the 11 stocks on the go list are dupont, 3 m, disney, mastercard, union pacific, nike, ralph lauren,g, new core these i worked hard on to figure out what to do best in an opening scenario they are all stocks i figured would do better and the go list, proudly the basket up 36% since i picked these stocks in early august versus a 14% gain for the dow and the s&p and the 20% gain for the nasdaq this index beat them when you zoom in on the individual names, some worked better than others but that's typical and master card is down. that's amazing it's been a good stock over the years. pvh is up more than 90% on the hold there were more winners than losers. you have ralph lauren up close to 60% and due month 6 -- dupont 60%. i told you to buy the stocks when we started turning the corner on the pandemic so it should be no surprise the bulk of the gains came in the last couple months since we heard the good news about the pfizer and moderna vac scines in november the ones that are working have upside americans get vaccinated and a new president gets sworn in with a more serious federal covi

let start with union pacific this is strange. last time union pacific reported the stock fell more than 30 points and made up losses and then some. i don't know really good news is the rail is down no matter what and that's because of efficiencies and expense controls that had been lacking. after the close we get some of the most volatile story stocks out there and will lesson volatility going forward, ibm and intel. we think they will introduce the management team of newco i think the street will like what he hears and the big dividend plus small growth story that is ibm could intrigue more conservative buyers. then we have intel, it just shook up the new ceo after the company suffered multiple sales misses and tapped an old hand, engineer pat who has done a terrific job in recent years. i bet he will do a fine job at intel. i got to tell you, the selling competitor amd is way over done at this point. once again, i like what i see and grows stronger if it sells off in response to union pacific, got to be a buyer and this stock h

economy is a great thing for union pacific. >> yeah. i would imagine.anks for joining us today >> thank you for having me >>> a bit of a tight range in the markets this morning we're watching bitcoin, of course the correction continues here as we've had some calls from bitcoin bulls that it might head lower in the short term down 10%. as for the markets themselves, the s&p did join the party, so we at least have record highs in the early session for the dow, the nasdaq and the s&p 500 we're back in a minute - [narrator] at southern new hampshire university, we're committed to making college more accessible by making it more affordable, that's why we're keeping our tuition the same through the year 2021. - i knew snhu was the place for me when i saw how affordable it was. i ran to my husband with my computer and i said, "look, we can do this." - [narrator] take advantage of some of the lowest online tuition rates in the nation. find your degree at snhu.edu. this is decision tech. find a stock based on your interests or what's trending. get real-time insi

it will refocus its attention to its ari business and union pacific falling despite a beat on profits revenues the stock did hit a record high earlier this month so we could just be seeing some of that profit taking in what's been a hot transportation sector so far >>> let's send it over to sue herera who has a cnbc news update >> good afternoon. great to see you here's what's happening at this hour the biden administration is reportedly proposing a five-year extension of a key nuclear weapons treaty with russia the current treaty is expected to end next month. >>> pete buttigieg says there's an opportunity to create jobs, rebuild the structure and limit climate change. >>> a new york state judge rejected the nra's attempts to seek the group's dissolution >>> bernie sanders mitt s that he wore to the inauguration yesterday have become an internet sensation the grumpy chic hand warmers were made by a teacher in vermont. she said she could not be happier. they have gone viral she could probably double her teacher's salary if she took some orders. >> some artistic followers on twitter ha

they haven't union pacific goes higher. >> interesting the other buyback, that i saw this morning, jim, was out of bny. another $2 billion we'll keep our eye on that as well >> yes >> increasingly a story. >> i have giovanni >> yes. >> there are a lot of people who thought after the myocardial buy, celgene, bristol myers was going to go on a spree, the negative rap, like the negative rap by salesforce this morning, i think that gee vanny, it show with the buyback, they're generating a lot of cash with the anti-cancer franchise and eloquist and i watch football, and i say, that's bristol myers, and she says so what, and i say no, no, this is important. and i think she's right, the became is worth focusing on more than the ads back to you, carl. >> oh, my gosh, the browns first post season win on the road since '69 is that amazing? >> oh, my. and only up by 12. and i think the whole country was right at that moment saying it's going to happen again, el-foldo, and it didn't. carl, i thought that was one of the most exciting games i've seen >> unbelievable. congratulations to the folks in

center, cloud, 5g, mna, they're buying more software, paying down debt and up get a 3.3% dividend union pacific is a complete reopen stock you have to have the vaccine i believe you're going to get it vaccine, second quarter or they're quarter. and freight volume has been up in the last 14 straight weeks in a row. the stock has lagged the market, has lagged its peers because the coo left suddenly. i think there's a lot of overhead they can improve upon and get an operating ratio of 55% overtime so this may take a little while to work, scott, buffert i do lit and i do like the existing team. >> crowd strike has been a name that you own for a while and you're still sticking with it as one of your top plays for the year >> it's one of my top plays for the next decade. we have is to stop using the term work from home when it comes to companies like crowd strike cyber security is in my view one of the biggest priorities for fortune 500 companies and small businesses everyone is digitizing, moving more of their people away from main office for good this is not going to go back to the way it used to b

encourage americans to use the western railroad giving a glamorous destination and his engineers at union pacific. remember that next time you go skiing. he ran a business like his father but had a commitment and this is something that his family shared. the daughter of the junior league and so it was through her example and inspiration that he was ahead of his time wanting to involve his daughters in his professional world to the extent they wanted to be. he and his daughter were not especially close when she was a little girl her parents divorced when she was ten and it wasn't until her mother died that they found their way together through a shared love of adventure. she was an incredibly accomplished and a terrific skier in fact, so she and her father shared this bond and she spent her holidays with him working alongside him. before they entered the war he thought it would be a wonderful idea to have the experience to go with him and he arranged it was there that they became close friends with the churchill family. >> was she and experienced writer? she hadn't really ever written before. >> s

closing bell later in the week, look for the names like morgan stanley, united airlines, ibm, intel, union pacificoes on now let's get a check on bitcoin prices as well right now, currently 37,175, the last trade there on the coin based platform you can see over the last month, up 55% it has pulled back beneath that 40,000 plus level that we saw over the last few weeks. now, this is big, because analysts at j.p. morgan recently warned that there could be an investor exodus from that trade unless the cryptocurrency can reclaim that 40,000 plus level that we saw back at the record highs. now to some of this morning's top headlines. seema mody is back with some of those. seema. >> hey, dom, google, let's start there, is defending its partnership with facebook, the company responding to a lawsuit from a group of attorney generals which argue google's ad buying set up with facebook is anticompetitive. in a blog post, google's director of economic policy calls the lawsuit misleading new york governor andrew cuomo sending pfizer a letter asking if his state could buy covid vaccines directly from the comp

midst of earnings season, and today, another big day you get results from ibm, intel, csx, and union pacific and huawei mwhile we may be onls into 2021, we have been crunching numbers in the hottest stocks in the s&p 500 this year. all three are up about 30% or more just this year. they are names you know but they might not be names that you expect to top the leaderboard, who are they we're going to show you later on in the show. we call that a tease all right. let's go now around the world, worldwide, asia, the nikkei in japan and shanghai, 1% the hang seng dipping in china we are not seeing huge moves either way but of course we do, we'll bring that to you. let's top it off with this to the development on the biden administration's bid to get more vaccines out to more americans and one technology company's offer to help. rahel solomon has more on that and the other top stories. >> that would be amazon offering the new administration help in its bid to distribute covid vaccines cnbc has learned that president biden received a letter from the ceo of worldwide business saying it's ready to le

kathleen she said the younger daughter of william and mabel herrmann who was the chairman of the union pacificroad parties were the founders of the banking firm. it's also the founder of sun valley the ski resort that was a brainchild should encourage americans to use his western railroad lines by giving them a glamorous destination there. the first catalyst. he was dreamily successful family before him. had an incredible commitment to public service is founder of the junior league it was through her example and inspiration that he was very ahead of his time and wanted to involve his daughters in his extent they wanted to be. he and his daughter kathleen were not especially close when she was a little girl. her parents divorced when she was ten. it was not until her mother was attainted juror was an adventur adventure. kathleen was an incredibly accomplished horse woman. she was a crack shot and a terrific skier, olympic level skier in fact. she and her father especially skiing at sun valley she would spend her school holidays with him there working alongside him. and so would he became going

terrible person, but i remember one day we were talking about it, this is at least ten years ago, and union pacifiche idea and made this special car. president bush says, and i think we will have lunch on the train, and i said, sir, you are not going to be on the train. he looked at me and said, yes i am. he was. but that two hour train ride was unbelievable. all of central texas showed up. but these cowboys, we all lost it when we saw this picture. they were all lined up, tipping their cowboy hats. it was a great moment. and this is walking to the grave site. after the very public ceremony, the grave site was totally closed to the press. no cameras. no photographers. just the family photographer. they wanted the and to be there is. so that's the whole family. there is a lot of them walking down to the grave site. this is a texas a&m university. it's where he and mrs. bush are buried. before we turn it over for questions, and i hope you have questions because if you don't i will just tell more really random stories. one of my favorite quotes from his eulogies comes from historian john meacham. i lo

how much, the railroads are at new highs, csx, union pacific.se are stimulus plays january trends simple here, small caps like the russell 2000 over big caps like the s&p 500 look at outperformance this week energy and cyclical sectors over consumer staples and other general defensive groups and also, value overgrowth 2% versus less than 1% in the growth area. what else do they like they love these thematic techs i keep telling you about them and they keep going. 3d printing. this is one week, up 18% clean energy, 16 solar, 15. lithium and batteries. cyber security, social media -- they love buying tech in these thematic etf packages. the creations have been enormous in the last two and a half months and i bet they have still got some legs to go. remember, what happened today with that non-farm pay rolls report reminded us that the covid winter is very, very reel and we are certainly in for a tough several months guys have a good weekend. >> you too, bob. thanks so much bob pisani there peter, where will rates get to by the end of the year what

>> yeah, look, there is just -- it is so confusing out there, because you have companies like union pacific's a classic infrastructure play. some people say it is a value stock, some people say it is a transport that is doing quite well, sells at 27 times earnings stock is up a quick seven bucks because we expect a lot of infrastructure spend david, there is a lot of people want to bet on infrastructure, a lot of people want to bet on -- that we have seen the job declines there are many people who want to bet on positives, and there are very few people who just say, you know what, covid is going to lead to some sort of shutdown as if maybe doesn't -- >> doesn't shut down again if we were going to, we would have, don't you think, at this point? if we were going to shut down, we would have shut down. >> with president trump? >> in general. new york hasn't done it. the positivity rate is much higher than maybe at the height of the pandemic it was higher. other places have not. and we're just taking it we're just taking it, trying to get to the vaccine >> right you're right you're right that's

union leader. i'm from the western pacific union worker's guild. the journalists and photographers have a union too . we like to write about our parks and take pictures of our parks. i can't imagine a better subject matter. i often go on walks and just take pictures and have an opportunity to write about them has been really great. i've done it a few times. i worked on equity issues for people of color and women to and the 1 12 days of christmas. i look up a poem called the park. there's such a great line in it. he is writing to the park and the last thing he said is the park, you leave all fouls to the good. you guys are definitely a part of that. the last thing i want to say is one of my favorite aspects has been the apprenticeship program. something the trade unions really push for. the laborers, carpenters, and plumbers. i have watched great delight on the faces of the a present apprp program. people who got to start a new and gt a chanc got to work in r. i want to recognize how important apprenticeship and internship is. now i want to talk abo

i bought union pacific no idea why it was down 4% today. i am looking to own cyclicals.the cyclicals are the story for 2021 because of all the stimulus that's going to get infiltrated into the system over time. >> mike, when you look at the action this week the nasdaq 100 surged 4.5% or so. what is driving that, do we think? is there still room for upside each without any real sign of any news for most of those names other than netflix >> it is really just a return to the area of the market that hadn't done much we went sideways in the nasdaq the last couple of weeks before the last couple of days and the nasdaq stocks were ceding ground to the cyclical plays. the me it seals me it is a rotational market. it is keeping itself supported there is not broad based selling activity even on pullbacks nothing fundamentally is really driving things from here i think everybody is operating on a similar preppis high liquidity, we are going to get a upturn in markets. you are not getting new information. it is more of the same and we are willing to stay long is keeping this tape in

union in it. the soviet participation in the pacific war. it turned out it wasn't necessary.n then was trying to stop that. at that point from the perspective of february 1945, that was a big success. stalin knew he would get away doing whatever he wanted in poland but there was also a formal agreement to support a democratic process so there was a hope for churchill and fdr. france was not only given occupation of germany but also sit on the security council so there were some modest reasons for churchill to be happy as well. and stalin, basically, got to keep his booty in eastern europe, the red army would take over, would be his to decide. so there was this euphoria to a degree. there was one exception when it comes to the americans who were not participants in the conference per se but there on the margins. the group of americans were the american airmen and also the ground specialists of the u.s. air force that was stationed in 1944 and 1945 at the three american air bases in today's ukraine. they are the main characters and heroes in my book which is written now on the

union to the next level. if they don't show some leadership qualities. >> as we look at american and foreign policies, ace two areas and in the current distracted state and then one is in the indo pacific and the other is if possible to figure out how to do less land on middle east. you can talk to people from the far left in the far right. obviously a lot of disagreement how to do it and priorities but those pose interesting questions for europeans because it does involve a further shift with that center of gravity from form policy the indo pacific and with those activities in the middle east with the enormous vacuum and then we might the men to expand our influence and gain power so all my gosh this is a terrible burden so what does europe do with the middle east and what is the european approach of americans are in fact. >> is not in the interest of european union that united states withdraw more from the middle east. i don't think we would be in a position to replace the world that the united states made for the last half-century in the middle east. and the first signs that the trump administration but the obama and then in my view at least among the rulers of the middle east and a

union in britain was crucial, but the u.s. was fighting a two ocean war, holding on against germany and japan, atlantic and pacific, europe and pacific, only think u.s. was fighting in every theater, except the eastern front. it may not have made the americans feel more secure at the end of the war, but there was a feeling that world war ii was a legitimate cause. we could ask if they had one and what with the world look like today? by no means is it a foregone conclusion that we would win, until very late. so what do we choose to look at? what images do we think that when we go back and look at world war ii? images that tell us about people and their attitudes. certain images, certain memories do affect the americans. it affected the american view. the munich meeting in the fall of 1938 between adolf hitler and prime minister chamberlain. france agreed to give czechoslovakia, and hibler said this is my last territorial demand. within a few months, hibler annexed all of czechoslovakia in preparing to invade poland. the impact on the u.s. was tremendous in terms of how we viewed foreign policy. in the 1930's, we had been an is

pacific . silky cold war cards. it is also afraid to leave the soviet union because he doesn't want to leave security apparatus any also have the fear flying . because his doctors advised him against traveling. and meanwhile fdr is dying. so there is some irony there. but churchill and fdr feels is so important to have this meeting in person fdr's trying to build on this relationship rated churchill was a great advocate for meeting in person. and stalin says that churchill must be the holy spirit because he flies around so much. kathleen: how important it was for each of them they believe to meet in person. and this inhospitable location but also the power that stalin held. >> nancy webster asked, did sarah arana have any impact in choosing a father's minds but in the important issues about changing it. catherine: so the role that delta was less about advocating for certain policy decisions . and more about kind of seeing a counselor and a person who could help put what was in a very and emotionally charged time there were lots of frustrations. in general the thoughts and the productive mind of reasoning to put your be

pacific. and if we are to have peace in this entry, a major factor will be the development of a new relationship between the united states and soviet union. i would not underestimate our differences, but we are moving with precision and purpose from an era of confrontation and negotiation. our negotiations on strategic arms limitations and other areas will have a far greater chance for success if both sides are motivated by mutual self-interest rather than sentimentality. it is with -- [applause] this is the same spirit for which you have resumed discussions with communist china and our talks at warsaw. our concern in our relations with these nations is to avoid a catastrophic collision and to build a solid basis for peaceful settlement. of our differences. i would be the last to suggest the road to peace is not difficult, but i believe our new policies have contributed to the prospect that america may have the best chance since world war two to enjoy generation of uninterrupted peace, and that chance will be enormously increased. if we continue to have a relationship between congress and the executives in which despite differences in de

mexican american that serve the unions to prevent colorado's golden silver in control of california ports on the pacificate hands. they included infantry, cavalry, and scouts. also ones that fought for the confederacy overall. one challenge and examining the representation of mexican americans in the civil war, if the invisibility in the press. if there was any pattern to describe it, it is one of omission. officers in the history books today or those who are singled out for prairies and criticism in the past of 1860. and lake with angela soldiers who doubled as correspondent for the paper in departments of the war east of the mississippi, new mexico soldiers knew them, and if newspapers published in their language. they tended to know both english and spanish, because they had to communicate for both english speaking officers to coordinate action, and spanish prince speaking to give orders. lack of newsroom diversity today, i would argue, have been a problem far longer than most people today realize. those mexican american officers who had connections with other newspaper editors in santa fe for instan

tariff—free trade with a host of countries in the asia—pacific region. 0ur global trade correspondent dharshini david is here. we have just left the european unioness catchy name, _ trading block? and one with an even less catchy name, clive _ trading block? and one with an even less catchy name, clive stop - trading block? and one with an even less catchy name, clive stop the - less catchy name, clive stop the government says this is all part of its ambition for post breaks in britain to tie us in more closely to faster growing markets, albeit ones that might be thousands of miles away, and also to deepen ties when it comes to areas like digital trade and services, banking and robotics, the things we do very well. the big hope is that other countries such as america will alsojoin, giving us a trade deal with that country through the back door, but also creating a very powerful bloc. but that is a way off. for now, generally buys more of our exports than all 11 of those nations put together, and seven of those already have a trading deal with us, which is why economists say the near—term games for businesses and consumers are likely to be slim.

civil war history, the mexican-americans who serve the union cause to prevent colorado's gold and silver and control of california's ports on the pacific from falling into confederate hands. they included infantry, cavalry, and scouts. so also were tejanos who fought for the confederacy overlooked. one challenge in examining the representation of mexican-americans in the civil war is their invisibility in the press. if there is any pattern to describe, it is one of omission. the officers remembered in history books are those singled out from criticism and praise in the u.s. in 1860's unlike with anglo soldiers who doubled as correspondence for the papers in department of the war east of the mississippi, few new mexico soldiers knew english and few published in our language. the new mexican members of the officers corps both tended to know both english and spanish because they had to coordinate with english-speaking officers and spanish speaking enlisted men to give orders. lack of newsroom diversity today i would argue has been a problem far longer than most people realize. those mexican american officers who had connections with newsp

pacific northwest, oregon and extreme northern california. closer to home, a little fog out by the delta. it is 39 and 46 in oakland. looking at 41 in uniony and fremont checking in at 39. so very cold out there in livermore. with the clouds, we're in the low fore, 47 in san francisco. 48 in pacifica. a live look outside from our tower cameras. we got some cloud, partly cloudy this afternoon. near record warm thursday and looking at friday staying particularly warm as well, high surf warning continues until 9:00 tonight. current wave height 7-to-8 feet. 23 to 28-foot breakers. you can see from sonoma down to big sur. very dangerous conditions so we have high surf warning and also coastal flood warnings to talk about in just a moment. as we go hour by hour, you will notice today from perhaps this morning, a sprinkle or two up toward cloverdale, otherwise, partly cloudy skies, taking you into tomorrow, the snaim same scenario, by monday night, another system arriving into tuesday. this is your tuesday usually north of ukiah. it looks like a little activity. it will continue to stay to the north as it does wash out. you look at the rainfall

european union, are not seen as a significant player by our partners in asia and, i mean, in terms of strategic assessment and action. we will be capable of sending a warship through the asia pacific waters, but we don't have in the way the united states does a military force in asia. we don't have the treaty commitments or arrangements clearly we could only at best play a complementary role, but i think that the effort to organize the western approach on china, the coordinated approach needs american leadership and then i'm sure countries like australia and maybe even india and singapore and others would indeed be happy to participate. >> that's a very interesting idea that the u.s. would be trying to convene a group of that kind. your analysis of the prospect for relations with russia seem quite pessimistic. has anything happened to change that assessment is there doesn't seem to be a reset in the new administration in the u.s. or a change in russia's approach to europe. that was the impression that i had in the book. to the arms-control discussions, i think that is overdue. i find it regrettable that the trump administration has not been able to agree with russia for example to

union has spoken and said the bird band is count fit. not american. bird racing experts say pigeons generally don't cross large bodies of water. >> pigeons don't like to travel across water. and a pacific ocean is pretty much of a barrier. >> so the initial belief that joe was american put his life at risk because aussies believed he could carry diseases from the u.s. to other birds and poultry. many organizations are now calling for the bird to be spared. please. >> the drama. >> too much. . >> what would the motivation be? >> i don't know? >> behind faking it. just be in the headlines? >> i guess. >> because of the name? i'm so confused. >> i don't know where the name came from actually now that you mentioned it. why is it named joe biden? >> although it does kind of look like the president elect. and that is not shade. i just really think there is a certain resemblance. >> reggie? >> no, it's a perfectly nice looking >> come on. someone at home agrees with me. tweet. >> i'm sure somebody on social media will. all right. hi everybody. welcome to friday. i'm glad joe biden will live for another day. here is a look at sue trio tower. and you can see it is pretty clear out there as far

negotiate the pacific war, because the estimates were that's if the battle started on the main islands, the losses could be up to 750,000 american soldiers. so they need allies. they need the soviet unionhere. nobody knows what the bomb is, whether it would work or not, wh need a lot of imagination, a lot of imagination to think that the adam that you cannot see, you can split it and it can create a major explosion. so from that point of view, it becomes obvious by the summer of 1945, by the time of potsdam, it's not obvious at all in february 1945. you could be laughed at to suggest something like that to the average person in 1945. that's the thing you can see, but it can blow up half the world. these are two main points on fdr's agenda. another photo from the soviet archive, here you see churchill who is not happy. he is not happy for a number of reasons. my colleague, professor bishop, can probably talk about happiness and unhappiness, but one of the reasons why he's realizing tbritain will become a third rate power, literally third rate. at the top would be the soviet union and the united states, and number three is still not bad, pretty good, especially by today's standards. but

pacific war. the estimates are that if the battle starts on the main islands per se, the losses can be up to 750,000 american soldiers. so they need allies. they need the soviet unione. nobody knows what the bomb is, or whether it would work or not, whether it would blow up half of the united states. it's a big unknown. you need a lot of imagination, a lot of imagination to think that the adam that you can't see and that you can split it and have it create a major explosion. from that point of view, what becomes obvious by the summer of 1945, by the time of potsdam, it's not obvious at all in february of 1945. you could be laughed that if you were to suggest something like that to the average person in 1945. that's the thing that you can see, but it can blow up half of the world. so these are the two main points on fdr's agenda. another photo from the soviet archives. here you see churchill who's not happy. he is not happy for a number of reasons. my colleague will probably be talking about happiness and unhappiness. but one of the reasons why he's not happy is that he realizes for the first time that britain becomes a third rate power. literally third rate. at the

pacific island nations then there's israel which is leading with the world's fastest vaccination rate more than 30 percent off its population just israelis have received at least one dose the european union is facing delivery problems making for a slow start less than 2 percent of its population is inoculated then you have the african continent because most stations there have yet to even begin their vaccination drives and many lack the money to do so the african union says it could take 2 to 3 years to have 60 percent of africans vaccinated we can now speak to max lawson who's the head afic inequality policy at oxfam international is also an advocate for free and fair vaccine distribution he's joining us from london thanks for your time with us on the news hour so it doesn't sound like the vaccine distribution is free nor is it fair so how do you break this pattern. well i think it's extremely unfair you've got a situation where rich nations have bought enough to vaccinate their whole population 3 time zones far and yet the poorest countries they will be lucky if they manage to vaccinate one in 10 people by the end of this year that's that's that's insane and immoral but it also it's it