The Morning Filter
3 Stocks to Sell and 3 Stocks to Buy in March
Mar 3, 2025
Join Dave Sekera, Chief U.S. Markets Strategist at Morningstar, as he shares insights on the current stock landscape. He dissects economic indicators, including key payroll data, and the performance of AI stocks like NVIDIA. Dave also discusses stocks to sell—like Eli Lilly and Wingstop due to valuation concerns—and highlights promising picks such as W.K. Kellogg. With a focus on value stocks and high dividend yields, his expert analysis equips listeners with actionable investment strategies amidst a complex market.
38:38
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Quick takeaways
- Growing consumer purchasing power is influenced by rising wages exceeding inflation, impacting lower and middle-income households positively.
- The stock market is shifting towards value investing as undervalued assets outperform growth stocks amidst economic uncertainties.
Deep dives
Key Economic Metrics to Watch
This week, the focus is on the upcoming nonfarm payrolls report, which includes the unemployment rate and average hourly earnings. The consensus estimate is 153,000 jobs added, a slight increase from the previous month's 143,000. Close attention is given to hourly earnings, as rising wages outpacing inflation would significantly enhance consumer purchasing power, especially for lower and middle-income households affected by recent inflation. Such metrics are crucial for understanding the economic landscape and addressing consumer pressures.
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