 Alright, good Thursday morning everyone. It is time to talk about the markets with Jim Kramer on the floor of the New York Stock Exchange and Jim We've got Elon Musk, Tim Cook, Andrew Leverest wanting President Trump to stay in the Paris Agreement Yeah, well, I mean I think that if you want to be an influence in the world you stay in I mean, I think that there should have been some calming ground. These gentlemen are smart people and they Obviously are believing climate change and the negativity of it But even if you just decided, you know what the third world so to speak is not doing enough You stay in and complain or if you want to say listen, we have sacrificed our jobs Because we comply now you've got to start sacrificing your jobs and bring ours back. How do you do that if you pull out? So I don't really get the pull-out move Nick Robb was not in but that's because they want us to pay more than Syria who knows but it's I just don't get it I mean if you want to be a force on an issue you don't pull out you stay in and you argue your position So I am either way I would be with Tim Cole and President Trump will make his decision at 3 p.m Today, we'll be covering that I just don't get it if you want to be you got to be in the tent to make it happen Thank you Matt Horween for telling me that because it makes so much sense. He's my writing part. All right Let's move on to earnings. We have Actional Arts Plus named Hewlett-Packard Enterprise You just spoke to Meg Whitman. Yeah, you know, I mean like Meg is now say it's another quarter Scott Berman and I Just kind of trying to really make a decision about whether it really will be next quarter There's a breakout. She told us last quarter is going to be a breakout to some of the parts are worth 21 But there are a lot of other stocks out there. You know, we always when we're doing Action Alerts We're always trying to make a judgment whether there's something better than what we own We don't want to bring in a new position without kicking out a bad one HPE is on the bubble It's on the bubble. All right, let's move on to some retail names. We have Dollar General You know what when Dollar Tree reported people just said maybe this segment is not good But I think that was a lot more to do with poor integration of family dollar Dollar General showed you like Ollie's bargain Like Ulta if you offer the people of bargain they will come Dollar General made an acquisition of 300 store place And it's going to rebrand it Dollar General Dollar General is now ahead of the game It looks like Dollar Tree may have bitten off more than it can chew in the family dollar numbers were very bad versus Dollar Tree Here Dollar General people had lowered expectations and they really delivered a good quarter This stock is weighed out. It makes sense to me. All right, another retail name Express Yeah, you know Express has been very challenged and a lot of people feel it's down 10% comp stores that it can't come back Express is one of those companies. There's no real reason for being sadly. That's how I feel about it All right, then we saw GM's auto sales decline from it You know here you have Einhorn Saber rattling you try to break something up We saw Einhorn's performance numbers. They're quite weak and this makes no sense The ratings agencies today make no sense. The problem is is that as my friend Doug Cassetti We're in peak water and peak water you don't go breaking up GM You save every penny. All right And then on mad dash on squawk in the street you talked about deer acquiring a German equipment come But deer has just been on fire. I like cat, but deer has been better and deer has an ag cultures an agricultural Cycle that's doing better including Latin America and now they bought a Virgin for five billion which is going to make it so their construction and forestry business is much bigger Just at a time when we sense that Europe is coming back and there's going to be more road building This is a big road building company can be competitive with cat. It's a brilliant acquisition the stock I think we'll get even more love tomorrow. Deer goes higher. What are you expecting from Lulu lemons earnings after the closing bell today? That's a tough quarter, you know, that's not I mean, you know when I divide retail I divided among the Dollar General Costco I would say your old Ali's bargain And yes, definitely Walmart and Amazon against pretty much everybody else Those are the winners and I don't know where Lulu fits in It's a tough time for Lou. They also added that outage Web outage now. It's not gonna be in their quarter But I just think it's challenged right here a lot of companies moved into their space They I love their stuff, but it doesn't fit into my thesis PVH is the only one that really fits into my thesis And of apparel that's working. I am concerned. Let me call me concerned about Lulu Okay, it is down a lot, but I'm still concerned. All right, we're also like coach by the way with that acquisition All right, we're also following Friday's job support. What should we expect there? You know, it looked like the numbers today were strong I've been one of the things that's been very I talk about in real money at bear market in the banks It makes no sense given how to wear employment is but we know that the major trading banks didn't do that Well, I caution people there's 4,000 banks out there only a couple to trading but I I do think that We're gonna get a strong enough employment to be able to raise rates, which is what I care about We continue to own city and key Wells Fargo is a legacy, but Wells Fargo is getting cheaper Remember Wells Fargo is the chipotle of banks is going to take 18 months before people forget what happened And we're cycling through but we're not there yet. We're not there yet. All right, Jim Kramer Thank you so much as always and for more information on the stocks Jim mentioned, please head back to the street comm