I'm Jim Kramer, and you're about to hear a sample taken directly from today's CBC Investing Club

morning meeting.

We did make a few trades today.

Yes.

Some of them we talked about last week.

Finally, we were able to do it.

One was a trim of Kotaura energy.

It's been a nice win.

We said, Jim, we bought so much. We bought so much. We bought so much here. It's one of those things. We just can't keep buying. We did keep buying. Yeah. Not really on my way, frankly. With the nice run year to date, it actually was a good battle, flipping from a loss to a gain when it take those gains. Honeywell, trim some, pretty much, I'd argue the breakup announcement, largely expected at this

point.

Yeah, and also the performance, when we get to the earnings, I think once again, they'll

disappoint.

And that's the fear, right?

Well, they have not been rigorous in the way that they've reported.

Yeah, the fear is another 2025 outlook below consensus.

There's also this idea about spin purgatory where if these breakups, you know, could

take a year plus worth of time.

You might see some investors say after the announcement, you know, sell it, we'll revisit

it, you know, six, ten months down the line.

Look at Comcast, we're being spun off. They don't have a name yet. It's supposed to be done in one year. I don't see things happening in one year because they're so complicated. Right, exactly. So made some sale there. And then we added to Lilly. Stock got hit last week after a soft Q4 announcement. Now, let's talk about Lilly for a second.

David Ricks is basically saying, this could be 40 million people in this country. But more important, there's been nothing about China yet, nothing about India. So we've got this number that people are so seizing on, which is the U.S. and what the IRA is going to pay, which by the way, wasn't

so bad. I was afraid they wouldn't pay at all. This is for Nover Nordias. And I just think people

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