buy on weakness the best performer is one i keep coming back to you again over and over again, john deereliked this one for a long time because farmers are flushed after high crop prices when farmers have money, they buy deere so their order book is full into the back half of next year and the big construction business should get a boost. buy american deere sells were 15 times earnings still cheap after running for 25%. beyond the three best performing industrials, this are other names i like caterpillar was the tenth best performing up double digits. i like it almost as much as deere after that most recent blowout quarter but cat has much more exposure to infrastructure and i think they also got a boost from oil and gas industry coming by the way, it's interest egg. i know jim, cat is more to oil and gas and private oil and gas are still drilling like mad. definitely worth loaning next year is one we talked to recently really well run itw this stock is slammed this year due to slow down worries even though the company keeps beating the numbers. and the most recent quarter, they had 16% o

john deere, which manufactures among other things agricultural equipment, team members are more hopeful the second summit. >> the benefits that are currently being delivered in africa, and most importantly, let us highlight the challenges to our african leaders that people on the ground, customers, farmers, are currently facing. the big question now, can -- how much can three days of meetings accomplish? south africa is america's biggest trade partner on the continent. economists are optimistic about strengthening that relationship and they say that the market is ready for more trade with the u.s. but south africa will have to tread carefully. next, turning to china and to a lesser degree russia at a time of great geopolitical tensions between those countries and the u.s.. the emerging economies of brazil, and south africa, would not want to alienate beijing or moscow as they seek warmer ties with washington. during this summit, china will most definitely be the elephant in the room. >> china has meant -- has made many inroads in africa. >> china is africa's largest to a trading partner

john deere told the committee that he really heard this all is gossip from his white house colleagues. still, it was the week after the 2020 election, he heard from him that trump in fact was considering conceding, and even inviting the bidens to the white house. so judge there said that he was looked in on these conversations, because he would have been the one arranging the press access for any sort of visit from the bidens. they are told the committee that, as he said in the week after the election, there was gossip around the building that he was seriously considering conceding, even strongly considering and inviting the president elect and the incoming first lady to the white house. of course, none of those things happen, pamela. trump refused to concede. he held on to those claims of a stolen election and of those rumors actually came to fruition. >> they didn't. but i know from my reporting at the time that white house officials, they were saying that to reporters, that is what they were hearing. very interesting. stay with us, thank you so much. i want to bring in gloria voyag

mostly into a photo opportunity at a distribution warehouse in johannesburg for american own company, john deer, which manufacturers, among other things, agricultural equipment, team members are more hopeful about. the 2nd summit is gonna allow dialogue around that opportunities. the benefits that i am currently that, that the companies talented delivering in, in africa. and also most importantly, highlight the challenges to our african di does that our people on the ground, our customers, our families are currently facing the big question. now, just how much can 3 days of meetings accomplish? according to the us state department, south africa is america's biggest trade partner on the continent, with goods worth $21000000000.00 exchange. last year. economists here optimistic about the potential of strengthening that relationship during the summit. they say the market here is ready for more trade with the u. s. they all to warn the south africa will have to tread carefully. that's due mostly to china and to a lesser degree, russia at a time of great geopolitical tensions between those countries

into a photo opportunity at a distribution warehouse in johannesburg for american owned company, john deere, which manufacturers, among other things, agricultural equipment, team members are more hopeful about the 2nd summit is gonna allow dialogue around the opportunities, the benefits that i am currently that the companies talented delivering in, in africa. and also most importantly, highlight the challenges to our african leaders that our people on the ground, our customers, our families are currently facing the big question. now, just how much can 3 days of meetings accomplish? according to the us state department, south africa is america's biggest trade partner on the continent, with goods worth $21000000000.00 exchange. last year. economists here optimistic buy the potential of strengthening that relationship during the summit. they say the market here is ready for more trade with the u. s. they all to warn the south africa. we'll have to tread here. that's due mostly to china and to a lesser degree, russia at a time of great geopolitical tensions between those countries and the unite

you compare john deere with let's say, well, facebook, metaverse. , look, i think the good news at metaverse is i don't believe zuckerberg is spending as much time on metaverse, but deere, wow agriculture is the greatest business in the word right now >> all right, think about your mad dash that's what we got coming up we'll get to research this morning, a lot of other stocks that will be moving. one more look at futures we're about nine minutes from the opening bell you can see things turned a bit. we're going to be down, perhaps ever so slightlyt e en athop we're told that success is all about making it on your own. the truth is... need some help? c,mon, get in. nothing great gets done alone. that's why there's shopify. with shopify, you can set up your online store; you can sell on social media; or, you can sell in person, with our point of sale system. it doesn't have to be lonely at the top. join the millions to find success - on their own terms. start your journey with a free trial today. >>> welcome back time for jim's mad dash. we're going to

of have to go together because if you're building a big truck like a giant caterpillar truck or john deer tractor, you'll need iron, aluminum, metals, plastic, glass, you'll need materials and that has to go up together and if we build it, how do we ship it. they'll have energy stocks. the industrials materials and energy have to go together and right now the hands down winner is healthcare leading the way for the last three months and that's a sign. when markets are bottoming and there's one sector buffing the trend, you have to pay attention. kelly: yeah, that's a great point and think about energy, when all of those containers get unloaded out of the port of la; right. you fill up with diesel on the trucks and send them across. r keith, pfizer, why? that's one of your picks. i can't get -- >> i can't get my hands on enough of that stock and they tend to bottom faster and fire about customizable medicine and people confuse it all the time in just vaccines but that's not the case with this one and big huge history and long dividends and great reinvestment and it's notable that china's el

defense, and the best performing equity named in the etf, and agriculture, and machinery, and i own john deere as well, and there's logistic names in there as well, and there has been both for rails and a lot of the truckers, there was a tailwind that existed earlier in the year as you began to see the goods environment begin to unfreeze and movement was, you know, growth was accelerating significantly year on year truck growth exceeding 20%. with industrials i think you have to be very tactical looking for the opportunities and those are the three pbuckets i think you can find tail winds. >> yeah, new names out there, and maybe not new, but the ones like ww there. oil itself could end the year down if you have been long and strong on oil and gas, what to do now the committee lays out their playbook for that space? we're cong bmiack in two minutes. nasdaq is down more than 1%. stick around ♪♪ for skin as alive as you are... don't settle for silver. harness the power of 7 moisturizers & 3 vitamins to smooth, heal, and moisturize your dry skin. gold bond. champion your skin. pst. girl. you can d

i like john deere, the stocks got 300 million shares, sells at $400 a share, that's 120-odd billion,literally they had $27 but my preferred buyer at the moment is a company called case new holland cnhi, 1.3 billion shares, $2 billion of debt they earn a buck 50 this year maybe $ 2 next year and basically they have a new ceo, scott vine, the company spun off their trucking business back at the beginning of this year. last year at this time it was spun off, and so the stock is selling at about $16. i think that is very attractive way. in addition to that, just think about what the north korea and somebody put a circle on how far their missiles can travel. well, the defense system is like , you know, like the marginal line in 1938 in europe or 1937 and basically, we need to refresh that and one of the companies we like that is very good in hypersonics, it's air o jet general. the stock is 54. there's 80 billion shares out got about a couple hundred million of cash, some land in sacramento that's very valuable and lockheed try to buy it and this was turned down by the government before a

so we're 100% american made which means prosecute cotton fields and the john deere tractors and the shippingnufacturing, the clothes and our hand screen printing. that's what really makes us different, we kind of go old school. we hire veterans, give them a trade, teach them hand screen printing. so from the farm to the table, it's 100% american made. my wife and i, kristin, we started it in 2016 when e concern i was away with the air force, and the country was kind of divided, and we were a little upset -- will: you're active service. >> i am. out in new york. will: good looking stuff right there. >> and our designs tell a story the, paying tribute to the american history. this one here people know as the jeep star. it's the world war ii invasion star that when the jeeps went over, we had that -- all the soldiers painted that on there, so there's a little bit of history. will: love of country clothing.com, and if you go today, you get 10% off with the cold fox 10. >> absolutely. and free shipping over $99. will: check it out. over to lisa. >> thank you. lisa: very cool. so we've got alexand

my husband texted me a photo bringing out the big john deere plow out.l the weather but how we respond to it. energy security is such a part of this conversation. we've been ad advocating for all the above strategy across the country. the biden administration has driven in the wrong direction. it has driven all the pricein in higher. not only with energy and face a devastating situation, people are concerned will they be able to health their homes during a major winter weather event. elizabeth: that is important what you said, congressman, there is that, right? that is what is going on. everyone wants to be safe, there is fight, move on to this, covid fight wearing masks indoors. we're in a tripledemic. dr. fauci is pushing for masks. the white house covid advisor basically says dr. fauci is wrong. watch this. >> most experts believe if we make some basic investments in indoor air quality we can reduce all respiratory infections 30, 60, 80%. the notion you can cut respiratory infections, there is no study in the world that shows masks work that well. eli

similar company to john deere, a lot cheaper. 10 times forward earnings. free cash flow 8%.off the year. i expect more rate hikes the first part of the year. that means recession in front of us. that means the bottom is in front of us. cheryl: that's he very, very tr. ken you want to look for that bottom. you want to hope by the summer maybe the markets start to recover. my belief is, always has been the markets are always a couple steps ahead here. where they go is the big question? >> rate, right. look, ultimately may, june, the analogy you give, market looking six to nine months. first few months next year, david alluded to it we'll deal with earnings recession. three at 220, 230 a share for s&p 500. we're around 200, sub200 with interest rates going higher, multiples contract. gives you 34, 3500 fair value s&p 500. market is elastic. markets go much higher than that or much lower than that. telling you wall street expectations for earnings will have to come down first quarter of next year. cheryl: there you go. ken, david, thanks for perspective. happy holidays. happy ne

pmi sort of points to a slowdown in, you know, the areas that had been holding up like, like your john deeres and that sort of thing. so we'll see i think it's cautious to look further ahead than 12 months that's essentially what we're doing is saying, what do the next 12 months look like and i care a little bit, but i care more about three to five years out. and that's where i have always been investing, although that short-term tells me, should i be more of a seller or a buyer if the market's going up or down. >> tell me about a company like an in-tap, network appliance >> sure, yeah, this sounds kind of weird they had a pretty good quarterly report this week, but they also talked down spending, so that kind of goes into the calculus here for the short-term, but let me ask you this, brian. are we creating more data or less data? i would say more, and we need to store it somewhere that's why we like net app and we like it for the long hall, so for three to five years out. you'll probably be better and more of a player than we are n now. >> i saw some other things amd, intel, it doesn't sound

every time the fed hikes rates they make more money so if you go by caterpillar, john deere, cost corks bank of america, jpmorgan, you'll ride the wave of opportunity but paid to wait around. go long on your bonds, shift to long duration on your bonds add that 20 year treasury bet and you'll do well next year. charles: phil love it, man. we appreciate it. talk to you again real soon. all right, coming up, fed planning to shrink its balance sheet by a whopping 3 trillion by 2025, yeah, right. we're going to talk to a fed critic and one of the best economists on the planet judy shelton about that and something really intriguing about young men leaving the workforce, but first, some key investment themes for 2023. sylvia blankosky is coming right up. with my hectic life you'd think retirement would be the last thing on my mind. hey mom, can i go play video games? sure, after homework. thankfully, voya provides comprehensive solutions and shows me how to get the most out of my workplace benefits. what's the wifi password again? here you go. cool. thanks. no problem. voya helps me feel like

into a photo opportunity at a distribution warehouse in johannesburg for american own company, john deere, which manufacturers, among other things, agricultural equipment, team members, are more hopeful about the 2nd summit is gonna allow dialogue around the opportunities, the benefits that i am currently that, that the companies talented delivering in, in africa. and also most importantly, highlight the challenges to our african leaders that our people on the ground, our customers, our families are currently facing the big question. now, just how much can 3 days of meetings accomplish? according to the us state department, south africa is america's biggest trade partner on the continent, with goods worth $21000000000.00 exchange. last year, economists here optimistic about the potential of strengthening that relationship during the summit. they say the market here is ready for more trade with the u. s. they all to warn the south africa will have the threat here. that's due mostly to china and to a lesser degree, russia at a time of great geopolitical tensions between those countries and

out to worry about that, like on the snow machines and also on their big lawnmowers , their big john deere they have their little cup holder. they do they do for their lascivious libation . so yes, they do. hi everybody morning to you rise and shine. this is what you can anticipate for your wednesday the storm door is wide open. we will see more rain showers return right here to the bay area later on tonight. overnight showers on again off again on your thursday all the way through saturday tapering off by about 56 p. m on saturday night. right now, clear skies will get out towards jack london square. we're currently it's 42 degrees and oakland, alameda, torito and all the way through piedmont. it's 38 now in napa end in santa rosa, 39 tri valley, so it's colder this morning than yesterday by a lot 21 degrees colder than 24 hours ago. 20 degrees colder in nevado 13 conquered and in oakland, 14 degrees colder and half moon bay in this is because yesterday we had the deck of cloudiness. we also had the a spherical river containing warmer air mass right now dense fog advisory issued for the s

deer farm. instead of hotel rooms in the hobbit houses, mikhail daria, they say, they went here for a jumping new year's eve in the style of the writer john tolkien, it was interesting to feel like a little man, so you sit down to collect it with a mouse, nothing can be better. to be no, the better the main motto of new year's travels of such invitations is a lot of light lake like the warm heart of altai running water does not freeze, here even in 40-degree frost, and whooper swans arrive for the wintering of the north of russia, what makes a place for a date romantic for me, a real russian stove only in a modern reading on wheels. look, i came here, well, almost on my own, as in a fairy tale about emelya, insanely delicious russian food for such cabbage soup cannot be cooked in urban conditions only in a russian oven. by the way, according to the russian union of tour industry, demand for gastronomic tourism is growing every year by 17%. so in many ways, it is food that becomes the very guide in traveling around the country, the love of serebrennikov svetlana kostina channel one. that's all happy new year and see you in the new year. un

john, fee of luck. not what i can do little now. hang us if you have enough used to buck out. nothing. milwaukee g. matthew mobile, i have new colony and g, red deer, swamp ha. group of journalists drew a crowd of civilians as well. including silly my old. he started a live video rub 6, 24 am on the social media up tick tock. let winette. although i sold it, but as bob a few minutes after he started filming, he ran past the journalist to get a glimpse of the israeli company up the street. busy and oh, cuz it's on the zillow. i'm with zoom. lila gish ah, i thought the model shut it. definitely all up. oh my just the shipment. couldn't joke was out at the country now. so we didn't villamore within his mom could with hockey mana, for that company suite a. she'll be develop clockwise, she don't have post listening to key. what does community? when mr. talking about he would have to win the love scene in the basses, slamming many ian walker and food the this is allan should even walking by celine the limit. i kid not in nor fishy more yet or so then she but let me call the little lock but the i and about 25 seconds later. here they are, walking was she