Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Tuesday’s key moments. 1. Wall Street on Tuesday monitored growing geopolitical concerns after Ukraine carried out a strike on Russia using American-made missiles. The S & P 500 cut its losses in midmorning trade and turned positive. But before then, we used the broader market weakness to look for Club holdings that shouldn’t be down, identifying CrowdStrike as a stock to buy . Shares of the cybersecurity firm fell at the open before bouncing back. We also have Palo Alto Networks in the portfolio to play the increasingly important cyber theme. Palo Alto reports Wednesday after the bell. Jim Cramer said he is “anticipating volatility” in the stock if the company doesn’t deliver a clean print. 2. Global tensions have been known to cause a rally in oil prices, but that wasn’t happening Tuesday. Both the U.S. and global crude benchmarks ticked lower. Nevertheless, Club oil-and-gas holding Coterra Energy is outperforming its peer group, up about 0.5% in the session versus a similar-sized decline for the S & P 500 energy sector. The stock, which at times has been frustrating to own, is on pace for its ninth positive session over the past 12. “We’re finally getting why we bought it,” Jim said. Coterra faced challenges earlier this year when President Joe Biden froze new liquefied natural gas (LNG) export approvals. The incoming Donald Trump administration is expected to be much friendlier to LNG, which plays into Coterra’s hands. On its earnings call earlier this month, management announced some LNG supply agreements that we feel good about. 3. Off-price retailer TJX Companies reports before the bell Wednesday. We’ve grown accustomed to the stock reacting poorly on the day it reports, Jim said, given management’s guidance tends to be conservative. More important is discussion about the retail inventory environment and the market share gains executives are seeing versus traditional, full-price retailers. We’re expecting solid results from the TJ Maxx and Marshalls parent, driven by deal-seeking customers. We’ll be listening for comments on the business impact of potentially steep tariffs under Trump. At around $119.50 a share Tuesday, the stock is less than $2 below its all-time closing high of $121.13 on Nov. 13. 4. Stocks covered in Tuesday’s rapid fire at the end of the video were: Walmart , Lowe’s , Medtronic , Vertiv , and AeroVironment . (Jim Cramer’s Charitable Trust is long CRWD, PANW, CTRA, TJX. 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.