The Morning Filter 5 Rallying Stocks to Buy in June While They’re Still Undervalued
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Jun 16, 2025 Damien Conover, Morningstar's director of equity research in the U.S., shares his insights into stock investment strategies. He discusses how tariffs impact different sectors, particularly highlighting those most vulnerable to trade conflicts. Conover also identifies undervalued stocks poised for a rally, suggesting smart buys amidst market fluctuations. The conversation dives into how Federal Reserve decisions could influence upcoming earnings and overall market dynamics, making it a compelling listen for investors.
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Investing Amid Tariff Uncertainty
- Wide moat stocks with strong pricing power can better withstand tariff-related volatility.
- Investors should focus on long-term investing and seize valuation opportunities amid tariff uncertainty.
Boeing Stock Holds Despite Crash
- Boeing’s valuation held after the Air India 787 crash while investigations continue.
- No strong link is seen with past 737 crashes, and manufacturing flaws are considered unlikely causes.
Consider Taking Profits on Floor
- After a strong recent run, taking profits on Floor stock may be prudent.
- Use fundamentals and technical indicators to time exits and protect gains.