I'm Jim Kramer and you're about to hear a sample taken directly from today's

CBC Investing Club morning meeting.

Let's get right to it because it's a very, very busy day yesterday that the Fed did exactly

what we told you were going to do, which is nothing.

We have been concerned, as you know, that the Super Six were ahead of themselves, and that's certainly what we saw.

Beware that tonight Apple will guide down second quarter. It will be a disappointment.

Yield of tenure is back under 3.9, and we are doing some buying.

Yeah, we're doing some buying. There was a lot of earnings this morning in the portfolio.

There's one pulling back. We see it as an opportunity. That one's Honeywell. Why we just start

with Honeywell? Quarter was just okay, $0.60 towards the high end of their guidance range.

Beed expectations by a penny. Organic sales a little bit lower than expected, but they made up for it on

margins. Aerospace continues to be very strong, up 15%. That's 11 straight quarters of strong

growth. Some of the other businesses, more mixed. They are dealing with some challenges,

continue challenges, I would say. Home building technologies down 1%. That's where they made that nice acquisition.

So that's not in the numbers yet.

So that should start to improve this year.

Performance material technology is up 4%.

Nice return to growth there.

But safety productivity solutions still drag down 24%.

Now the key thing here though is that warehouse automation still

troughing and then just by and large productivity solutions and services business,

their orders there were up 30%. So we're nearing the end of this data cycle. Right and this man's a

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