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

We have a very exciting week. One of our stocks reports Wednesday, that's InVinia, and we also have the Fed talking on Friday.

And fortunately, at 4.7, you know we offer you the oscillator for a deal, you can check that out.

It's minus 4.7, which tends to be a level that I find you need to some buying.

Right. You don't have to go all in and gradually put money to work.

We certainly have plenty of cash on the sidelines at around 11% entering today.

But as the market comes down, yeah, certainly looking for opportunities to buy quality names

that have pulled back 5, 8, 10% over the past month and change, especially ones that reported

good quarters.

Those are the ones you want to stick with.

You don't want to be buying something that maybe had a so-so quarter or a miss or anything

like that well one of my good quarters those stocks were the ones that will come back look one of the

best quarters was g health care yeah remarkable quarter beat and raise good orders and people didn't

care and what happens is is when you don't care like walmart which we don't own last week

Walmart's a tremendous buy because people don't care. There is a notion, I should talk about this top of the show.

There are these situations like a Walmart, like a GE healthcare, where the company reports

a number that's very good, and the stock starts going down, and then it snowballs. Snowballs down,

because people say there must be something wrong.

There is nothing wrong with GE healthcare.

Now, another stock where nothing's wrong is Palo Alto Networks.

I was thinking of the same exact transition phrase because, of course, everyone was freaking

out into last Friday's Friday night earnings.

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