Jim Kramer here to share with you a sample of my take on the market from today's

CNBC Investing Club warning meeting.

I think that autos, which are really big in this country, are beginning to really, really

slow.

And I think that's important.

Well, yeah, it's interesting because you had Morgan Stanley downgrade for GM last week,

basically pointing out that there's better ways to play rate cuts.

You pointed out a couple of them in your Sunday note yesterday.

Thank you.

Three almost ugly ducklings that got hurt when rates were so high, but now we're coming back to life, Best Buy Home Depot, Stanley Black and Decker.

Did you see Stanley Black and Decker is one of the top performers in the S&P last month, of this month, and one of the reasons it is, it's pure play. And I think the analysts, I want to, if, I hope you read my report, I think that the analyst, do you know that there's, there's only just two buys? Yeah, yeah. There's 19 holds or sales here. Yeah, they've missed a good move. Yeah, now the stock was at 200. It comes all the way down. There's some

mishaps that occurred and it's not all 19 holds or sales here. Yeah, they've missed a good move. Yeah, now the stock was at 200.

It comes all the way down. There's some mishaps that occurred. It's not all been fair weather for Stanley Black and Decker. This is the one that's most likely to be upgraded again and again and again. Because you need the tools, professionals used to Walt. Amateurs use Black and Decker and Stanley. And look out. I want to recommend that we don't sell another share.

And then Home Depot, you had Piper raise its price

target A to 455 from 387 pointing out cash out refinance activity starting to improve. And this, of course,

happens as rates start to come down. And I think that people should recognize, I know some of them working on this SRS. You know, SRS is for professionals. It's roofing. It's a pool. It's what you need. If you're going to be a soup to nuts home builder, and it turns out there's a brilliant acquisition because it was bought at the bottom of the cycle. And you also contrasted staples versus industrial staples. I mean, Proctor is really the most stapletely staple, I'd say we have consumer. We're getting bailout because they had a bad quarter from China. Yeah. But I made it very clear to people, look, we're tag-ins, Proctor. It's not going to work. Okay. I mean, look, I have to tell you, if we needed another position, I would just ring the register. I want to make a little more money proctor because it's still one of the finest and it was hurt by China.

Right. Barclays downgrades it today to equal weight, pointing out it has outside exposure to slower growing markets. One of them being China, they do say stimulus notwithstanding. Because here's the thing, because if the stimulus really is real this time in China, you should see an improvement. There. It is a big market for them that has lag.

It's why they missed the quarter. Right. Right. The last quarter was weak. But as you point out, we've been aggressively selling, you know, above 170 here.

We may have to talk about the coming meeting, what it means to have tag because I in my piece this weekend talked about the need to keep Proctor on.

But you could argue if you told me Jim, I think that we shouldn't bother. I would be one over.

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