A quality cyclical to buy on weakness. It's levered so many ways to the reopening: infrastructure will boom, and UNP hauls cement UP Biden wants clean energy, and UNP moves wind turbines; in the housing boom, UNP moves appliances, lumber, and roofing products; oil is coming back, so UNP moves oil. It's a one-stop-shop for the reopening. Amazing managers and are energy efficient and good for the environment. It took a slight hit on the CPR-KC deal announcement but bounced back today.