Hey, it's Kramer, and this is my morning take on the market from today's

CBC Investing Club morning meeting.

So, I mean, look, this was, I mean, look, could we sell DuPont right here?

Yeah.

Do we have a big gain?

Yeah.

But what I care about is more than where you buy it.

You buy it when people hate it.

That's the whole strategy that I believe in, lock, stock and barrel, and I'm not going to run when we have the cash. I'm going to buy. And we did sell some Disney, cut the position in half after disappointing earnings last week. It's still linear pressure. Three years from the end. Yeah. Enough. Experiences, that's the largest source of profits. Could see some pressure if layoffs translate to a consumer slowdown. Would you sell the rest? Well, we did half. Right. Yeah, I think that's a good move. I think we're putting a little bit of that money in Home Depot. I love that. Maybe we'll put a little bit more of that also into Nike. Just another consumer play. I think that's a great idea. And I, you know, I'm interested in Kimberly. I know that there's a lawsuit. Obviously, apparently the Texas ruling makes it, well, it might look bad. I think the Kenview is very cheap. I think they're trying to get Kenview on the cheap, but Kimberly's come down,

or on a good quarter, by the way. It's come down huge. And I like Proctor, and there you have to go.

Again, I don't mean to continually refer to my book. That's bad form. But I address the notion

of Proctor as the premier company in a consumer package goods and why it is and how it answers

everything that you want to know.

So I'm very interested in that.

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