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Cramer's Investing Club: We're putting more cash to work, adding to Disney and Honeywell

Published Fri, Jan 28 20222:04 PM EST

Zev Fima @zevfima

Jim Cramer @jimcramer

We will be buying 75 shares of Disney (DIS) at roughly $136.46. Additionally, we will look to pick up 25 shares of Honeywell (HON) at roughly $199.59. Following the trade, the Charitable Trust will own 725 shares of Disney and 575 shares of Honeywell. This buy will increase DIS' weight in the portfolio from about 2.3% to about 2.55% and increase HON's weight in the portfolio from about 2.84% to 2.96%. On Thursday, we raised about $40,000 in cash with our sale of some Walmart (WMT) shares. Earlier Friday, we put about half of that back to work with our buys of Bausch Health (BHC) and Cisco Systems (CSCO). Given the selling dynamics we called out in our last trade alert, the advance/decline dynamic and the incredibly negative levels on the S & P Short Range Oscillator, we want to get the rest of that WMT-sale cash to work. Disney came under pressure following Netflix 's most recent earnings release as investors read through Netflix's downbeat subscriber additions guidance and thought the same could be happening at Disney+, a move that was likely further exacerbated by the broader market selloff we have witnessed in recent weeks. We understand that first level thinking — the notion that