i think to me csx is most interesting in the group but you look at fedex and ups, that is a tale of twoies without question ups is the better company i think in this environment still is. >> ups i think is a lot less exposure to a rail strike than many and i actually think the stock rallied a little bit on some of that just relative value i look at csx and you can't invest in the rails until we get a better handle on where they are with the peak yields are coal i don't think they're going to hold. i think if you look at the chart, you have better labor costs but i don't think the demand side is a great place to be right now. >> coming up, a stock pickers mark for semis that interview in moments. >>> and we're all over the action in crowd strike and meta. shares both dropping hard after the names reported results we'll bring you the details. >>> and before we head to break. look at capitol hill christmas tree it was lit just moments ago. there it is. behold stick around for asmoy"n o."ft ne itw (vo) this is more than just glass, walls, doors and carpeted floor. it's a place to change the

energy as well, they increased their stake by 60%, buying 693,000 new shares in csx energy one last software, five nine, they sold their stake, over half a million shares gone for corvex >> all right, kristina, thank you. kristina partsinevelos >>> final trades up next another busy day? of course - you're a cio in 2022. but you're ready. because you've got the next generation in global secure networking from comcast business. with fully integrated security solutions all in one place. so you're covered. on-premise and in the cloud. you can run things the way you want - your team, ours or a mix of both. with the nation's largest ip converged network. from the most innovative company. bring on today with comcast business. powering possibilities. with my hectic life you'd think retirement would be the last thing on my mind. thankfully, voya provides comprehensive solutions and shows me how to get the most out of my workplace benefits. voya helps me feel like i've got it all under control. voya. well planned. well invested. well protected. ♪ in any business, you ride the line between num

. >> and that's csx. csx doing incredibly well. nor fox southern is doing incredibly well. >> they upped u.p.s. to buy. >> how do you like that? on margin expansion. raising margins when volumes are falling is hard to do. but they have operating leverage to do that and more. >> that's true look, i like the piece because i believe in thome i believe they have the possibilities of doing well. 3% yield but you buy it and then fedex comes out the next day and says things are worse than expected then what do you do? fedex is up $3 they have hurt themselves by their own forth right nature, which is to give you pretty much too much information they don't want you to buy -- the fedex people do not want you to buy it without knowing, hey, look, there's some reservations here i like the u.p.s. piece because it is -- u.p.s. has a lot of room to cut if they have to. big contract look, the stock went down off of guidance not off of the numbers and they could revise the guidance up if things go a little bit better. >> there the other big researc

best buy up 10.5% and as for the nasdaq winners, walgreens on there, csx, ross stores on this board yesterdayl. kraft heinz. there's your winiers. coming up. winners. take a look at this headline in the hill, trump may not make it to the primaries. does he have the right support to make it further? jason chaffetz taking that on later in the show. companies are boosting their salary budgets next year. that's the good news but is it enough to offset inflation? that's the other side of the story. larry kudlow blasting biden's climate reparations. he says it's a terrible idea and he's here to tell us why right after this. ♪ ashley: good morning, larry. okay, why is this such a terrible idea? >> it's another biden scam, green new deal socialism. let's take from the rich and give to the pour. but they won't let the pour develop energy, particularly fossil fuels, oil and gas energy even though they need it for growth and most of them would love to have oil and gas and in africa by the way, which is an important target for these kinds of paris climate accord initiatives, they've got plenty of natural

csx, that's another name in the industrials that was added so you reduced financials, and from the beginning of the year we're talking about nearly half of where the positioning was rather than give the explanation on that, let's take some of this to the committee so stephanie link, added to energy, added to materials, added to industrials what do you think of what your committee member has done here >> i'm overweight all three of these soectors and have been all year i think industrials have been the most surprising. in fact they have better pricing power so i totally agree with that materials and joe mentioned c cortiva. i've owned it for the last year and a half joe will remember this, dave anderson who was the cfo of honeywell is now the cfo of cortiva. and we know what he did at honeywell. and i think this company has a lot to offer in terms of cost cuts i like energy, like financials, industrials, materials i think the only place we disagree really is on the financial side and i'm actually going the other way as i mentioned last segment. >> yeah. all right, jim, wrap it up what's your

csx is too cheap and norfolk southern is too cheap. >> you talk about the potential for a strike in december> look, in 1992 there was a strike and the government solved it, the federal government the deal being negotiated was biden's deal biden can say, hey, guys, do you ever read the fine print you're back to work. i think we can make too much of the strike it's biden's deal and he'll order them back to work. >> we talked to marty walsh about it but it could cost the economy $2 billion. >> ain't going to do it. they won't let them do it. they'll just say, listen, you get back to work >> some people are taking issue with your lemons they think it was per pound. >> i bought a lemon for tonight's show >> $1 spth 47. >> do you buy it at the bodega around the corner? >> king's. i usually get two for 4 bucks. >> you obviously paid it. >> i made it up. i paid 32 cents for it. >> i think you were overcharged. i think you were overcharged >> i think david has never been to a supermarket in his life. >> i've been to tgix. >> you're not having any of my string been casserole. >> i went to - >> the cra

so while workers struggle, last year the ceo of csx made over $20 million in total compensation. the ceo of union pacific and norfolk southern made over $14 million each in total compensation. in other words, within the rail industry, corporate profits are soaring and ceo's are making incredibly large compensation packages. but in the midst of all of that, it is fair to ask what is going on for workers, profits recordbreaking, ceo's, tens of millions of dollars in compensation, what's going on for the workers in the rail industry? and the reality is that the key issue in the rail dispute that we are dealing with right now, votes taking place as we speak in the house, it's not about salary. it's not about how much money workers there are earning. the key issue is the working conditions in the rail industry which are absolutely unacceptable and literally beyond belief. right now frks you work in the freight rail industry, and this is a job in the rail industry, this is really hard work, dangerous work, it's work that takes place when it's 20 below zero, if you are a worker in the r