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

We do not have a strong month except for some different companies, including by the way, aerospace, which is really terrific.

Yeah, we're seeing that across earnings today. I think by and, earnings have been pretty strong. So you're getting a nice day two of a rebound after a nasty week last week. And what did you think about the fact even though Cadence was weak, we were having NASDAQ do well? Yeah, Cainants is interesting. It seems like they've been able to explain it out, but you also have yields pulling back. You did have a lot of tech stocks oversold. I mean, Nvidia down 10% last Friday. So it's putting together a couple good days in a row. And we were coming into the day, still slightly oversold, according to the oscillator. Not as much oversold as we were, say, the last couple of days. But you mentioned a week March, and I think it's worth flagging here. You did have yields initially higher this morning, but then they started to move lower after S&P Global PMI, much weaker than expected. Manufacturing under 50. Big focus. Now, remember, we added a two-year today. It's under five. A big two year auction at one.

I put in some, I put in to get it because it was going to be five. Right now it's not looking five, which is really pretty amazing. And don't forget, we have this three year that Rick Sinatli is constantly talking about is really, really big. We're, it's a gauntlet that we have to get. There's no doubt about it. Absolutely. Three big auctions.

If we have companies that through. There's no doubt about it. Absolutely. Three big auctions.

If we have companies that are doing okay but not raising price, that's, remember, Proctor

put through price, had costs go down, had big margin.

PepsiCo could not put through price.

Costs stayed the same. Fala. Stock is clock.

No, that's the elasticity that we're always trying to judge with consumer companies. It's why we like

Proctor because the volumes were improving. That's why we've liked Constellation Brands because

that's a volume-driven story. But I do want to get back to earnings real quick for today.

Sure. Dan O'Hur, one of the top gainers in the market, a very clean beat, bioprocessing, getting closer

to that inflection.

He had a 21 cent earnings beat, revenues better than expected.

Key line in the press release really sent the stock off was Q1 orders increased mid-single

digits sequentially from Q4. People were looking

for a decline, so that's a true upside surprise. Book the bill getting a little bit better,

still slightly under one. But I would point out that when we have stocks up this much,

you get a great second day, which is really rather extraordinary, because you think the stock

of $15 has no ammo to go to second day. The reason why it goes up a second day is because all the guys were bears come out and realize they better get on the Dan Heard train. So you have a second day rally. Yeah, especially with inventory normalizing. Imagine we're on the call, they're talking about the funding environment improving. We've been pointing that out with all the biotech deals that I've been happening. There's many coming.

Yeah, and they said that's a positive indicator for the future.

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