The Morning Filter

3 Stocks to Buy and 3 Stocks to Sell for July

June 29, 2026·45 min
Episode Description from the Publisher

n this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss last week’s wild ride for tech stocks and whether further pullbacks are likely. They talk oil prices, inflation, and what the Fed’s next move may be. Tune in to find out which company earnings reports to have on your radar this week and whether Micron is a buy after its blowout earnings report. Adobe and Lululemon are both having terrible years; Are these stocks value traps or opportunities today? As June comes to an end, they wrap the show with three stocks to sell and three stocks to buy heading into July. Episode Highlights  The tech sector roller coaster: More plunges ahead? Expectations for oil prices, inflation, and interest rates The economic and earnings reports to watch this week Does Micron MU look like a buy after earnings? Whether Adobe ADBE is a value trap or Lululemon LULU is a lemon. Stocks to buy and sell   Read about topics from this episode.  US Stock Market Outlook Update: Harvesting Growth Gains, Restoring Barbell Read 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. We’ll see you on Monday! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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