The Morning Filter 3 Stocks to Sell and 3 Stocks to Buy in March
20 snips
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.
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Economic Focus
- Watch for Friday's nonfarm payroll report, including unemployment and earnings data.
- Pay close attention to average hourly earnings growth relative to inflation.
Broadcom's Position
- Broadcom, a major AI stock, hasn't fallen as much as others after recent market dips.
- It's approaching a three-star rating, suggesting potential value, but be cautious of overvaluation.
Costco's Valuation
- Temper expectations for Costco given its substantial recent stock price increase.
- Despite being a strong company, its high valuation makes it less attractive currently.