Cleveland Cliffs - The Top Pick of the Year?

Cleveland cliffs is the top pick of the three, and i changing any three of em. The one that performed the best from a relative perspective still lost money this year was american tower. I think if you look at industrials, i know we talked about it this week on the show, scot, it is absolutely a sector that we think is going to continue to do well. We think this onshoring, as jim talks about all the time,. I couldn't agree with him more.