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

morning meeting.

Let's talk about Estee Water as an example.

Now, when you see Estee Lord are going up like this, your first think is, hey, maybe they're

talking to Bernard or no.

Maybe there's a deal with L'Oréal.

Or maybe it's this low-quality move that Foot Locker's having.

Yeah, Full Locker doesn't jump double-digit percent off of, it's the same type of theme

we're coming around.

So it's nice to see because those have obviously been the stocks that have you've been

hurt by this year.

So it's nice to see them starting to come back to life.

But this speaks to them to about something we have to teach for a second.

We have some stocks that we're not crazy about.

But we didn't want to just blow them out because we're not crazy.

But we wanted to wait till there's a better time.

Now, this is something we did with Emerson. Okay, I was very upset

that Emerson bought National Instruments. Yeah. It's just doing okay. I want that cash for something

that's better. Right. So we, we, now look, should we, we, you know, we get some there.

Yeah, but one sale, yeah. But what bothers me is I can't be two-faced. I can't, which by the way is one of the few things that's selling welfare as they were. I can't be two-faced to you. I know that the Emerson deal was bad. So then Emerson goes all the way up, we sell some. It comes down. Look, do I have stocks that I'd rather own than Emerson? Yes.

Yeah, and that's what we're kind of planning out here.

So because we're so overballed, looking for something to sell, sold the Emerson.

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