Jim Kramer here to share with you a sample of my take on the market from today's CNBC Investing Club warning meeting.

Why don't we get into some analyst calls, BTIG, they initiated a bunch of retail names.

Nike, they love it, that's their top pick for 2026, $100 price target, So big believers in the turnaround here under CEO Elliott

Hill. I thought that was amazing and really the salient call today. Now, people look at the price

earnings bold, but I have to realize it's inflated because the earnings have been depressed.

The only area that I think is going to be hard to turn around is China. But

Elliot Hill has mentioned that. I'm a real believer in Elliot Hill and what he's doing in the

same way that I'm a real believer in Brian Nicol on what he's doing at Starbucks. I'm going to be

interviewing him in a few minutes for tonight's show. Look, we want to bank on smart executives

who are doing very difficult turnarounds over multiple years. And I think Nike is

maybe the cheapest stock in the portfolio right now. Hey, by the way, in terms of cheap stocks,

we don't know you what Capital One's going to report. But when I look at the credit losses of Bank

of America and how low they are, we may be into a real gem

when Capital One reports. So there's a belief I'm looking for stocks to sell 12 times earnings.

That's Capital One. That's the lowest in the banking group. And I think that Nike is going to end

having a very low PE once Elliott does the job. And I know he's going to do the job because

he is an athlete,

and they were run by a technician, and he can turn this around.

I like their call by BTIJ.

Yeah, when I think about the reward of a multi-year turnaround, my mind immediately goes to Charlie

Sharp as well, and we saw that yesterday with Wells' earnings report.

And it took us three quarters. We had to go for three quarters. And we were able to do it because

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