3 Stocks to Sell and 3 Stocks to Buy Instead

17 snips

Mar 9, 2026

Discussion of market moves from the Iran conflict and how higher oil could shape inflation and Fed decisions. A look at whether defense and oil stocks are still worth buying after big rallies. Reviews of Broadcom, Marvell, CrowdStrike and Okta earnings and valuation shifts. Guidance on when to trim winners and three overpriced names to sell versus three attractive alternatives to buy.

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INSIGHT

AI Strengthens CrowdStrike's Competitive Moat

CrowdStrike's moat upgrade reflects confidence that AI will expand cybersecurity demand and improve product defensibility.
Morningstar moved CrowdStrike to a wide moat and raised fair value to $460; stock trades at a slight discount.

INSIGHT

Big Sectors Mask Deep Market Rotations

Market-level calm hides large sector rotations where large-cap sectors mute apparent volatility.
Dave's heat map shows energy and materials up sharply while tech and financials lag, masking turbulence beneath a small S&P range.

ADVICE

Use A Barbell To Ride Rotation Opportunities

Use a barbell allocation: overweight value plus an overweight in AI tech to handle volatility.
Dave recommends taking profits in value winners like Lockheed and Deere to redeploy into beaten-down AI names like Palo Alto and AMD.

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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.

Note: In the March 9, 2026, episode of The Morning Filter titled 3 Stocks to Sell and 3 Stocks to Buy Instead, we removed the commentary about private credit as a percentage of base management fees because we are unable to determine equivalent comparisons across alternative asset managers.

Read about topics from this episode.

US Stock Market Outlook: Where We See Investing Opportunities in March

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