Shortly after the opening bell, we will sell 375 shares of Disney at roughly $105. In addition, we are buying 25 shares of Home Depot at roughly $343. Following the trades, Jim Cramer’s Charitable Trust will own 375 shares of Disney, decreasing its weighting to about 1.08% from 2.14%; and 380 shares of Home Depot, increasing its weighting to about 3.66% from about 3.42%. We’re cutting our position in Disney in half following last week’s disappointing earnings report. The company is in much better shape today than it was three years ago, with an improved balance sheet and cost profile. However, it hasn’t been able to offset secular declines in its linear networks business as quickly as we’d hoped. When we downgraded our rating to a 3 last week, we expected a slight bounce from a decline that appeared to be an overreaction. But the stock hasn’t rebounded yet, which is why we are only selling half of our position today, rather than the full amount. From this sale, we will realize an average gain of about 3% on stock purchased between 2022 and 2023. We’re taking a small portion of this cash to nibble on shares of Home Depot, which is moving lower after reporting earnings. The quarter was a miss on adjusted earnings per share and same-store sales, with the company citing weaker demand and a lack of storm activity as reasons for the shortfall. Management also cut its full-year adjusted EPS outlook by 5% year over year, anticipating continued pressure in the fourth quarter. They previously anticipated earnings would decline by about 2%. Home Depot shares are moving lower by about 4% Tuesday morning in a down tape. However, we’re taking advantage of this weakness and making our first Home Depot buy since March, as we believe the stock’s 15% decline since September has already priced in this shortfall. This has turned out to be a worse year for the home improvement market than we initially anticipated, but we still expect 2026 to be better for the industry as interest rates decline. Pent-up demand for home improvement continues to build, and lower HELOC and mortgage rates will help unlock that. (Jim Cramer’s Charitable Trust is long HD and DIS. See here for a full list of the stocks.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust’s portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.
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