The Morning Filter 3 Stocks to Buy and 3 Stocks to Toss Before the Market Storm
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Jun 9, 2025 The podcast dives into the latest employment data, highlighting mixed signals for the economy. Discussing inflation trends, the hosts navigate potential impacts on Federal Reserve policies. Key stock recommendations include Dollar General and CrowdStrike, with a cautious approach suggested. They analyze earnings reports, spotlighting Adobe's strong AI strategy while noting Chewy's valuation issues. Investment opportunities and the performance of overvalued stocks are explored, emphasizing a strategic focus amid market uncertainty.
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Jobs Indicate Slowing Growth
- The recent jobs data shows slower economic growth despite beating expectations.
- Average hourly earnings growth suggests recovering household purchasing power after inflation.
Avoid Overvalued Chewy Stock
- Avoid Chewy stock as it trades 48% above its fair value after a strong run.
- Good company fundamentals do not justify the current premium valuation.
Prefer Dollar General Over Tree
- Prefer Dollar General over Dollar Tree due to lower tariff-related risks.
- Wait for updated fair value before deciding to buy these stocks.