Jim Kramer here to share with you a sample of my take on the market from today's

CMBC Investing Club morning meeting.

Now this morning we do have the market is still overbought with the oscillator at 4.98

so we're not going to commit any more money.

We did buy some Bristol Myers because that stock has been out of the, been against the grain.

I've noticed J&J, by the way, now through 150.

We got rid of that at a much higher price and circled back into Bristol Myers and stayed with Abbott Labs.

Those were Abbott Labs being medical device, Bristol Myers being neuroscience and therefore no competition.

Costco reports, you know that I am lamenting that Richard Galante, the CFO, is retiring.

But what matters to me, he is the man behind the $1.50 hot dog, by the way, is there

a couple of areas that are very, very strong in Costco.

And overall, I think the numbers are good.

Please do not take any import to these numbers because the company's going to report, that's what does matter. But we did see non-food comps increasing mid-single

digits. And we also saw fresh food going up high single digits. Those are also tells for the

idea that Walmart might be doing well. A big fresh food department. We saw a firm that likes CrowdStrike, and I have to tell you, you know, I think CrowdStrike goes much higher. This was UBS adding into the list. It's good to see the stock up. I think the stock can go up much more. I'm using a $400 target myself away from some of the things that we print just because it's in my mind.

Disney. Jeffries started today rolling out coverage of Disney and started with a hole with an

insult price tag of 120. I think it's worth far more than that. The 33% increase in dividend is a sign

of confidence. The confidence is very important because what it says is they believe theme park

attendants, which has been subpar, will be turning around. That's something I believe, too.

Don't forget, I like the cruise lines. And the movie selection, the movie slate is just extraordinarily

good. On the other side, Honeywell spoke at a Barclays conference, and you know I continue

to think the Honeywell is the gang that shouldn't shoot straight. The problem here is that they keep over promising and under delivering.

...