>> i got northrop grumman stock last year. i have been very pleased with that as an investment. i got it because not only did i think the stock would go up but i was hoping it would add to my dividend strategy. now it is starting to take a bit of a dip and i'm interested on your perspective over whether i should get some more? >> i think you should. it's an incredibly well-run company but when we think about where we are in this country and what has to be done to keep us safe and our allies safe, northrop grumman is a top three. it's down a lot from its high of 518 i think you are right to pull the trigger and i cannot thank you enough for the kind comments. >> let's go to russell and georgia. >> hey, jim. long time no talk. i was on your radio show 20 years ago. >> holy cow. that was a hard children do every day. >> you helped me a ton so thank you so much. i took a small position in hasbro in 2021. it was much higher, obviously. i have been getting it for my nephew who was only six years old. will it grow or is it a has- been? >> i think hasbro is troubled. i wish i could be m

i had a question how, how do you vote against northrop grumman and, and goldman sachs. i mean it's, it's impossible with this is a serious problem that we're west country right now though. i mean, it's how do we mean i'm an american and then i don't want this country to do. right . and i'm not saying i don't, we don't want to be involved those early from time to time. but it starts to look like it's just a fucking game. that's the problem. unfortunately, as long as the us dollar continues to be the global reserve currency, which is starting to rain but only slowly and the not a process that will happen then the us can keep printing more money and borrowing more money. and it's called, you know, uh, quantitative easing and they can continue spending these enormous military budgets . but i think that there's more than just personal interest. there is a broad bi partisan consensus on the goals of us for and in military policy in pursuit of primacy and had gemini um ben rhodes called this enormous establishment that really decides us foreign policy. mark your delight, the d

and those working on the weapons that, you know, britain's biggest manufacturers be a systems, northrop grumman radio and boeing in your country in the united states. and of course, the canadian, military and associated companies as part of the military industrial complex is massive in nature countries. how do you explain that this association between the work is work on the weapons doing the killing? they don't act as musicians and so on. told by their agents and studios and publishers just don't speak out and don't do what you just said about the need to follow your conscience or something like that in kind of in canada, there's been a number of people in the arts world who have lost their jobs because this because i'm in here and vancouver, i live there are um, academics of spoken to and not being threatened by that you know, by their employing institutions. those are the people who are participating such things. i mean the ours, my on the manufacturers is on the association of that they, they're cut off from no humanity that they, they couldn't be connected to this as a commodity and do the

in terms of the corporations that make a big profit from them, the general dynamics, northrop grumman, lockheed martin, boeing. they will make profit, they don't care what happens when they go over the border, or even if they never go over the border, they're paid right here in the us. their shareholders are paid. but a great deal of those weapons simply go missing in the ukraine and are we sold on what they call the grey market on accounted for? and the same thing happens with money for infrastructure, for housing, for, for needs of average, people in new crank, that money is not seen by anyone in the ukraine. i'd seen by the very corrupt powers that are running this over here and in the brain. that doesn't go to people's needs at all. the furniture also wrote that quote, the biden administration has prioritize oversight and accountability to ensure that every hard earned american tax, their dollar goes where it is supposed to go. now we know a vast amount of that money has gone to arming. he has, is this hell americans really want to see their taxes, fence swell? the overwhelming ma

northrop grumman. they've got to be doing well. >> they swung to a quarterly loss as they took $1 billion charge on their be 21 stealth bomber. got a contract with the air force for it, manufacturing costs have gone up. they take a loss. they lower their sales forecast for the year. stock is down 29. stuart: who was a dimension the united? what did he have to say? >> new high for the stock, what they do is rent out equipment, maybe this is a sign of companies would rather rent equipment and pay high interest rates, upbeat and a raise kind of court, they news that announced a new share buyback, that is another thing. stuart: could be part of this expanding economy, 3. 3% growth 3% growth, let companies do well. now this. we told you how a lawmaker in illinois wants wealthy residents to house migrants in their own homes. kelly is in a chicago suburb talking to residents about how they feel about this proposal. a border agent's brutal attack by the mexican cartels in arizona, they threw rocks at him while

northrop grumman up 12%. lockheed martin up 12%. general dynamics has had a big move. like boeing that crosses -- a couple of different areas. it is up 30%. then you go to the commercial aspect about commercial jets, that has been an opportunity certainly, has it not? >> yeah, absolutely. look this sector has been doing well outside of "the magnificent seven" and big tech last year t was one of the better performers. a lot of subindustries within the sector have done well. so it's not new, you're right. it has been a come of years of this cyclical sector bubbling inside of market the tech and consumer. it is technically sound. it does have exposure to a lot of themes you're talking about. these themes will not go away overnight. it is something to be in for the long haul. liz: as we finish up we're looking at red on the screen. we're up for any kind of specific advice, with clearly as much assets under management you have at baird it is valuable for our viewers. ross, thanks very much, we appreciate it. ross mayfield. here we go, you see a 267-point loss at the moment

be out on the horizon and this is a name that will continue to participate and a competitor, northrop grummannges to a discount. and the p-e ratio of 17 and versus north of 19 and if you're not an owner, i think this makes sense and it's a boring day, when you own the blue chip tangible names and it makes sense going forward. >> let's go to d.r. horton and the home builder up 66% in the past year and the sea port downgrading it saying future fed cuts may have been priced in during the run-up and it is watching input cost deflation which could be slower than expected. you lean positive on this one or is it one to watch because of its past gains? >> i disagree with that note. i think there's more room to run here. i think housing, there is a supply issue and d.r. horton, this is the biggest builder. they'll put 82,000 homes out there and yes, they hit a monstrosity year when they were up 72% and if you're a shareholder at all-time highs and you're so excited about what's going to happen for the rest going up to the super bowl, so where, i think d.r. horton can go is higher. i think the wind in

increase in defense spending that's going to take place whether you look at lockheed martin, northrop grumman, those are the areas that we see growth opportunities. but recognize you need to look at quality names are with strong balance sheets to help navigate through this economic slowdown period that's upcoming. lauren: kevin, i just want to use what you just said about those defense names to tease what we have coming up later e in the show. the defense stocks did a whole bunch of nothing, and then october 7th happened, yes, you were on to something. simian, your picks for '24? >> one group of folks that may have found some coal in their stocking were covered call strategies last year. i think a lot of people forgot you gave up upside. the monthly cover call index was up only 11% last year, the s&p was up 26. look to strategies. we just launched i spy that focuses on the new strategy of daily covered call rating, and that's a prudent way. so prudent ways to generate income, i think, will be very important in 2024 as those 5% money markets go away. lauren: thank you so much for the time, gen

. >>> northrop grumman dive bombing after reporting a fourth quarter loss versus a year-ago a profit.se tech company shares down 6. company says it would take $1.2 billion charge against the new b-21 raider bomber it's building due to increase in costs that have occurred since it won the fixed price deal contract all the way back in 2015. these things really take a long time to come to fruition. the company says it will hughes money on the first -- lose money on the first five batches under the deal with the pentagon. the stock is on pace for its largest percentage decrease since november of 2022. >>> aviation safety, very hot top tick at this hour on wall street but -- can doing but also on capitol hill right now as boeing's ceo talks to lawmakers for the second day straight about that alaska air incident if earlier this month where the door plug blew out mid-air. but what do airline pilots who fly these planes ask and aviation analysts think about all the tech when a u.s. carrie. carrier habit had a deadly crash in nearly 15 years? find out next. the u.s. global jets etf, ticker sym

lockheed market and northrop grumman are a manga gainers there. you can see boeing's down right now. scrutiny after the door plug blow continues. several passengers from the alaska airlines flight are suing boeing, citing physical injuries and emotional trauma. the federal aviation administration says it will audit the playmakers production line, and could bring in a independent third party to oversee inspections. boeing says it will cooperate fully and supports the actions to improve safety. you can see shares are adding to their worst week since may 2022 the. >> thank, you christina. we are just getting started. shares of city are volatile today. they are now in the green, about six tenths of 1%. on the heels of its earnings report at big announcements. the cfo joins us exclusively after the break. we are live from the new york stock exchange. you are watching cnbc. ♪ opportunity is using data to create a competitive advantage. ♪ it's raising capital to help companies change the world. ♪ opportunity is making the dream of home ownership a realit

. >> reporter: scott willoughby oversaw the webb's construction at northrop grumman.e launch. 300 things that have to go exactly right? >> correct yeah. >> reporter: now on the second anniversary of the launch, we can finally ask, how did it go? >> it literally went perfect, as close to perfect as one could have even imagined. >> reporter: it just seems improbable, given that moving parts are always hell. >> yeah. people actually asked after, did you overgloe blow how hard this was? and the truth was, practicing for everything as if it could go wrong was the best preparation for making it go right. >> reporter: it took almost seven months for the telescope to unfold, calibrate, and reach its orbit a million miles from earth. and because infrared is a form of heat, it also had to get cold. minus 400 degrees. even the sun's heat would blind the telescope to the faint infrared signals from space. >> so we have to block out any shred of that sun by deploying a big sun shield, a big umbrella, effectively. there's only one star in the entire universe we'll never see, and it

northrop grumman price cut. of people betting it's going to come in and that's the end of the ukraine spend. if you're political, and i don't offer political advice on this. >> it's hard to read. another policy question, jim, is the border. the president's comments on friday night that if he had emergency authority that he doesn't have, he would use it on the day he signed the bill. are you watching the rails through that lens? >> i'm looking at everything through that lens. i think you have to. i think it's an untold story. you -- we were paying above minimum wage in new york. forget that. forget that. i mean, you have to hope that there are people who are not -- who are willing to play by the rules and not offer $12 instead of $18. it's around the country. minimum wage is back and means a lot, because the immigrants want jobs, and i think that's an untold story too. every time you mention immigrants, i wish it weren't hot button, because something has to be done, but right now, we have 1.3 million people that