i mean, trane check.duate when the guy went from plastics. how did get so exciting? >> we're super proud of our company and i'll tell you we had a fantastic 2023, jim. our organic revenue growth was up 9%. our earnings per share was up 23%. and by the way, jim, that's the third consecutive year that we've had eps growth of 20% or greater. >> and then, your business used to be tied to this cycle, this so-called business cycle. it's just not -- i can't see any connection to it now. >> yeah, i always tell people is a system of things that makes trane technologies a great company. and you certainly have the mega trends around decarbonization and the fact that 15% of all greenhouse gases from heating and cooling of buildings, and the fact that we have been able to invent a different way than what was done in the past, which is significantly more efficient. but it is a system of things that makes us a great company, whether it's our service business, which is roughly a third of our company, whether it's our dir

it's trane technologies, eaton, merck, procter & gamble, colgate, mcdonald's, rollins, jpmorgan, walmart. this is every sector, almost every sector you could think of with, like, the exception of utilities and energy has stocks that are within 5% of, again, not year highs, all-time highs. >> josh, we're saying the same thing, though. >> look away from mega cap technology. that's not going to be defensive. rob, those stocks -- >> josh, we're saying the exact same thing. you're naming selective stocks in other sectors that are outperforming. you're not naming -- >> the biggest stocks. the biggest stocks. >> no question. because the biggest names have the less exposure to high cost of financing. they have the moats. of course it's the same message. >> i could run the same screen with russell 1,000, and i can give you $30 billion, $40 billion, $50 billion market cap stories. look at this company . look at this ajg. this is an insurance broker -- >> arthur jay gallagher, ajg? >> look at this chart. it's a $50 billion market cap. it's not a leader in its sector. it's not berkshire hathaway. th

. >> joe, train technologies is up, intuitive surgical up 48%, costco up 34 trane also a record intradayhis is the reason i'm so passion add about our conversation, everyone on the desk is managing money and everyone in the halftime universe is managing money you never want to concede to the market the three names are a classic example of mine for the opportunities, reshape the risk, understand the risk and you have the strong belief that, yes, you can with your strategy overcome some of the concentrated performance that we see in the names like meta and nvidia >> weiss, transdym, uber, 80 >> if you take a look at those, goldman is the premiere investment bank, in my view. and they will even ratchet up that performance transdigm is a permanent compounder, a private collection, and it's an aerospace and defense. there's not a plane out there that doesn't have one of their parts on it. uber has just delivered. i have all three in the portfolio. >>> straight ahead, david versus goliath. up nt,ex we're going back to trade school to speak with the heads of baylor university's endowment fund w

of a complicated transaction that will ultimately help it grow its ierpn business but judging from traness is strong the other way for the industrials to win is aerospace as we know from rtx the old united technologies that merged wit withion. they have a backlog that's the envy of the entire industry. honeywell has tremendous exposure to aircraft even though the overall company is still what i would call a work in progress club members know we bought some stock in honeywell today for the charitable trust i say join it you might be tempted to buy too especially when it's down so low. but the best one bar none is general electric which had such an amazing quarter it can't build engines fast enough. believe me, boeing's stock hangs in here despite a tremendous string of bad publicity that's going on for years for the simple reason they're one of only two large-scale commercial aircraft makers on earth and we don't have enough planes to sate the endless demand for travel who knows when china turns around and the rising middle class starts taking overseas vacations again? why do these mega t

groups of ever try and live and protest is oh, that's all the confrontations between supposes of the at trane government tenants, opponents of demonstrations tried to break into the cities off or how smashing its windows and 2nd, several vehicles on file. it is the latest versions that demonstrations in your 5 members of the ever try and community incentive all demonstrations have back the decision by the country is constitutional counsel to of the to and president monkeys phones delayed to elections. nicholas hong spoke to protest, since they matched the streets of the call, the demonstrators here chanting, the name of we spun, sold, cody's opposition leader. they're asking for his release much more a demonstration to about protecting the team, visit hunter in the election presidential elections at present markets. the crazy thing went over to the guy in the field and we're doing this and lived in the rights group say a hundreds of what they describe as political prisoners are currently being released. many of them have been held without charge. now this is a victory for many of the demonstr

>> trane technologies. you would think this is the brother of jensen. that's how good it is.his is crazy. the monday after the guy's birthday. that's an insult. i'm all over it. >> we look forward to tonight. >> congratulations andy who does run the show here. >> "mad money" 6:00 p.m. eastern time. we'll take a break and back in a couple minutes. a car is a car... is a spa. an office. hi! hello! a cinema. so automated. yes, the definition of a car changes... but one thing stays the same. it's a mercedes-benz. at pgim, finding opportunity in fixed income today, helps secure tomorrow. our time-tested fixed income suite, backed by over 145 years of risk experience, helps investors meet their goals. pgim investments. shaping tomorrow today. what is cirkul? cirkul is the fuel you need to take flight. cirkul is the energy that gets you to the next level. cirkul is what you hope for when life tosses lemons your way. cirkul, available at walmart and drinkcirkul.com. >>> goodmonday morning. welcome to another hour of "squawk on the street." i'm sara eisen with carl quintanilla and dav