Hey, it's Kramer, and this is my morning take on the market from today's

CBC Investing Club morning meeting.

What I'm looking for is, and I don't want to pay off for Procter & Gamble, but I remember

I like Kimberly, it's that kind of thing.

It's just because I want dividends here because if the Fed is going to cut, you want these

companies that yield four, like five, Kimberly.

That's what you want.

Yeah, and maybe interesting.

It's a lot of selling winners right now.

You mentioned the microns of the world.

Big gains a year-to-date versus a Kimberly versus a Proctor and Gamble.

When we bought Proctor earlier this week, it was down 15% for the year. Well, and nobody's got profits. Yeah. You know, people are trying. I mean, Carl was right to when he said this point, Jim, aren't people just trying to lock in profits? Well, not if they own Proctor. Yeah, if he was down 12. Now, what is good inclinate. Now, what happened during this period? And I talked about Procter in how to make money in any market because they're so clear.

They're, they're, they're, they're, theycter in how to make money in any market because they're so clear.

They don't hide anything.

What happened in this period was commodities, some stuff bad in China and commodities.

I've been saying there's nowadays tonned between us and China.

That's part of what, that was the president spreading that around, just key people up. They're buying soybeans. Yes, they're, they're, they're, I know that Boeing seems ill-fated, but Boeing is the one that only gets the orders. I'm not backing away from Boeing, I'm trying to get the right level, don't want to continue to throw money at something that doesn't have the bottom yet. It will bottom and it'll tell us, just like Invidio will tell us.

These things, you know, like one of the things that I learned a long time ago, is there

stock, they tell you. Invidia tells you because it opens up and then continues to go down.

So you flush out all the people who needed to get out.

That's what happens at 930 to 10. Then you get the real people who also are in trouble and

they can't buy it on any capital. And then people start selling it and saying, oh my God,

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