Plus, how to position your stock portfolio today.

In this episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss the impact the war in Iran has had on the markets so far and how a prolonged conflict could impact inflation and the Federal Reserve’s interest-rate stance. They cover what the war means for oil stocks, defense stocks, and other industries. On the earnings front, they unpack results from Okta OKTA and Marvell Technology MRVL and dissect Morningstar’s upgrade on Crowdstrike. Is now a back-up-the-truck moment for Broadcom’s stock? Tune in to find out.

They answer a viewer’s question about how to know when it’s time to sell a stock. And they discuss a trio of stocks to sell that look overpriced today and three stocks to buy instead that look attractive.

Episode Highlights

00:00:00 Welcome

00:02:09 What impact the war in Iran is having on the US stock market—and what it might mean for inflation and the Fed’s next move.

00:05:43 Is it too late to buy defense and oil stocks?

00:14:52 Whether Broadcom AVGO is a buy after earnings and key takeaways from the recent results of other technology companies.

00:18:52 A deep dive into Crowdstrike’s CRWD big upgrade.

00:23:13 How to position a stock portfolio after the market’s rotation.

00:27:11 Knowing when it’s time to sell a stock—or at least begin scaling back.

00:32:17 Overvalued stocks to sell and undervalued stocks to buy instead.

Read about topics from this episode.

Private Credit Quality Continues to Weaken https://www.morningstar.com/bonds/private-credit-quality-continues-weaken

Why AI Worries About Software Are Hitting Private Credit https://www.morningstar.com/bonds/why-ai-worries-about-software-are-hitting-private-credit

Alternative Asset Managers: Blue Owl Disclosure Drives Share Prices of Alternative Managers Lower https://www.morningstar.com/company-reports/1432578-alternative-asset-managers-blue-owl-disclosure-drives-share-prices-of-alternative-managers-lower?listing=0P0001MIVK

US Stock Market Outlook: Where We See Investing Opportunities in February https://www.morningstar.com/markets/us-stock-market-outlook-where-we-see-investing-opportunities-february

Read Dave’s complete archive. https://www.morningstar.com/people/david-sekera

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Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. We’ll see you on Monday!

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3 Stocks to Sell and 3 Stocks to Buy Instead

The Morning Filter

3 Stocks to Sell and 3 Stocks to Buy Instead