Explorez tous les épisodes du podcast The Morning Filter
| Titre | Date | Durée | |
|---|---|---|---|
| 4 Growth Stocks to Buy While They’re Still Undervalued | 09 nov. 2026 | 00:46:41 | |
In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Sarah Hansen discuss what last week’s midterm election results could mean for markets. They unpack the brutal selloff in technology stocks and Morningstar’s outlook for the artificial intelligence trade in the short and long term. They also preview upcoming earnings results from three technology stocks linked to the AI trade: semiconductor equipment firm Applied Materials AMAT along with neoclouds CoreWeave and Nebius Group. Sekera and Hansen talk about new Morningstar research after another busy week of earnings, including from Apple, Clorox CLX and Palantir PLTR. Tune in to find out why we raised our fair value estimate for Arista Networks ANET, and why we cut our estimate for SanDisk SNDK. They wrap the show with four undervalued growth stocks to buy while they’re still trading at a discount. Episode Highlights
Read about topics from this episode. November Stock Market Outlook: How to Position Your Portfolio for the Remainder of 2026 Read Dave’s complete archive.
Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).
If you would like more information about any of the stocks Dave talked about today, you can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next.
This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 3 Stocks to Sell and 3 Stocks to Buy for November | 02 nov. 2026 | 00:47:27 | |
In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Sarah Hansen discuss last week’s market activity and the major selloff in technology stocks. They also cover what investors need to know after the October Federal Reserve meeting. They unpack another busy week of earnings, including upcoming reports from Apple, Palantir, Clorox, and Arm Holdings. Tune in to hear Morningstar’s take on Alphabet’s post-earnings selloff, along with key considerations for investors after reports from Microsoft MSFT, Amazon AMZN, L3 Harris LHX, and more. Sekera and Hansen also cover what investors need to about core holdings, including the qualities core stocks have in common and how to manage core positions in a portfolio. They wrap the show with three stocks to sell and three stocks to buy for November. Episode Highlights
Read about topics from this episode. Q4 2026 Stock Market Outlook: Individual Stock Selection Looks Increasingly Important Read Dave’s complete archive.
Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).
If you would like more information about any of the stocks Dave talked about today, you can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next.
This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 5 Stocks to Buy Trading at Big Discounts | 26 oct. 2026 | 00:53:33 | |
In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Sarah Hansen unpack a very bumpy week in the markets, from a dramatic selloff in AI-linked names and an ongoing rotation from growth to value to a huge rally in the Treasury market. They cover what to watch for in upcoming earnings reports from Alphabet, Microsoft, Amazon, and more. They also recap a busy week of earnings and new research on SpaceX SPCX, Meta META, and Tesla TSLA. They answer a viewer question about Morningstar’s star ratings for stocks, and Dave explains how to incorporate those ratings into a broader investment strategy. They wrap up with five stock buys that are trading at big discounts. Episode Highlights
Read about topics from this episode. Q4 2026 Stock Market Outlook: Individual Stock Selection Looks Increasingly Important Read Dave’s complete archive.
Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).
If you would like more information about any of the stocks Dave talked about today, you can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next.
This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 4 Stocks to Buy for the Long-Term While They’re Still Undervalued | 19 oct. 2026 | 00:41:35 | |
In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Sarah Hansen recap last week’s market activity, including the rotation out of growth stocks and how hotter-than-expected inflation data contributed to another spike in Treasury yields. They unpack what the market is now pricing in when it comes to monetary policy and economic growth. They also cover what to watch in upcoming earnings reports from Meta, Telsa, Western Digital and Nebius Group NBIS, and discuss the key takeaways from Progressive PGR and ASML, and Schwab SCHW after earnings. Tune in for a deep dive with Michael Hodel, director of communication services equity research for Morningstar, who explains SpaceX’s recent purchase of wireless spectrum infrastructure and what it means for the major US telecom firms. We wrap up the show with four stocks to buy while they’re still undervalued. Episode Highlights
Read about topics from this episode. Q4 2026 Stock Market Outlook: Individual Stock Selection Looks Increasingly Important Read Dave’s complete archive.
Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).
If you would like more information about any of the stocks Dave talked about today, you can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next.
This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| What’s Ahead for Stocks this Quarter—and Where to Invest | 15 oct. 2026 | 00:52:18 | |
In this bonus episode of The Morning Filter podcast, host Dave Sekera sits down with Morningstar Chief Economist Preston Caldwell to discuss their market and economic outlooks heading into the end of 2026. Tune in to find out why stock selection is becoming increasingly important, what valuations are signaling to investors, and how to position your portfolios as market risks continue to build. They unpack expectations for economic growth, inflation, and interest rates and discuss how the artificial intelligence boom is affecting the economy. They close by talking about mega-cap stocks, what’s behind the rise in bond yields, and why conditions in private credit continue to worsen. Episode Highlights
Read about topics from this episode. Q4 2026 Stock Market Outlook: Individual Stock Selection Looks Increasingly Important
Have an idea for a bonus episode of The Morning Filter? Send it to themorningfilter@morningstar.com.
Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).
If you would like more information about any of the stocks Dave talked about today, you can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next.
This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 5 Stocks to Sell for Tax-Loss Harvesting | 12 oct. 2026 | 00:43:52 | |
In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Sarah Hansen cover why the stock market has been resilient even as interest rates continue to rise in the United States and abroad. They look ahead to inflation data and big bank earnings next week. They cover what to watch for in ASML’s upcoming earnings report, and discuss why Morningstar raised its fair value estimate on chipmaker Marvell to $360. They answer a viewer’s question about the barbell strategy as it relates to undervalued tech stocks, and dig into Dave’s list of five stocks to sell for tax-loss harvesting. Episode Highlights
Read about topics from this episode. Q4 2026 Stock Market Outlook: Individual Stock Selection Looks Increasingly Important Read Dave’s complete archive. Got a question for Dave? Send it to themorningfilter@morningstar.com. Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar). If you would like more information about any of the stocks Dave talked about today, you can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next.
This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 3 Stocks to Sell and 3 Stocks to Buy for October | 05 oct. 2026 | 00:53:47 | |
In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski recap September’s market activity and discuss what types of stocks to invest in—and avoid—heading into October. Tune in to find out which earnings reports to watch for this week and why Morningstar cut its fair value estimate on Micron Technology by $150 after earnings. They share new Morningstar research about McCormick and Carnival and answer viewer questions about former stock pick Clorox. They close the show with three stocks to sell and three stocks to buy in October. Episode Highlights
Read about topics from this episode. Bonus episode: Why Broadcom Stock Is Worth $650 Read Dave’s complete archive.
Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).
If you would like more information about any of the stocks Dave talked about today, you can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next.
This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 4 Stocks to Buy Before They Rise Further | 28 sept. 2026 | 00:47:50 | |
In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski weigh the impact that rising yields and lower oil prices had on the stock market last week. They look ahead to this week’s inflation and jobs reports, and cover what to watch for in the earnings reports from triple-digit-club member Micron Technology as well as Nike and McCormick. They share key takeaways from Costco’s COST and Darden Restaurants’ DRI results. And they provide updates on former stock picks Lennar and Berkshire Hathaway; tune in to find out which of the two is the better stock to buy today. Hear what they think about the entertainment industry as an investment idea. They close the show with several stocks to buy that still look undervalued even after their recent rallies. Episode Highlights
Read about topics from this episode. September Stock Market Outlook: How to Position Your Portfolio During a Risky Stage Read Dave’s complete archive.
Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).
If you would like more information about any of the stocks Dave talked about today, you can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next.
This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Why Broadcom Stock Is Worth $650 | 24 sept. 2026 | 00:43:09 | |
In this bonus episode of The Morning Filter podcast, co-host Dave Sekera sits down with senior analyst William Kerwin to talk about Broadcom. They unpack the company’s three key business buckets—XPUs, networking chips, and software—and break down the company’s relationships with major customers like Alphabet, Anthropic, OpenAI, and Meta Platforms META. They also discuss the mix shift of AI spending over time, what that shift will mean for Broadcom’s business, and how Broadcom stacks up against its competitors. Tune in to hear Morningstar’s forecasts for Broadcom’s revenue, earnings, cash flow, and margins, why we think Broadcom will maintain its wide Morningstar Economic Moat Rating despite the changing AI landscape, key assumptions behind our $650 fair value estimate, and why we believe the stock is underappreciated in the market. Episode Highlights 0:00:00 Welcome
00:02:47 Broadcom’s AVGO key business lines. 00:05:50 XPUs, GPUs, TPUs: What’s the difference? 00:12:54 Where the relationship with Alphabet GOOGL may be headed—and what it could mean for Broadcom’s future. 00:14:26 Who Broadcom’s competitors are today and what threat they pose. 00:22:14 The potential impact of artificial intelligence regulation. 00:23:01 Morningstar’s forecasts for Broadcom’s revenue, earnings, and profit margins.
Read about topics from this episode. Broadcom Stock Fell 3% After Earnings Despite Immense AI Chip Demand Check out more research from William Kerwin.
Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).
If you would like more information about any of the stocks Dave talked about today, you can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next.
This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 4 Stocks to Buy Before They Bounce Back | 21 sept. 2026 | 00:47:14 | |
In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss last week’s market highlights, including the Fed’s interest-rate hike and the 10-year Treasury yield’s push above 5%, and debate how much longer the current bout of market uncertainty may last. They explain why to keep an eye on Costco and Darden Restaurants this week. And they review several former stock picks after earnings and reveal which remain stocks to buy today. Tune in for a deeper dive into one of last week’s stock picks, Tesla. The show wraps with a few quality stocks to buy on recent weakness. Episode Highlights
Read about topics from this episode. September Stock Market Outlook: How to Position Your Portfolio During a Risky Stage Read Dave’s complete archive.
Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).
If you would like more information about any of the stocks Dave talked about today, you can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next.
This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 7 Stocks to Buy That Can Move the Market | 14 sept. 2026 | 00:48:29 | |
In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss whether the market is really undervalued and what risks investors need to keep on radar. They preview this week’s Fed meeting and some key earnings, too. Tune in to find out if cybersecurity’s Palo Alto Networks or Zscaler are buys after earnings, what to make of Ciena’s CIEN stock slump, and whether Medtronic and Amphenol remain stock picks after their recent rallies. They answer a viewer question about the pros and cons of American Depositary Receipts (ADRs) as a way to invest internationally. The episode wraps up with seven undervalued mega-cap stocks to buy. Episode Highlights
Read about topics from this episode. September Stock Market Outlook: How to Position Your Portfolio During a Risky Stage Read Dave’s complete archive.
Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).
If you would like more information about any of the stocks Dave talked about today, you can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next.
This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 3 Stocks to Sell and 3 Stocks to Buy for September | 31 août 2026 | 00:41:13 | |
Plus, whether Nvidia, Marvell Technology or Salesforce look attractive after earnings. In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski share what really mattered in the market last week (hint: Nvidia). They give an update on the prospects of cybersecurity stocks after Okta OKTA and CrowdStrike CRWD put up great results and before Zscaler ZS and Palo Alto Networks PANW report this week. Tune in find out what to watch for in the earnings from Broadcom AVGO and Lululemon LULU and whether Nvidia, Salesforce CRM or Marvell Technology MRVL look like stocks to buy after earnings. They close the show with sectors and stocks to buy and avoid in September. Episode Highlights Why Nvidia’s NVDA results were so important Whether cybersecurity stocks still look attractive after their recent run-up What economic and earnings reports to keep on your radar this week Which technology stocks look attractive after earnings Should investors throw in the towel on The Trade Desk TTD? The sectors that have historically done well—and not so well—in September Stocks to buy and sell for the month ahead
Read about topics from this episode. Where the Stock Market May Be Heading Next and What to Buy Now Read Dave’s complete archive.
Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).
If you would like more information about any of the stocks Dave talked about today, you can visit Morningstar.comfor more details. Subscribe to The Morning Filter to get notified when we post next.
This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 5 Undervalued Stocks to Rent, Not Buy | 24 août 2026 | 00:48:53 | |
In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss last week’s market activity and what to make of the surging yield on the 30-year Treasury bond. They cover what to watch for in the earnings reports from Nvidia, Marvell Technology, and Salesforce CRM. Tune in to find out whether Home Depot, Lowe’s, Target or Walmart look like stocks to buy after earnings. They explain why it’s better to rent some stocks rather than buy them for the long term and discuss what qualities to-rent stocks often share. They close the show with a handful of undervalued stock picks that make good rentals today. Episode Highlights The yield on the 30-year Treasury bond hit 19 year highs last week. Here’s what that may mean for investors Next week’s PCE numbers and the Federal Reserve’s next move Things to watch for in Nvidia’s NVDA earnings report this week Will Marvell Technology MRVL continue to soar after earnings? Which stock is the better buy after reporting: Home Depot HD or Lowe’s LOW? Whether we raised our fair value estimate on Target TGT or Walmart WMT Stocks to rent vs. stocks to buy: What’s the difference? Stock picks: cheap stocks to rent
Read about topics from this episode. Where the Stock Market May Be Heading Next and What to Buy Now Read Dave’s complete archive.
Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).
If you would like more information about any of the stocks Dave talked about today, you can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 4 Undervalued Stocks to Buy for Income | 17 août 2026 | 00:41:06 | |
In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss August’s market activity and weigh what last week’s encouraging inflation numbers may mean for the Fed’s next move. They cover what to watch for in the earnings reports from Walmart WMT, Target TGT, Home Depot HD, Lowe’s LOW and other retailers this week. Tune in to find out whether Cisco or Applied Materials looks attractive after earnings, if Nebius Group is overvalued after a fair value increase, and why we continue to like On Holding. They welcome special guest Dan Lefkovitz from Morningstar Indexes, who covers the pros and cons of various income investments today, including core bonds, dividend stocks, MLPs, high-yield bonds, REITs, and others. They wrap the episode with four income investment to buy that look undervalued today. Episode Highlights The factors driving stock market performance in August What to watch for in retail earnings this week Whether Cisco CSCO or Applied Materials AMAT are buys after earnings—and whether Nebius Group NBIS is still a sell Why it’s time to double down on On Holding ONON The ins and outs of stop loss orders Dividend stocks vs. MLPs vs. REITs: where to invest for income today. Overlooked stocks to invest in for income
Read about topics from this episode. Where the Stock Market May Be Heading Next and What to Buy Now Dan Lefkovitz: Where to Find Income in Today’s Market Read Dave’s complete archive.
Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).
If you would like more information about any of the stocks Dave talked about today, you can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next.
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 August | 10 août 2026 | 00:47:05 | |
In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss last week’s market activity and why investors should continue to monitor the Japanese yen. Special guest and Morningstar Europe market strategist Michael Field covers why European equities are lagging US stocks this year, which sectors and stocks in the region look most attractive, and what risks US investors who want to invest in international stocks should watch out for. Sekera and Dziubinski reveal whether Advanced Micro Devices, Palantir and Clorox remain stock picks after earnings and if SanDisk and Western Digital still look pricey after their post-earnings pullbacks. They wrap the show with three overvalued stocks to sell this month and three undervalued stocks to buy instead. Episode Highlights 00:00:00 Welcome 00:01:20 The drivers behind last week’s market activity 00:02:25 What the U.S. supporting the Japanese Yen means for investors 00:06:40 Why European stocks are lagging U.S. stocks this year and where the opportunities are today 00:20:24 Unpacking SpaceX’s SPCX results and stock movement 00:24:43 Which of these stocks look like buys post-earnings: Advanced Micro Devices AMD, Palantir PLTR, SanDisk SNDK, or Western Digital WDC 00:31:29 Clorox CLX: Still a pick after earnings? 00:33:42 Stocks to sell and stocks to buy this month
Read about topics from this episode. Where the Stock Market May Be Heading Next and What to Buy Now Q3 Stock Market Outlook: Investors Face Balanced Risks, Selective Opportunities
Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow us on social media. Dave Sekera on X: @MstarMarkets https://x.com/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/morningstarinc/?hl=en LinkedIn: https://www.linkedin.com/company/morningstar/posts/?feedView=all
If you would like more information about any of the stocks Dave talked about today, you can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next.
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 That We Still Like After Earnings | 03 août 2026 | 00:18:45 | |
In this new episode of The Morning Filter podcast, host Susan Dziubinski covers the key takeaways from last week’s Fed meeting (and hint, there weren’t many). It will probably be another volatile week for SpaceX stock—and earnings aren’t the only reason why. This week we’ll also get earnings reports and forecasts from a few members of the triple digit club, including Advanced Micro Devices AMD, SanDisk SNDK and Western Digital WDC. Dziubinski discusses what Morningstar’s analysts thought of the latest earnings reports from Microsoft, Meta Platforms, Amazon.com, Apple and Seagate Technology STX; tune in to find out which stocks in the group experienced fair value changes. The show wraps with a handful of stocks to buy after earnings. Episode Highlights The Fed’s next move is...unclear. SpaceX SPCX: Earnings aren’t the only thing to keep an eye on. What to watch this week: Earnings reports from the Triple Digit Club. Our take on Microsoft MSFT, Meta Platforms META, Amazon.com AMZN and Apple AAPL after earnings. Why we like Baker Hughes BKR. 5 undervalued stocks to double down on after earnings.
Read about topics from this episode. Read Dave’s complete archive. Q3 Stock Market Outlook: Investors Face Balanced Risks, Selective Opportunities 5 Charts on What to Watch in SpaceX Earnings
Got a question for Dave? Send it to themorningfilter@morningstar.com. Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar). If you would like more information about any of the stocks Dave talked about today, you can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. 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 While They’re Still Reasonably Priced | 27 juil. 2026 | 00:38:59 | |
In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss what today’s oil prices may mean for the economy and the market. They explain why this week’s Fed meeting may be a nonevent and how to think about quarterly earnings reports when you’re investing for the long term. They preview upcoming earnings reports for Microsoft, Meta Platforms, Amazon.com and Apple and debate how long the good times will continue to roll for Seagate Technology STX. They cover whether Tesla is a buy on its post-earnings pullback, what the key takeaways were from Alphabet’s report, and if the time may be right for ServiceNow’s stock to recover. They explain how to spot stocks that offer growth at a reasonable price (GARP). They close the episode with a handful of GARP stocks to buy. Episode Highlights Is it time to worry about oil prices? Market heavyweights Microsoft MFST, Meta Platforms META, Amazon.com AMZN and Apple AAPL report this week; here’s what to watch for. Whether Tesla TSLA, Alphabet GOOGL, or Intel INTC are stocks to buy after earnings. Is the tide about to turn for ServiceNow NOW and other software stocks? How to find stocks offering growth at a reasonable price. GARP stocks to buy.
Read about topics from this episode. Read Dave’s complete archive. Q3 Stock Market Outlook: Investors Face Balanced Risks, Selective Opportunities Bonus Episode: Where the Stock Market May Be Heading Next and What to Buy Now
Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).
If you would like more information about any of the stocks Dave talked about today, you can visit Morningstar.comfor more details. Subscribe to The Morning Filter to get notified when we post next. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Where the Stock Market May Be Heading Next and What to Buy Now | 23 juil. 2026 | 00:52:06 | |
In this bonus episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski are joined by Morningstar chief economist Preston Caldwell. They discuss their market and economic outlooks for the remainder of 2026. Tune in to find out what drove first half performance and what second half risks to watch out for. Small cap stocks continue to look attractive from a valuation perspective even after their recent run-up, but what sectors are undervalued today? They unpack expectations for economic growth, inflation, and interest rates for the remainder of 2026 and discuss what impact AI is having on various parts of the economy. They close talking about bonds and whether the worst is behind the private credit market. Episode Highlights
Read about topics from this episode. Q3 Stock Market Outlook: Investors Face Balanced Risks, Selective Opportunities What’s Ahead in 2027 and Beyond for Inflation, Fed Rate Cuts, and More
Have an idea for a bonus episode of The Morning Filter? Send it to themorningfilter@morningstar.com.
Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar). 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 That Defy Value vs. Growth | 20 juil. 2026 | 00:48:20 | |
In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss what last week’s better-than-expected inflation readings may mean for Fed policy this year. They preview earnings for Alphabet, Tesla, and Intel, and explain why to keep an eye out for results from Charles Schwab SCHW and Blackstone BX, too. They unpack results from Taiwan Semiconductor and AMSL, discuss the huge selloffs in IBM IBM and SpaceX, and cover PayPal’s PYPL potential buyout. Tune in to find out if a growth-and-value barbell is still the best way to structure a portfolio of stocks today. They close with undervalued stock picks that are neither value nor growth but a blend of the two. Episode Highlights Will cooling inflation affect the June Fed decision? Market heavyweights Alphabet GOOGL, Tesla TSLA and Intel INTC report this week; here’s what to watch for. Highlights from big bank earnings. Whether Taiwan Semiconductor TSM and ASML ASML are attractive investments after earnings. What to make of SpaceX SPCX after its fall. Undervalued stocks to buy that are a little bit growth and a little bit value, too.
Read about topics from this episode. Read Dave’s complete archive. Q3 Stock Market Outlook: Investors Face Balanced Risks, Selective Opportunities Bonus Episode: Top 10 Dividend Stocks to Buy in 2026
Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).
If you would like more information about any of the stocks Dave talked about today, you can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Top 10 Dividend Stocks to Buy in 2026 | 16 juil. 2026 | 00:26:52 | |
In this bonus episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski talk dividend stock investing. They unpack the performance of dividend stocks during the first half of 2026, including how the performance of dividend stocks stacked up against that of the broad market and which sectors drove the performance. They also suggest how income investors can screen for dividend stocks, focusing on key metrics like valuation and competitive advantages, not just high yield. They close with 10 dividend stock picks to invest in today. Episode Highlights 00:00:00 Welcome 00:01:48 Dividend Stock Performance in 2026 00:05:30 Screening for Dividend Stocks 00:07:07 10 Undervalued Dividend Stocks
Read about topics from this episode. How to Strengthen Your Income Portfolio Should You Reinvest Dividends? Not Always 10 Top-Performing Dividend Stocks
Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).
If you would like more information about any of the stocks Dave talked about today, you can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 5 High-Conviction Stocks to Buy | 13 juil. 2026 | 00:40:18 | |
In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss which economic reports to watch this week. Earnings season kicks off with the big banks reporting; tune in to find out what to listen for. Both ASML ASML and Taiwan Semiconductor TSM report this week, too, providing investors with an early read into what to expect from semiconductor and AI companies in the weeks ahead. They cover whether Johnson & Johnson JNJ stock is attractive ahead of earnings and if Nike’s stock is a buy after. They unpack what Meta Platforms’ move to rent excess AI compute capacity to external customers may be suggesting more broadly and they tackle an audience question about Verizon Communications. They wrap up with a list of undervalued high-conviction stocks to buy this quarter. Episode Highlights What to expect in this week’s inflation reports Earnings season kicks off with the big banks: Here’s what to watch for Which non-bank earnings reports to have on radar Our take on stocks in the news including Nike NKE, Meta Platforms META, and Comcast CMCSA Will SpaceX SPCX eat Verizon Communications’ VZ lunch? Undervalued stocks we like a lot
Read about topics from this episode. Q3 Stock Market Outlook: Investors Face Balanced Risks, Selective Opportunities Read Dave’s complete archive.
Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).
If you would like more information about any of the stocks Dave talked about today, you can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next.
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 and 3 Stocks to Sell for July | 29 juin 2026 | 00:45:13 | |
n this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss last week’s wild ride for tech stocks and whether further pullbacks are likely. They talk oil prices, inflation, and what the Fed’s next move may be. Tune in to find out which company earnings reports to have on your radar this week and whether Micron is a buy after its blowout earnings report. Adobe and Lululemon are both having terrible years; Are these stocks value traps or opportunities today? As June comes to an end, they wrap the show with three stocks to sell and three stocks to buy heading into July. Episode Highlights The tech sector roller coaster: More plunges ahead? Expectations for oil prices, inflation, and interest rates The economic and earnings reports to watch this week Does Micron MU look like a buy after earnings? Whether Adobe ADBE is a value trap or Lululemon LULU is a lemon. Stocks to buy and sell
Read about topics from this episode. US Stock Market Outlook Update: Harvesting Growth Gains, Restoring Barbell Read Dave’s complete archive.
Got a question for Dave? Send it to themorningfilter@morningstar.com.
You can follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research, and follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).
If you would like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. We’ll see you on Monday! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 3 Stocks to Buy Before the Market Reprices Them | 22 juin 2026 | 00:25:04 | |
In this new episode of The Morning Filter podcast, co-host Susan Dziubinski previews this week’s PCE numbers and explains why to watch the upcoming earnings reports from Micron Technology, FedEx FDX and Carnival CCL. She sits down with Morningstar senior technology stock analyst Will Kerwin to talk all things Apple, including the strength of the company’s economic moat, its AI strategy, the biggest risks it’s facing today, and what the stock is actually worth. They also discuss the challenges of valuing AI companies while so much is still unknown and whether investors should be willing to pay up for top AI stocks. They wrap with three tech stocks to buy that look attractive and several tech stocks that look “bubbly” today. Episode Highlights What this week’s inflation numbers may mean for the market Why to watch Micron Technology’s MU earnings report this week Whether Apple’s AAPL AI strategy is misguided and the risks the company is facing today Are Morningstar’s valuations on AI stocks too conservative? Undervalued stocks to buy before Wall Street catches on
Read about topics from this episode. Apple: Hey Siri, Let's Get Apple's AI Strategy Back on Track After Earnings, Is Broadcom Stock a Buy, a Sell, or Fairly Valued? After Earnings, Is Arista Networks Stock a Buy, a Sell, or Fairly Valued? This Could Be One of the Best Growth Stock Buys in Today’s Market Got a question for Dave? Send it to themorningfilter@morningstar.com. You can follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research, and follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar). If you would like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 5 of the Best Core Stocks to Own | 15 juin 2026 | 00:17:27 | |
In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss core stocks. These are the types of stocks that should form the foundation that an equity investor can build upon. They unpack the qualities that core stocks share and whether investors should be willing to pay higher valuations for these high-quality stocks. There’s a better strategy for managing your core stock holdings than buy and hold; tune in to find out what the strategy is. They wrap the episode with a handful of great core stocks to own when you can invest in them at the right price. Episode Highlights 00:00:00 Welcome 00:01:32 What core stocks are and what qualities they share. 00:02:40 Should you pay more for core stocks than you’d pay for noncore stocks?
00:03:40 Why you can’t simply buy and hold core holdings. You need to buy and manage them instead.
00:06:40 The best core stocks to own according to Morningstar’s sector directors.
Read about topics from this episode. US Stock Market Outlook: Harvesting Growth Gains, Restoring Barbell
Got a question for Dave? Send it to themorningfilter@morningstar.com. You can follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research, and follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar). If you would like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. 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 Before the Next Market Rotation | 08 juin 2026 | 00:52:07 | |
In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski preview the SpaceX IPO with Morningstar analyst Nic Owens. They discuss the company’s economic moat rating, forecasts for revenue and margins, and why SpaceX is worth less than half its IPO target. They also cover what this week’s inflation reports could mean for the Fed meeting later this month and whether Palo Alto PANW, Crowdstrike CRWD or Broadcom AVGO look attractive after earnings. Tune in to find out if Berkshire Hathaway BRK.B is still a buy after its purchase of Taylor Morrison and its additional investment in Alphabet GOOGL. They close the episode with five stocks to buy to rebalance a barbell portfolio. Episode Highlights 00:00:00 Welcome 00:02:54 What this week’s inflation reports could mean for next week’s Fed meeting 00:06:33 Why long-term investors should sit out the SpaceX IPO 00:29:08 Do Palo Alto Networks PANW, Crowdstrike CRWD or Broadcom AVGO look like good investments after earnings? 00:35:56 What to make of Berkshire Hathaway’s BRK.B shopping spree 00:38:57 Stocks to buy to rebalance ahead of the market’s next big shift
Read about topics from this episode. Register for the Morningstar Investment Conference Dave’s New US Stock Market Outlook
Got a question for Dave? Send it to themorningfilter@morningstar.com.
You can follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research, and follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).
If you would like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. We’ll see you on Monday!
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 5 Stocks to Sell in June | 01 juin 2026 | 00:55:53 | |
In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski cover what’s going on with oil prices, interest rates, and bonds today. They recap the stock market’s winners and losers from May and update the barbell stock portfolio strategy for June. Tune in to find out what to look for in this week’s earnings reports from Palo Alto Networks PANW, CrowdStrike CRWD and Broadcom AVGO and whether Nvidia NVDA, Marvell Technology MRVL, or Salesforce CRM look like stocks to buy after earnings. They answer a viewer question about a wide-moat stock that’s fallen more than 30% in just a few weeks. And they wrap up the episode with several overvalued stocks to sell this month. Episode Highlights 00:00:00 Welcome 00:02:08 What’s happening in the oil and bond markets. 00:04:05 Will the Federal Reserve raise interest rates this year? 00:07:13 Which sectors and investment styles performed best and worst in May—and how to structure a stock portfolio for June. 00:12:38 Tech earnings to watch this week. 00:18:10 Is Nvidia NVDA a stock to buy today? 00:36:43 Sell these overvalued stocks.
Read about topics from this episode. US Stock Market Outlook: It’s Time to Reallocate from Growth to Value
Got a question for Dave? Send it to themorningfilter@morningstar.com.
You can follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research, and follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).
If you would like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. We’ll see you on Monday! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Why Microsoft Stock Is Worth $600 | 27 mai 2026 | 00:50:42 | |
In this bonus episode of The Morning Filter podcast, co-host Dave Sekera and Morningstar senior equity analyst Dan Romanoff take a deep dive into one of Sekera’s top stock picks: Microsoft MSFT. Microsoft isn’t just a software company; it’s a portfolio of businesses, and Sekera and Romanoff discuss the company’s individual segments. They cover why Microsoft remains a wide moat company in the face of AI disruption and walk through its moat sources. They unpack Morningstar’s forecasts for the company’s AI spending, revenue, and margins, and explain how Romanoff arrives at a $600 fair value estimate for Microsoft stock. They wrap up with a discussion about the key risks Microsoft faces today. Episode Highlights 00:00:00 Welcome 00:01:44 Microsoft isn’t a typical software company. 00:07:50 What Microsoft’s key competitive advantages are and why they’re durable. 00:15:58 How much Microsoft might spend on artificial intelligence and how quickly revenue could grow in relation to the company’s AI build out. 00:26:50 Forecasts for Microsoft’s revenue, operating margin, and earnings. 00:34:27 Why Morningstar is more constructive on Microsoft stock today than the market is.
00:43:33 The biggest risk to our $600 valuation on Microsoft stock.
Read about topics from this episode. After Earnings, Is Microsoft a Buy, Sell or Fairly Valued? MSFT: This Might Be the Best Core Stock Bargain in the Market Today
Have an idea for a bonus episode? Send it to themorningfilter@morningstar.com.
You can follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research, and follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).
If you would like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. We’ll see you on Monday! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 3 Misunderstood Stocks to Buy | 18 mai 2026 | 00:32:27 | |
In this episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss why stock investors should learn how to tell the difference between signal and noise when evaluating investments. They review examples of both and cover how, over time, noise can become signal. Tune in to find out what resources investors can use to discern signal from noise, why an SEC-proposed change to company reporting may make it more difficult to tell the difference, and whether artificial intelligence is more noise or more signal. They wrap up with 3 misunderstood stocks to buy because investors are confusing signal and noise. And as a bonus, they share an overvalued stock to sell that’s shooting out the lights based on noise, too. Episode Highlights Why it’s important for investors to understand the difference between signal and noise. Signal can change long-term cash flows and impact a company’s competitive advantages while noise only affects short-term expectations and sentiment. Noise can become signal over time. Here’s where to look for signs of that and what to look for. Is it too early to separate signal from noise when it comes to the impact AI may have on companies? Misunderstood stocks that look undervalued because investors are confusing signal and noise. Read about topics from this episode. US Stock Market Outlook: Where to Find Value After April’s Rally: https://www.morningstar.com/markets/us-stock-market-outlook-where-find-value-after-aprils-rally See David Sekera’s 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 https://x.com/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/morningstarinc/?hl=en LinkedIn: https://www.linkedin.com/company/morningstar/posts/?feedView=all
If you would like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. We’ll see you on Monday! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 4 Stocks to Buy After Earnings | 11 mai 2026 | 00:38:53 | |
In this episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski recap last week’s market performance considering new developments in the Iran War. They cover why US investors should watch the Japanese yen, if inflation reports could rattle markets this week, and what to listen for in the upcoming earnings reports from Applied Materials AMAT and Cisco CSCO. Tune in to find out if AMD, Palantir PLTR and ARM ARM look attractive after reporting earnings. They discuss why Fortinet FTNT soared last week and brought other cybersecurity stocks along for the ride. Then unpack an under-discussed Morningstar rating that encapsulates the quality of a company’s management team. They conclude this week’s episode with four stock picks to invest in after earnings. Episode Highlights Why to watch the Japanese yen What this week’s inflation reports could mean for the US stock market Which AI companies reporting this week to keep an eye on After reporting stellar results, is Advanced Micro Devices AMD a buy? How to use Morningstar’s Capital Allocation Rating when analyzing stocks to invest in Undervalued stocks to buy after earnings
Read about topics from this episode. US Stock Market Outlook: Where to Find Value After April’s Rally
Got a question for Dave? Send it to themorningfilter@morningstar.com.
You can follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research, and follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).
If you would like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. We’ll see you on Monday! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 3 Overvalued Stocks to Take Profits In and 3 Undervalued Stocks to Buy Instead | 04 mai 2026 | 00:43:50 | |
In this episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski cover the latest in the war and the market, the GDP print, and the Fed meeting. They update the stock barbell strategy heading into May. Key earnings releases this week include Advanced Micro Devices AMD and Fortinet FTNT; tune in to find out why. They reveal which of the big tech stocks—Alphabet GOOGL, Microsoft MSFT, Meta Platforms META, Amazon.com AMZN and Apple AAPL—look like stocks to buy after earnings. The episode wraps with three overvalued stocks to take profits in and three undervalued stocks to buy instead. Episode Highlights The one theme driving economic growth today How to position your stock portfolio for the new month Which earnings reports to watch for in the week ahead Top insights from big tech earnings Stocks to lock in gains and promising stocks to buy instead
Read about topics from this episode. Q2 2026 Stock Market Outlook: Don’t Panic, Readjust
Got a question for Dave? Send it to themorningfilter@morningstar.com.
You can follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research, and follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).
If you would like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. We’ll see you on Monday!
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 3 Stocks to Buy Before Their Discounts Disappear Again | 27 avr. 2026 | 00:47:41 | |
In this episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss what’s on radar this week after the US stock market hit new highs, including the Fed meeting and inflation numbers. They’ll preview big tech earnings coming out this week from Alphabet, Apple, Amazon, Meta Platforms, and Microsoft and do a rapid-fire Q&A about what to watch for in the earnings for several other companies including Eli Lilly LLY and UPS UPS. Tune in to find out if Intel, ServiceNow or Tesla are stocks to buy after earnings—and whether it’s time to throw in the towel or back up the truck on Adobe. They wrap up with three former stocks picks that look like attractive stocks to buy again. Episode Highlights 00:00:00 Welcome 00:02:27 Can the US stock market continue to hit new highs? 00:06:36 What to expect from this week’s Fed meeting, which is Jerome Powell’s last meeting as Fed chair 00:10:09 Whether Big Tech results and forecasts from Alphabet GOOGL, Apple AAPL, Amazon AMZN, Meta Platforms META, and Microsoft MSFT may disappoint 00:23:25 If Intel INTC, ServiceNow NOW or Tesla TSLA look attractive after earnings 00:34:56 Is Adobe ADBE a buy or sell today? 00:37:52 3 stock picks that look undervalued again
Read about topics from this episode. Q2 2026 Stock Market Outlook: Don’t Panic, Readjust
Got a question for Dave? Send it to themorningfilter@morningstar.com.
You can follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research, and follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).
If you would like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. We’ll see you on Monday! This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| How to Build a Portfolio: What to Own, What to Skip, and Why | 23 avr. 2026 | 00:44:44 | |
In this bonus episode of The Morning Filter podcast, co-host Susan Dziubinski talks with Morningstar’s director of personal finance and retirement planning Christine Benz. They touch on whether investors are a blind to market risk today or if they’re simply thinking long-term. They spend most of their time discussing portfolio construction—specifically, which asset classes to own, what role international stocks can play, and the types of bonds that work best for most investors. Benz shares some of her favorite funds and ETFs to include in an investment portfolio. They close with some rapid-fire questions about how to invest an IRA that’s sitting in cash, whether time horizon or risk tolerance is a more important consideration when constructing a portfolio, and the most underrated investment strategy today. Episode Highlights
00:00:00 Welcome
00:03:35 How to tell if you’re really a long-term investor or just a complacent one.
00:06:24 Why investors should use mutual funds and ETFs as core portfolio holdings rather than stocks.
00:09:13 Best practices for portfolio construction—and which asset classes you do and don’t need for a diversified portfolio.
00:23:51 What international stocks can add to your portfolio mix.
00:30:54 Which types of bonds to buy and which ones to avoid.
00:38:54 Top mutual funds and ETFs to consider for your portfolio.
Have an idea for a bonus episode? Send it tothemorningfilter@morningstar.com.
Read about topics from this episode. Our Best Investment Portfolio Examples for Savers and Retirees https://www.morningstar.com/portfolios/best-investment-portfolio-examples-savers-retirees Risk, Not Volatility, Is the Real Enemy for Investors https://www.morningstar.com/markets/risk-not-volatility-is-real-enemy Christine’s column and video archive. https://www.morningstar.com/people/christine-benz
You can follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research, and follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).
Listen to The Morning Filter podcast every Monday at 9 am Eastern, 8 am Central. Subscribe to get notified when we post next. Happy Investing!
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 5 Long-Term Stocks to Buy Now and Hold for Decades | 20 avr. 2026 | 00:48:04 | |
In this episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss the latest developments in the Iran war and what investors should be monitoring. The stock market hit new highs last week; the co-hosts cover what drove performance, whether the market still looks undervalued, and if investors are too complacent. They dig into the stunning rally in Intel’s stock this year and its price risk heading into earnings on Thursday. Tune in to find out what companies to keep on your radar this week, hear Morningstar’s takeaways from big bank earnings, and find out whether Netflix, ASML, Taiwain Semiconductor and Johnson & Johnson JNJ are stocks to buy after they’ve reported earnings. They talk about why the idea of buying stocks and holding them for decades sounds better in theory than it may be in practice. They wrap up with a handful of undervalued stock picks today that may, in fact, be stocks to own for decades. Episode Highlights The US stock market hit new highs last week. Do stocks still look undervalued and are investors too complacent? Whether Intel INTC is likely to sustain its stock price momentum after the company reports earnings this week. What to watch for in the upcoming results from ServiceNow NOW, Tesla TSLA, and Blackstone BX. Key takeaways from big bank earnings and reports from Netflix NFLX, ASML ASML, and Taiwan Semiconductor TSM. Undervalued stocks to buy for the long-term—maybe even for decades. Read about topics from this episode. Q2 2026 Stock Market Outlook: Don’t Panic, Readjust https://www.morningstar.com/markets/q2-2026-stock-market-outlook-dont-panic-readjust 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 https://x.com/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/morningstarinc/?hl=en LinkedIn: https://www.linkedin.com/company/morningstar/posts/?feedView=all
If you would like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. We’ll see you on Monday! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Q2 Market Outlook: Why a Stock Barbell Strategy Is Ideal for Today’s Market | 15 avr. 2026 | 00:54:48 | |
In this bonus episode of The Morning Filter podcast, co-host and Morningstar chief US market strategist Dave Sekera and Morningstar chief US economist Preston Caldwell share their new outlooks for the market and the economy. Tune in to find out whether the market is undervalued today, which sectors hold the best opportunities, and what stocks make Morningstar analysts’ top picks list. Sekera also explains why he thinks a value-growth barbell strategy can win in 2026 and how to execute it. Caldwell covers when he expects GDP growth to reaccelerate, why worries about the K-shaped economy are overdone, and how long he thinks it’ll be before the Federal Reserve cuts interest rates again. The episode concludes with a bond-market outlook, including whether the worst is behind the private credit market. Episode Highlights Why we think a barbell approach to US stocks make sense today. Which parts of the US stock market look most undervalued. Why we expect volatility to persist in 2026. Morningstar’s updated forecasts for GDP growth, inflation, and interest rates. Our take on the bond market.
Read about topics from this episode. 33 Undervalued Stocks to Buy in a Volatile Market Q1 2026 in Review and Q2 Market Outlook Stock Sector Outlooks: Morningstar’s Top Q2 Picks Across the Market
Got a question for Dave? Send it to themorningfilter@morningstar.com.
You can follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research, and follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).
Tune in to The Morning Filter podcast every Monday at 9 am Eastern, 8 am Central. Subscribe to get notified when we post next. Happy Investing!
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 Before Growth Stocks Come Back | 13 avr. 2026 | 00:43:52 | |
In this episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski unpack the stock market’s response to the US-Iran cease fire and discuss how investors should be thinking about their portfolios as uncertainty persists. They preview earnings season and what to watch for in big bank earnings from JPMorgan Chase JPM, Bank of America BAC, and Citigroup C this week. Tune in to find out if Johnson & Johnson, ASML, Taiwan Semiconductor and Netflix are stocks to buy ahead of earnings and whether Veeva Systems’ competitive advantages are likely to be eroded by AI. They wrap up with five undervalued growth stocks that look attractive today. Episode Highlights 00:00:00 Welcome 00:01:42 The market’s response to new events in the Iran war. 00:10:14 How companies may approach their forecasts during earnings season. 00:11:32 What to look for in big bank earnings this week. 00:14:21 Why to watch earnings from Johnson & Johnson JNJ, ASML ASML, Taiwan Semiconductor TSM and Netflix NFLX. 00:22:53 Is Veeva Systems’ VEEV moat safe? 00:28:00 Undervalued growth stocks to buy before they come back. Read about topics from this episode. Q2 2026 Stock Market Outlook: Don’t Panic, Readjust Got a question for Dave? Send it to themorningfilter@morningstar.com. You can follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research, and follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar). If you would like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. We’ll see you on Monday!
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 5 Stocks to Sell Before Inflation Spikes | 06 avr. 2026 | 00:36:15 | |
In this episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss the market’s response to new developments in the Iran war. They speculate what the Federal Reserve’s interest rate policy may be for the rest of the year and whether this week’s inflation reports will drive more market volatility. They explain why Anthropic’s Mythos model only makes cybersecurity stocks more attractive and whether the worst is behind for Nike. Tune in to find out if Carnival or McCormick are stocks to buy after making news last week. Small-cap stocks have held up relatively well in 2026, but are conditions right for the outperformance to continue? They close with several at-risk stocks to sell in the face of higher inflation. Episode Highlights 00:00:00 Welcome
00:01:37 The market’s response to the latest events in the Iran war and whether the Federal Reserve is more likely to raise interest rates or cut them this year. 00:08:56 If this week’s inflation reports will stoke volatility in the market. 00:14:25 Are cybersecurity stocks facing a new risk? 00:16:05 What to make of updates from Nike NKE, Carnival CCL, and McCormick MKC. 00:20:36 Whether small-cap stocks can continue to outperform in 2026. 00:26:21 At-risk stocks to sell before inflation heats up. Read about topics from this episode. Register for Dave's Q2 Market Outlook webinar.
Got a question for Dave? Send it to themorningfilter@morningstar.com.
You can follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research, and follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).
If you would like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. We’ll see you on Monday! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 5 Stocks to Buy Before Q2 Heats Up | 30 mars 2026 | 00:37:24 | |
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
Read about topics from this episode. Register for Dave's Q2 Market Outlook webinar. Got a question for Dave? Send it to themorningfilter@morningstar.com. You can follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research, and follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar). 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! 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 With Winning Brands | 23 mars 2026 | 00:47:31 | |
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. US Stock Market Outlook: Where We See Investing Opportunities in March
Got a question for Dave? Send it to themorningfilter@morningstar.com.
You can follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research, and follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).
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!
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Investing Insights: These Top Tech Stocks Can Stand Up to AI Risks | 20 mars 2026 | 00:19:51 | |
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. Read the Moat Ratings Guidebook Amid AI Disruption. 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.
You can follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research, and follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar). Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 3 Cybersecurity Stocks to Invest In as AI Reshapes Industries | 19 mars 2026 | 00:37:54 | |
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.
You can follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research, and follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).
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!
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 That Are Sheltered from AI Disruption | 16 mars 2026 | 00:46:39 | |
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
Got a question for Dave? Send it to themorningfilter@morningstar.com.
You can follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research, and follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).
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! 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 | 09 mars 2026 | 00:42:46 | |
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. US Stock Market Outlook: Where We See Investing Opportunities in March
Got a question for Dave? Send it to themorningfilter@morningstar.com.
You can follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research, and follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar). 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! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Berkshire Hathaway After Warren Buffett: An Early Read on What Investors Can Expect | 05 mars 2026 | 00:35:01 | |
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: Greg Abel Goes Conservative With His Debut Annual Letter to Shareholders 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.
Love The Morning Filter? Help us make the show even better by taking this quick survey.
You can follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research, and follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).
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!
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 Before They’re Not Undervalued Any More | 02 mars 2026 | 00:44:45 | |
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
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) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research, and follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).
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! 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 Rebound | 23 févr. 2026 | 00:41:01 | |
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).
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! 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 Their Big Discounts Disappear | 09 févr. 2026 | 00:36:05 | |
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. US Stock Market Outlook: Where We See Investing Opportunities in February
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 Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc 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!
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 3 International Stocks to Buy for 2026 | 05 févr. 2026 | 00:22:13 | |
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. Best International Companies to Own: 2026 Edition 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 Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc 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!
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 3 Cheap Stocks to Buy Now as Small Caps Heat Up | 02 févr. 2026 | 00:36:23 | |
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. The Best ETFs to Ride the Small-Cap Stock Rally 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 Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc 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 | 26 janv. 2026 | 00:41:08 | |
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. What’s Next for the Fed in 2026? 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 Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc 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 | 12 janv. 2026 | 00:51:29 | |
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 Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc 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!
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||