The Morning Filter

3 Stocks to Sell and 3 Stocks to Buy for October

Episode Summary

Plus, lessons from September’s stock market activity.

Episode Notes

In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski recap September’s market activity and discuss what types of stocks to invest in—and avoid—heading into October. Tune in to find out which earnings reports to watch for this week and why Morningstar cut its fair value estimate on Micron Technology by $150 after earnings. 

They share new Morningstar research about McCormick and Carnival and answer viewer questions about former stock pick Clorox. They close the show with three stocks to sell and three stocks to buy in October. 

Episode Highlights  

• September’s stock market recap: It could’ve been worse 
• What to invest in—and what to avoid—in October 
• Whether Constellation Brands’ STZ stock could pop after earnings this week 
• What drove Morningstar’s big fair value estimate cut on Micron Technology MU,  
• Whether McCormick MKC or Carnival CCL look like stocks to buy after reporting 
• An update on former stock pick Clorox CLX 
• Stocks to sell and stocks to buy for the new month 

Read about topics from this episode.  

Bonus episode: Why Broadcom Stock Is Worth $650 

Read Dave’s complete archive. 

Got a question for Dave? Send it to themorningfilter@morningstar.com.  

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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. 

This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income