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

CBC Investing Club morning meeting.

Today, the news is dominated by the fact that President Putin has said, look, if Ukraine

is going to launch long-range missiles and these cavities toward Moscow, toward major city, then nuclear war is

back on the table.

Now, I don't think anyone felt that this was not the case.

This is why President Biden wasn't going to authorize these, because they feared exactly

this.

That said, Jeff, if there is no plan to use missiles to do anything other than take out the

Kersk salient,

so to speak, then I think that this is going to be much to do about nothing and you should

be doing some buying, which is what we've done.

Yeah, we keep cash for volatile moments exactly like this, where you have the market down,

everything down at the open, every sector in the red, And then you look for stocks that shouldn't be down,

right, where you disagree, where they actually could be up. And we singled out Crowdstrike as one of

those stocks, because if you think about it, if there really is this big escalation in geopolitics,

there's probably going to increase the cyber threat environment and you're going to need

governments and countries are going to need more secure solutions so we we used to the trade

when it was down and now I agree with that it should be up on it yeah now I mean look people

have to understand there's crowd strike and there's Palo Alto Palo Alto may there may be a

judging from Portnett there may be like a reformation when it comes to the firewall.

Yeah, people are talking about that. Maybe 25, 26.

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