and you've got names like rockwell collins. >> right.-time stock, but they're in bed with manufacturing and with the big companies, and it's really controls, it's building the systems. and so it's hardware and software when it comes to rockwell and emerson. and then autodesk, that's your engineering, your 3-d design, that's how the manufacturing plants are running themselves and getting built. and they're -- charles: and i like that you also had amberella, just a few years ago it was through the roof. that was your real a play on the drones. doesn't matter, they need the cameras and sensors. >> absolutely. they're in the venture capital world, only a $3 billion market tech, and there's so much opportunity. you take a drone, all this visual we have, we have the interpret it. and a.i.'s the only way to interpret it. charles: you say this company -- iot, stock symbol, internet of things. >> right. charles: and you say you have to be long this stock. >> you have to be long seven star a rah. it is one of those stocks because they're in everyt

with the apron, it was like a forman rockwell painting -- norman if rockwell painting. >> that's reallylitical pop art. think about it. the mug if shot, fight, fight, fight and this, the three most iconic images of the campaign, and hones them all. and these images have been now baked into americans' brains very much like a warm apple pie. >> america ma star jon jones performed the signature move right in front of donald trump. >> he portrayed this segment of society as racist, and then you look at the ufc moment, joyous, free and happy. not a hitler in sight. >> donald trump wants to take a victory lap, and he won and he should. and i think that liberals are to doing the the right thing, and they are thinking about how his coalition was formed, what part of our coalition was lost in order for him to make that win. >> south dakota governor kristi noem defending herself after revealing many if her upcoming memoir that she once killed a dog. >> she also managed to unite the right and the left are. [laughter] because, america, if nothing else, we are dog lovers. >> which animal have you sn

now this new guy coming in as a good record with united technologies and rockwell collins.i'm just checking here. >> kelly ortberg. >> i don't know him personally. i studied is background. he's a walk around engineer. he will be down on the floor talking to people and motivated people and reorganizing management. it will take a long time. do not expect a fix tomorrow morning. >> you are talking about the company. as a former ceo, you had to deal with the board and investors. look at the stock. $440 was the all-time high. now trading at 171. it bounced 125% what seemed to be off the low of the strike. rising 25% since the strike. what do you think investors need to see to have more confidence in this company? >> well, the order book is what? 19,000 airplanes backlogged between them and airbus. in terms of production itself and demand, the old supply and demand, the demand is very strong for the product regardless of all of these incidents. the issue is going to be getting the leadership focused on quality which will give investors confidence for the long term. this is not a

he was ceo of rockwell collins, a big supplier into boeing.ht it was imperative to bring someone from the outside to be able to change the culture, which is very important here. and as you highlighted, they've had missteps not only on the commercial side, but on the defense side. and a number of programs including air force one, that they'll have to work their way through. and like i said, this is for aer from a complete turnaround. we're still in the early days, but we think the set-up from here is pretty straight forward. most importantly, they need to produce and deliver more max airplanes. that's mission number one. if they can do that, we think this becomes a bit of a momentum story. there's decent upside. you know, keep in mind that is less than half of its all-time peak high. >> you know, the bull case is pretty easy on boeing, which is, tina, there's no alternative. there's airbus and boeing for large jets. you have elmber air, bombardier, china coming into it, but those are smaller mid-sized jets. larger jets, you buy one of those two

that is when they will get questions about rockwell shipment and the rollout going from hopper to blackwellh for the next ruben. you will get questions like that. that is when you will see the reports. >> is like what he was sorry about last night was similar to the internet of things. the internet put out into the real world, this is like the a.i. of things, that is what i took away from it. >> yes, he covered so many facets. he talked about home appliances being connected, but this is the next level when you are simulating entire environments in the workforce. he said if companies don't put forth that digital twin, which is replicating your warehouse, you will be behind the curve. he talked about the a.i. supercomputers and how driverless cars are going to be able to see any type of scenario in front of them in real-time and react. it is incredible what they can do with this type of technology. it all stems from the gaming chips that is at their core. all right, thank you. >>> we have breaking news, a big deal in the image space. what i mean images timing photos, pictures, video. shutter

he was at rockwell collins. when he was ceo, the stock was asked 107%. he is an operator and an engineer. he will fix the problems and change the culture. a number of executives have left over the last couple of weeks. they did shore up their capital concerns. they raised $21 billion in capital. they have about 3 years to bide the airtime. the 737 production >> and on track. they can get to 35 airplanes per month. if they can do that and deliver, that will help the free cash flow story. that is what the stock trades on. for if they fall short on deliveries? or expectations at this point? what happens then? >> i think we have to give it a couple of quarters to get them going. as i was about to say, this is not a demand problem. there is a demand there between the airbus and boeing, they have it. airbus and boeing has 13,000 airplanes in the backlog. they have a demand, they have the orders, there is no place else that the airlines can go. they have to go. that is interesting. if you have a new ceo that is a proven executor, it is a show me stock as well.