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

Jim Kramer, Jeff Marshall, the morning meeting, exclusive to the CMEC Investing Club.

We opened down. I like that. Starting to percolate. I like that.

Kind of held the levels that we hit yesterday around 140 p.m.

And Jeff knows, and we've been talking that this is a bit of an

hour and every moment. We did test the lows. We did have some exuberance. We don't necessarily have

the quarters that we want. Paychecks was good. We had a good quarter from Jay Bill, which makes

the Apple phone. We have a quarter from CarMax, but I kind of like the tenor here.

Even though when I interviewed Sanjay Morotra from Micron, he didn't make me feel good. I do feel

that we're at a level where we have to do some buy. Well, it's interesting because seasonality.

Everyone keeps talking about seasonality, seasonality, August, week August, week September. Well, we've had that. Seasonality is played out throughout the course of the year. But now seasonality is starting to get a little bit better. So I think that cuts in favor. You do have a market oversold of doing a little buying. We're going to be doing that soon working on those trades now. Right. You know, mean we want to talk about them? Yeah, why not? We could talk a little bit about them. Procter & Gamble's one. Yeah, we talked about this the other day. We sold somewhat, 13 higher or whatever. Yeah, 150s. Yeah, I mean, these staples have been absolutely crushed lately as interest rates. The it does the yield does not help. The dollar

does not help. People are worried about the margins. I say, you know what? Sometimes you just have

to fish a cut bay. I think Proctor's got it cheaper as a company. Yeah, I mean, dividend aristocrat

as well. So that's always nice to have. Yes, yields are competition for those dividends,

but look, their input costs are falling. We finally saw that nice gross margin expansion last

quarter. Speaking of another dividend aristocrat, another name we've been buying, Stanley Black

and Decker, the yield is close to 4% here, you know, making progress not only on reducing their inventory,

but also taking out costs, fixing their supply chain, should set up for a much stronger

2020, 2024 on earnings.

No, no, I really like it.

And I, by the way, I mean, I think that if you have this lower interest rate mortgage, you're not going to be moving.

You'll be remodeling.

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