I'm Jim Kramer, and you're about to hear a sample taken directly from today's CBC Investing Club morning meeting. Well, there were some stocks we did buy today, DuPont, Dover, Next Tracker, and Wells. Well, let's go over those. Let's go over those. I mean, DuPont's breaking itself up. I'm not worried about PFS. I mean, it had an amazing quarter. He said the best quarter of maybe

all of our companies. Next tracker was fine. They said that look, the orders, you have to get

realized that the orders are lumpy. That's exactly right now. But rates are coming down and that certainly

works to their favor. Right. I feel like that's being, that's being kind of missed in the south.

Right. And obviously, if, if Harris wins the stocks at 60 and one in a straight line. And then Dover and we talked about Wells, but also Dover to another company that had a good quarter they just reported. Didn't really indicate signs of a slowdown like many are so extrapolating through the jobs data. Look, I mean, you've got a stock like this. You have a stock like Honeywell down six. That's an opportunity. I'm not lumping everything if you don't earn any Honeywell. I think Honeywell's fine, by the way. And then we did get rid of our positions Ford when Ford was after earnings, we said. Right. I mean, remember, we're not looking. We don't look back and say, hold it. now it's at nine, we like it. We made a commitment for you to sell, and we can't come back to you and say, you know what, we're not going to sell. We have to do what we said. That's just being consistent. Yeah. And when, obviously, there's just concerns around consumer spending still, a real negative reaction to MGM last week. So they're, you know, we're getting, one of the things that we're, remember, we're always teaching, where we hope we're always teaching. And we sell losers to buy winners. Exactly. You do not sell winners to buy losers. Better balance sheets, more benefiting from secular trends, really strong management teams. I mean, the DuPont team is great. I buy Microsoft. I buy Amazon right here. I mean, look, I spent a lot of time talking to Amazon as big. I mean, a lot, certainly more than any of the analysts. And I can tell you, and I know the company very well, they were quite surprised. All they were trying to do is say, look, the consumer might be a little bit weaker, and the packages we're doing are the smaller packages. They're taking a lot of business away

from Walgreens and CBS. And so you say to yourself, well, wow, that's a really terrible thing. No, you say, geez, they could, Walgreens, CBS have to close thousands of stores. This can be very good for Amazon. Why don't we squeeze in a quick rapid fire? Maybe get some final thoughts on the market, at least for the morning.

Tyson earnings, a good quarter here.

Okay, I have to tell you, I think Tyson's for sale. I think that they don't know what to do with John. I know John, it's a terrible thing. Those of us who had brushes with us know that it's a tough thing. Tough thing. He's if a... Calanova, hire after an report from Reuters,

from Reuters, Mars exploring a deal?

It's going to go much higher. I think there really is genuinely a bid. Obviously, if there's none, people feel like, what the hell do I do? It's up 28%, but I believe there is a bid. And then Lockheed Marr and upgraded outperform at RBC. So you're kind of interesting because of potential rising geopolitical tensions in the Middle East.

I mean Lockheed every dayical tensions in the Middle East.

You can't miss with Lockheed.

I mean, Lockheed every day analysts come in and they recommend the stock because this is about

both Gaza and Ukraine.

And remember, Ukraine, they're heavily involved because that's a full-scale, drag-out World World War II style war. Now, I want to go over

again, what you want to do in a sell-off, you're trying to find this is still day one. You know, we,

forget Friday. This is day one of the big sell-off. So what you have is people are smart enough to

buy the opening. Now the market goes up and the European stocks stops, the pressure from Europe stops.

So what happens is people then take their profits.

So then we get knocked down again.

This is probably not the bottom.

We could probably get enough.

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