Two red-hot portfolio stocks down after earnings. Our thoughts on the moves and their businesses

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The Investing Club holds its 'Morning Meeting' every weekday at 10:20 a.m. ET.

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 Friday's key moments. 1. Wall Street was looking to end the week on a strong note Friday after a pretty goldilocks – not too hot, not too cold – February employment report. There also were big downward revisions to December and January job growth numbers.

But with CFO Rich Galanti retiring, investors had hoped he'd go out on a membership-fee-hike bang. So, he's leaving that decision to the new guy. 3. Eli Lilly said the regulatory approval process for its Alzheimer's drug, donanemab, will be delayed beyond the first quarter. That's because the FDA will hold an advisory committee meeting to discuss the efficacy and safety.

 

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