quanta sits at the nexus of some interesting trends, very timely.is an infrastructure and services company, mainly for utilities. so as we saw in texas recently about two weeks ago, certainly highlighted the need for grid hardening, you know, to deal with adverse weather as well as modernization, and as we hear, you know, more and more of the integration of renewables. a company like quanta is interesting, and speaking of stimulus and infrastructure spending that is very timely. >> and that seems to be working. shares up nearly 19% josh, we're going to leave the conversation there, but thank you for joining us today josh wein of hennessy funds. >>> and when we come back, how a fourth covid vaccine in the u.s. could become a reality by may. >>> plus, travel ceo say green chutes are emerging. if those comments could make you some money, and apple coming off the best day since october we speak with one shareholder who says his thesis sees apple heading even higher from here. orwi ehae.orhour ahead f "wlddexcng don't go away. his wife wendy. in 2016, he

quantas flight how will you prove if they've been vaccinated to contests that's where the digital house passed tons in and so you see just how kind of wide ranging how many boxes they aim to take through this hopefully simple application that most of us will probably have on athens by this time next year how much if these you e.u. certificates come to pass will this serve as a model that could be used in let's say the united states and other countries will these countries be quick to try to replicate that when certainly i mean i am slowly understand the sport is being well up to the vaccine past what is being proposed for the right reason and of course there are scientific challenges there are largest challenges but if it does appear to be successful in terms of opening up the economies in terms of opening up to tourism certainly other countries would be open to to adopt that but my my major concern is really also on 2 of the decline of that seem to be used to minimise the person for example if we talk about the number of acts that has you know 65 to 68 percent of protection that means

great scientists there who are already earlier in the 1st very very 1st steps of understand the quanta world did the x. rays out of for. work already activity which is a quantum phenomena. saw all the medical modern tools for seeing what happens in our body rooted in quantum phenomena. and you talk about schrodinger's cat of course now that's passed into arguable common common knowledge even if many people may not understand the difference size implications of it but you're doing was certainly unconventional you say how did his wave mistakes pave the way for all of this. i think it was one of the players and in quantum mechanics 11 of the people who continue to lead the thinker about it but he introduces the introduce the way function this idea that particles are open up in in space and becomes ways which is partially true but not correctly true cradle sort of confusion i mean i'll let men type particles particles or really waves i think be able to play the awaits too seriously even today in in some way some minor sin which won't mechanically stalked the waves given to too much importa

our use of digital and green technologies has skyrocketed as a result we devour a gigantic quanta. of metals but what if we've gone too far in our exploitation of the us. in the 21st century scarcity is threatening. perhaps it's time to seek our metals elsewhere. we are the 1st generation that can look at the planets and can look at the stars and see we can be there we can do that we can touch the stars we can touch the planets. chanter scullion is just 23 years old after its selling in his studies of international trade he founded the asteroid mining corporation in the british city of liverpool it's far from being a multinational corporation he has a few colleagues across europe they only rent office space when they need it what mitch hunter scullion are selling is an idea we are on a planet which is fair to 6000 kilometers in diameter and we're in a position whereby use the resources with a growing population are it up would lead to policing the end of sources to comparable to the sources of our society needs to explain surely for at least a 100 years. you can find almost every t

building again in china moving slowly north to the south of them that's a southerly flow into hong kong quanta humid wrong a few showers at 1st but the average temperature is $24.00 the main thing is much warmer than you might expect for this time of the year and tempers are rising throughout india that is a current heat wave you draw just down across in the sindh province of pakistan but maybe the big difference is the strength of wind which should improve their quality in new delhi. to lead your country onto the pitch is a special moment for any thoughtful to do it is a palestinian woman is a remarkable achievement. the bowling legend eric cantor now introduces honeyed saga who broke through social and political barriers to inspire a generation of female players across the middle east. could go rebels let's do it . on algis the. amount of the top stories here now to 0 has been a day of emotional testimony in the trial of former police officer derek shogun witnesses as young as 9 described the moments leading to the death of george florid . a group of world health organization scientists has

i want to make is that we are looking at a reality in some parts of the out of no that see no fly quantas the national airline of australia have already combined that that is something they are writing into the terms and conditions so that you cannot book a ticket unless you agree to the fact that you will have been vaccinated before you book that. one test flight how will you prove if you've been vaccinated to contests that's where the digital house passed tons in and so you see just how kind of wide ranging how many boxes they aim to take through this hopefully simple application that most of us will probably have on athens by this time next year mohamed if these you e.u. certificates come to pass will this serve as a model that could be used in let's say the united states and other countries will these countries be quick to try to replicate that when certainly i mean i am fully understand the sport is being well up to the vaccine past what is being proposed for the right reason and of course there are scientific challenges there are largest challenges but if it does appear to be succes

on without the money it would be difficult with the money i could afford it and made him go to quantas a small ice. and there are no longer receives payments per year is over it gave her some security but her basic attitude didn't change because of it yeah operating having fun i'd always work but the question would be what would i do where would i work and how would i wear it. since the start of the coronavirus pandemic discussions about basic income have also intensified in germany more than $4000000.00 people depend on so-called many jobs which are the 1st to be cut in times of economic crisis only salaried employees get compensation for shorter working hours or unemployment benefits self-employed service workers go empty handed and unconditional monthly payment would protect everyone but of course there are also disadvantages. in a democratic society it has to be legitimate it has to be supported by a majority it has to be affordable and it has to be compatible with a capitalist society minimal the undesirable jobs have to get done too and if you apply these criteria to something li

so these are companies like illinois tool works or quanta. so you want to look at your portfolio as many different members and you want to break it up into those three groups and if you do that, you can take these periods of declining disruptive stocks because you have the infrastructure stocks that will hold up the performance of your portfolio. >> i'm getting inquiries from friends and otherwise people who were just interested in the market currently on whether, you know, whether we think there's going to be more carnage ahead in a lot of these names. it goes to the heart of the conversation, at least part of it that ihad on cnbc pro of john rogers of verio and we played that for you yesterday and we have a different group from the investment committee and let me revisit that of what john rogers told me about staying away from the s&p 500. those were his words let's listen >> we started to feel like the nasdaq and these tech stocks would have their comeuppance they'll have a difficult time so i'll stay away from the s&p 500 because it was s

also on the board of quanta services which is the largest utility construction firm building telecom natural gas and importantly power lines. we are a joint venture operator with a canadian utility of puerto rico grid. that handover will happen this summer. so, i get to talk about resilience and the people in puerto rico a hearing in a full case of their own. today i'm ceo of the hunt energy network. we're building storage batteries and small batteries at the distribution level around the state of texas. i think the role of energy storage in the future is going to be one that will be just no where to go but up. as we bring on intermittent resources, i understand the members' concerns and live through them, as well. with intermittent resources, variable resources that we have to do something to firm those up. storage is that golden bullet that as a regulator i didn't have 15, 20 years ago when we were talking about market issues from california to new england. but storage is just beginning. it's got to scale up, but it's pretty interesting place to be. so, i don't speak for any of tho