3 Stocks to Sell and 3 Stocks to Buy Instead
The Morning Filter
Morningstar, Susan Dziubinski - Investment Specialist, Dave Sekera - Chief U.S. Markets Strategist
4.7 • 49 Ratings
🗓️ 12 May 2025
⏱️ 43 minutes
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| 0:00.0 | Advisors and financial experts, this one's for you. |
| 0:03.6 | Registration is now open for the Morning Star Investment Conference. |
| 0:07.2 | On June 25th and 26th, join thousands of your peers in Chicago for two days packed with cutting-edge research, expert insights, and thorough analysis. |
| 0:16.8 | Advisors can even attend for free and earn CE credits. |
| 0:21.0 | Learn more about the MIC conferences at morningstar.com |
| 0:24.0 | slash events slash MIC. |
| 0:29.8 | Please stay tuned for important disclosure information at the conclusion of this episode. |
| 0:51.3 | Hi. conclusion of this episode. Hello and welcome to the Morning Filter. |
| 0:55.8 | I'm Susan Jubinsky with Morningstar. |
| 0:58.2 | Every Monday morning, I talk with Morning Star Research Services, |
| 1:02.0 | chief U.S. market strategist Dave Sikara about what investors should have on their radars, |
| 1:07.6 | some new Morning Star research, and a few stock picks or pans for the week ahead. |
| 1:12.4 | Well, good morning, Dave. Before we talk about the week ahead, we had some news break this morning |
| 1:16.8 | that the United States and China have come to a bit of a breakthrough on trade, significantly |
| 1:21.7 | reducing tariffs on both countries' goods for 90 days. So what's your reaction? |
| 1:27.4 | Hey, good morning, Susan. You know, |
| 1:29.2 | it's a beautiful spring day out. Markets are up about 3% pre-market, so what's not the love? |
| 1:35.1 | Now, seriously, I'm still reading through the news, trying to figure out exactly, you know, |
| 1:38.9 | what this agreement is. At this point, it appears to me as though it's really just another |
| 1:43.6 | 90-day pause. |
| 1:45.3 | Essentially, the U.S. and China agreed to suspend most of the tariffs. |
| 1:48.7 | So here in the short term, it's a good de-escalatory move. |
... |
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