5 Stocks to Sell in June I June 1, 2026
Plus, a look at last month’s stock market winners and losers.
In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski cover what’s going on with oil prices, interest rates, and bonds today. They recap the stock market’s winners and losers from May and update the barbell stock portfolio strategy for June. Tune in to find out what to look for in this week’s earnings reports from Palo Alto Networks PANW, CrowdStrike CRWD and Broadcom AVGO and whether Nvidia NVDA, Marvell Technology MRVL, or Salesforce CRM look like stocks to buy after earnings.
They answer a viewer question about a wide-moat stock that’s fallen more than 30% in just a few weeks. And they wrap up the episode with several overvalued stocks to sell this month.
Episode Highlights
What’s happening in the oil and bond markets.
Will the Federal Reserve raise interest rates this year?
Which sectors and investment styles performed best and worst in May—and how to structure a stock portfolio for June.
Tech earnings to watch this week.
Is Nvidia a stock to buy today?
Sell these overvalued stocks.
Read about topics from this episode.
US Stock Market Outlook: It’s Time to Reallocate from Growth to Value: https://www.morningstar.com/markets/us-stock-market-outlook-its-time-reallocate-growth-value
Dave Sekera’s Complete Archive: https://www.morningstar.com/people/david-sekera
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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!
This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income
