I'm Jim Kramer and you're about to hear a sample taken directly from today's CBC Investing Club morning meeting.

I've got to tell you something once again, stocks are headed higher. Remember, we're 10 straight days with Dow's going up.

It's a big week for earnings and Jeff, as you pointed out an excellent piece this weekend, we have nine companies portfolio reporting.

Yeah, so it's a big week.

Sandwiched in between that, of course, as a Fed meeting. You know, we're all expecting 25 basis

points. I think the question comes, what comes after that? So the speech will be, as always,

more important than the announcement itself. Right, but same time I put out piece this weekend

saying that the endless focus on the Fed is a misdirection play.

And literally as if we're going, we're looking like we're run and we went past.

And when I look at what the Bears did wrong was that they followed, they did, they parsed so much of the Fed that they've got the big picture,

which is that the companies, there are companies in the SB 500, specifically 500 of them, and they weren't oblivious, and they decided to make big changes, including some of our companies, which produced remarkable earnings just because they've been doing things for themselves, self-improvement. Yeah, absolutely. Self-improvement, fixing margins where they can. I mean, just a lot of like turnaround stories.

Just thinking like Stanley Black and Decker, they've had issues with their supply chain,

with inventory, but they've been correcting all of that. So their earnings pressured in the near

term, but should fix up a year from now.

One by one, what we've done is chip away at the stocks that have been bad for us.

So J&J was really bad.

Now, we should talk about immediately about the fact that J&J was at 158 before earnings.

That was three days ago.

Now it's at 173.

I mean, only a fool would say, you know what?

I'm not going to sell anything.

Particularly we're right here

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