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 1020 a.m. Visit cnbc.com slash morning take to sign up today. That's one word

morning take. With the today. That's one word morning tape.

With the market rebounding, a small rebound early this morning, we did make a couple of

trims across the portfolio, taking gains in stocks that have had strong moves year to date,

one being Goldman Sachs, a very large position in the portfolio, partly because

you know, we bought some lower in the March pullback, but it's just been a strong outperformer

last year and this year as well. And then CUNITY Electronics, which also has had a sizable run

since the breakup from DuPont last November.

You know, when you look at this, I say 74, then I go back, as I mentioned in my

piece this weekend, you know, you have these things.

These are very big gains.

And if you give these gains back, then it really shows you that you're not a discipline

before.

You're an amateur.

And I have said over and over again, I will not have amateur behavior.

I will not have hedge fund behavior.

We'll not have amateur behavior.

Hedge fund, obviously, you sell it here, you buy it back here.

We're not going to do that nonsense.

But I do think that if you let that one come down without you making sales, that's disappointed.

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