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tv   Mad Money  NBC  October 20, 2015 3:00am-4:00am CDT

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this market is littered with including today. nasdaq gained .38%. when i first got into this business thehe wasn't a rush for reporters to report the consensus estimates created by wall street analysts. these days they see if the sales and earnings are better or worse than expected. onon they've compared and contrasted, they pull some reason, some folderol from the release, to explain it, then boom, rapid fire posting, don't look back, on to the next company. we see this sort of thing this years. this week, there was four of them that were like this this year. it creates such a rush to judgment with h little time to breathe that people end losing fortunes, trading off these slipshod bulletins that
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purport to say what really happened in the quarter, like you could really figure it out in 140 characters. hasbro reported today. the vast majority of these companies said it was a good buy. it keeps churning out hit after hit, and it capitalizes off of hit movies. despite those headlines hasbro opened pretty much unchanged. shouldn't it have opened big? no, it turns out, because when the company conducted its conference call, we learned things are not going all that we will at hasbro. at cfo deb thomas told you after flowery discussion, and a quote, owth in preschool categories
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decline in game and girls categories, end quote. what's that mean? you keep listen and old franchises like monopoly and other time-honored hits were more than offset by declines in a number of brands like my little pony. ouch! a number of brands? more than offset? that's real suboptimal language. how weak were the good friends that they could be overwhelmed by the bad ones? lots of people bought hasbro because of strength, not weakness. have they run out of staying power? suddenly hasbro stocks are getting pummeled. the headlines were not technically wrong, but they were worthless. we heard intel must be slowing down.
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lost in the headlines, the subtle discussion by management about the possible bottom in the challenged computer business, perhaps in the wake of the newly released windows 10. the weakness in their next big line of ultrafast chips, they're being made in an assembly line and lots of chips have to be thrown away. that's the way the semiconductor business works, i've been to foundries. lots of chips that don't cut it are thrown away. intel couldn't even talk about altira, a very good chip maker. that looks like more of a bargain, considering the mergers that have occurred in the category since. a biddddg war has broken out this morning over the local pmc sierra, not to mention talks discovered tonight that western digital might be in advance takeover, maybe, acquisition of sandisk. no wonder intel is up even
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disappointing. j.p. morgan wasn't much different. the writers picked a negative piece of data, commenting how weakness might continue into the next fourth and manufactured that into a forecast cut. wrong. again, the stock is up nicely from where it traded because it was only that one division. it was no forecast cut. how about netflix? despite a strong belief among skeptics that the company's best domeutic growth is behind it, the stock is crawling back up. some are finding credit cards as the explanation. others are reminding themselves of automatic the countries were netflix is still being rolled out. it feels like disney, which fell from 121 to o in the three weeks after it r rorted in august. it's been working its way ck up, aided by an aggressive bye back.
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valiant vrx, with quick draw headline writers immediately blessing the top and bottom line numbers. terrific, right? valiant, by raising prices and cutting research and development costs, continues to deliver. no. not so fast. it looks like valiant's not that tone deaf. the company has received a number of subpoenas lately inquiring about what politicians think are excessive price hikes. managementntnnounced they will keep pricecencreases low this year. that's exactly the opposite of valiant. the positive headlines were meaningless. this former market darling won't let up in its selling, down anothehe13 and change today y 7.7%. the same thing happened last friday when headline writers judged it weak.
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as fast moving hedge funds try to get ahead of of what they thought would be selling at the opening. the real metric that mattered to investororwas up 4%, which is s huge versus its competitors. once people read through the full deck and listened to the call they realized that not only were ge's revenues good, they were gate. the stock has continued to rally.y. it's difficult to slam these articles because there are plplty of stories that get it right. morgan stanley, when the headlines came out, they were abysmal, weakness all overt place. unlike j.p. morgan, it wasn't just one part of the business that was weak. morgan stanley will focus intensely on addressing underperforming areas of performance. i wish my trust could do it, but we're in the awkward position
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the stock, hoping the market goes up any of that we get a chance to sell it after that bad quarter. but the main takeaway is that you simply cannot possibly make an informed judgment until you find out what is really going on at a company. meaning not until you hear all the commentary about the current quarter and then the forecast for the future, usually about one third of the way into the conference call, right before the q&a. that's why i don't l le to opine on stocks after a report because then i'm on here doing the show. remember, these aren't small caps the news flow was just plain wrong. if you take action based on the headline race, you're just rolling the dice on stories thth are oftetewrong. gambling is never a sound investment strategy. russell in florida.
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>> hi, russell. >> caller: my name is russell davis, calling from flora. i'm a great fan of yours. >> thank you very much. i'm glad you called. >> caller: i'm concerned about at&t's future because of the recent adventure into television. my question is, will at&t be able to carve a place for itself in this highly competitive market? >> i think it will. i think they have a very big advantage in directv. i know they're going into different direction from verizon. let's listen and see what thth have to say. dig in virginia. >> caller: a pleasure to talk to you. do you think aetna is going to get their deal by the justice department? it was approved by shareholders today. and also, if i could ask you another one, is cigna going to be bought by anthem? i'i'long both stocks. >> i think you hold on to them. it's going to take forever.
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there were very good articles in the papers today about antitrust, there are so many deals, there's a backlog. i don't expect anything instant. i like all these stocks. they're very expensive. siraj in florida. >> caller: jim, this is siraj in orlando, florida. >> how are you? >> caller: i've been watching you since the 1990s. >> thank you. >> caller: my grandson also grew up with you, since he was five. >> that's wonderful. thank you for watching. >> caller: i've been trading sincnc1999. i would to ask you, i'm selecting a retirement fund now. >> i agree, i think scott
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vehicle. i'm not sure it's really correct for a retirement account. if you wanted to put it in your grandson's long term situation where i think scott weinstein can work his magic, fine. that's not what i think of when i ththk of retirement. ant in michigan. >> caller: booyah, jim cramer. i just finished reading your book. i was revving the engine of my 485 ferrari over the weekend. anyway, i want to know how you would play the spinoff of ferrari. >> w wre doing a very big g takeout on the situation that we intend to do.% i think there's a lot of hype involved. remember, the auto business is not that good a business right now. a lot of people are fascinated by this. they like the symbol, the symbol is race. i say we have a little more rigor. i'm going to have that analysis, and i think that that will be done in a way that will be able to make it so o u can take some
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action whether you get it, whether you've got stock or not, which is what matters to me. let me just say, playing the headline game can be dangerous, frightening. you'll see that a lot during earnings season. on "mad money" tonight, i talk with the ceo of six flagag then walmart has fallen 11% over the past five daystalk about a rough week. but the company on the sale rack, could it be worth considering? then mondalize, can its winning streak continue until wednesday? stick with cramer. >> aouncer: don't miss a second of "mad money." follow @jimcramer on twitter. have a question? tweet cramer, #madtweets. send jim an e-mail to or give us a call at 1-800-743-cnbc.
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the only cold and flu liquid gel that's max-strength and fights mucus. start the relief. ditch the misery. let's end this. with the price of oil down from where it was a year ago, putting $1,000 of additional spending money in the bank account of the average american household, you would think this would be a good time to be in the theme park distance.
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it's a cheap ride to take your suv with your children to a place where they can ride roller coasters. that brings me to six flags. the stock has had its ups and downs recently. six flag just reported a solid quarter after the close today, the company beating the most bullish wall street forecast. 0.9 million guests. let's talk with jim reid-anderson. we'll hear more about the quarter and his company's prospects. good to see you, jim. >> great to be back, jim. >> how much is gasoline, how much are new coasters, how much are different things you're trying? >> we think very little is gasoline, jim. we think our approach to innovation in every park is driving the success we're
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seeing. >> give me some examples. i know you're doing new coasters all over the place. >> six flax new jersey has so much going on here. next year we have the jokers, total mayhem coming, which is a 4-d, free-fly coaster that you will love. >> what is 4-d? maybe i just can't visualize it until i'm on it. >> in essence you're going in every possible direction and moving independently of people around you. you'll find yourself literally turning different ways. it's a lot of fun. >> i know because i go on rides with my daughters, is there some level where you can't do it, too many people get sick? >> we don't have that at all. some people won't go on rides for various reasons. as you said earlier, we've seen a huge increase in attendance. since i've first talked to you, we've gone from 23 million
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12-month number is 28 million. so it's huge increases. >> definitely. i want to talk about the idea that one of the things that you guys are doing is, disney is copying you, demand pricing. it's like uber. >> we have this amazing team of researchers and we have a pricing expertise that is really incredible. we can adjust pricing to fit our needs and to fit certain season. right now we're in the middle of fright fest, voted by usa today readers the number one event. >> did you always have something like that? >> we had fright fest for several years, but it's gorier and scarier than never. we've used that demand pricing very successfully. we're doing it right now. we'll scale up and scale down as
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we need to. >> it's a royalty agreement. how does it help shareholders? >> it very much helps shareholders. it's a capital lights approach. we put no capital in but we receive licensing fees, we receive advisory fees, management fees. we help them design the park. it's very profitable with no major investment. >> now, you know that we are pro dividend, we're pro distribution here on "mad money." i know you can buy back stock, you can pay down debt. right now with such a huge increase in the number of people coming, the first thing you should do is put money into coasters? >> jim, we put everything we need to into the coasters, into the parks. but what's really cool about this company is we outperform all the competitors in terms of money would he give back. when we emerged from bankruptcy, we were worth $700 million. we've returned $1.9 billion already. the company is still worth
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so that yield that we get, almost 4.5%, and the dividends or the share buybacks, they're immense. they'll continue to grow. they're averaging two to three times the level of the s&p 500, both in dividend and growth. >> last question, i try to understand insurance, zoning. how many new parks have been started in the last decade? >> none. none. >> none? >> none. anything that has started up has shut down. it just doesn't happen. so we're in a position where entry. it's unlikely anyone is going to come in to the u.s. where there may be growth is certain parks internationally, maybe asia and certain other areas. >> it's done. that's another great secret to your success. that's jim reid-anderson, ceo of we like it for the distribution and for the growth. "mad money" is back after the break. coming up -- >> i don't own anything but walmart.
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>> the ceo of retail giant walmart is confident last week's roll back was short-lived. should you be buying the stock or is it just damaged goods? don't miss cramer's take, just ahead... bill's got a very tough lie here... looks like we have some sort of sea monster in the water hazard here. i believe that's a "kraken", bruce. it looks like he's going to go with a nine iron. that may not be enough club... well he's definitely going to lose a stroke on this hole. if you're a golf commentator, you whisper. it's what you do. if you want to save fifteen percent or more on car insurance, you switch to geico. it's what you do. this golf course is electric... get ready to show your roots with roots touch-up from nice'n easy. seamlessly blends with leading shades, even salon shades in just 10 minutes. for natural looking color as real as you are. show the world your roots with root touch-up.
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is the fallout from
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drop finally over? i'm not sure. i still see plenty of reverberations. many traders believe walmart will be cut to ribbons, installing the albertson's ipo that i said was too expensive anyway, even if it comes in at $20, slightly below where it was supposed to before the walmart implosion. there's also concern apparel prices could be coming down too. i'm not buying it, though. it seems wrong to me. would you want to buy a brand that walmart makes? you want to cultivate that look? i certainly don't. neither do my kids. more important, target has long had a price match policy where they'll match competitors, including walmart. it hasn't mattered much to the shoppers. that's because consumers are much more price sensitive.
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not to buy clothes at walmart. that's why i think both kroger and target are buys off the walmart fallout. it's not all that bad for the rest of retail. i have played this out over and over again, people. at last i have a theory to bring you. walmart's investment move isn't about beating up on kroger or topping target. it's not about giving people better goods for less. it's about adopting a new investment model. many people i talked to were unhappy that ceo dug macmillan lowered his earnings forecast at 10:00 a.m. in an analyst meeting. but these people don't really get what's going on on here. macmillan wasn't so much cutting earnings as he was laying out a whole new strategy. go listen to what he told us on the show last week. he was surprised that so many people were upset with the strategy and dumped the stock. >> i think it's great that we're giving visibility on what the next three years are going to
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look like. the real issue is, are we doing the right things to position walmart for the future? are we investing in the business to strengthen it? >> now, he's doing that to compete more effectively with another company that doesn't fret about earnings. but as a stock that's fueled by sales growth expectations, he's doing it because of amazon. i know the stock has been horrible. but take yourself out of the equation if you own it. macmillan is right. walmart's capitalization is 189 billion while amazon's is an astounding 260 billion. after the company billion out the an amazon-like infrastructure, which it certainly has the cash to do. the walton family is totally behind macmillan because he basically told you, okay, we're never going to beat amazon if we never. but if we lower our expectations
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and reinvent on the fly, we have a chance to win. what happens if for three years walmart does it amazon's way, building out a fantastic services business with easy returns to their stories for favored web-based customers? what if macmillan develops a same-day delivery service from its stores, which are more ubiquitous that amazon's? all this, and he throws in a big buyback and a large dividend? maybe you're being paid to wait for the turnaround. isn't that really what macmillan did? didn't he take walmart out of the wall street game and put it into the amazon game? he's given himself three years to grow the company in an amazon-like fashion. is that the plan? it has to be. why else would walmart raise revenue guidance while
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pulverizing the earnings? that's exactly the amazon way. macmillan had to do something to avoid seeing his chain die the death of a thousand cuts. walmart's stock could eventually make sense. but only if macmillan does indeed spend enough to win, which is clearly his intent, because otherwise walmart turns into a dinosaur and its stock suffers the same exact fate as the tyrannosaurus rex. troy in massachusetts? >> caller: thanks for having me on. i was just wondering what you think about under armour. >> it has a history of not necessarily let's say, how do i put this, not necessarily doing exactly what people want when the stock is run up. you want to buy it after it gets hit. if you don't own it now, that's my take on under armor. longer term, they're doing
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everything right. this has the misfortune of competing against nike, which is also doing everything right. walmart is using a new strategy, it may not make sense now but it may play out if macmillan spends enough to be amazon. much more "mad money" ahead. schlumberger's earnings were hideous. but shares barely budged. i'm revealing why. plus your calls, rapid fire, and
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stick with cramer. last week i pointed out that if you're looking for ideas, there's one activist investor out there who consistently beats the market by piggybacking. a stock tends to spike which means you'll never be able to get shares at the same price as the hedge fund you're trying to follow. when it comes to nelson peltz,
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the guy is so darn good at helping companies unlocking value, it's a good deal to pay his premium for helping companies. investigation of all the different activists out there, he's the only one that if you bought the stock, you beat the s&p 500. general electric suddenly became more attractive since we found out he took a stake in the company. in a confusing market like this, i think it's worth going through peltz's portfolio. we've already talked about his latest big position, ge. what a great quarter they had. how about a company peltz has owned for a couple of years? peltz has already finagled a seat on the board of directors.
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i'm talking about mondalize. it's a conglomeration of oreo, cad bury chocolates, philadelphia cream cheese. better still, this company is either number one or number two by worldwide market share in virtually every single market where it competes. mondelez came into business three years ago. then a few months later, in april of 2013, he we learned nelson peltz took a major position in mondelez and pepsico. he argued pepsico should acquire mondelez. that didn't matter. last year he was named to mondelez's board of directors. it is worth noting that the
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51% return. that's dramatically outperforming the s&p 500, just 30% during the same period. this is exactly the kind of thing i'm talking about. if you bought it after he announced he made so much money, and he got an enormous amount of influence with the company's management. before he joined the board he had been a critic of the company's subpar margins. since he got involved, though, mondelez has been aggressive about cutting costs, including a major restructuring program produce a billion dollars in savings by 2018. fast forward to next year and mondelez is toward the low but better than the likes of companies i really like, general mills and campbell's soup. you've heard me praise those. on top of that, the company has rationalized the supply chain and they're cutting overhead to the bone.
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they're modernizing so they'll be a ae to produce snacks twice as quickly, which should cut their operating costs in half. most of the new, more efficient production lines won't come online until next year, which means mondelez won't fully reap the benefits until 2016. but this stock has up cycle going forward. they delivered a 330-point increase in their gross margin. up a hundred is a big deal. this is staggering. in a recent conference management said they're planning to reduce overhead costs by at least 250 bases points from 2013 to 2016. the company also told us they're either meeting or exceeding their cost cutting targets. in short, mondelez has proven it can deliver on the cost cutting front. of course it was already trying to turn around before peltz got bombed. it's clear they've become better at the whole thing. peltz agrees with me that
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mondelez should change its name. he says it sounds like a disease. true. but it remains to be seen if the company will fix that. they seem to like the name. the company still has been suffering fromomhrinking revenues of late. they get 50% of its revenues from overseas which means the superstrong dollar cuts into their profits. mondelez has been working to reignite growth in its c ce snackingngusiness as they double down on their most popular product lines. specifically they've been betting heavily on so-called power brands, oreo, tuck club special, and jacob's cart noir chocolate. these brands are all growing at
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least twice as fast as the overall company, with significant higher than average margins. they're the ones where mondelez is most focused on introducing any technology to create faster, more efficient production. how do we know peltz is still a fan of the stock? because his partners announced they're increasing their stake in the company since past may when the stock was trading at 40, currently at 46. know peltz likes to stick and r the long haul. if one activist investor is not enough for you, in august we learned another famous activist fund had taken a 7.5% stake in mondelez. another caveat. mondelez reports wednesday mornrng. we know that the company has beaten wall street's earnings estimates for six straight quarters. all signs point to this being another strong one. i think it's best to be careful in these situations. i'm recommending the stock as a long term investment, not as a
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i'm doing this before the quarter, which is why i suggest putting on a small position tomorrow, if you don't already own it, then waiting for any post-earnings weakness to do some more buying. here's the bottom line. we know that nelson peltz has a tremendous track record when it comes to creating value, and he remains involved with mondelez to the point where peltz himself is on the board of directors. i own the stock for my trust and i think it's worth buying after
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>> it is time. it is time for the lightning round.
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you say the name of the stock. i don't know the calls or the name of the stock ahead of time. i tell you whether to buy or sell. . when you hear this sound -- [ buzzer ] -- then the lightning round is over. are you ready, skee-daddy? alex in ohio. >> caller: from the buckeye state, booyah to you, jim. i love what you do. >> thank you. >> caller: do you u ink i should add more to my position before or after the earnings call? >> i like cedar fair. i happen to like six flags more. but cedar fair has not been able to -- they've done really well, it's just that six flags has done even better. andrew in chicago. >> caller: booyah, cramer, i love your show. >> thanks so much for saying that. >> caller: buy, sell, hold, santander. >> i'm not happy with santander.
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it's ineneensive, but boy, thehe have not done a great job. i have to be candid. molly in california. >> caller: hi. jim, thanks for taking my call. mylan vance e s been cut in half.. >> i've had them on so many times. i just don't like what mylan is doing. i would say walk away from it. let's s to david in new jerery. >> caller: go skeedaddy. >> don't want to get ahead of ourselves. how about a stococ >> caller: i just wanted to thank you on behalf of the united states of cramericans, the effort you put in not only
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i'm sure i speak for them all. thank you once again. >> thank you. >> caller: with that said, i would like to know yr opinion on fitbit. >> thank you so much for comments. fitbit, while expensive, represents a terrific way to stay in shape as part of health and wellness. i think it's very much the modern way to do things which is to compete against others and yourself. i know the stock is expensive but i think it's not going away as quickly as a lot of other people do. it's more than just a one-trick one morere chuck in floriri, please. >> caller: good afternoon, jim. >> hey, chuck. >> caller: a quick question on century lane. >> i know it yields 8%, people say i want that. i've got other situations i like.
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stocks and real estate investment trusts have higher yields. i feel safer about those. one more. joe in new jersey. >> caller: thank you for taking my phone call, appreciate it, big booyah from new jersey. >> thank you. >> caller: the question i have is on cisco systems. it seems to be losing 13 cents a day, 27 cents a day. eieier buy, sell, or hold? >> i think the stock is inexpensive. the enterprise spending is coming back. if it goes down on ibm, i would buy it, chuck robbins is doing a lot of stuff. 3% yield. i like it. that's the conclusion of the lightning round. [ buzzer ] >> announcer: the lightning round is sponsored by td rade. it's the final countdown! the final countdown!
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after the brutal third quarter came to an end, for a couple of weeks it seemed like the price of oil would go higher. lately crude has been pulled back, including yet another decline today, giving you a chance to buy high quality oil and gas stocks at lower levels. anticipating this weakness, last week i highlighted the low risk oil and gas stocks that will let you sleep at night. i want you to think enterprise product partners, occidental petroleum. they're higher yielding situations. the didiributions are in good shape even at these low oil prices. tonight i want to circle back to a member of the oil complex that this market hates. i'm talking about schlumberger, symbol smb. i like it even though the company recorded a quarter that
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last thursday night. this has been a prolonged slump for schlumberger. it was trading as high as 118. since then, though, it's been a seemingly endless house of pain with the stock trading down to $74 and change as s today. now it's hated as much as it was loved at the top. i think it's finally safe to come back to this one. you can't buy this stock when it's a darling.. you can only buy it when it's despised. i say that from experience because there have been several attempts to call the bottom, note i will 11 mons ago. morgan stanley came out with a bullish report on schlumberger. that kind of wide-eyed optimism needed to be crushed. i think we're reaching that point. now that oil is stabilizing the 40s and schlumberger has rallied since the end of the third quarter, i feel like it could be a time to start
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country. the industry is currently in the process of consolidatiti, which i like. why am i turning bullish on schlumberger? last week we saw one of the most positive signals. there was a weak quarter, yet the stock didn't see any kind of significant selloff the next day. that tells me that almost all this negativity is starting fo get baked into the sre price. a 33% decline in sales versus a year ago. even worse, management was very down. it was chilling. listen to ththe choice lines from the ceo.. i quote, as we enter the last quter of the year, the global oil market is weighed down by fears of reduced growth in chinese demand and the expectations regarding the timing and magnitude i additional supplies.
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second, in spite of the improvements in oil prices, the outlook for oil services looks challenging as we expect additional reductions in activity and further pressure on service pricing. ouch! when will business startrto turn around? he's far from sasauine. i i ote again. recovery seems to be a 2017 event. lk about a glutton for punishment. the near term future? q4 looks challenging and visibility has actually dropped in t t past month or two. he goes on to say things will get even worse with a seasonal slowdown in the northern hemisphere including cuts in sub-saharan africa. bottom line, he tells us, quote, earnings per share will drop, but due to theheack of visibility, i'm not ready to commit to a number, end quote. this is schlumberger.
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will be, he expects the next quarter to be even worse.. enter despair, no hope. i always tell you schlumberger is a real straight shooter. this company will give you an honest appraisal of the industry even when it's incredibly negative. last thursday's conference call was true to form. you would think the stock would be down huge. it barely budged. given how downbeat the commentary was, don't you think a 10% decline would have been realistic? the stock is still trading well above the bottom two and a half weeks ago. that tells you much of the downside risk has been basically removed, it's been de-risked, as they say on wall street. maybe the downside is limited. why why should you be a buyer here? where is the upside? the fact is while this quarter
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also showed that schlumberger can continue to execute and generate powerful earnings even in a hideous environment. contrast that with the quarter that halliburton generated. $5.58 billion in revenue for a tiny operating margin. although if you exclude the acquisition they're trying to get done, it would be over 9%. still fafafrom impressive. but schlumberger generated $1.52 billion in pretax operating income on 8.47 billion in revenue. they had an 18% operating margin. that is truly impressive. how did schlumberger manage? simple. the company does everything it can to get rid of the difficult operating environment well before everyone else, making tough decisions early on. it's been making itself leaner for some time. the restructuring of the company's global manufacturing and distribution network.
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it's consolidating. schlumberger is in the process of buying cameron international, a deal that could only be terrific for pricing in the oil service base. plususou could argue that t schlumbergrg is looking pretty inexpensiviv it sells for 23 times earnings, halliburton sellllfor 28.5. when you project further, wall street expects the company to earn $3.08 next year. schlumberger managed to earned 4. 75 in 2016. in 2017, the stock sells for 19 times expected earnings. historically that would be cheap considering you haven't gotten it in the teens at any time in the past few years. i've told you you need to back
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away from a group when you start aring analysts rave about a but the flip side is true too. people can get too negative, creating terrific opportunities. based on the nonreaction to last week's grim quarterly conference call, i think you have one of those opportunities in here. when the dust settles, it will be a duopoly between schlumberger and halliburton. you should be buying schlumberger when it's despised as overvalid. stick withmer. it's the final countdown! the final countdown! if you're the band europe, you love a final countdown. it's what you do. you want to save fifteen percent or more on car insurance, you switch to geico.
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it looks like they wananto buy high growth again. and that's okay. rerember, what this market is looking for is sleep at night growth, because the world is slowing down. i want everyone to take a look if you get a chance at the honeywell conference call where the word "recession" actually came u that call is from friday. cody is a frequent guest on this show. it made me feelike it's not
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just slowing, it's slowing pretty quickly. that's why people like the high growth stocks again. there's always a bull market somewhere and i promise to find it for you right here at "mad money." i'm jim cramer. see you tomorrow. it's tuesday, october 20, coming up, a decision from vice president joe biden could come as earlys today. and new imas from lamar odom at the brothel before being rushed to las vegas hospital but this morning is back in california. fresh details on h h a house kid hacked the e-mail of america spy master at the cia. and great heights of success. "nbc early today" starts
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right now.
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