Hey, it's Kramer, and this is my morning take on the market from today's CBC Investing Club morning meeting.

We have been calling for a soft landing, and we're obviously even David Faber compliment this morning.

We've been big fans of what Jay Pals doing and just staying the course, and our portfolio reflects a stay the course,

having owned most of the

Magnificent Seven right through this period after being trying to shake, trying to be shaken out

over and over again, but also a Caterpillar. Also a Stanley Black and Decker, which people would

have given up one with a until Home Depot reported a number, which shows you don't give up

on anything related to housing.

Absolutely. If you're trying to figure out what groups stand to benefit the most from rates pulling back,

I think anything housing related is a logical answer. Stanley Black and Decker, that one's higher today.

You know, even with Home Depot, you know, say what you will about their quarter, but with rates lower, you should see Huss in place come back.

This is the, you know, if you want to be a chartist, it's that, that.

We had Larry Williams on last night talking about again about how November is going to be very strong and it's been sticking to that.

And on their last earnings call, they said if rates held from there or perhaps go down,

you could see them earn closer to the $5, $5 next year. Absolutely. Now, let's look at one in case you're thinking about, well, hold it, did I miss the move? Let's put up Procter & Gamble, okay? Now, Procter & Gamble had a very intriguing conference school. Throughout the conference call, they're talking about all the commodity headwinds that they had, that returning to tailwinds.

But then, and you said, well, you're very excited. Then they said, listen, we have $800 million hit because of the dollar being strong.

Well, the dollar's down big. And I mentioned this only because you see a lot of people who are in the club are probably saying, I missed, I missed, I missed. You did not miss Procter Gamble. You can still buy that. It makes

sense.

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All opinions expressed by Jim Kramer on this podcast and in connection with the

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