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

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morning tape. Before we talk alphabet,

I do want to get into some of the recent moves within the portfolio because we have been very busy over the last few days. Yesterday, one Home Depot and Honeywell were both rallying.

We trimmed into strength, locking in nice gains in both after

nice moves for the start of the year. Remember, we did buy a lot. We paid too much at the beginning.

Then we didn't. And this one is, why don't you talk about how the patience that has been rewarded

in this and DuPont.

Yeah, finally, we've seen Honeywell come back to life.

If you actually look at the last six months, Honeywell versus GE, Honeywell's been right

there with it, and we know GE has been such a strong performer.

But, yeah, DuPont, so we're selling some this morning.

Heading into today, not including today's move, since November 3rd, DuPont shares so we're selling some this morning, heading into today, not including today's move,

since November 3rd, DuPons shares have rallied about 38%.

S&P's about flat over this time.

Again, November 3rd was the CUNITY spinoff, so it's showing that it has worked.

And here's a three-month chart here.

I think we have one since it's been. Remember, what we're trying to say is we don't want to be greedy, so we sell some. Yes. Taking advantage of the rotation. Right, we did that for Texas Road Us. We actually have done it for probably 10 stocks. And I think it's, I mean, look, we've also done it for some of the great ones that we own. If you don't do that, then you look back and say, well, how did I turn a big gain into a loss or how did I let that happen? So it's just discipline. All opinions expressed by Jim Kramer on this podcast and in connection with the CNBC Investing Club are solely Kramer's opinions and do not reflect the opinions of CNBC or its parent company or affiliates and may have been previously disseminated by Kramer on television, radio, internet, or another medium.

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