Putting money to work is never easy, nor should it be. As Jeff Marks and I went over our investing plan Monday morning, we were determined to put in more money than we took out. That's because we are oversold and have waited for this moment to do some buying.
In some cases, we've been waiting a very long time. We have watched shares of Disney (DIS) fall to where it is being valued as a failed enterprise save the theme parks, as if all of those rights that ESPN has and all of its vast library on intellectual property is worthless. The presumption is that anything the company makes will lose money. The reality is the opposite.
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-Jim Cramer
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