during commercial breaks. i m caruso, i don t sing. sue is off one more day today. stocks slightly lower. t dollar slightly higher. we have merck and mcdonald s leading the dow. imagine this, you re an analyst who has made the best call of your life. happens though to be a sell rating on the stock. the firm puts the heat on you. you end up quitting your job even though you made the company a lot of money. it s one of the most anticipated and widely watched fashion events of the year and a great excuse the victoria s secret show. can marissa miller and the new cast of angels give the season a much-needed lift? i m diana olick in washington. when s the last time you heard about a no money down mortgage? it s so 2005, but the government s been offering them since the 1940s and they still are. we ll tell you how to get one. what s old is new again. let s get ....
happy friday, everyone, and welcome to power lunch. i m sue herera. simon thank you for having me. it s a pleasure. we have a lot to talk about including a sinking stock market, giving up early gains. among the losers today, exxon and microsoft is one of the winners. microsoft shares are surging to an 18-month high. the chief financial officer will join us to give us his profit outlook. is china stealing jobs away from the u.s. because of what it does with its currency? that s what paul krugman is saying. home sales, existing home sales surging 10% in september. highest level since mid-2007. wha maybe recovery is stronger than everyone thinks. here s what else is on the menu. ben bernanke is talking about new restrictions on banks. compensation restrictions, liquidity restrictions, and f t faster ways to wind the big banks down. is steve actually working? is the pen mightier than walmart? these book price wars are bad for you, the reader? we ll explain ....