One of our lagging stocks has found its stride and is outperforming its peers

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.

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.

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