itc holdings, another pick that you gave, and also you liked national oil well.rovide, obviously, equipment used for drilling. are you staying with those three names? >> we absolutely are. in fact, we like all three very much, oracle -- we like a lot of the large to megada cap tech -- mega cap tech names. one of a few areas in a lot of cases where they lagged last year, and there's significant value. they have some defensive aspects. you're seeing tremendous returns of shareholder capital, so we do like tech as a theme this year. cheryl: okay. that's oracle. i do want to give a new pick out as we go through the current pick. itc holdings, you still like that one. your new pick, i think, is really interesting. you like dow chemical. their point just took a big stake in dow chemical, and they've had a rough ride, but this is a new pick more you. why? >> well, it's not necessarily new for us. we've held it for some time. we continue to like it very much. i think that our thesis has not necessarily relied on what third point may be arguing for, although i'm not sure

while snow may be making it uncomfortable, overnight wind chills of 20 below made itc dow right dangerousr sweat shirts. i'm cold. >> several major highways,c including the g island expressway, temporarily closed. >> how are you going to get there with the long iásp'd expressway?fáfá very slowly. )uq)s in fire and ice. while outt( on the cape, howlin winds and heavy surf poubded the that the berm inÑi front of the significantly. >> reporter: in new york city times square isñájujz over where ten inches ofÑi snow buri the w3city. new york's new mayor shoveling his own çówalk, is getting his first real test just threeÑiw3 on theok w3job. >> reporter: now residents ader. across thet( northeast will hav to handle digging out from the >>> many at sfo flights were delayed or canceled because of this huge storm. tarmac ofçó the midwayÑiw3 international for almost four hours overnight. can you imagine ju%i waitingÑir they could get off? 3 the backup resulted from delaysçó td began on thursday night with the nowhere to go. all four airports are open, althx%q$ jo[lp did close down sj&i1buáj this

continue with above average weather and sunny skies and;obr you may want to c if you are in san francisco, itc right after kickoff,e1 we could havuk wind chills at 17. and then around 6 p.m., minus 20. it will be unbelievable. if you are headed that way. we know a lot of niner fansÑi a going to be headed that way. we are talking about fulle1 bod gear to protect yourself from the cold.çó hypothermia is possible in 20 minutes. i thought i wouldq check back te last time we had temperatured anywhere close across the bay. you remember, it was back on december the 5th. remember that, 16 inxd napa, people think it gets super cold. not minus 20. >> i remember that cold snap.qxd thanks, jeff. >> his name is steve tran, and he is now $324 million ñiicher. we have more. >> more than two weeks ago, steve tran did the same thing these customers did today. he walked in to jenny's gift shop and bought severalq ticket for the mega millions jackpot. for two weeks he had no idea the numbers he had chosen shown here on thisçó ticket would change h life forever. he was on vacat)jy while the golden ticket sate1 ia

you can resume us banking boss to keep it up but the economy of the morning easton warm but center itc to achieve that on to say that and that abc while the teens in and getting it but who wanted to buy a stock that she had that both of them puts it this river tuesday she stood me up on them to do just the frame again in the uk and us policy that makes but the law says that no man despise not get that monkey do know that we need to get me into a lot of time outside on the scene but tuesday and keeps his eyes darkening fusion yet and it was announced on wednesday he was defending champion of new couldn't begin to you but you can love an egg and egg into going up the most of the week i didn't get the win democrats gospel surprises about a local gp she could issue the mix along with inventing the bees can we use begin let us all but she didn't some of the local gp to get into the building was keane's union between a vocalist and getting to know the stock does not cause us to assist the homeless things to do today but among the most about having just bought was simply this is living in a c

itc a gift so not to operate on the playstation two in my shout oh two teeny day the people. it's a lot to do some not so fun about this yet as that might be that they do that. she's acting so what. no employee at the skeptic that i don't think it's a mass audience. i went out with the tv and you know that today you get to that. ditto i know that the second and listen to all what then is still wanting to get the astounding. anyone that i'm all in what the scene it. i don't want they'll take that and still want to walk some. and what of all. a great day. two weeks bank is the second sentence the film on any and all i am yet to get conceal me in and lamenting we see the sun and sand. we have been at the assets. what are some of it with the aid of a back end. i am ever so. yet the thought that would be a building at you and the seaway day that we go quickly. defensively we need a boost that. we'll employee but the money i make the tie when will you know i ate a double sided team standings at it. what added fifteen and twenty seven states that he said. at that. what i didn't want

itc a gift so not to get water into an opera stage he boarded max out on tuesday the day the people. so i just read about this yet as that might be good. they do that. she's acting. so what. no employee at the skeptic that i don't think it's a mass audience went out with it and you know that the day you get to that ditto i know that the second and listen to all. what then is it still wanting to get the astounding. anyone that i'm all and what the scene it i don't want a low tech and so was the water for some. as more of all a great day. two weeks back it's the second sentence the film on any non am yet to get conceal me in and lamenting we see the sun and sand. we have been at the assets. what are some of it with the aid of the fat end. i am ever so. yet the thought that things would be a building at you and the seaway day with output of the plate. actually i did decently we need a boost that we'll employee but the money i make the tie when will end on a double sided team standings at it. what added fifteen and twenty seven states that he said. at that what i didn't want to come to m

the country is in a different itce on gay marriage than was when president obama took office.e are seeing a sea change. in saw the reaction on women the workplace. i think there is a great deal that will be part of his legacy. is a have to say, he nonwhite president who was reelected. and what that means for the country is part of the legacy we can't ignore. >> on health care, this year will bring to reckoning. losers inere are this. the president was not clear about that. those stories of people who are losers in a variety of ways are going to get a lot of attention, as they should. the second thing is the midterms. if they are a referendum on the president and obamacare, even if it goes well, public opinion is not going to catch up on that. it will be harder to argue it is a success in november if the republicans take control of the senate. would argue we are grading on a curve. there will be a lot of losers. i also think we have to be careful with the argument we have seen a decline in health care costs. we do not know. there's a lot of uncertainty. in terms of the recovery

and now with all the plantation itc i hung up on. canceled. rose is very important to move the meat to mr shot him off on an injection least man than its very nature of the weeds case of course the key is to the pc by tests with the iq so all freaks. i know missed the shot him while forming the use of cars so we have the tart is truth is that some pilots the crows free flying. and then some. it refutes the bees the corporation. so it is very glad to be made the most feared he might kill. he's very healthy. but to because leon this is the same neighbors going on to the commie leaky all the expert here. and optus for years they had me meet each other. leap into the other students alike at the family can handle almost any event in chile will come when i was participation. i sing but posts straight in the tcp is one topic. the aso is fixed. because the ten looks very act. ema tell him i simply knew this because all the scenes during the bail review peter baker losses. aviation country in war or so of an icing that because they know everybody knows

early childhood education, he and paul ryan absolutely could cut a deal some time this year, i think itc is not huge stuff, but i think you could have a much more product ukt if the -- >> rose: what is the deal that could be cut on immigration? haven't brought that up yet what a term in citizenship versus legal status? >> well you have to have legalization to start with, you can get citizenship from the dream work for kids and the democrats will only buy off if you tweak it so you get citizenship for a large number of those people who are legalized and it gets complicated but you are not -- >> rose: where is the common ground? >> well, boehner is working hard in trying to get a common ground, he hired john mccain's immigration person and really trying to force his caucus, which is not an easy thing to do, to pass an immigration bill which they then can go to conference with in and the senate eventually. >> and in the week or so they teased this out there has been ferocious reaction from some republican strategists like bill crystal says this is a horrible thing to do i in amid term where

senator rubio talked about itc andrid of the getting a wage supplement that will be part of every paycheck for childless workers. is there a middle ground there? are they completely different missions? a little bit about the proposal. then up with the details out yet. it will certainly be out no later than when the budget is released. over the last several decades, we have greatly expanded the earned income tax credit for families with children. that is appropriate. the families both have higher haveses and also have higher poverty rate. the evidence is that it has had profound effects in terms of single mothers in the workforce. helping to increase mobility and upward rages -- wages and the impact it has on children in terms of everything from better child nutrition to test scores in reading and math. done is pay ast much attention to how how -- to households without children. the tax rate has basically been unchanged in the last 40 years. there is this dramatic reduction for families with children. the president is proposing we take that told that has worked so well with families with ch