Final Trade: JCI, PPH, TOL, IBM

Tim, your final trade. I'm going to get myself a new neck tie. I'm going to treat you to one, Brian.In the meantime, I should have been listening to Karen all these years on Johnson Controls. Key part of that data center trade, electrical components, etc. Karen, ah, we are nice to say. Um, on it, we talked about this a lot last week.PPH, this is ETF, big cap pharma. I like it. I think there's value in this space.More to uh you saw the home builders downgraded and everything was down. I don't think you want ...