CNBC Investing Club: Cramer’s Morning Take on Dupont 2/5/26

SPEAKER_1 (0:00)

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SPEAKER_2 (0:15)

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Jim Cramer (0:46)

Jim Cramer here to share a short preview of my take on the market. From today's members-only CNBC Investing Club morning meeting. Join the club for full access to the morning meeting every day at 10 20 a.m. Visit cnbc.com/morningtake to sign up today. That's one word, morning take.

Jeff Marks (1:07)

Before we talk alphabet, I do want to get into some of the recent moves within the portfolio because we have been very busy over the last few days. Yesterday, one Home Depot and Honeywell were both rallying. We trimmed into strength, locking in nice gains in both after nice moves for the start of the year.

Jim Cramer (1:27)

Remember, we did buy a lot. We paid too much at the beginning and then we didn't. This one is, why don't you talk about how the patience that has been rewarded in this and DuPont?

Jeff Marks (1:38)

Yeah, finally we've seen Honeywell come back to life. If you actually look at the last six months, Honeywell versus GE, Honeywell has been right there with it and we know GE has been such a strong performer. But yeah, DuPont, so we're selling some this morning. Heading into today, not including today's move, since November 3rd, DuPont shares have rallied about 38%.

S&P is about flat over this time. Again, November 3rd was the CUNY spinoff. It's showing that it has worked. Here's a three month chart here. I think we have one since this bit.

Jim Cramer (2:11)

Well, and remember, what we're trying to say is we don't want to be greedy, so we sell some.

Jeff Marks (2:15)

Taking advantage of the rotation.

Jim Cramer (2:17)

Right, we want to do it. We did that for Texas Roadhouse. We did it for it. We actually have done it for probably 10 stocks. And I think it's, I mean, look, we've also done it for some of the great ones that we own. If you don't do that, then you look back and say, well, how did I turn a big gain into a loss or how did I let that happen? So it's just discipline.

SPEAKER_5 (2:33)

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