the european auto business is on the rebound, this is all good news for jci's auto parts segment andattery business. as for the building efficiency business, we're seeing terrific rebounds in residential and more importantly, commercial construction here in the u.s. the latter of which can be a huge story next year. i'm counting on that. and thanks to johnson controls' acquisition of york air-conditioners, they're one of the top in ventilation equipment and services business. that's a great brand name. i like the individual pieces here, and the real reason to own johnson controls is because of the restructuring under the new ceo, who just took the helm at the beginning of october. in recent meetings, he signaled to investors that there'll be changes in the company, specifically once they become more diversified global multi-industrial leader with better capital allocation and less dependence on the auto market. i bet we hear more about this at the company's analyst day, which is coming up on thursday. i expect we'll hear about changes in auto interiors business and building fixtures,

at the top of the list, jci trading on the new york stock exchange has gone from 30 to $50 this year. still a good idea to put fresh money in this? >> the way you ask the question is a good way to ask the questi question, you know, there may be a correction along the way so you might drag your feet, wait a little bit. in the case of johnson controls or any stock that i'm recommending, they are really all in the right sectors, bull market sectors are economically sensitive sectors, the kinds that perform well in a bull market, not the ones that perform well in a bear market. certainly cyclical and johnson control has the elite. the other thing is their business is getting better, they're starting to do business to raise profit margins, going away from their traditional lines. and they do business in europe as the previous guests said and as i would say, europe looks great for 2014. >> okay, good to hear from you, as well. general electric, everybody knows this name, you have to be pretty patient with this stock but it did have a pretty decent year, why should investors buy it at $20. >

ge and johnson controls, jci. tonight i have two more for you.stock for those who don't want industrials, and a bank for those of you that like lowly worm stocks. if you want a company that's a mobile and social, with a stock that happens to be darn cheap, i say look no further than google. at a time when red hot internet stocks have been absolutely roaring lately, google is the safer, more responsible and less expensive way to play the themes of mobile, social, and cloud, which is why we own it for the charitable trust. even though google is up 51% on the year, and i think you can put it on fabulous for 2014 as they continue to surge, growing at double digit rates. google is the sultan of the internet search business, responsible for 60% of all searches around the globe. 60, 6-0, not only do they control more than half the market, but that 6-0 figure is more than five times bigger than the next closest competitor and it makes google the king of online advertising. get this, 40% of all online advertising revenue in the united states goes to googl

i would rather be in jci than both of them. johnson controls has a strong setup into 2014. i think you'll see a lot of margin expansion. a lot of pent-up demand. and i think that's one of the top sectors to be in for the first half of next year. >> scott, the one name, goodyear tire. that continues to work, because it's part of the whole story you're talking about in the autos. >> from trades that have worked to one that certainly has not, and that's gold. it will go down as the year's worst. but our next guest is sticking by the much-maligned metal. rick rule is chairman of sprot u.s. holdings, and live in san diego. welcome back. good to have you on. >> thank you very much for having me again. >> worst trade of the year. why are you standing by your man? >> i think that one's pretty simple. i think the fundamentals are pretty good. if you're a momentum trader, you don't want to be anywhere near it. a fundamental investor, the fact it's down, the utility stays good, makes it a better buy than it's ever been. >> we talk a lot yesterday about the notion of the end of the cri

i would not sell jci. ford, i'm going to leave here and do work on ford because i'm surprised.> let's get to pisani to see what's moving on the floor with the dow up 51. good morning, bob. >> good morning, guys. home builders doing well, aerospace doing well, energy stocks on the up side. we're waiting for amc entertainment. priced at $18. that was the low end of the price talk, 18 to 20. you must think that must be disappointing. sometimes it's better to do that because you get a better pop at the open. probably somewhere around $19 is a likely opening price. hilton priced right in the middle of the range. everyone said maybe that was a little disappointing but hilton had a terrific run on the first day. pricing at the low end doesn't necessarily mean some indication of a disappointing open overall. elsewhere, on terms of the market, look at what some of the bulls are arcing the last couple of days. their argument is forget about when the fed is going to taper. the fed put is still going to be very much alive. the economic news is improving. i want to show you that the bulls a