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

CBC Investing Club morning meeting.

We are in the wake of the J-PAL Jackson-Holt speech where it was very clear that the

next move is to cut rates as he said it is time.

And Jeff, what we're seeing are companies going up, are companies that are cyclical,

companies that have leverage to housing, not just the housing companies themselves. And also,

when it comes to what I regard is the overall, this is a really strange thing, group that people

like, they're buying the J&Js and the General Mills, they're buying the PEPs. I'm not so sure that's right. So is that because of the dividend yields? Yes, and that's what I want to get into. With the 10-year yield falling? Precisely, because what I would be telling you and what I'm working on for our next meeting are really sustainable higher yields where the quarters are good.

I don't think the companies I mentioned where the quarters are necessarily good.

And by the way, I also don't believe that the companies are as oblivious to the GOP-1s as they claim.

I think GDP-1 is going to influence a lot of the food stocks.

J&J, I'm worried about the lawsuit.

We have enough.

We have Abbott. We're fine. I don't think you can buy Kimberly.

We have Proctor.

We're fine.

So there is a split happening in the market today.

We are seeing some tech weakness, interesting because it is in video, more on that in a minute.

But then there's also the other basket of stocks that look a little bit more attractive because of their yields when rates are down

Housing related stocks as well Stanley Black and Decker and even the solar stocks are catching a bit

Well let's talk about solar

Remember we have said from the beginning that solar is a play on lower rates not a play on lower

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