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

CBC Investing Club morning meeting.

Well, happy election day.

The machine initially didn't work.

I stayed until it was done because it's an honor to vote in this great country, even as

I was petrified that I was going to miss the opening.

Now, today we have a good rally going.

Why do we have a good rally going?

I actually think this is a relief rally in anticipation of the relief of being done the election,

because everyone is tired of it and beleaguered and people feel that if we just got it over, things will get better.

Yeah, I'm sure many are looking forward to that. Still perhaps a toss up on who might win and how the market will react. But we're staying the course, no real changes in either direction. But it's interesting what happens if you stay the course. You get a DuPont. And a DuPont, look, we battled DuPont it was in the 60s okay yes I do remember a horrible pre-announcement and we bought it now bought it because Ed

Breen who runs the company I knew for known for 30 years Ed Breen basically said look

line in the sand Jim Jim, we're going to

make this back. We're going to do it. And when you have someone who's that, got that level

of conviction, it really helps. Yeah, no, they're delivering on everything they said.

It was a return to organic sales growth, up 3%. Operating EBIT up beat a big earnings number, $118

versus $1.3 expected, good free cash flow. This is really important. They moved up the

breakup timeline originally when they announced it in May. Remember, they're splitting it to three

companies. They said it was going to take 18 to 24 months. Well, now they're saying 12 to 18.

And why that matters, I think, you know,

why the stock hasn't really gone a higher, closer to perhaps what we'd argue that some of the

parts is it's stuck in a spin purgatory right now. But if they can get this, if they can execute

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