3 Stocks to Sell and 3 Stocks to Buy for November

In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Sarah Hansen discuss last week’s market activity and the major selloff in technology stocks. They also cover what investors need to know after the October Federal Reserve meeting. They unpack another busy week of earnings, including upcoming reports from Apple, Palantir, Clorox, and Arm Holdings. Tune in to hear Morningstar’s take on Alphabet’s post-earnings selloff, along with key considerations for investors after reports from Microsoft MSFT, Amazon AMZN, L3 Harris LHX, and more. Sekera and Hansen also cover what investors need to about core holdings, including the qualities core stocks have in common and how to manage core positions in a portfolio. They wrap the show with three stocks to sell and three stocks to buy for November. Episode Highlights What to know after last week’s tech selloff. What to watch when Apple AAPL, Palantir PLTR, Clorox CLX and Arm Holdings ARM report earnings this week. Why Alphabet GOOGL/GOOG dropped 12% after reporting its third quarter results. Is Amphenol APH still a buy after earnings? What to know about core holdings, and how to manage core positions in your portfolio. Stocks to buy and sell for the month ahead. Read about topics from this episode . Q4 2026 Stock Market Outlook: Individual Stock Selection Looks Increasingly Important Read Dave’s complete archive . Got a question for Dave? Send it to themorningfilter@morningstar.com . 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. 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, 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com</