Jim Kramer here to share a short preview of my take on the market from today's

members-only CNBC Investing Club morning meeting.

Join the club for full access to the morning meeting every day at 10.20 a.m.

Visit CNBC.com slash morning take to sign up today.

That's one word, morning take to sign up today. That's one word morning tape.

You know, Jim, we don't own any oil stocks, didn't chase them higher into this rally

throughout the war, but maybe if you're sitting at home on a Chevron, on an Exxon,

on a Cotera.

What would you do?

I want to stay long Chevron.

They've got very steady growth.

Exxon lost a lot of their supply.

About 6% of their supply has been cut out.

And Cotera is more natural gas.

And I think that natural gas is here to stay.

But the stock reflects as if it's oil. And it isn't, and I would sell Qatar. That's the one to buy. So we threw up Home Depot there, stock that's rallying many industrials doing well. I mean, you could really just go down the way. I mean, this is a day where Eaton has a great run. And you can say, well, do you sell some eating?

But as we discussed earlier, the fact is, is that the thesis is still very much intact.

Yeah, I mean, we'll think about it.

Obviously, we held strong through the conflict.

So now you're left with the decision.

Do you want to take something off?

Because it is a two-week ceasefire. You always have to keep in the back of your mind. Well, what happens if there's one rogue, droll? Well, that's why, I mean, to me, I would sell some of this. I think it makes sense. I would also even trim some brook on.

...