The Morning Filter

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5 Stocks to Buy Before Q2 Heats Up

podcast@morningstar.com (Morningstar) — Mon, 30 Mar 2026 13:30:00 +0000

In this episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss what economic and earnings reports to keep an eye on during this shortened trading week. Chewy’s stock skyrocketed after earnings last week; tune in to find out if the stock is a buy after the runup. They examine market valuations heading into the second quarter, revealing whether now is the time for investors to increase their exposure to US stocks. They also unpack which investment styles look most attractive today, as well as which sectors to take profits in and which sectors to invest the proceeds in.

They explain why Crowdstrike isn’t a top pick among cybersecurity stocks today. This week’s stock picks feature five undervalued stocks that Morningstar’s analysts like at the start of the second quarter.

Episode Highlights

What to watch in the earnings reports from Nike NKE and McCormick MKC this week.
Is Chewy CHWY a buy after its stock pop?
Heading into the second quarter, should investors overweight US stocks?
Which sectors to sell and which sectors to buy today.
Market trends to monitor in the months ahead.
Stock picks: undervalued stocks Morningstar’s analysts like.

Read about topics from this episode.

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

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Viewers who’d 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!

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4 Stocks to Buy With Winning Brands

podcast@morningstar.com (Morningstar) — Mon, 23 Mar 2026 13:30:00 +0000

In this episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss the market’s latest response to the ongoing war in Iran and explain what oil futures are telling investors. They unpack what’s going on in fixed income globally and whether the worst is yet to come in the private credit market. Tune in to find out just how big Morningstar’s fair value increase is on Micron after earnings and what drove an upgrade in Nvidia’s fair value, too.

Speaking of fair value changes, the co-hosts answer a viewer question about why Oracle’s ORCL fair value has moved around so much lately. They wrap up with some attractive stocks to buy of companies that are brand powerhouses.

Episode Highlights

00:00:00 Welcome

00:01:32Updates on the market’s response to the ongoing war and what oil markets are telling us.

00:11:26 What to watch in the US bond market today and what may be next for private credit.

00:17:25 Why to monitor international bonds.

00:21:16 Micron reported blowout results. Nvidia issued a stunning outlook for Blackwell and Rubin AI products. Why isn’t the market impressed?

00:33:12 Stock picks: top stocks with powerful brands to invest in.

Read about topics from this episode.

Read the Moat Ratings Guidebook Amid AI Disruption.

Got a question for Dave? Send it to themorningfilter@morningstar.com.

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Investing Insights: These Top Tech Stocks Can Stand Up to AI Risks

podcast@morningstar.com (Morningstar) — Fri, 20 Mar 2026 13:30:00 +0000

Today on The Morning Filter podcastwe’re bringing you a bonus episode from another Morningstar podcast: Investing Insights. Every Friday, host Ivanna Hampton sits down with investment experts across Morningstar to discuss their latest research.

On this episode: The stock market has cooled on stocks caught up in the whirlwind of artificial intelligence. Fears over whether AI will disrupt a variety of sectors have triggered big sell-offs. Morningstar equity analysts have investigated 132 companies to determine whether that’s the case. They have concluded that AI is not a universal destroyer. The team thinks investors should sort through the wreckage and find newly cheap companies with enduring competitive advantages. Eric Compton, director of equity research for the technology sector at Morningstar, tells you where to look.

Episode Highlights:

00:00:00 Welcome

00:01:28 What are Moats, and How Does Morningstar Use Them?

00:04:11 In-Depth Analyst Review of 132 Companies

00:06:27 Why Cybersecurity Holds Up

00:10:02 Why Design Software Looks Resilient

00:13:10 How Financial Data Benefits From AI

00:15:32 Finding Opportunity After AI Selloffs

Subscribe to Investing Insightswherever you get your podcasts. We’ll be back on Monday with a new episode of The Morning Filter.

Got a question for Dave? Send it to themorningfilter@morningstar.com.

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3 Cybersecurity Stocks to Invest In as AI Reshapes Industries

podcast@morningstar.com (Morningstar) — Thu, 19 Mar 2026 13:30:00 +0000

In this bonus episode of The Morning Filter podcast, co-host Dave Sekera talks with Morningstar senior analyst Malik Ahmed Khan about cybersecurity stocks. They discuss which cybersecurity segments are driving the industry’s growth and whether consolidation will play out in the industry. Tune in to find out what key risks the industry is facing today—and why AI isn’t one of them.

They unpack what it takes for cybersecurity companies to carve out economic moats and why so many of them earn wide economic moat ratings from Morningstar. They cover key differentiators among the biggest cybersecurity names. They close with a conversation about the three cybersecurity stocks that look most attractive today.

Episode Highlights

00:00:00 Welcome

00:03:36 Which segments in cybersecurity are growing the fastest—and why that matters.

00:05:11 The case for cybersecurity stocks now.

00:08:50 The impact AI may have on cybersecurity companies and their economic moats.

00:22:48 How cybersecurity companies differ from each other.

00:24:43 The best cybersecurity stocks to invest in today.

Read about topics from this episode.

Moat, Valuation, and Uncertainty Changes as We Reassess Our Cybersecurity Coverage With AI In Mind

Anthropic’s Claude Code Security Release Is Not Bad News for Cyber Stocks

Palo Alto Earnings: We See Continued Traction on Platformization

Got a question for Dave? Send it to themorningfilter@morningstar.com.

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5 Stocks to Buy That Are Sheltered from AI Disruption

podcast@morningstar.com (Morningstar) — Mon, 16 Mar 2026 13:30:00 +0000

In this episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss what the oil futures chain is telling investors today and the impact an extended conflict could have on the consumer, the economy, and Fed policy. They also cover what to watch for from this week’s Fed meeting and why to watch Micron Technology’s earnings. They unpack new research from Morningstar about AI disruption and economic moats and walk through economic moat downgrades on Adobe ADBE, Salesforce CRM, and ServiceNow NOW. Tune in to find out why Microsoft’s economic moat looks AI resilient and which two companies’ competitive advantages should be strengthened by AI.

They discuss Oracle’s ORCL pop after earnings, some things that stood out from earnings season, and whether Campbell’s CPB is a buy after reporting. This week’s stock picks are all companies whose wide moat ratings look solid in the face of AI disruption and whose stocks are undervalued.

Episode Highlights

00:00:00 Welcome

00:04:10 What impact the Iran War may have on the consumer, the economy, and Fed policy this year.

00:08:55 Why to watch Micron Technology’s MU earnings this week.

00:14:43 3 big companies that’ll be disrupted by AI—and why Microsoft MSFT isn’t one of them.

00:23:09 Takeaways from earnings season.

00:35:14 Stock picks: 5 AI-resilient companies whose stocks look undervalued.

Read about topics from this episode.

What AI Means for Software Companies’ Moats

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

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

Got a question for Dave? Send it to themorningfilter@morningstar.com.

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3 Stocks to Sell and 3 Stocks to Buy Instead

podcast@morningstar.com (Morningstar) — Mon, 9 Mar 2026 13:30:00 +0000

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.

Berkshire Hathaway: Greg Abel Goes Conservative With His Debut Annual Letter to Shareholders

Got a question for Dave? Send it to themorningfilter@morningstar.com.

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Berkshire Hathaway After Warren Buffett: An Early Read on What Investors Can Expect

podcast@morningstar.com (Morningstar) — Thu, 5 Mar 2026 14:30:00 +0000

In this bonus episode of The Morning Filter podcast, co-host Susan Dziubinski talks with Morningstar senior analyst Gregg Warren about Berkshire Hathaway now that Warren Buffett has stepped down as CEO. They cover where new CEO Greg Abel might focus his efforts first, how likely it is that Berkshire will make an acquisition in the near future, and why the firm won’t pay a dividend any time soon.

They also discuss if Berkshire will offload its big stake in Kraft Heinz, if the firm is likely to sell more of its stake in Apple AAPL and Bank of America BAC, and which stocks might be cut from its public portfolio. Is Berkshire still a good stock to buy today without Buffett in charge? Tune in to find out.

Episode Highlights

00:00:00 Welcome

00:07:42 What new Berkshire Hathaway BRK.A BRK.B CEO Greg Abel may do differently.

00:09:30 Berkshire will probably bail on Kraft Heinz KHC. Here’s which other stocks it might sell.

00:22:25 The acquisition that Berkshire Hathaway should make.

00:28:24 Why Berkshire stillwon’t pay a dividend despite its massive cash hoard.

00:31:25 Whether Berkshire Hathaway stock is a agood investmenttoday.

Read about topics from this episode.

Berkshire Hathaway Earnings: Cash Hits Record $373 Billion on Mostly Solid Results Across the Firm

Berkshire Hathaway: Apple and BofA Sales Fund Purchases of Chevron, Chubb, NYT, Domino’s, and Lamar https://www.morningstar.com/stocks/berkshire-hathaway-apple-bofa-sales-fund-purchases-chevron-chubb-nyt-dominos-lamar

Got a question for Dave? Send it to themorningfilter@morningstar.com.

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5 Stocks to Buy Before They’re Not Undervalued Any More

podcast@morningstar.com (Morningstar) — Mon, 2 Mar 2026 14:30:00 +0000

In this episode of The Morning Filter, co-hosts Dave Sekera and Susan Dziubinski discuss which economic and earnings reports to keep an eye on this week. They cover new research about whether Nvidia can continue its winning ways, if Salesforce is a buy after earnings, and what to make of the AMD/Meta Platforms deal. Tune in to find out which stock saw a big cut in its fair value estimate last week and how to think about Diageo DEO after its dividend reduction.

They unpack what’s going on in the private credit market and what lessons can be found in the Blue Owl mess. Value stocks are outperforming: They talk about a handful that still look relatively attractive and why.

Episode Highlights

00:06:45 Why we’ll be watching the earnings reports from Broadcom AVGO, Marvell Technology MRVL and two cybersecurity companies.

00:13:17 Whether Nvidia NVDA looks like a buy after its earnings beat and forecast hike.

00:18:43 Who wins in the Advanced Micro Devices AMD/Meta Platforms META deal.

00:23:20 The fallout from Blue Owl OWL and the increasing risk in the private credit market.

00:29:46 30:34 What takeover talk for PayPal PYPL may mean for its stock.

00:32:35 Value stocks are back. Here’s why we think these five value stocks to buy have more room to run.

Read about topics from this episode.

Private Credit Quality Continues to Weaken

Why AI Worries About Software Are Hitting Private Credit

Alternative Asset Managers: Blue Owl Disclosure Drives Share Prices of Alternative Managers Lower

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

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

Got a question for Dave? Send it to themorningfilter@morningstar.com.

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5 Oversold Stocks to Buy Before They Rebound

podcast@morningstar.com (Morningstar) — Mon, 23 Feb 2026 14:30:00 +0000

In this episode of The Morning Filter, co-hosts Dave Sekera and Susan Dziubinski unpack what the Supreme Court’s ruling on the Trump Administration’s emergency tariffs may mean for markets. They also discuss whether the AI-fueled stock market selloff has gone too far and where the opportunities may lie for investors today. They discuss if Nvidia’s earnings report this week can lead to a recovery in AI-related stocks and if earnings releases from Salesforce CRM or Workday WDAY could lift their struggling stocks. Tune in to find out what to make of Walmart’s WMT results, plus what Kraft Heinz’s KHC breakup flip-flop and Elliot’s investment in Norwegian Cruise Lines NCLH may mean for their stocks.

They reveal which rallying hardware stocks look at risk. And this week’s stock picks are five companies whose stocks have suffered exaggerated pullbacks and that look like attractive stocks to buy before they recover.

Episode Highlights

00:00:00 Good Morning!

00:01:15 What the Supreme Court’s ruling against some Trump tariffs may mean for investors.

00:07:54 Where the stock market’s AI fears are justified—and where they’re overblown.

00:14:03 Whether Nvidia’s NVDA earnings release could revive the AI trade.

00:23:16 The hardware stocks to avoid.

00:28:22 Stock Picks of the Week: stocks that sold off too much and now look like bargains.

Read about topics from this episode.

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

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Love The Morning Filter? Help us make the show even better by taking this quick survey.

You can follow Dave Sekera on X (@MstarMarkets) andon 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).

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4 Stocks to Buy Before Their Big Discounts Disappear

podcast@morningstar.com (Morningstar) — Mon, 9 Feb 2026 14:30:00 +0000

In this episode of The Morning Filter, co-hosts Dave Sekera and Susan Dziubinski discuss whether last week’s software stock selloff was overdone and if the AI trade is dead. They cover why Zimmer Biomet ZBH and Applied Materials AMAT are earnings reports to watch and what this week’s CPI numbers could mean for the market. Tune in to find out if Alphabet GOOGL, Amazon.com AMZN, Advanced Micro Devices AMD, or Palantir PLTR are stocks to buy after earnings—and which stock just received a 78% fair value upgrade from Morningstar.

They review Dave’s latest stock market outlook and whether there’s any opportunity left in small-cap stocks after their run-up. They close with four stock picks that currently trade at big discounts now but that may not be for long.

Episode Highlights

00:00:00 Welcome

00:01:58 Software Stocks & The AI Trade

00:07:58 On Radar: CPI & Earnings Reports

00:11:14 Latest: GOOGL, AMZN, Outlook

00:27:01 Stock Picks of the Week

Read about topics from this episode.

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Follow us on social media.

Dave Sekera on X: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

Best International Companies to Own: 2026 Edition

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3 International Stocks to Buy for 2026

podcast@morningstar.com (Morningstar) — Thu, 5 Feb 2026 14:00:00 +0000

In this bonus episode of The Morning Filter podcast, host Susan Dziubinski talks with Morningstar chief Europe markets strategist Michael Field about international investing. They discuss the market outlook for Europe this year and whether European stocks have any gas left in the tank after outperforming in 2025. Tune in to find out which European countries and sectors look most attractive from a valuation perspective today. They wrap up with three stock picks to buy in 2026 for the long term.

00:00:00 Welcome

00:01:50 2026 Market Outlook: Europe

00:03:42 Will European Stocks Outperform This Year?

00:07:35 Attractive Sectors to Invest In Today

00:14:13 Stock Picks for the Long Term

Read about topics from this episode.

Watch Michael Field's 2026 Outlook Webinar

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Follow us on social media.

Dave Sekera on X: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

The Best ETFs to Ride the Small-Cap Stock Rally

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3 Cheap Stocks to Buy Now as Small Caps Heat Up

podcast@morningstar.com (Morningstar) — Mon, 2 Feb 2026 14:30:00 +0000

In this week’s episode of The Morning Filter podcast, hosts Dave Sekera and Susan Dziubinski discuss whether investors should or shouldn’t worry about the declining US dollar. They also break down tech’s wild earnings last week: Tune in to find out if Microsoft MSFT, Meta Platforms META, Apple AAPL or ServiceNow NOW are stocks to buy today—and whether Tesla TSLA finally looks attractive after Morningstar’s big fair value upgrade. They share what to watch in the upcoming earnings reports from Alphabet GOOGL, Amazon.com AMZN, and some notable consumer defensive companies this week.

Small-cap stocks are having a moment: The co-hosts discuss whether the rally can continue. They close the episode with three small-cap stocks to buy that look undervalued now.

Episode Highlights

00:00:00 Welcome

00:06:10 Earnings on Tap: GOOGL, AMZN & More

00:11:16 New Research on MSFT, META, TLSA, AAPL

00:25:27 Audience Question: ADBE & APH

00:28:37- Stock Picks of the Week

Read about topics from this episode.

Morningstar's Company Earnings Hub

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Follow us on social media.

Dave Sekera on X: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

What’s Next for the Fed in 2026?

Instagram: https://www.instagram.com/morningstarinc/?hl=en

LinkedIn: https://www.linkedin.com/company/morningstar/posts/?feedView=all

Viewers who’d 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. We’ll see you next Monday!

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3 Durable Stocks to Buy Now for the Long Term

podcast@morningstar.com (Morningstar) — Mon, 26 Jan 2026 14:30:00 +0000

This episode of The Morning Filter marks the podcast’s third anniversary. Hosts Dave Sekera and Susan Dziubinski reveal how the stock picks from the podcast’s first episode have performed and share which ones are still attractive stocks to buy today. They also discuss an under-discussed risk factor that contributed to market volatility last week. And they welcome special guest (and Fed watcher) Sarah Hansen to preview this week’s Federal Reserve meeting and parse what to watch for from the Fed this year.

It’s a big earnings week ahead: Tune in to find out what to look for as Microsoft MSFT, Meta Platforms META, Apple AAPL, and Tesla TSLA (among others) report. They cover key takeaways from big bank earnings, whether Netflix NFLX is a buy after reporting, which stock received a 38% fair value estimate increase last week and what to make of Berkshire Hathaway BRK.B possibly offloading its stake in Kraft Heinz KHC.

Episode Highlights

00:00:00 Welcome

00:09:01 On radar: Fed Meeting

00:15:07 Earnings Watch: MSFT, META, AAPL, More

00:23:10 Updates on Megabanks, NFLX, TSM, KHC

00:33:17 Stock Picks of the Week

Read about topics from this episode.

Morningstar's Company Earnings Hub

Read Sarah Hansen’s full archive.

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Follow us on social media.

Dave Sekera on X: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

Instagram: https://www.instagram.com/morningstarinc/?hl=en

LinkedIn: https://www.linkedin.com/company/morningstar/posts/?feedView=all

Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera.

Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

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5 Stocks to Buy in January 2026

podcast@morningstar.com (Morningstar) — Mon, 12 Jan 2026 14:30:00 +0000

On this episode of The Morning Filter podcast, Dave Sekera and Susan Dziubinski preview the December inflation numbers coming out this week and cover which other economic reports to watch. They discuss valuations of the big banks reporting in the next few days—including JP Morgan JPM, Bank of America BAC and Citigroup C—and expectations for earnings. President Trump wants to increase the defense budget; tune in to find out what that may mean for popular defense stocks like Lockheed Martin LMT, Northrop Grumman NOC, and others.

Dave shares his stock market outlook for 2026, including whether investors should overweight stocks today or pull back, which parts of the market are undervalued, and what risks could contribute to market volatility this year. They wrap the episode with stock picks to buy in January that Morningstar’s analysts like.

Episode Highlights

00:00 Welcome

05:59 Watching Inflation, Retail Sales, Bank Earnings

15:39 Updates on STZ and Defense Stocks

26:07 2026 Stock Market Outlook

38:32 Stock Picks

Read about topics from this episode.

Register for Dave's 2026 Outlook Webinar. https://www.morningstar.com/business/insights/webinars/quarterly-economic-outlook

Read Dave’s complete archive. https://www.morningstar.com/people/david-sekera

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Follow us on social media.

Dave Sekera on X: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

December 2025 Stock Market Outlook: Where We See Investment Opportunities

Instagram: https://www.instagram.com/morningstarinc/?hl=en

LinkedIn: https://www.linkedin.com/company/morningstar/posts/?feedView=all

Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details.

Read more from Susan and Dave:

Susan Dziubinski https://www.morningstar.com/people/susan-dziubinski

Dave Sekera https://www.morningstar.com/people/david-sekera

Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

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5 Core Stocks to Buy and Hold in 2026

podcast@morningstar.com (Morningstar) — Mon, 5 Jan 2026 15:00:00 +0000

On this week’s episode of The Morning Filter podcast, Dave Sekera and Susan Dziubinski recap volatile 2025 and preview what may lie ahead in 2026. They discuss what to watch this week, including the earnings report from stock pick Constellation Brands STZ. They unpack Morningstar’s recent 50% fair value increase on Micron Technology MU stock, review results from Darden Restaurants DRI and FedEx FDX, and discuss whether Novo Nordisk NVO or Eli Lilly LLY is the better obesity drug stock to buy today.

Dave shares some of his favorite resources for stock investors. They close with a discussion about stocks that make good core holdings: Tune in to learn which five core stocks look like attractive buys in the new year.

Episode Highlights

00:00 Welcome

01:16 2025 Market Recap

21:20 Micron’s Big Fair Value Increase

32:34 Top Resources for Stock Investors

39:05 Core Stocks to Buy and Hold

Read about topics from this episode.

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Follow us on social media.

Dave Sekera on X: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

December 2025 Stock Market Outlook: Where We See Investment Opportunities

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LinkedIn: https://www.linkedin.com/company/morningstar/posts/?feedView=all

Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more fromSusan Dziubinski and Dave Sekera.

Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

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4 Cheap Stock Picks We Still Like for 2026

podcast@morningstar.com (Morningstar) — Mon, 22 Dec 2025 14:30:00 +0000

On this week’s episode of The Morning Filter podcast, Dave Sekera and Susan Dziubinski take a look back at some of their best and worst stock buy and sell calls of 2025. Although Morningstar’s approach to stock investing is decidedly long term, they discuss why reviewing stock pick hits and misses each year on the podcast is nonetheless important.

They end wrap this week’s episode with four undervalued stock picks from 2025 that still look attractive heading into the new year.

Episode Highlights

00:00:00 Welcome

00:01:25 Morningstar’s Stock Picking Strategy

00:06:03 How Our Stocks to Buy Did

00:38:10 How Our Stocks to Sell Did

00:46:38 Cheap Stock Picks for 2026

Read about topics from this episode.

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Follow us on social media.

Dave Sekera on X: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

December 2025 Stock Market Outlook: Where We See Investment Opportunities

Instagram: https://www.instagram.com/morningstarinc/?hl=en

LinkedIn: https://www.linkedin.com/company/morningstar/posts/?feedView=all

Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera.

Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

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5 Stocks to Buy When They Pull Back

podcast@morningstar.com (Morningstar) — Mon, 15 Dec 2025 14:30:00 +0000

On this week’s episode of The Morning Filter podcast, Dave Sekera and Susan Dziubinski discuss what’s next after the Federal Reserves 25-basis-point interest rate cut and which economic reports could move the market this week. Tune in to find out why to keep an eye on the earnings reports from Micron Technology MU, FedEx FDX, and Darden Restaurants DRI and whether Marvell Technology MRVL remains a stock to buy after a tough week.

They unpack new earnings reports from Oracle ORCL, Adobe ADBE, and Costco COST, among others. And this week’s picks are stocks to put on a watch list to buy on weakness.

Episode Highlights

00:00 Welcome

01:07 Fed Meeting Recap

04:35 On Radar: Economic Reports, Earnings

12:05 Updates on ORCL, MRVL, ADBE, COST

29:00 Stocks to Buy on Weakness

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December 2025 Stock Market Outlook: Where We See Investment Opportunities

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5 Stocks to Buy to Upgrade Your Portfolio for 2026

podcast@morningstar.com (Morningstar) — Mon, 8 Dec 2025 14:30:00 +0000

On this week’s episode of The Morning Filter podcast, Dave Sekera and Susan Dziubinski discuss the likelihood of a Federal Reserve interest rate cut and why to watch the earnings reports from Costo COST, Cambell’s CPB and Adobe ADBE this week. Tune in to find out which cybersecurity stocks are buys after earnings and whether Marvell Technology MRVL or Salesforce CRM remain top picks.

They unpack the market’s current valuation: Are stocks overpriced, underpriced, or fairly valued today? This week’s stock picks are high-quality wide moat stocks to buy that can upgrade an investment portfolio in 2026.

Episode Highlights

00:00 Welcome

00:59 On Radar: Fed Meeting, Earnings

08:51 New Research: Cybersecurity Firms, MRVL, More

19:16 Updated Stock Market Outlook

27:01 Wide Moat Stocks to Buy

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Stock Buybacks Are Booming in 2025. That’s Bad News for Dividend Investors

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Why 2026 Could Be a Breakout Year for Dividend Stocks

podcast@morningstar.com (Morningstar) — Mon, 1 Dec 2025 14:30:00 +0000

Plus, several undervalued stocks to buy with stable dividends.

In this special episode of The Morning Filter podcast, co-host Susan Dziubinski sits down with Morningstar columnist Dan Lefkovitz to take a deep dive into dividend stock investing today. They discuss what’s caused U.S. dividend stocks to lag this year while international dividend stocks have outperformed. Tune in to find out why the stock buyback boom is bad news for dividend seekers and what metrics investors should look at if they want to avoid dividend cuts.

They name drop a few undervalued stocks that Morningstar thinks have stable dividends, cover why dividend growth stock investing is underappreciated, and close with a discussion about whether dividend stocks are poised to outperform in 2026.

Episode Highlights

00:01:16 Dividend Stock Performance: 2025 Recap

00:06:59 What the Buyback Boom Means for Dividend Investors

00:13:06 3 Ways to Spot a Dividend Cut Early

00:17:50 Dividend Growth Stocks: Why Bother?

Read about topics from this episode.

The Surprising Truth About Dividend Growth Stocks

Not All Dividend Stocks Are Safe. Here’s How to Avoid Dividend Traps

Why International Dividend Stocks Have Pulled Ahead

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6 Stocks to Sell Before the End of the Year

podcast@morningstar.com (Morningstar) — Mon, 24 Nov 2025 14:30:00 +0000

On this week’s episode of The Morning Filter podcast, Dave Sekera and Susan Dziubinski discuss why a Fed rate cut in December is starting to look unlikely. They also unpack new research about Palo Alto Networks PANW and Walmart WMT after earnings. And they cover whether Nvidia NVDA is a buy after another stunning quarter.

They take a deeper-than-usual dive into the audience mailbag, answering questions about AI and data center stocks, lithium and Albemarle ALB, and uncertainty and when to take profits. They wrap up the episode with six overvalued stocks to sell.

Episode Highlights

00:00:00 Welcome

00:01:32 Why The Fed Won’t Cut Rates in December

00:07:41 Is NVDA a Buy After Earnings?

00:16:30 Audience Q&A

00:45:42 Overvalued Stocks to Sell

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Read Dave’s new stock market outlook: November 2025 Stock Market Outlook: Where We See Investment Opportunities

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4 Surprising AI Stocks to Buy

podcast@morningstar.com (Morningstar) — Mon, 17 Nov 2025 14:30:00 +0000

On this week’s episode of The Morning Filter podcast, Dave Sekera and Susan Dziubinski discuss what to watch in this week’s earnings report from Nvidia NVDA and whether this AI stock is a buy before earnings. They also preview earnings for Palo Alto Networks PANW, Walmart WMT, Home Depot HD, Lowe’s LOW, and Medtronic MDT. Tune in to find out if Advanced Micro Devices AMD is an AI stock to invest in after Morningstar’ sizable fair value increase and which former stock pick may be the target of a private takeover.

They also cover what the dominance of AI mega-cap stocks may mean for investors. And they end the show with four unconventional AI stocks to invest in.

Episode Highlights

00:03:35 NVDA Earnings: What to Watch

00:16:16 New Research on AMD, AMAT, DEO, More

00:22:34 Mega AI Stock Dominance & Why It Matters

00:27:49 Stock Picks of the Week

Read about topics from this episode.

Read Dave’s new stock market outlook: November 2025 Stock Market Outlook: Where We See Investment Opportunities

Got a question for Dave? Send it to themorningfilter@morningstar.com.

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Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera.

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3 Stocks to Buy After Earnings

podcast@morningstar.com (Morningstar) — Mon, 10 Nov 2025 14:30:00 +0000

On this week’s episode of The Morning Filter podcast, Dave Sekera and Susan Dziubinski unpack results from Palantir PLTR, Advanced Micro Devices AMD, and Fortinet FTNT. They also review the reports from several former stock picks, including Huntington Ingalls Industries HII, Zimmer Biomet ZBH, LPL Financial LPLA and Diageo DEO. And they talk with Morningstar’s equity analyst about what went wrong with FMC FMC and how to think about the stock today.

Is the U.S. stock market overvalued right now, and should investors take some chips off the table? Tune in to find out—and to hear about the sectors that look most undervalued this month. This week’s episode wraps with three stock picks that look attractive after earnings.

Episode Highlights

Earnings to Watch This Week

New Research on PLTR, AMD & More

Is the U.S. Stock Market Overvalued?

Stock Picks of the Week

Read about topics from this episode.

Read Dave’s new stock market outlook: https://www.morningstar.com/stocks/november-2025-stock-market-outlook-where-we-see-investment-opportunities

Got a question for Dave? Send it to themorningfilter@morningstar.com.

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Q4 2025 Stock Market Outlook: No Margin for Error

Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera.

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3 Stocks to Sell and 3 Stocks to Buy in November

podcast@morningstar.com (Morningstar) — Mon, 3 Nov 2025 14:30:00 +0000

On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski parse Federal Reserve chairman Jerome Powell’s post-meeting comments and discuss whether the Fed will cut interest rates again in December. They also explain why it matters that the market cap of Nvidia NVDA hit $5 trillion. They’re watching the earnings reports from Advanced Micro Devices AMD, Qualcomm QCOM, and Fortinet FTNT this week; watch to find out what to listen for.

They unpack the latest earnings reports and forecasts from tech and tech-related heavyweights Microsoft MSFT, Meta Platforms META, Alphabet GOOGL, Amazon.com AMZN and Apple AAPL and explain which of the stocks look most attractive today. They wrap up with some overvalued stocks to sell this month and an a few undervalued stocks to buy instead.

Episode Highlights

NVDA’s Latest Milestone

Earnings Watch: AMD, QCOM, More

Tech Titan Earnings: Takeaways

Stocks to Buy and Sell This Month

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Got a question for Dave? Send it to themorningfilter@morningstar.com.

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Q4 2025 Stock Market Outlook: No Margin for Error

Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera.

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3 Stocks to Buy Before October Ends

podcast@morningstar.com (Morningstar) — Mon, 27 Oct 2025 13:30:00 +0000

On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski discuss expectations for this week’s CPI report and what it could mean for the Fed rate decision at the end of October. They cover what to listen for in key earnings reports from Tesla TSLA and Netflix NFLX this week, plus a handful of other companies they’ll be watching. They share key takeaways from big bank earnings, whether regional banks could face a bad loan crisis, and if go-to bank pick US Bancorp USB is still a buy after earnings.

They discuss whether Taiwan Semiconductor Manufacturing TSM, ASML ASML, and Salesforce CRM look attractive today after being in the news last week and if insurance stocks are compelling after their post-earnings pullbacks. They wrap up with a handful of stocks to buy before the market rally stalls.

Episode Highlights

Fed Rate Cut This Week? You Bet!

Watching Earnings from AI Titans

New Research: TSLA, NFLX, INTC, More

Stocks to Buy: Halloween Edition

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Got a question for Dave? Send it to themorningfilter@morningstar.com.

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Q4 2025 Stock Market Outlook: No Margin for Error

Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera.

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5 Stocks to Buy Before the Market Rally Stalls

podcast@morningstar.com (Morningstar) — Mon, 20 Oct 2025 13:30:00 +0000

Episode Highlights

Earnings to Watch: TSLA, NFLX, More

Bank News & Top Pick Update

Tech Stocks in the News

Stocks to Buy Before the Market Rotates

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Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

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Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera.

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4 Stocks to Buy Before They Report Earnings

podcast@morningstar.com (Morningstar) — Mon, 13 Oct 2025 14:00:00 +0000

On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski suggest where to find useful economic data as the government shutdown continues. They also preview earnings season, including what to listen for from the AI giants like Taiwan Semiconductor TSM, which reports this week. Dave’s will be carefully watching the banks this earnings season; tune in to find out why.

They unpack the big agreement between AMD and OpenAI—and the resulting big increase in AMD’s fair value estimate. Find out whether Pepsi PEP and Constellation Brands STZ are still stocks to buy after earnings. And this week’s picks feature 4 stocks to buy before they report.

Episode Highlights

Economic Numbers to Watch

Earnings Season Preview

Latest Takes on AMD, PEP, STZ, More

Stocks to Buy Ahead of Earnings

Read about topics from this episode.

Q4 2025 Stock Market Outlook: No Margin for Error https://www.morningstar.com/markets/q4-2025-stock-market-outlook-no-margin-error

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Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details.

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4 New Stocks to Buy Now and Hold for the Long Term

podcast@morningstar.com (Morningstar) — Mon, 6 Oct 2025 13:30:00 +0000

On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski discuss what impact the government shutdown may have on the Federal Reserve’s October meeting. Dave explains why he’s watching the earnings reports from Pepsi PEP and Delta Air Lines DAL this week and reveals whether Carnival CCL or Nike NKE are stocks to buy after earnings.

They cover whether the U.S. stock market looks overvalued at the start of the fourth quarter, if investors should underweight red-hot growth stocks, and which sectors look most attractive today. Morningstar chief Europe market strategist Michael Field joins the podcast, focusing on investment opportunities in Europe. The episode wraps up with 4 new stocks to buy and hold in the fourth quarter that haven’t been picks before.

Episode Highlights

The Economy, Earnings, Stocks in the News

Q4 2025 U.S. Stock Market Outlook

Investing in Europe Stocks Today

Stocks to Buy and Hold for Q4

Read about topics from this episode.

Register for Dave’s Q4 2025 Market Outlook Webcast: Morningstar's Q4 2025 US Market Outlook - No Margin for Error: Stocks Fully Valued

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5 Stocks to Buy Before They Climb Higher

podcast@morningstar.com (Morningstar) — Mon, 29 Sep 2025 13:30:00 +0000

On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski discuss what a government shutdown would mean for investors; they parse the latest PCE and revised GDP data, too. Tune in to find out if Costco COST or AutoZone AZO looks like a stock to buy after earnings, whether Marvell Technology MRVL and Lithium Americas LAC have any gas left in the tank after their respective rallies last week, and what to make of Nvidia’s NVDA new partnership with OpenAI.

As Q4 2025 approaches, they take a look back at Q3’s market trends, surprises, and winners and losers. This week’s picks are stocks to buy that we think have more room to run.

Episode Highlights

Latest on Inflation, GDP & Jobs

Updates on COST, NVDA, MRVL, LAC, More

Q3 2025 Market Recap

Stocks to Buy at Market Highs

Read about topics from this episode.

Read Dave’s latest stock market outlook: https://www.morningstar.com/markets/stock-market-outlook-where-we-see-investing-opportunities-september

Got a question for Dave? Send it to themorningfilter@morningstar.com.

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Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera.

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5 Stocks to Buy Before Everyone Else Piles In

podcast@morningstar.com (Morningstar) — Mon, 22 Sep 2025 14:00:00 +0000

On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski unpack Fed Chair Powell’s comments after the Federal Reserve’s 25 basis interest rate cut last week and preview the upcoming PCE reading. Dave explains why he’ll be watching the earnings reports for AutoZone AZO and Costco COST this week—and why he disagrees with President Trump’s suggestion that companies do away with quarterly reports.

They also cover what investors can learn from last week’s earnings reports from Lennar LEN, FedEx FDX and Darden Restaurants DRI. Tune in to find which stocks in the news last week look like stocks to sell today. And Dave’s stock picks this episode are all undervalued stocks to buy from a part of the market that’s often overlooked: mid-caps.

Episode Highlights

Interest Rate Cuts: What’s Next?

Should Companies Do Away with Quarterly Reports?

Which Stocks in the News to Sell

Stocks to Buy While They’re Still Off-Radar

Read about topics from this episode.

Read Dave’s latest stock market outlook: https://www.morningstar.com/markets/stock-market-outlook-where-we-see-investing-opportunities-september

Are Mid-Cap Stocks the Sweet Spot for Investors Today? https://www.morningstar.com/stocks/are-mid-cap-stocks-sweet-spot-investors-today

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4 Stocks to Buy Before They Take Off

podcast@morningstar.com (Morningstar) — Mon, 15 Sep 2025 13:30:00 +0000

On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski discuss how big the Federal Reserve’s interest cut this week might be and what to listen for in Fed Chair Jerome Powell’s comments. Recent stock pick Lennar LEN reports earnings in the next few days, and Dave explains why he’s watching for results from FedEx FDX and Darden Restaurants DRI this week, too.

Oracle’s ORCL shockingly strong forecast drove investors wild last week but left Dave feeling very late-1990s; tune in to find out exactly what that means. They also unpack earnings results from Adobe ADBE, Chewy CHWY, and several companies viewers and listeners have been asking about.

Small-cap stocks remain an undervalued pocket in a fairly valued market. Special guest Bryan Armour, Morningstar director of ETF and passive strategies research, argues why stock investors would be wise to invest in smaller companies via an ETF and shares several of his picks. And Dave’s stock picks this week are undervalued small-cap stocks to buy before they rally.

Episode highlights:

Is Oracle Stock Worth the Hype?

Lightening Round: Earnings Season Recap

Undervalued Small-Cap ETFs to Consider

Stocks to Buy Before They Rally

Read about topics from this episode.

Read Dave’s stock market outlook: https://www.morningstar.com/markets/stock-market-outlook-where-we-see-investing-opportunities-september

Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks

Read the earnings note for Oracle: https://www.morningstar.com/stocks/oracle-earnings-skyrocketing-ai-data-center-demand-fuels-outlook

Got a question for Dave? Send it to themorningfilter@morningstar.com.

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Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera.

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5 Stocks to Buy Before the Fed Cuts Interest Rates

podcast@morningstar.com (Morningstar) — Mon, 8 Sep 2025 13:30:00 +0000

On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski catch up on tons of economic news, covering everything from tariffs to inflation to jobs—and whether the Federal Reserve will cut interest rates at its September meeting.

They unpack Morningstar’s fair value increase on Nvidia’s NVDA stock after earnings, whether Marvell Technology MRVL is still a buy after issuing so-so guidance, and if it’s time to throw in the towel or back up the truck on Bath & Body Works BBWI stock. They share Morningstar’s take on stocks in the news, including whether Kraft Heinz KHC stock is a buy ahead of the company’s split and if Alphabet’s GOOGL stock still looks attractive after the company skirts a breakup in its antitrust case.

They’ll also discuss Dave’s latest stock market outlook and his stocks to buy before the next Fed meeting.

Episode highlights:

Tariffs, Inflation, Jobs & The Fed

New Research on NVDA, KHC, GOOGL, More

Updated Stock Market Outlook

Stocks to Buy Before the Fed Meeting

Read about topics from this episode.

Read Dave’s stock market outlook: Stock Market Outlook: Where We See Investing Opportunities in September

Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks

Read the full earnings reports for Kraft Heinz, Alphabet, Nvidia, and Marvell.

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Follow us on social media.

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Going Into Earnings, Is Nvidia Stock a Buy, a Sell, or Fairly Valued?

Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera.

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5 Stocks to Buy Before Their Big Discounts Disappear

podcast@morningstar.com (Morningstar) — Mon, 25 Aug 2025 13:30:00 +0000

On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski catch up on Federal Reserve Chairman Jerome Powell’s remarks from Jackson Hole and the latest tariff news. A couple of economic reports bear watching this week, including the latest PCE figures. And while Nvidia’s NVDA upcoming results could move the market, a few less dominant but still interesting tech companies are reporting this week, too.

They provide Morningstar’s latest take on in-the-news stocks Intel INTC and Walmart WMT and discuss whether the stock of Unitedhealth Group UNH is appealing after Berkshire Hathaway’s BRK.A BRK.B sizable investment. And tune in to find out why now may be a good time to consider small cap stocks and which five stocks to buy before their big discounts vanish.

Episode highlights:

Fed Takeaways & Tariff Updates

Is NVDA a Buy Before Earnings?

New Research on PANW, AMAT, WMT

Stocks to Buy Trading at Big Discounts

Read about topics from this episode.

Follow Morningstar’s coverage of earnings season: Company Earnings

Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks

Read the full earnings reports for UnitedHealth, Intel, and Walmart.

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Follow us on social media.

Dave Sekera on X: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

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Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera.

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The Biggest Risk Investors Face Today

podcast@morningstar.com (Morningstar) — Mon, 18 Aug 2025 13:00:00 +0000

This week on The Morning Filter podcast, we have a special episode for our audience. Usually, Susan Dziubinski sits down every Monday morning with Morningstar’s chief U.S. market strategist Dave Sekera to talk about the week ahead.

But we’ve got something a bit different for you on the podcast this week. Instead of our usual deep dive into the market and stocks, we’re taking a step back to look at the big picture of investing: things like how to build a smart portfolio, avoid common investment mistakes, and time-tested principles to invest by.

Our special guest is Christine Benz. Christine is Morningstar’s director of personal finance and retirement planning. She’s also the host of The Long View podcast and author of the book How to Retire: 20 Lessons for a Happy, Successful and Wealthy Retirement.

Episode highlights:

What you need to know from stocks to bonds, and core investments to dividend payers

Things you shouldn’t overlook in retirement and tips for setting yourself up for success

Is “set it and forget it” is a good way to invest in today’s market?

Read about topics from this episode.

Tune in to The Long View podcast.

Access Christine Benz’s article and video archive on Morningstar.com.

Order a copy of Christine’s book, How to Retire: 20 Lessons for a Happy, Successful and Wealthy Retirement.

Watch the How to Retire podcast, a companion podcast to the How to Retire book.

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Follow us on social media.

Dave Sekera on X: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

Instagram: https://www.instagram.com/morningstar...

Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera.

Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

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5 Stocks to Buy Before They Become Expensive

podcast@morningstar.com (Morningstar) — Mon, 11 Aug 2025 13:30:00 +0000

On this week’s episode of The Morning Filter podcast, David Sekera and Susan Dziubinski chat about whether U.S. stocks are overvalued, which types of stocks—growth or value—look more attractive right now, and if it might be time for investors to ease up on buying stocks.

They also cover where things stand on tariffs and which economic and earnings reports to watch this week, unpack new Morningstar research about high-profile companies like Palantir and Eli Lilly after earnings, and revisit a few former stock picks, identifying which ones are still stocks to buy today.

This week’s picks are all undervalued stocks from sectors that look overpriced.

Episode highlights:

On Radar: Inflation & Earnings

New Research on PLTR, LLY, Others

Is the Stock Market Overpriced Today?

Undervalued Stocks to Buy

Read about topics from this episode.

Follow Morningstar’s coverage of earnings season: Company Earnings

Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks

Read Dave’s new stock market outlook: August 2025 Stock Market Outlook: Where We See Investing Opportunities

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Follow us on social media.

Dave Sekera on X: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

Instagram: https://www.instagram.com/morningstar...

Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera.

Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

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5 Cheap Stocks to Buy in August

podcast@morningstar.com (Morningstar) — Mon, 4 Aug 2025 13:30:00 +0000

On this week’s episode of The Morning Filter podcast, David Sekera and Susan Dziubinski catch up on which countries have and haven’t inked trade deals with President Trump and speculate whether the Fed will or won’t cut interest rates in September. They also discuss which company earnings to watch this week (Eli Lilly LLY is one) and recap how several former stock picks look after earnings.

They cover new research from Morningstar about four members of the Magnificent Seven that reported earnings last week—including the one that got a 20% fair value upgrade after earnings. And this week’s stock picks include a handful of undervalued stocks with significant upside potential.

Episode highlights:

The Fed: Will They or Won’t They in September?

Company Earnings to Watch This Week

New Research on MSFT, META, AAPL, AMZN & More

Undervalued Stocks to Buy

Read about topics from this episode.

Follow Morningstar’s coverage of earnings season: Company Earnings

Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks

Read the full earnings reports for Microsoft, Meta, Scotts Miracle-Gro, Kraft Heinz, and Boeing.

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Follow us on social media.

Dave Sekera on X: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

Instagram: https://www.instagram.com/morningstar...

Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera.

Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

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3 Stocks to Buy and 3 Stocks to Sell After Earnings

podcast@morningstar.com (Morningstar) — Mon, 28 Jul 2025 13:30:00 +0000

On this week’s episode of The Morning Filter, David Sekera and Susan Dziubinski unpack the busy week ahead for investors. They cover pivotal economic events, including the looming tariff deadline, the Fed meeting, a crucial inflation report, and the latest jobs numbers. Plus, they preview the Magnificent Seven stocks reporting earnings this week—Microsoft MSFT, Apple AAPL, Amazon AMZN and Meta Platforms META—and revisit some former stock picks reporting soon, too.

They reveal whether Tesla TSLA or Alphabet GOOGL are good investments given their latest guidance. And they wrap things up with a list of stocks investors should consider buying and selling post-earnings.

Episode highlights:

On Tap: Tariffs, The Fed, Inflation & Jobs

Mag Seven Earnings We’re Watching

New Research on Tesla, Alphabet & Others

Stocks to Buy and Sell After Earnings

Read about topics from this episode.

Follow Morningstar’s coverage of earnings season: Company Earnings

Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks

Read the full stock analyst reports for Microsoft, Apple, Amazon, Meta, Tesla, and Alphabet.

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Dave Sekera on X: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

Instagram: https://www.instagram.com/morningstar...

Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera.

Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

3 Stocks to Buy That Are Beating the Market

podcast@morningstar.com (Morningstar) — Mon, 21 Jul 2025 13:30:00 +0000

On this week’s episode of The Morning Filter, David Sekera and Susan Dziubinski unpack the latest inflation numbers and debate whether the numbers will influence the Federal Reserve’s interest rate decision later this month. They also discuss which company earnings reports matter this week (hint: Tesla TSLA and Alphabet GOOGL top the list) and which stocks look attractive after reporting last week. They cover key takeaways from bank earnings, fair value estimate changes for Nvidia NVDA and Advanced Micro Devices AMD, and what Morningstar thinks of the possible breakup at Kraft Heinz KHC, too.

Dave’s stock picks this week are a trio of names that’ve outperformed the market during the past year yet still look undervalued today.

Episode highlights:

Our Take on Inflation & Fed Impact
What We’re Watching: TSLA & GOOGL Earnings
Which Stocks Look Like Buys After Earnings?
Cheap Stocks That Are Beating the Market

Read about topics from this episode.

Read Dave’s 3Q Stock Market Outlook: Q3 2025 Stock Market Outlook: After the Rally, What’s Still Undervalued?

Follow Morningstar’s coverage of earnings season: Company Earnings

Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks

Read the full analyst earnings reports for Johnson & Johnson, Taiwan Semiconductor Manufacturing, and JPMorgan Chase.

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Follow us on social media.

Dave Sekera on X: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

Instagram: https://www.instagram.com/morningstar...

Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details.

Read more from Susan and Dave:

Susan Dziubinski https://www.morningstar.com/people/susan-dziubinski

Dave Sekera https://www.morningstar.com/people/david-sekera

Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

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5 Stocks to Buy Before Wall Street Catches On

podcast@morningstar.com (Morningstar) — Mon, 14 Jul 2025 14:00:00 +0000

On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski catch up on tariff and economic news and preview bank earnings. They also discuss what to watch for when Johnson & Johnson JNJ reports this week, whether Constellation Brands STZ remains a stock to buy after earnings, and if former stock pick Fluor FLR is still attractive after its recent price gains.

Plus, they review Dave’s Q3 2025 Stock Market Outlook and reveal which of Morningstar analysts’ top picks for the quarter he likes best.

Episode highlights:

Tariffs & Jobs & Inflation, Oh My!

Bank Earnings Preview

3Q 2025 Stock Market Outlook

Great Stocks Getting Overlooked Today

Read about topics from this episode.

Read Dave’s 3Q Stock Market Outlook: https://www.morningstar.com/markets/q3-2025-stock-market-outlook-after-rally-whats-still-undervalued

See all of Morningstar’s analyst picks for 3Q 2025: https://www.morningstar.com/stocks/33-undervalued-stocks-2

Learn more about Morningstar’s approach to stock investing: https://www.morningstar.com/stocks/morningstars-guide-investing-stocks

Here Are the Sectors and Industries That Are Vulnerable if Reciprocal Tariffs Come Back https://www.morningstar.com/stocks/here-are-sectors-industries-that-are-vulnerable-if-reciprocal-tariffs-come-back

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Follow us on social media.

Dave Sekera on X: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

Instagram: https://www.instagram.com/morningstar...

Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details.

Read more from Susan and Dave:

Susan Dziubinski https://www.morningstar.com/people/susan-dziubinski

Dave Sekera https://www.morningstar.com/people/david-sekera

Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

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3 Core Stocks Every Investor Should Own

podcast@morningstar.com (Morningstar) — Mon, 7 Jul 2025 13:00:00 +0000

This week’s episode of The Morning Filter was taped at the 2025 Morningstar Investment Conference. Dave Sekera and Susan Dziubinski discuss Dave’s process for finding new stock picks each week, including what screens he maintains and what data points he considers. They also cover how to tweak your stock allocation based on market valuations and review a few must-own core stocks.

Finally, they answer audience questions about Morningstar’s approach to valuing companies, how to invest during a period of geopolitical and policy uncertainty, and which companies stand to benefit most from artificial intelligence.

Episode highlights:

Tips for Generating New Stock Ideas

How to Tilt Your Stock Allocation

The Core Stocks Everyone Should Own

Top Ways to Invest in AI Today

Read about topics from this episode.

Insights from the 2025 Morningstar Investment Conference: 2025 Morningstar Investment Conference: How to Invest Today

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Follow us on social media.

Dave Sekera on X: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

Instagram: https://www.instagram.com/morningstar...

Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera.

Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

6 Stocks to Buy in July for the Long Term

podcast@morningstar.com (Morningstar) — Mon, 30 Jun 2025 14:00:00 +0000

On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski share which economic report is a must-watch-for during this shortened trading week. They also discuss whether FedEx FDX or Carnival CCL are stocks to buy after earnings, review news from Novo Nordisk NVO and Amgen AMGN about their obesity drugs, and take a deep dive into Morningstar’s outlook for Blackrock BLK.

Plus, they talk about what 2025 has taught investors so far, and Dave shares a half dozen eclectic stock picks to consider heading into the third quarter.

Episode highlights:

The One Economic Report to Watch This Week

Are These Stocks in the News Buys?

Investments Lessons from 2025 So Far

Stocks to Buy Now & Hold for the Long Term

Read about topics from this episode.

Find out what Dave’s top dividend stock picks are for the rest of 2025: 10 Top Dividend Stocks for 2025

Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Follow us on social media.

Dave Sekera on X: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

Instagram: https://www.instagram.com/morningstar...

Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera.

Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

4 Cheap Stocks to Buy Before They Turn Around

podcast@morningstar.com (Morningstar) — Mon, 23 Jun 2025 13:30:00 +0000

On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski review last week’s Fed decision and dot-plot update, discuss which economic and earnings reports to watch this week, and share what they learned about the consumer after digesting last week’s earnings reports from Lennar LEN, Darden DRI, and Kroger KR.

They also cover whether Meta Platforms META, Marvell Technology MVRL, or Advanced Micro Devices AMD are stocks to buy today after popping last week. And one of Dave’s stock picks this week is a Warren Buffett favorite.

Episode highlights:

Fed Reaction & Inflation

Stocks in the News

Should You Stick to a Market Weighting in Stocks?

Undervalued Stocks to Buy Before They Rebound

Read about topics from this episode.

Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks

Read Dave’s latest stock market outlook: June 2025 US Stock Market Outlook: Has the Storm Passed?

Got a question for Dave? Send it to themorningfilter@morningstar.com.

What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Get tickets here.

Follow us on social media.

Dave Sekera on X: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

Instagram: https://www.instagram.com/morningstar...

Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera.

Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

5 Rallying Stocks to Buy in June While They’re Still Undervalued

podcast@morningstar.com (Morningstar) — Mon, 16 Jun 2025 13:30:00 +0000

On this week’s episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss the likelihood of the Federal Reserve cutting interest rates any time soon and which company earnings to watch for in the week ahead. They also talk about Adobe’s results, takeaways from Apple’s WWDC event, and other stocks in the news. And they welcome special guest Damien Conover, Morningstar director of US Equity Research, who covers which sectors and industries are most vulnerable to tariffs.

Episode highlights:

Why Good Inflation Numbers Won’t Spur the Fed to Act

Which Stocks in the News Look Attractive?

Tariffs & Trade Deal Stock Picks

Stocks That Are Rallying & Have More Room to Run

Read about topics from this episode.

Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks

Read Dave’s latest stock market outlook: June 2025 US Stock Market Outlook: Has the Storm Passed?

Find out which sectors and industries would be hurt most by tariffs, according to Morningstar: Tariffs Would Likely Hit These US Stock Sectors the Hardest

Got a question for Dave? Send it to themorningfilter@morningstar.com.

What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Get tickets here.

Follow us on social media.

Dave Sekera on X: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

Instagram: https://www.instagram.com/morningstar...

Dollar General Earnings: Results Shine on Same-Store Sales Growth

Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera.

Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

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3 Stocks to Buy and 3 Stocks to Toss Before the Market Storm

podcast@morningstar.com (Morningstar) — Mon, 9 Jun 2025 13:30:00 +0000

On this week’s episode of The Morning Filter podcast, Morningstar’s Susan Dziubinski and David Sekera sift through last week’s employment numbers, discuss the economic and earnings reports to watch this week, and explain how investors should be thinking about their portfolios during what Sekera calls an “eye of the hurricane” period for stocks.

They also recommend stocks to buy and sell during the market calm and share whether Dollar General DG, Dollar Tree DLTR, and Crowdstrike CRWD are attractive investments after earnings.

Episode highlights:

2:11 What New Jobs, Inflation Numbers Mean for Markets

16:40 Should You Underweight Stocks Today?

24:01 An Overlooked Summer Stock to Invest In

26:57 Stocks to Buy & Sell Before the Storm Hits

Read about topics from this episode.

Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks

Read Dave’s latest stock market outlook: June 2025 US Stock Market Outlook: Has the Storm Passed?

Morningstar’s take on CRWD and DG after earnings:

CrowdStrike Earnings: Vendor Consolidation Drives Upside as Outage Impact Dissipates

Got a question for Dave? Send it to themorningfilter@morningstar.com.

What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Get tickets here.

Follow us on social media.

Dave Sekera on X: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

Instagram: https://www.instagram.com/morningstar...

Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera.

Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

5 Oversold Stocks to Buy Before They Break Out

podcast@morningstar.com (Morningstar) — Mon, 2 Jun 2025 13:30:00 +0000

On This Week’s Episode:

What’s Next with Tariffs

Economic & Earnings Reports to Watch

New Research on NVDA, Cybersecurity Stocks, More

Oversold Stocks to Buy for Summer

Read about topics from this episode.

Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks

Got a question for Dave? Send it to themorningfilter@morningstar.com.

What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Get tickets here.

Follow us on social media.

Dave Sekera on X: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

Instagram: https://www.instagram.com/morningstar...

Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera.

Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

5 Stocks to Buy to Profit from Trump’s Trade Deals

podcast@morningstar.com (Morningstar) — Mon, 19 May 2025 14:00:00 +0000

Key Takeaways:

Our Read on Inflation

Watching NVDA, HD, Others Ahead of Earnings

Should You Buy REITs Today?

Stock Picks of the Week

Read about topics from this episode.

Read Dave’s latest Stock Market Outlook: May 2025 US Stock Market Outlook: Eye of the Hurricane

Keep track of earnings at Morningstar’s earnings hub: Company Earnings

Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks

Got a question for Dave? Send it to themorningfilter@morningstar.com.

What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Get tickets here.

Follow us on social media.

Dave Sekera on X: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

Instagram: https://www.instagram.com/morningstar...

Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera.

Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

3 Stocks to Sell and 3 Stocks to Buy Instead

podcast@morningstar.com (Morningstar) — Mon, 12 May 2025 13:30:00 +0000

Key Takeaways:

On Radar: Inflation, Earnings

New Research on AMD, NVO, GOOGL, Others

Should You Overweight Stocks Today?

3 Stocks to Sell and 3 Stocks to Buy

Read about topics from this episode.

Read Dave’s latest Stock Market Outlook: May 2025 US Stock Market Outlook: Eye of the Hurricane

Keep track of earnings at Morningstar’s earnings hub: Company Earnings

Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks

Got a question for Dave? Send it to themorningfilter@morningstar.com.

What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Get tickets here.

Follow us on social media.

Dave Sekera on X: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

Instagram: https://www.instagram.com/morningstar...

Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera.

Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

5 Stocks to Buy in May and Hold for the Long Term

podcast@morningstar.com (Morningstar) — Mon, 5 May 2025 13:30:00 +0000

Hello, and welcome to The Morning Filter. Every Monday, Susan Dziubinski sits down with Morningstar Chief U.S. markets strategist Dave Sekera to discuss one thing that’s on his radar this week, one new piece of Morningstar research, and a few stock picks or pans for the week ahead. Plus, Morningstar strategist and Berkshire analyst Gregg Warren is joining the show this week to share some highlights from Berkshire Hathaway’s 2025 annual meeting.

Key Takeaways:

On Radar: The Fed, Earnings

Takeaways from Berkshire Hathaway’s Meeting

New Research on MSFT, APPL, AMZN, META, More

Stock Picks of the Week

Read about topics from this episode.

Keep track of earnings at Morningstar’s earnings hub: Company Earnings

Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks

Got a question for Dave? Send it to themorningfilter@morningstar.com.

What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Get tickets here.

Follow us on social media.

Dave Sekera on X: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

Instagram: https://www.instagram.com/morningstar...

Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera.

Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

4 Stocks to Buy Before They Rally Further

podcast@morningstar.com (Morningstar) — Mon, 28 Apr 2025 13:30:00 +0000

Key Takeaways:

1. On Radar: PCE & Jobs Report

2. Big Tech & Other Earnings on Tap

3. New Research on TSLA, GOOGL, More

4. Stock Picks of the Week

Read about topics from this episode. Keep track of earnings at Morningstar’s earnings hub: Company Earnings Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks Got a question for Dave? Send it to themorningfilter@morningstar.com.

What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Get tickets here.

Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera.

Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

4 Long-Term Stocks to Buy on the Dip

podcast@morningstar.com (Morningstar) — Mon, 21 Apr 2025 13:30:00 +0000

Key Takeaways:

1:43 Key Earnings We’re Watching

7:49 New Research on NVDA, AMD, JNJ, More

13:50 Is the Market Undervalued?

17:01 Stock Picks of the Week

Read about topics from this episode.

Keep track of earnings at Morningstar’s earnings hub: Company Earnings

Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks

Got a question for Dave? Send it to themorningfilter@morningstar.com.

What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Get tickets here.

Follow us on social media.

Dave Sekera on X: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

Instagram: https://www.instagram.com/morningstar...

Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera.

Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

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4 Core Stocks to Buy and Hold During Tariff Turbulence

podcast@morningstar.com (Morningstar) — Mon, 14 Apr 2025 13:30:00 +0000

Key Takeaways:

Market Recap & Valuations Today

What to Expect During Earnings Season

New Research: Cybersecurity Stocks, META & GOOGL

Stock Picks of the Week

Read about topics from this episode.

Visit Morningstar’s content hub on tariffs, the economy, and the stock market: Morningstar’s Take on Tariffs: Stock Impacts, Portfolio Tips, and More

Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks

Got a question for Dave? Send it to themorningfilter@morningstar.com.

What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Get tickets here.

Follow us on social media.

Dave Sekera on X: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

Instagram: https://www.instagram.com/morningstar...

Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera.

Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

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3 Stocks to Buy and Hold During Tariff Chaos

podcast@morningstar.com (Morningstar) — Mon, 7 Apr 2025 13:30:00 +0000

Key Takeaways:

2:15 Tariffs & The Markets

12:29 On Radar: Inflation, Bank Earnings

15:48 Is It Time to Overweight Stocks?

29:42 Stock Picks of the Week

Read about topics from this episode.

Register to watch Dave’s webinar on Tuesday, April 8, covering what tariffs mean for the economy and stock market: Morningstar’s Q2 2025 US Market Outlook - From Overheated to Opportunity: Positioning for What’s Ahead

Visit the comprehensive content hub: Morningstar’s Take on Tariffs: Stock Impacts, Portfolio Tips, and More

Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks

Got a question for Dave? Send it to themorningfilter@morningstar.com.

What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Get tickets here.

Follow us on social media.

Dave Sekera on X: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

Instagram: https://www.instagram.com/morningstar...

Learn more about Morningstar’s approach to stock investing.

Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera.

Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

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3 Long-Term Stocks to Buy That We Still Believe In

podcast@morningstar.com (Morningstar) — Mon, 31 Mar 2025 13:30:00 +0000

Hello, and welcome a special edition of The Morning Filter. Most Monday mornings Susan Dziubinski talks with Morningstar’s Chief U.S. markets strategist Dave Sekera, but Dave’s on a well-deserved vacation this week, so we’re doing something a little different. Tune in to hear what investors should have on their radars this week, a special guest discussing the first quarter in the markets, and a few stock picks or pans for the week ahead.

Key Takeaways:

2:18 Market Recap & AI Stock Outlook

7:35 On Radar: The Fed & Tariffs

12:42 New Research on ADBE, VZ

18:59 Stocks of the Week

Read about topics from this episode.

Read Dave’s 2Q 2025 Stock Market Outlook: Stock Market Outlook: Where We See Opportunities in Q2

Got a question for Dave? Send it to themorningfilter@morningstar.com.

What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Get tickets here.

Follow us on social media.

Dave Sekera on X: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

Instagram: https://www.instagram.com/morningstar...

Learn more about Morningstar’s approach to stock investing.

Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera.

Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

3 Stocks to Buy of Companies with Top-Rated Management

podcast@morningstar.com (Morningstar) — Mon, 24 Mar 2025 13:30:00 +0000

Key Takeaways:

Our Answers to Your Investing Questions

Companies You Want to Hear About

Explaining Morningstar’s Ratings

Stocks of the Week

Read about topics from this episode.

Following Morningstar’s coverage of earnings season.

Got a question for Dave? Send it to themorningfilter@morningstar.com.

What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Get tickets here.

Follow us on social media.

Dave Sekera on X: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

Instagram: https://www.instagram.com/morningstar...

Following Morningstar’s coverage of earnings season.

Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera.

Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

5 Oversold Stocks to Buy Before They Recover

podcast@morningstar.com (Morningstar) — Mon, 17 Mar 2025 14:00:00 +0000

Key Takeaways:

Market Recap & AI Stock Outlook

On Radar: The Fed & Tariffs

New Research on ADBE, VZ

Stocks of the Week

Read about topics from this episode.

Read Dave’s latest stock market outlook: Market Outlook: How Investors Should Respond to Tariffs, Uncertainty in March

Learn more about Morningstar’s approach to stock investing.

Got a question for Dave? Send it to themorningfilter@morningstar.com.

What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Get tickets here.

Follow us on social media.

Dave Sekera on X: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

Instagram: https://www.instagram.com/morningstar...

https://www.morningstar.com/business/events/morningstar-investment-conference?refid=morn_filter

Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera.

Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

4 Stocks to Buy During Tariff Uncertainty

podcast@morningstar.com (Morningstar) — Mon, 10 Mar 2025 14:00:00 +0000

Key takeaways:

00:05 Tariff Uncertainty & The Market

05:43 On Radar: Inflation & Key Earnings

10:09 New Research & Undervalued Sectors

20:48 Stocks of the Week

What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis.

Read about topics from this episode.

Read Dave’s new stock market outlook.

Following Morningstar’s coverage of earnings season.

Learn more about Morningstar’s approach to stock investing.

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Follow us on social media.

Dave Sekera on X: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

Instagram: https://www.instagram.com/morningstar...

https://www.morningstar.com/business/events/morningstar-investment-conference?refid=morn_filter

Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera.

Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

3 Stocks to Sell and 3 Stocks to Buy in March

podcast@morningstar.com (Morningstar) — Mon, 3 Mar 2025 14:40:00 +0000

Key takeaways:

01:07 On Radar: Economic Reports & Earnings

06:46 Our Take on NVDA & AI Today

16:59 New Research: March Market Outlook

21:07 Stocks to Sell and Stocks to Buy

What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis.

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Follow Morningstar’s coverage of earnings season: https://www.morningstar.com/topics/company-earnings

Learn more about Morningstar’s approach to stock investing: https://www.morningstar.com/stocks/morningstars-guide-investing-stocks

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

3 Stocks to Buy While the Market Hits New Highs

podcast@morningstar.com (Morningstar) — Mon, 24 Feb 2025 15:00:00 +0000

Key takeaways:

02:20 On Radar: GDP and Inflation

06:36 Our Take on NVDA Before Earnings

10:35 New research on WMT, GILD, TDD, Others

25:48 Stocks of the Week

What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis.

https://www.morningstar.com/business/events/morningstar-investment-conference?refid=morn_filter

Related links – please add to both the You Tube and .Com versions:

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Follow Morningstar’s coverage of earnings season: https://www.morningstar.com/topics/company-earnings

Learn more about Morningstar’s approach to stock investing: https://www.morningstar.com/stocks/morningstars-guide-investing-stocks

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

3 More Stocks to Buy Before They Rebound

podcast@morningstar.com (Morningstar) — Mon, 10 Feb 2025 15:00:00 +0000

Key takeaways:

02:28 Tariff Talk

07:32 On Radar: Inflation & Earnings

16:02 New Research on GOOGL, AMZN, AMD, More

32:06 Stocks of the Week

What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis.

https://www.morningstar.com/business/events/morningstar-investment-conference?refid=morn_filter

Read about topics from this episode.

Following Morningstar’s coverage of earnings season.

Learn more about Morningstar’s approach to stock investing.

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Follow us on social media.

Dave Sekera on X: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

Instagram: https://www.instagram.com/morningstar...

Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera.

Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

3 Stocks to Buy Before They Bounce Back

podcast@morningstar.com (Morningstar) — Mon, 3 Feb 2025 14:00:00 +0000

Key takeaways:

00:42 Tariffs, Inflation, The Economy & Rate Cuts

08:07 On Radar: Jobs & Earnings from GOOGL, AMZN, AMD, More

14:17 Updates on DeepSeek, MSFT, AAPL, & Others

29:16 Stocks of the Week

Read about topics from this episode.

Following Morningstar’s coverage of earnings season: https://www.morningstar.com/topics/company-earnings

Learn more about Morningstar’s approach to stock investing: https://www.morningstar.com/stocks/morningstars-guide-investing-stocks

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Follow us on social media.

Dave Sekera on X: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

Instagram: https://www.instagram.com/morningstar...

Follow Morningstar’s coverage of earnings season.

Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera.

Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

3 Stocks to Buy Before They Report Earnings

podcast@morningstar.com (Morningstar) — Mon, 27 Jan 2025 14:00:00 +0000

Hello, and welcome to The Morning Filter. Every Monday morning, Susan Dziubinski from Morningstar talks with Morningstar Research Services’ chief US market strategist Dave Sekera about what investors should have on their radars, some new Morningstar research, and a few stock picks or pans for the week ahead.

Key takeaways:

03:14 On Radar: Fed Meeting & Inflation

05:29 Earnings on Tap: MSFT, TSLA, APPL, Others

12:30 Our Take on Earnings from Banks, NFLX & More

22:26 Stocks of the Week

Read about topics from this episode.

Learn more about Morningstar’s approach to stock investing.

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Follow us on social media.

Dave Sekera on X: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

Instagram: https://www.instagram.com/morningstar...