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. Reduce exposure to tech Watch for health care buying opportunity Eyeing an industrial play 1. Reduce exposure to tech Stocks inched up on Tuesday, with the Nasdaq Composite rising 0.22% in midmorning trading. The tech-heavy index has been on the upswing since Friday’s robust rally, which provides a chance to lighten up on stocks like Microsoft (MSFT) — a move we made on Monday . The tech sector continues to be overvalued in a market that doesn’t bode well for high-multiple, high-growth names , meaning they’re set up to get hammered this earnings season. “We’re not abandoning Microsoft, but we’re just trying to lighten up because we fear bad news,” Jim Cramer said Tuesday. 2. Watch health care for buying opportunity We continue to like health-care stocks that are recession resilient and have solid fundamentals. But the sector has come under pressure so far this year, amid profit taking and political uncertainty over the direction of U.S. health-care policy. If health-care stocks continue their tumble, the Club could take the opportunity to bolster our positions in pharmaceuticals like Eli Lilly (LLY) and Johnson & Johnson (JNJ). Eli Lilly was trading down 0.5% Tuesday morning, at $348.07 a share. J & J was down 0.17%, at $175.29 a share. 3. Eyeing an industrial play We would consider adding to our position in industrial giant Emerson Electric (EMR), if the price were to come down. We have slowly added to our position in this reasonably-priced, recession-resilient name since initiating in December. EMR also has more room to run, especially as the company restructures its portfolio to shed slower-growing, lower-margin units. (Jim Cramer’s Charitable Trust is long EMR, LLY, JNJ, MSFT. 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.