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

CMEC Investing Club warning meeting.

Why don't we start talking about a new position that we're adding today, Dover, the

industrial conglomerate, serves a whole host of different end markets.

Stocks been rallying the last couple of quarters on the orders inflecting. They were up

3% in Q1. Fourth quarter were up 2% year-over-year, and that fourth quarter result was the first

growth after seven straight quarters of decline. A lot of areas of double-digit growth here,

specifically tied around the data center whether it's these thermal

connectors that deal with liquid cooling heat exchangers as well and they

also have a biofarmine business it looks a lot like Dana her you know

Daner is inflecting now one thing people need to know about this diviner

risk-grac company is that it has had many iterations,

but management is determined to try to get the best.

So they had an elevator business, Otis was killing them,

you don't need to be in that,

the service business for elevator is good.

But they seem, they're going after mega markets.

And this morning when we talked about how,

say, Elon Musk's built a giant data center, well, you know what?

It's going to be eaten.

It's going to be Dover.

It's going to be vertive.

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