The Morning Filter
4 Stocks to Buy During Tariff Uncertainty
Mar 10, 2025
In this discussion, Dave Sekera, Morningstar's Chief U.S. markets strategist, dives into the impact of tariff uncertainty on the stock market. He highlights intriguing stock picks like Dollar General and Adobe amidst economic fluctuations. Sekera emphasizes the shift toward value stocks, spotlighting healthcare and energy sectors as ripe for investment. He also identifies Clorox as an undervalued gem in consumer defense, showcasing its strong brand and dividend yield. Tune in for insights on navigating the evolving market landscape!
31:15
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Quick takeaways
- The podcast highlights the complexities of tariff uncertainties affecting market valuations, indicating a 4% premium over fair values and potential vulnerabilities.
- It emphasizes the investment potential in undervalued sectors like energy and real estate, alongside specific stock picks such as Verizon and First Energy.
Deep dives
Market Outlook Amid Tariff Uncertainty
Recent market activity indicates a decline, largely attributed to tariff uncertainties; however, the situation is more complex. Valuations were noted to be stretched, with the market trading at a 4% premium over fair values, signaling potential vulnerability. Additionally, sequential growth seems to be slowing, with expectations for three quarters of diminishing growth. Concerns are also raised regarding federal spending's impact on economic stability, further contributing to a cautious market environment.
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