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Shortly after the opening bell, we will be selling 225 shares of Disney at roughly $114.68 each. We will also be purchasing 200 shares of Best Buy at roughly $78.41 apiece. Following the trade, Jim Cramer’s Charitable Trust will own 830 shares of DIS, decreasing its weighting in the portfolio to 3.0% from 3.81%, and 800 shares of BBY, increasing its weighting in the portfolio to 2% from 1.48%. Following the conclusion of Nelson Peltz’s proxy fight with Disney management, we told members we would look to reduce our position once our restrictions were lifted. That’s exactly what we’re doing with Monday’s trim. It’s our second Disney sale this month, with the first coming April 1 after Disney swelled to our largest position. While we have confidence that management can get it right going forward — and already see improvements in the underlying business — we must acknowledge the streaming industry is no longer the buzzy investment area it was a few years ago. Disney, of course, has a fantastic parks business, but from here further upside for the stock will require the streaming operations to achieve sustained profitability. Cord-cutting, lackluster content and uncertainty surrounding sports-rights renewals are all factors we continue to monitor and believe warrant an additional reduction to our exposure. Lastly, we need more clarity on management’s succession plan in order to have increased confidence in the long-term investment case for Disney once current CEO Bob Iger executes on his turnaround plan and steps away from the House of Mouse for a second time. The recent trading in Best Buy illustrates why we always look to initiate positions with only a portion of the funds what we ultimately want invested. Since our initiation March 27 , we have seen nothing but positive news around our core thesis: A rebound in the personal-computer market as pandemic-era purchases near the replacement or upgrade window, with the launch of artificial intelligence-powered devices further strengthening that catalyst. However, geopolitical tensions have pressured Best Buy shares, which are down nearly 5% since March 27. That’s exactly the kind of dislocation we like to see — positive fundamental updates for the actual business along with external factors weighing on the stock. And with the market reading oversold after Friday’s session, according to the S & P Short Range Oscillator, we are putting the funds raised from our sale of Disney to work in Best Buy as we see an opportunity to further reduce our overall cost basis as the replacement cycle starts to take hold. (Jim Cramer’s Charitable Trust is long DIS and BBY. 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.