i have faith in david novak, and i would be a buyer of yum and not a seller and i have to do more work because of the conference call. you know what's so interesting? oil. remember when we used to sell anything and oil was up? we have a situation where now people think oil's going up because of demand. watch the met willals, too. without china getting better, the metals complex is going up. is it just playing catch-up or has something happened in worldwide demand that we have to notice? >> here's a question. does consumer discretionary is up 11 sessions. 7%, that has to end, right, if crude is really at 105.25. the animal spears and people looking the wrong way. david, i've got to tell you and this is one of those moments where i'm so glad i saw you down there doing the retro squawk, because this is what it used to be like, do you remember? and we had the key to this market. there were the keys to the market, celgene, netflix and this is a key to the market moment. >> i like to hear that, jim. those were good days and good days in a lot of ways and certainly for the equity market which

you push yum, you know, you are pushing kentucky fried chicken over in china as a stock, and david novak and i have been a friend of the ceo, but this is a call that says that the consumer is not doing that well. >> well, that is an important point to the overall market and the market is going to be trading in 4:00, and let's call it. and stick around and we have more names to be talking about the opening bell right after this. a-a-a. f-f-f-f-f-f-f. lac-lac-lac. he's an actor who's known for his voice. but his accident took that away. thankfully, he's got aflac. they're gonna give him cash to help pay his bills so he can just focus on getting better. we're taking it one day at a time. one day at a time. [ male announcer ] see how the duck's lessons are going at aflac.com [ 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 test-drive the market. ♪ all on thinkorswim. from td ameritrade. "squawk on the str

>> well, taco bell and i happen to like david novak and at yum and his food does not have integrity, but it is true, but there are degrees of integrity, and i think that yum is good, and that is a chinese play. look, i'm pleasantly surprised that chipotle is able to do as much with cheaper labor, and do as much with food that costs more. when you are trying to change the food change by having organic cows, this whole country is based on the opposite and genetically modified food and based on the cows force fed and the cows i have owned -- >> you don't force feed them? >> feed them corn. >> and the test for mcdonalds in the coming days and a heavy bear case on mcdonald's who has said, we could use a little inflation in food right now. >> true. and by the way, the currency, and throughout the quarter and not chipotle, because it is domestic, and chipotle has played havoc and if you look at the currency, and the numbers are better and by the way google is like that, and i know quickly, because i know that we have to go to break, but schlumberger was the best of the industrials, because

i like david novak and my kids like kfc, but they're chipotle. they hate the food chain. they're all thinking that cows, hey, man, i own some cows. you want to make them organic, cost you a fortune. you give them some of those medicines, whatever. you can fatten them up. that's not what the kids want. they don't want chemicals and genetically modified gmo, do you know that thing? >> i'm familiar with that. >> the europeans don't like it either. >> that's why when they move over to europe look out. it's market share. >> speaking of share, citi takes hershey saying they're going steel on mr. goodbar, heath and rolo. >> i had a jolly rancher before i came over. when you brief against, it's why can't be like hershey. >> when kraft was doing the cadb burry deal. they're going to lose shelf space and pricing power. oh, they've got to merge. they have to do something. >> stocks up 28% this year. this would have been a good call earlier in the year. >> they made it look like -- vand lay industries. oh, i do believe that when peltz sits down with indra report tomorrow. what the wh