3 Stocks to Sell and 3 Stocks to Buy for November
It gives wealth professionals a concise Morningstar view of recent market moves, Fed takeaways, earnings reactions and core portfolio management. The monthly stock picks and core-holding discussion may be useful context for client conversations.
Summary
By the markets & outlook deskThe Morning Filter episode reviews recent market activity, including a technology stock selloff and what investors need to know after the October Federal Reserve meeting. Co-hosts Dave Sekera and Sarah Hansen discuss a busy earnings week, Morningstar’s take on Alphabet’s post-earnings selloff, and core holdings. The episode closes with three stocks to sell and three stocks to buy for November.
- The episode covers last week’s market activity and the major selloff in technology stocks.
- It discusses what investors need to know after the October Federal Reserve meeting and a busy week of earnings, including upcoming reports from Apple, Palantir, Clorox and Arm Holdings.
- It includes Morningstar’s take on Alphabet’s post-earnings selloff and key considerations after reports from Microsoft, Amazon, L3 Harris and others.
- The hosts discuss qualities core stocks have in common, how to manage core positions, and three stocks to sell and three to buy for November.
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