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"The shift has sent them to record highs, but their uh price to earnings is somewhere around 23ish when their competitors are somewhere around 30 to 35ish. So, even though they're hitting record highs and they're doing really well over the past 3 months, the price to earnings ratio shows that there's still quite a lot of room in there that you could play a little bit. So, I would think that you would find a nice dip, you know, a nice dip day and and create your position that way."
The speaker discusses Johnson Controls' stable repositioning into the AI and data center market, highlighting its attractive P/E ratio relative to competitors. He suggests that despite recent record highs, there remains a buying opportunity on a dip.
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