In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss core stocks. These are the types of stocks that should form the foundation that an equity investor can build upon. They unpack the qualities that core stocks share and whether investors should be willing to pay higher valuations for these high-quality stocks.

There’s a better strategy for managing your core stock holdings than buy and hold; tune in to find out what the strategy is. They wrap the episode with a handful of great core stocks to own when you can invest in them at the right price.

Episode Highlights 

00:00:00 Welcome

00:01:32 What core stocks are and what qualities they share.

00:02:40 Should you pay more for core stocks than you’d pay for noncore stocks?

 

00:03:40 Why you can’t simply buy and hold core holdings. You need to buy and manage them instead.

 

00:06:40 The best core stocks to own according to Morningstar’s sector directors.

 

 

Read about topics from this episode

When to Sell a Core Holding

US Stock Market Outlook: Harvesting Growth Gains, Restoring Barbell

Dave’s Complete Archive

 

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

You can follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research, and follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).

If you would 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. 


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