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 ...