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Markets are up this morning.

First up, there have been three large CEO departures in the last week, one flashing green, one flashing yellow, and one flashing red. Money-maker V has generally been executing well. The CEO departure, while worthy of an eyebrow-raise, doesn\u2019t appear to be an indictment on the future prospects of the company. The yellow machine maker CAT is a different story. CEO Doug Oberhelman is no longer in charge after a series of missteps. It is unclear what the future path is, but last week\u2019s upgrade from Goldman Sachs may support the shares. WFC\u2019s red stagecoach is running a different line. Clearly CEO John Stumpf was forced out after an accounting fabrication scandal was poorly handled.

Andrew and Ben take a deep dive into Philip Morris. The pair look at sales volume trends, government excise taxes, and payout ratios as they assess the future prospects for the global tobacco company. Importantly, iQOS, the company\u2019s smokeless tobacco product, continues to perform well as management looks for this to catalyze future growth.

Next, Analyst Matt Krebsbach takes the stage for deep anecdotal and analytical dives into NFLX and DPZ. NFLX showed tremendous subscriber growth in Q3 but Matt is concerned that international expansion will be costly. He outlines some reasons to think that international earnings may be less accretive than anticipated. Andrew shares a pizza story and the pair laud the impressive growth at DPZ in a quarter seemingly devoid of fundamental catalysts. Matt compares YUM\u2019s Pizza Hut to DPZ\u2019s Domino\u2019s.

Finally, Ben returns to talk debate prep and what we can expect from the final presidential debate of the tumultuous 2016 campaign.

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