Hi, I'm Susan Jabinsky, co-host of the Morning Filter podcast. Now, on a recent episode, Morning Stars chief US market strategist Dave Sakara talked about how to know when it's time to take profits on a core holding. Dave said that when a core holding moves too far into overvalued territory, especially if it's becoming an overweight position in your portfolio, well, that's when it may be time to take some profits.With that in mind, today we're highlighting three core stocks that look overvalued. According t ...

Group 1 - Heartland Advisors released its "Heartland Value Fund" fourth-quarter 2025 investor letter, noting that the Russell 2000® Value Index generated a return of 3.26%, outperforming the S&P 500's 2.66% gains [1] - Small stocks nearly caught up to large caps in 2025, marking their best performance since the pandemic, driven by an increase in small-cap stock earnings and compelling valuations [1] - The Heartland Value Fund gained 2.61% in the quarter, underperforming the Russell 2000® Value Index due to stock selection issues, particularly in the healthcare sector [1] Group 2 - Columbus McKinnon Corporation (NASDAQ:CMCO) was highlighted in the investor letter, with its stock closing at $19.68 per share on January 12, 2026, reflecting an 11.88% one-month return but a 44.50% loss over the last 52 weeks [2] - The company has a market capitalization of $565.372 million [2] - Heartland Value Fund increased its position in Columbus McKinnon Corporation, which designs and manufactures materials handling products for various industrial applications [3] - Columbus McKinnon reported slower-than-expected Q3 results due to U.S. policy uncertainty, which typically would have led to a mid to high single-digit selloff [3] - The stock plummeted over 40% following the announcement of a $2.7 billion acquisition of competitor Kito Crosby, raising concerns about execution and increased leverage [3]