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

CBC Investing Club morning meeting.

I've never seen so many stocks go up 7% or more in a day.

That was one of the reasons why I wanted to play in the arm holding, because these are incredible win.

Yeah, and it's really played out over the last week or so, right?

Meta on Friday, GE Healthcare had a big move the other day.

Este Lauder on Monday, though, it's given a lot back, kind of as we would expect.

But yeah, Windstrong today. Disney, of course, is the stock of the day for us,

with if we want to just jump into that. Yeah, can we just talk is the stock of the day for us with a, with, if you want to just jump into

that. Yeah. Can we just talk about the fact that the last time this company had this set of

figures and strength? The stock was dramatically higher. That matters greatly to me.

Oh, there's a lot of cleanup that had to happen in between. So of course, revenues were

flat in the quarter, but it was the cost

cutting that really saved them. That's what drove a 23% increase in earnings per share, delivering on that $7.5 billion cost reduction plan.

Over $500 million in SG&A savings in the quarter. But there's also a belief that Macau not only is back, but maybe be ahead of where it was.

We have big Chinese New Year coming. Yeah, so that's for win. Vegas obviously strong there.

But I want to get to win in a moment. That's just focus a little bit more on Disney first.

Sure, absolutely. Because they're talking double-digit margins

for DTC. Haven't really heard them talk about where margins will get to after they get to

profitability in Q4, increase the dividend, semi-annual dividend, 50%, targeting 3 billion in buybacks.

So they're making a lot of progress. The question, but there's so a lot of moves

and decisions that need to be made. Right. Which is why the question is, is this enough to hold off

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