Hey, it's Kramer, and this is my morning take on the market from today's CBC Investing Club morning meeting.

We have a day where we're getting a lot of companies that are reporting, and the people who are reporting and taking action on the reports haven't gotten it right.

But let me give you the first, the top line here. We are oversold. We had a nice bounce on Monday. We gave up a little bit

on Tuesday. Today seems like a day devoted only to the hottest stocks in the universe, to the

Palantiers, and to the shopfiles. I interviewed Harley Finkelstein, my old friend up in Canada.

What we have to do is try to help people make money by looking at the stocks that

are being left behind by this headlong rush to the go-go stocks, like a Palantier. And we own

a lot of them and they are opportunities. Yeah, I think that's really been the theme throughout

earnings season is that there have been a lot of beaten raises. However, if maybe the full beat isn't

passed through to the raise, or maybe it was a little bit below the so-called buyside

expectations, the stocks aren't getting rewarded. Now, that doesn't mean the company's doing

something wrong. It just means in the short term that the stock just isn't going up.

But I think as long as the companies are doing the right things over the long term, finding

ways of create value, expand margins, grow revenue, then I think you'll be fine.

And I'm looking at Disney this morning, which was a good quarter, a nice beat, 14 cents

on EPS.

I know the reps missed.

It was a very small number, but really good things from DTC with operating income, inflecting

experiences.

Everyone was worried about Epic, taking share, but still experiences better than expected.

Theme park attendance flat, but customer spending more.

So you got a nice lift there.

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