CNBC’s Investing Club with Jim Cramer hosts a live “Morning Session” every weekday at 10:20 a.m. ET. Here’s a recap of Tuesday’s key moments. Health care in focus ‘Ultimate trade-down play’ Watch Bullpen 1. Health care in focus Club holdings Danaher ( DHR ) and GE Healthcare ( GEHC ) reported better-than-expected results ahead of Tuesday’s bell. Shares of Danaher were trading up 0.25% in morning trading after the life sciences company again cut its outlook. Jim Carmer said he knows ownership of Danaher has been tough lately, but he urged investors to hang on. Meanwhile, shares of GE Healthcare fell more than 2% on Tuesday morning. “That’s a mistake. Let them sell it,” Jim said, voicing his belief in the long-standing story at GEHC. We will publish a full breakdown of both earnings releases later on Tuesday. 2. “Ultimate Compromise” Investors recognize that Costco Wholesale ( COST ) is perfectly positioned to benefit from inflation-wary, value-seeking shoppers, Jim said. These developments help explain why Costco shares have rallied for 11 straight sessions and are up more than 7% since July 10. Costco is back in the green on Tuesday. A wholesaler is “the ultimate compromise,” Jim said. We continue to believe in Costco as a long-term investment opportunity with potential additional catalysts such as a membership fee increase and a special dividend still on the horizon. 3. Watch Bullpen RTX Corp. ( RTX ), the aerospace and defense firm formerly known as Raytheon Technologies, is becoming an increasingly attractive investment opportunity with shares down 14% Tuesday morning, Jim said. Shares of RTX — a stock that has been in the club’s bullpen since December — are falling after the company issued a warning about some of its engines. That’s likely to be a costly problem for RTX, Jim acknowledged. “That said, I waited and waited and waited to get into” RTX, he said. (Jim Cramer’s Charitable Trust is long DHR and GEHC. See the full list of stocks here.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim executes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling shares in his charitable trust’s portfolio. If Jim was talking about stocks on CNBC TV, he waits 72 hours after the trade alert is issued before he executes the trade. THE ABOVE INVESTMENT CLUB INFORMATION IS SUBJECT TO OUR TERMS AND PRIVACY POLICY ALONG WITH OUR DISCLAIMER. NO FIDUCIARY OBLIGATION SHALL EXIST OR CREATE BY YOUR ACCEPTANCE OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTMENT CLUB. NO PARTICULAR RESULT OR PROFIT IS GUARANTEED.