Squawk on the Street CNBC Investing Club: Cramer’s Morning Take on Dupont 2/5/26
Feb 5, 2026
They discuss trimming positions after big rallies and the rationale for selling some DuPont shares following a 38% jump. The team previews a members-only morning meeting that reviews portfolio moves and analyst calls. Conversations focus on disciplined profit-taking, comparisons of recent recoveries like Honeywell, and when to lock in gains versus holding.
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Recent Trims In Portfolio Holdings
- The Club recently trimmed positions in Home Depot and Honeywell after strong rallies to lock gains.
- They also bought large initial positions and later adjusted after earnings and price moves.
Trim Winners To Lock In Gains
- Trim winners into strength to lock in gains and avoid greed.
- Jim Cramer and Jeff Marks say selling some DuPont after a 38% rally is disciplined risk management.
Spinoff Sparked DuPont Outperformance
- DuPont's 38% gain since the Nov. 3rd spinoff outperformed the flat S&P over the same period.
- The rally shows the spinoff has worked and created meaningful investor rotation.