Cramer’s Morning Take: Disney 11/18/25

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Jim Cramer (1:02)

Hey, it's Cramer. And this is my morning take on the market from today's CNBC Investing Club morning meeting. So, I mean, yeah, look, this was, I mean, look, could we sell DuPont right here? Yeah. Do we have a big gain? Yeah. But what I care about is more than where you buy it. You buy it when people hate it. That's the whole strategy that I believe in. Lock stock and barrel. And I'm not going to run when we have the cash. I'm going to buy. And we did sell some Disney.

Jeff Marks (1:29)

Cut the position in half after disappointing earnings last week.

SPEAKER_1 (1:32)

It's still linear pressure.

Jim Cramer (1:34)

Three years from now. Yeah. Enough.

Jeff Marks (1:36)

Experiences, that's a larger source of profits. Could see some pressure if layoffs translate to a consumer slowdown.

Jim Cramer (1:41)

Would you sell the rest?

SPEAKER_1 (1:44)

Well, we did half.

Jim Cramer (1:46)

Yeah.

SPEAKER_1 (1:46)

I think that's a good move.

Jim Cramer (1:47)

I think we're putting a little bit of that money in Home Depot. Maybe we'll put a little bit more of that also into Nike. Just another consumer play. That's a great idea. You know, I'm interested in Kimberly. I know that there's a lawsuit. Obviously, apparently, the Texas ruling makes it might look bad. I think the Kenview is very cheap. I think they're trying to get Kenview on the cheap. But Kimberly's come down on a good quarter, by the way. It's come down huge. I like Procter and there you have to go again. I don't mean to continually refer to my book. That's bad form, but I addressed the notion of Procter as the premier company in a consumer package goods, and why it is, and how it answers everything that you want to know. So I'm very interested in that.

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Jeff Marks (2:45)

All opinions expressed by Jim Cramer on this podcast and in connection with the CNBC Investing Club are solely Cramer's opinions and do not reflect the opinions of CNBC, NBC Universal or their parent company or affiliates and may have been previously disseminated by Cramer on television, radio, internet or another medium. No specific outcome or profit is guaranteed in connection with your reliance upon or other use of the content from Cramer. The opinions offered in connection with this podcast and the CNBC Investing Club are not an attempt to induce any particular trading behavior, investment or strategy. You should be aware of the risk of loss in following any strategy or investment discussed in the content from Cramer. To view the full CNBC Investing Club Disclaimer, please visit cnbc.com/investingclubdisclaimer.

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