Christian LeDoux breaks down his stock picks starting with Union Pacific. He sees accelerated growth due to the need for massive materials to build out the alternative energy infrastructure, plus Union Pacific could benefit from the demand for more raw materials domestically. He also likes Williams-Sonoma, which he notes continues to outperform the other "pandemic beneficiaries", while keeping its pricing power and excess free cash flow. And lastly, LeDoux breaks down the latest price activity in S&P Global.
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