Markets & outlook · Podcast

5 Stocks to Sell for Tax-Loss Harvesting

The episode gives wealth professionals a short review of one research team’s market framing around rates, inflation, earnings and tax-loss harvesting, including specific stock and sector topics they may encounter in client conversations.

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Summary

By the markets & outlook desk

In this episode of The Morning Filter, co-hosts Dave Sekera and Sarah Hansen discuss why the stock market has been resilient as interest rates rise in the U.S. and abroad, and they preview upcoming inflation data and big bank earnings. They also cover ASML’s earnings report, Morningstar’s raised fair value estimate on Marvell, a viewer question on the barbell strategy and undervalued tech, and Dave’s list of five stocks to sell for tax-loss harvesting.

The hosts discuss why stocks have been resilient while interest rates continue to rise in the United States and abroad.
The episode looks ahead to inflation data and earnings from big banks including JPMorgan, Bank of America and Goldman Sachs.
It covers what to watch in ASML’s earnings report and why Morningstar raised its fair value estimate on Marvell to $360.
Dave Sekera answers a viewer question about the barbell strategy for undervalued tech stocks and discusses five stocks to sell for tax-loss harvesting.

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