Jim Kramer here to share with you a sample of my take on the market from today's

CNBC Investing Club morning meeting.

I've got to tell you, I said this to Carl and David this morning, Jim, it's a quiet,

incredible bull market because it's so diverse. This is not a bull market led by an Amazon, by an alphabet, although they're doing well. We're getting a market that across the board has been good. I don't want to rain on the parade, but we're finally so over-bought that you can't buy. Yeah, no, the oscillator really perked up yesterday, 6.6% jumping from, you know, it was around like low fours earlier in the week.

So I think that's always, you know, I'll put a caution flag out there, at least for us.

We'll look to trim, of course.

Right.

That's just our discipline.

It's the same discipline when the oscillator is minus 6.6.6.

That gives us confidence to buy.

We've seen a great rally in May. When you sell here, it's gut wrenching, as it is to buy. Yeah. When it's minus 5, where you just feel like I'm just throwing money with. But we have a discipline, and we stick by our discipline, because discipline trumps conviction. So we will be peeling off some stock today. Yeah, I think we're thinking about Proctor it's had a great run it's about

12 13% year-to-date see this is what you do just everybody yeah we buy some

here we're not traders okay we're not traders people were concerned about the

beauty market it's you know it's only a small part of that we knew that it's

it's grooming we knew that there's a lot of different products that really matter.

I mean, like, Gillette's a really big part of the pastiche, a lot of hair care.

And so when you get one division that looks like it's weaker, one of the reasons great about

proctor is a diversified portfolio of consumer

packaged goods brands, so to speak. And this is when you sell something. Yeah, and people are

falling all over these types of stocks. These slow down stocks because there are, you know,

maybe there's some cracks forming in the consumer. You did have a sentiment number, University of

Michigan, much weaker than expected. So you are seeing

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