3 Stocks to Sell and 3 Stocks to Buy in August
In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss last week’s market activity and why investors should continue to monitor the Japanese yen. Special guest and Morningstar Europe market strategist Michael Field covers why European equities are lagging US stocks this year, which sectors and stocks in the region look most attractive, and what risks US investors who want to invest in international stocks should watch out for.
Sekera and Dziubinski reveal whether Advanced Micro Devices, Palantir and Clorox remain stock picks after earnings and if SanDisk and Western Digital still look pricey after their post-earnings pullbacks. They wrap the show with three overvalued stocks to sell this month and three undervalued stocks to buy instead.
Episode Highlights
00:00:00 Welcome
00:01:20 The drivers behind last week’s market activity
00:02:25 What the U.S. supporting the Japanese Yen means for investors
00:06:40 Why European stocks are lagging U.S. stocks this year and where the opportunities are today
00:20:24 Unpacking SpaceX’s SPCX results and stock movement
00:24:43 Which of these stocks look like buys post-earnings: Advanced Micro Devices AMD, Palantir PLTR, SanDisk SNDK, or Western Digital WDC
00:31:29 Clorox CLX: Still a pick after earnings?
00:33:42 Stocks to sell and stocks to buy this month
Read about topics from this episode.
Where the Stock Market May Be Heading Next and What to Buy Now
Q3 Stock Market Outlook: Investors Face Balanced Risks, Selective Opportunities
Read Dave’s complete archive
Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow us on social media.
Dave Sekera on X: @MstarMarkets https://x.com/MstarMarkets
Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera
Facebook: https://www.facebook.com/MorningstarInc/
X: https://x.com/MorningstarInc
Instagram: https://www.instagram.com/morningstarinc/?hl=en
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If you would like more information about any of the stocks Dave talked about today, you can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next.
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Sekera and Dziubinski reveal whether Advanced Micro Devices, Palantir and Clorox remain stock picks after earnings and if SanDisk and Western Digital still look pricey after their post-earnings pullbacks. They wrap the show with three overvalued stocks to sell this month and three undervalued stocks to buy instead.
Episode Highlights
00:00:00 Welcome
00:01:20 The drivers behind last week’s market activity
00:02:25 What the U.S. supporting the Japanese Yen means for investors
00:06:40 Why European stocks are lagging U.S. stocks this year and where the opportunities are today
00:20:24 Unpacking SpaceX’s SPCX results and stock movement
00:24:43 Which of these stocks look like buys post-earnings: Advanced Micro Devices AMD, Palantir PLTR, SanDisk SNDK, or Western Digital WDC
00:31:29 Clorox CLX: Still a pick after earnings?
00:33:42 Stocks to sell and stocks to buy this month
Read about topics from this episode.
Where the Stock Market May Be Heading Next and What to Buy Now
Q3 Stock Market Outlook: Investors Face Balanced Risks, Selective Opportunities
Read Dave’s complete archive
Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow us on social media.
Dave Sekera on X: @MstarMarkets https://x.com/MstarMarkets
Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera
Facebook: https://www.facebook.com/MorningstarInc/
X: https://x.com/MorningstarInc
Instagram: https://www.instagram.com/morningstarinc/?hl=en
LinkedIn: https://www.linkedin.com/company/morningstar/posts/?feedView=all
If you would like more information about any of the stocks Dave talked about today, you can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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