The Morning Filter 3 Stocks to Buy While the Market Hits New Highs
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Feb 24, 2025 Dave Sekera, Morningstar's Chief U.S. markets strategist, dives into economic trends and stock analysis. He discusses the significance of GDP and inflation changes, offering a cautionary outlook on the market. The conversation shifts to NVIDIA, analyzing expectations ahead of its earnings report and its performance in AI workloads. Sekera also evaluates Walmart, Gilead Sciences, and Hasbro's recent financial results, revealing investment potentials amidst evolving consumer habits and market dynamics.
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Hasbro's Turnaround
- Hasbro's recent 14% stock increase stems from exiting low-margin brands and returning to top-line growth.
- With a 4.1% dividend yield and a 19% discount, Hasbro remains a four-star stock.
Gilead's Performance
- Gilead Sciences saw positive results and guidance, with a potential catalyst in a new HIV drug.
- Up 60% since its recommendation, Gilead is now fairly valued at three stars.
Building a Position in Medtronic
- Medtronic's stock rebounded after a pullback, demonstrating the benefit of building positions over time.
- Consider starting with a half-sized position to allow for additional purchases during dips.