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. The S & P 500 is recovering most of what it lost in Monday’s brutal session. There was a solid bounce in the last hour of Monday’s trading, and it looks like Tuesday’s action is a follow-through on just too much selling. Jim Cramer said he would have liked to see the overall market go back to oversold, according to the S & P Short Range Oscillator momentum gauge, but added that he’s “perfectly willing to look for opportunities here.” Jeff Marks, director of portfolio analysis for the Club, said Tuesday, “The market, for better or worse, is subject to tweets and headlines” from the Trump administration.” He added, “It makes the job harder” for investors. But he said that’s why we’re stock pickers at the Club, and he highlighted the strong quarter from struggling portfolio name Danaher . Shares jumped 5.5% on Tuesday. Jim said, “There could be another day’s worth of rally here because they were so low.” Watch your afternoon emails and texts for our full Danaher earnings analysis. After Tuesday’s closing bell, credit card giant Capital One reports earnings. Jeff said he’s watching for updated information about the Discover Financial deal, which got approval from bank regulators on Good Friday when the market was closed. Jim said investors who sold the stock Monday “overlooked entirely” the benefits of the acquisition. Upon integration after closing next month, Jim said, “This is worth 30 points” to the stock. He added that Capital One is his “favorite position” in the portfolio. Jeff said any pullback after earnings could be a buying opportunity. For our part, we added to our position Monday. Stocks covered in Tuesday’s rapid fire at the end of the video were: GE Aerospace , Bullpen name RTX , Verizon , and 3M . (Jim Cramer’s Charitable Trust is long DHR. 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.
