 All right, it is Friday. We are on the floor of the New York Stock Exchange with Jim Kramer, the big store this morning, GE's earnings. Jim, take it away. We own a fraction alerts. You're selling it now because of Jeff Inmell. You might end up buying it because of John Flannery. I think that it is a big mistake to sell. It's a reset. You basically have a quarter where the cash flow is good, so I'm not worried about the dividend. Flannery is going to take a hard look at everything, and when I say everything, it means that portfolio may not look the same as it does now. So you're talking about a guy who's a very hard-nosed guy who's going to come in, he'll take no prisoners. Does it trade to 24 perhaps? It shouldn't. If I didn't own any GE, I'd wait a little bit, Flannery, he's going to do a good job assessing what he needs to change, but Flannery's not in there. All right, let's leave it at that. All right, another actual alerts name, Honeywell Reporting. No, no, we don't own that. Wish we do. Oh, excuse me. It's all right. Wish we do. Had been a long time. Had a lot of money on it when Dave Cody, when it was clear Dave Cody was not going to work there anymore. You know, Dave Cody was my next-door neighbor, a great CEO, but I've got a little cold feet. I don't like what happened with Charlie Sharp and Visa. I feel so bad. These were two where I didn't know the successor to Honeywell, Darius Damcheck. I do know him now. He's excellent. And I didn't know who would succeed Charlie Sharp and Visa, and turned out to be Al Kelly. He's excellent. Look at that stock. My judgment is that historically in my career, I will talk about this in my actual alerts call, in my monthly call, historically my career when you don't know who the new CEO is, that is when you take a breath. Now take a look at email. You see, you did know who this CEO is, and look at that. That stock's now dropped from 28 to 25. I violated my rules. Sometimes the rules get you in trouble. Sometimes they save you. But both Honeywell and Visa were two that we did own. We made very good money, but we should have stayed long. Yeah, what did you make of Visa's quarter? Excellent. But Schlumberger, that you own. That is the stock that you have to buy, because what's happened is that the CEO is finally called the bottom. He had been very reluctant. I follow his words very closely. He's now saying that the international is turning. Now you have the recount today, and maybe Al goes back to 44. But it's a new sheriff. He's saying, Schlumberger's back. He was the first to see the downturn, Scott. I think he'll be the first to see the bottom. All right, Jimmy, you have a fantastic column in real money about Microsoft, Amazon, and Walmart. In there, I sent it to Sachin Adele. I mean, what I'm really saying is it's a piece about the idea that Microsoft should merge with Walmart. Now it's not about Microsoft merging with Walmart. It's what it would take to stop Amazon. And now the FTC may be looking at pricing. I think that if it's predatory pricing, I say good luck. I do not think that you will be able to find that. But Microsoft's, as yours, is doing incredibly well. Microsoft's a buy. And Walmart is also a buy. Walmart has got lots of things going in terms of the front end, what they could do with consumers and the web. But you need a $600 billion company and a $300 billion company to take on a $400 billion company. Because Amazon's got both the best cloud and the best retail interface. And then on Stop Trading, on Swark on the Street, you talked about Home Depot. Yeah, I mean, Home Depot's doubly challenged. One is the Sears Initiative. And I don't even think that's more psychological. That's Sears, Ken, more tying up with Amazon to deliver an Alexa-built washing machine and dryer. What I really think is far more important is that on the Sherwin Williams call, they talked about a decline in do-it-yourself. And so if you have both the challenge of Sears and the decline in do-it-yourself from the largest paint company, then you're going to be considered guilty till proven innocent. Not unlike Costco, Woodstock is still trying to stabilize after the fabled purchase of Whole Foods by Amazon. All right, and then on Mad Desh, you talked about Union Pacific. Union Pacific reported a very good quarter, but Lance Fritz, the CEO, is not one to puff out, puff his chest and say, listen, we're going to do it again. The cargoes were really rather remarkable. Union Pacific under 100 would be a great place to get affiliated with. All right, and Jim, let's end with earnings previews. We've got Alphabet, an actual arts name. Yeah, now Alphabet, this is a quarter that I think a lot of people are going to be highly anticipatory of. That is usually not a good sign. But that said, this is a company that has a division, Waymo, that I think is worth probably 50% of the company. It's got an incredibly large cash position, so it'd be a gigantic winner if we ever were to repatriate. It's got a huge business overseas. The companies that have got gigantic business overseas have been doing better, and it has Ruth Porat, the best CFO in America. All right, another actual arts name, Arkonic. Arkonic is a situation where we don't know who the CEO is going to be. I actually like that situation because I think if the Elliott management people are able to get their way, then they're going to put in a CEO that would make it so this company is a must-buy. We've also got VF Corp. Which wouldn't VF Corp? Not an action alert name. No, it isn't. All of the apparel companies are doing better. VF is doing better. I prefer PVH. They're a company that has been using the Bowzon, which is a terrific company to be able to sell on Alibaba. They are for Tommy Hilfiger. You're going to see a terrific international number there. I think they tell you a decent back to school story too. Manny Chirico has delivered, delivered, delivered. Now the stock has moved up rather radically. Is it the right level? We have to see the entire market come down. If you can get it below 110, I like it. All right, thank you very much. We'll leave it there. Thank you so much. Have a great weekend. For more information on the stocks you mentioned, please head back to thestreet.com.