CNBC Investing Club: Cramer’s Morning Take on Honeywell 9/18/26

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0:47Jim Cramer here to share a short preview of my take on the market from today's members-only CBC Investing Club morning meeting. Join the club for full access to the morning meeting every day at 1020 a.m. Visit cnbc.com slash morning take to sign up today. That's one word, morning take. Why don't we recap some of our recent moves? So we trimmed to Honeywell Wednesday. And I'm ready to get rid of the rest of it. Bumper BNY and TJX yesterday. I'm ready to get rid of it. Honeywell. Yeah, I'm ready to get rid of it. I think that this is, it wasn't ready to split, was it? They weren't ready. Yeah. And they were obviously underspending for, I guess, everything.

1:29It was very disappointing. Yeah, very disappointing. I've thought the breakup would unlock value. Obviously, we saw Aerospace had a significant mesexecution error. That was supposed to be the gem of the business. That took my heart out. I was very upset about that. I'm upset about Nike. But I've told you that, if you remember. You know that. But I do think, and I know that you could say, well, listen, you're just throwing good money at your bib. But I think it's time to buy. I waited and waited and waited for Kimberly to come down. It's like a dollar and a half from where I thought it would go.

2:03I think we should buy some, get that better basis. And what about? Five and a quarter. Five and a quarter. And it's confirmed the dividend. They're a dividend aristocrat that want to raise the dividend, not cut it like some people think. And I want to be in it ahead of Kenview because I really believe that it's going to be the one all the analysts are going to love. because they're going to have, I think there's synergies galore there. And BNY, TJX, BNY, a lot of financials having a tough week here. Some conference updates, although BNY's conference was fine. Nothing like a negative surprise like Bank of America.

2:40No, I talked to Robin, the CEO, and I said, is everything on target from your last conference call? He said, yes. I mean, this is the winner of the group, okay? So people are taking profits, but I really, really like BMY. If you haven't bought any BMY, you should buy some. And TJX had a nice move yesterday. I think I saw it up today. Yes, it's up another dollar. Here's something again, and this was really good by you, and this is why I wanted to get worried about Kimberly. We said let it stabilize. And as soon as it stabilizes and the volume expands, we knew where it had to be and you had to buy some.

3:13I think that's terrific. And I do think Kimberly's, you've got to buy some Kimberly, 5.25 % yield, and we get that great basis. You have to have some stock down here because the market's oversold in case we get the end of the war. Now, the toughest one is Home Depot because it broke through 300.

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4:10Oh, look, you just got added to a meeting about coordinating another meeting to prepare for the pre-meeting ahead of the follow-up meeting, which will, of course, require a recap meeting, and then another meeting. Hit your booking point, book with Southwest, and enter airplane mode.