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By Jason Stipp and Jeremy Glaser | 10-25-2013 09:00 AM

The Friday Five

This week: More fuel for Fed stimulus, Netflix shares overshoot, and McDonald's hits the value menu for long-term investors.

Jason Stipp: I'm Jason Stipp for Morningstar and welcome to The Friday Five: five stats from the market and the stories behind them.

Joining me as always with The Friday Five is Morningstar markets editor Jeremy Glaser.

Jeremy, thanks for being here.

Jeremy Glaser: You're welcome, Jason.

Stipp: What do you have for The Friday Five this week?

Glaser: The numbers we're going to take a closer look at are 148,000, 1.3 million, 0.9%, 12.3%, and finally $1.9 billion.

Stipp: 148,000 jobs were created in September according to a delayed government report. This turned out to be a report really not worth waiting for.

Glaser: That delayed report confirmed what we had been seeing--a slow, plodding recovery in the job market. That was written all over this report. Yes, the unemployment rate ticked down a little bit, but a lot of that is because we're seeing people drop out of the workforce, not that so many people are finding jobs.

I think the big takeaway from this report really comes down to what the Fed is going to do. They've said that employment is the indicator that they're looking at most closely while deciding what to do with monetary policy. Given the relative weakness of this report and the probability that next month is going to be pretty weak because of the government shutdown, it's seems unlikely that the Fed is going to have lot of appetite to taper at the December meeting, to really take their foot off the accelerator of those bond purchases.

Then we're going to get very close into Janet Yellen's tenure as the chair after that December meeting, and I think she's the one who's really going to be in control of when this decision gets made. It will be really a first test to see what kind of chair she's going to be. We'll find out relatively soon. This is a big decision that will need to be made in 2014, which is when the taper is still likely to happen, and it will be a good way to get a preview of what her tenure as the head of the Fed is going to look like.

Stipp: Netflix reported a robust 1.3 million new subscribers in the third quarter. This is very good for the business, but the stock has been overvalued, according to our analyst, for a while. What's the situation now with the company and the stock?

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