Explore every episode of the podcast The Morning Filter
| Title | Pub. Date | Duration | |
|---|---|---|---|
| Introducing The Morning Filter | 24 Jan 2025 | 00:01:03 | |
Welcome to The Morning Filter. Every Monday, Susan Dziubinski sits down with Morningstar Chief U.S. markets strategist Dave Sekera to discuss one thing that’s on his radar this week, one new piece of Morningstar research, and a few stock picks or pans for the week ahead. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.
| |||
| 3 Stocks to Buy Before They Bounce Back | 03 Feb 2025 | 00:36:21 | |
Hello, and welcome to The Morning Filter. Every Monday, Susan Dziubinski sits down with Morningstar Chief U.S. markets strategist Dave Sekera to discuss one thing that’s on his radar this week, one new piece of Morningstar research, and a few stock picks or pans for the week ahead.
Key takeaways: 00:42 Tariffs, Inflation, The Economy & Rate Cuts 08:07 On Radar: Jobs & Earnings from GOOGL, AMZN, AMD, More 14:17 Updates on DeepSeek, MSFT, AAPL, & Others 29:16 Stocks of the Week
Read about topics from this episode. Following Morningstar’s coverage of earnings season: https://www.morningstar.com/topics/company-earnings Learn more about Morningstar’s approach to stock investing: https://www.morningstar.com/stocks/morningstars-guide-investing-stocks
Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera. Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 3 Stocks to Buy Before They Report Earnings | 27 Jan 2025 | 00:31:06 | |
Hello, and welcome to The Morning Filter. Every Monday morning, Susan Dziubinski from Morningstar talks with Morningstar Research Services’ chief US market strategist Dave Sekera about what investors should have on their radars, some new Morningstar research, and a few stock picks or pans for the week ahead.
Key takeaways: 03:14 On Radar: Fed Meeting & Inflation 05:29 Earnings on Tap: MSFT, TSLA, APPL, Others 12:30 Our Take on Earnings from Banks, NFLX & More 22:26 Stocks of the Week
Read about topics from this episode. Follow Morningstar’s coverage of earnings season. Learn more about Morningstar’s approach to stock investing.
Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera. Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 3 More Stocks to Buy Before They Rebound | 10 Feb 2025 | 00:43:48 | |
Hello, and welcome to The Morning Filter. Every Monday, Susan Dziubinski sits down with Morningstar Chief U.S. markets strategist Dave Sekera to discuss one thing that’s on his radar this week, one new piece of Morningstar research, and a few stock picks or pans for the week ahead. Key takeaways: 02:28 Tariff Talk 07:32 On Radar: Inflation & Earnings 16:02 New Research on GOOGL, AMZN, AMD, More 32:06 Stocks of the Week What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. https://www.morningstar.com/business/events/morningstar-investment-conference?refid=morn_filter
Read about topics from this episode. Following Morningstar’s coverage of earnings season. Learn more about Morningstar’s approach to stock investing.
Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera. Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 5 Oversold Stocks to Buy Before They Recover | 17 Mar 2025 | 00:30:56 | |
Hello, and welcome to The Morning Filter. Every Monday, Susan Dziubinski sits down with Morningstar Chief U.S. markets strategist Dave Sekera to discuss one thing that’s on his radar this week, one new piece of Morningstar research, and a few stock picks or pans for the week ahead.
Key Takeaways: Market Recap & AI Stock Outlook On Radar: The Fed & Tariffs New Research on ADBE, VZ Stocks of the Week
Read about topics from this episode. Read Dave’s latest stock market outlook: Market Outlook: How Investors Should Respond to Tariffs, Uncertainty in March Following Morningstar’s coverage of earnings season. Learn more about Morningstar’s approach to stock investing.
Got a question for Dave? Send it to themorningfilter@morningstar.com.
What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Get tickets here.
Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera. Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 4 Stocks to Buy During Tariff Uncertainty | 10 Mar 2025 | 00:31:15 | |
Hello, and welcome to The Morning Filter. Every Monday, Susan Dziubinski sits down with Morningstar Chief U.S. markets strategist Dave Sekera to discuss one thing that’s on his radar this week, one new piece of Morningstar research, and a few stock picks or pans for the week ahead. Key takeaways: 00:05 Tariff Uncertainty & The Market 05:43 On Radar: Inflation & Key Earnings 10:09 New Research & Undervalued Sectors 20:48 Stocks of the Week What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. https://www.morningstar.com/business/events/morningstar-investment-conference?refid=morn_filter Read about topics from this episode. Read Dave’s new stock market outlook. Following Morningstar’s coverage of earnings season. Learn more about Morningstar’s approach to stock investing.
Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera. Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 3 Stocks to Sell and 3 Stocks to Buy in March | 03 Mar 2025 | 00:38:38 | |
Key takeaways: 01:07 On Radar: Economic Reports & Earnings 06:46 Our Take on NVDA & AI Today 16:59 New Research: March Market Outlook
What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. https://www.morningstar.com/business/events/morningstar-investment-conference?refid=morn_filter Got a question for Dave? Send it to themorningfilter@morningstar.com. Follow Morningstar’s coverage of earnings season: https://www.morningstar.com/topics/company-earnings Learn more about Morningstar’s approach to stock investing: https://www.morningstar.com/stocks/morningstars-guide-investing-stocks Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 3 Stocks to Buy While the Market Hits New Highs | 24 Feb 2025 | 00:35:22 | |
Key takeaways: 02:20 On Radar: GDP and Inflation 06:36 Our Take on NVDA Before Earnings 10:35 New research on WMT, GILD, TDD, Others 25:48 Stocks of the Week What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. https://www.morningstar.com/business/events/morningstar-investment-conference?refid=morn_filter Related links – please add to both the You Tube and .Com versions: Got a question for Dave? Send it to themorningfilter@morningstar.com. Follow Morningstar’s coverage of earnings season: https://www.morningstar.com/topics/company-earnings Learn more about Morningstar’s approach to stock investing: https://www.morningstar.com/stocks/morningstars-guide-investing-stocks Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 3 Stocks to Buy of Companies with Top-Rated Management | 24 Mar 2025 | 00:32:33 | |
Hello, and welcome to The Morning Filter. Every Monday, Susan Dziubinski sits down with Morningstar Chief U.S. markets strategist Dave Sekera to discuss one thing that’s on his radar this week, one new piece of Morningstar research, and a few stock picks or pans for the week ahead.
Key Takeaways: Our Answers to Your Investing Questions Companies You Want to Hear About Explaining Morningstar’s Ratings Stocks of the Week
Read about topics from this episode. Learn more about Morningstar’s approach to stock investing. Following Morningstar’s coverage of earnings season.
Got a question for Dave? Send it to themorningfilter@morningstar.com.
What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Get tickets here.
Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera. Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 3 Stocks to Buy and Hold During Tariff Chaos | 07 Apr 2025 | 00:38:41 | |
Hello, and welcome to The Morning Filter. Every Monday, Susan Dziubinski sits down with Morningstar Chief U.S. markets strategist Dave Sekera to discuss one thing that’s on his radar this week, one new piece of Morningstar research, and a few stock picks or pans for the week ahead.
Key Takeaways: 2:15 Tariffs & The Markets 12:29 On Radar: Inflation, Bank Earnings 15:48 Is It Time to Overweight Stocks? 29:42 Stock Picks of the Week
Read about topics from this episode. Register to watch Dave’s webinar on Tuesday, April 8, covering what tariffs mean for the economy and stock market: Morningstar’s Q2 2025 US Market Outlook - From Overheated to Opportunity: Positioning for What’s Ahead Visit the comprehensive content hub: Morningstar’s Take on Tariffs: Stock Impacts, Portfolio Tips, and More Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks
Got a question for Dave? Send it to themorningfilter@morningstar.com.
What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Get tickets here.
Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera. Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 3 Long-Term Stocks to Buy That We Still Believe In | 31 Mar 2025 | 00:27:01 | |
Hello, and welcome a special edition of The Morning Filter. Most Monday mornings Susan Dziubinski talks with Morningstar’s Chief U.S. markets strategist Dave Sekera, but Dave’s on a well-deserved vacation this week, so we’re doing something a little different. Tune in to hear what investors should have on their radars this week, a special guest discussing the first quarter in the markets, and a few stock picks or pans for the week ahead.
Key Takeaways: 2:18 Market Recap & AI Stock Outlook 7:35 On Radar: The Fed & Tariffs 12:42 New Research on ADBE, VZ 18:59 Stocks of the Week
Read about topics from this episode. Read Dave’s 2Q 2025 Stock Market Outlook: Stock Market Outlook: Where We See Opportunities in Q2 Learn more about Morningstar’s approach to stock investing.
Got a question for Dave? Send it to themorningfilter@morningstar.com.
What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Get tickets here.
Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera. Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 4 Core Stocks to Buy and Hold During Tariff Turbulence | 14 Apr 2025 | 00:38:59 | |
Hello, and welcome to The Morning Filter. Every Monday, Susan Dziubinski sits down with Morningstar Chief U.S. markets strategist Dave Sekera to discuss one thing that’s on his radar this week, one new piece of Morningstar research, and a few stock picks or pans for the week ahead.
Key Takeaways: Market Recap & Valuations Today What to Expect During Earnings Season New Research: Cybersecurity Stocks, META & GOOGL Stock Picks of the Week
Read about topics from this episode. Visit Morningstar’s content hub on tariffs, the economy, and the stock market: Morningstar’s Take on Tariffs: Stock Impacts, Portfolio Tips, and More Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks
Got a question for Dave? Send it to themorningfilter@morningstar.com.
What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Get tickets here.
Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera. Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 4 Stocks to Buy Before They Rally Further | 28 Apr 2025 | 00:48:22 | |
Hello, and welcome to The Morning Filter. Every Monday, Susan Dziubinski sits down with Morningstar Chief U.S. markets strategist Dave Sekera to discuss one thing that’s on his radar this week, one new piece of Morningstar research, and a few stock picks or pans for the week ahead.
Key Takeaways: 1. On Radar: PCE & Jobs Report 2. Big Tech & Other Earnings on Tap 3. New Research on TSLA, GOOGL, More 4. Stock Picks of the Week
Read about topics from this episode. Keep track of earnings at Morningstar’s earnings hub: Company Earnings Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks Got a question for Dave? Send it to themorningfilter@morningstar.com.
What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Get tickets here.
Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera. Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 4 Long-Term Stocks to Buy on the Dip | 21 Apr 2025 | 00:26:21 | |
Hello, and welcome to The Morning Filter. Every Monday, Susan Dziubinski sits down with Morningstar Chief U.S. markets strategist Dave Sekera to discuss one thing that’s on his radar this week, one new piece of Morningstar research, and a few stock picks or pans for the week ahead.
Key Takeaways: 1:43 Key Earnings We’re Watching 7:49 New Research on NVDA, AMD, JNJ, More 13:50 Is the Market Undervalued? 17:01 Stock Picks of the Week
Read about topics from this episode. Keep track of earnings at Morningstar’s earnings hub: Company Earnings Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks
Got a question for Dave? Send it to themorningfilter@morningstar.com.
What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Get tickets here.
Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera. Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 5 Stocks to Buy to Profit from Trump’s Trade Deals | 19 May 2025 | 00:26:43 | |
Hello, and welcome to The Morning Filter. Every Monday, Susan Dziubinski sits down with Morningstar Chief U.S. markets strategist Dave Sekera to discuss one thing that’s on his radar this week, one new piece of Morningstar research, and a few stock picks or pans for the week ahead.
Key Takeaways: Our Read on Inflation Watching NVDA, HD, Others Ahead of Earnings Should You Buy REITs Today? Stock Picks of the Week
Read about topics from this episode. Read Dave’s latest Stock Market Outlook: May 2025 US Stock Market Outlook: Eye of the Hurricane Keep track of earnings at Morningstar’s earnings hub: Company Earnings Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks
Got a question for Dave? Send it to themorningfilter@morningstar.com.
What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Get tickets here.
Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera. Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 3 Stocks to Sell and 3 Stocks to Buy Instead | 12 May 2025 | 00:41:42 | |
Hello, and welcome to The Morning Filter. Every Monday, Susan Dziubinski sits down with Morningstar Chief U.S. markets strategist Dave Sekera to discuss one thing that’s on his radar this week, one new piece of Morningstar research, and a few stock picks or pans for the week ahead.
Key Takeaways: On Radar: Inflation, Earnings New Research on AMD, NVO, GOOGL, Others Should You Overweight Stocks Today? 3 Stocks to Sell and 3 Stocks to Buy
Read about topics from this episode. Read Dave’s latest Stock Market Outlook: May 2025 US Stock Market Outlook: Eye of the Hurricane Keep track of earnings at Morningstar’s earnings hub: Company Earnings Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks
Got a question for Dave? Send it to themorningfilter@morningstar.com.
What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Get tickets here.
Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera. Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 5 Stocks to Buy in May and Hold for the Long Term | 05 May 2025 | 00:41:06 | |
Hello, and welcome to The Morning Filter. Every Monday, Susan Dziubinski sits down with Morningstar Chief U.S. markets strategist Dave Sekera to discuss one thing that’s on his radar this week, one new piece of Morningstar research, and a few stock picks or pans for the week ahead. Plus, Morningstar strategist and Berkshire analyst Gregg Warren is joining the show this week to share some highlights from Berkshire Hathaway’s 2025 annual meeting.
Key Takeaways: On Radar: The Fed, Earnings Takeaways from Berkshire Hathaway’s Meeting New Research on MSFT, APPL, AMZN, META, More Stock Picks of the Week
Read about topics from this episode. Keep track of earnings at Morningstar’s earnings hub: Company Earnings Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks
Got a question for Dave? Send it to themorningfilter@morningstar.com.
What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Get tickets here.
Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera. Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 5 Oversold Stocks to Buy Before They Break Out | 02 Jun 2025 | 00:35:08 | |
Hello, and welcome to The Morning Filter. Every Monday, Susan Dziubinski sits down with Morningstar Chief U.S. markets strategist Dave Sekera to discuss one thing that’s on his radar this week, one new piece of Morningstar research, and a few stock picks or pans for the week ahead.
On This Week’s Episode: What’s Next with Tariffs Economic & Earnings Reports to Watch New Research on NVDA, Cybersecurity Stocks, More Oversold Stocks to Buy for Summer
Read about topics from this episode. Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks
Got a question for Dave? Send it to themorningfilter@morningstar.com.
What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Get tickets here.
Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera. Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 3 Stocks to Buy and 3 Stocks to Toss Before the Market Storm | 09 Jun 2025 | 00:38:58 | |
On this week’s episode of The Morning Filter podcast, Morningstar’s Susan Dziubinski and David Sekera sift through last week’s employment numbers, discuss the economic and earnings reports to watch this week, and explain how investors should be thinking about their portfolios during what Sekera calls an “eye of the hurricane” period for stocks. They also recommend stocks to buy and sell during the market calm and share whether Dollar General DG, Dollar Tree DLTR, and Crowdstrike CRWD are attractive investments after earnings.
Episode highlights: 2:11 What New Jobs, Inflation Numbers Mean for Markets 16:40 Should You Underweight Stocks Today? 24:01 An Overlooked Summer Stock to Invest In 26:57 Stocks to Buy & Sell Before the Storm Hits
Read about topics from this episode. Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks Read Dave’s latest stock market outlook: June 2025 US Stock Market Outlook: Has the Storm Passed?
Morningstar’s take on CRWD and DG after earnings: Dollar General Earnings: Results Shine on Same-Store Sales Growth CrowdStrike Earnings: Vendor Consolidation Drives Upside as Outage Impact Dissipates
Got a question for Dave? Send it to themorningfilter@morningstar.com.
What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Get tickets here.
Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera. Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 5 Rallying Stocks to Buy in June While They’re Still Undervalued | 16 Jun 2025 | 00:40:04 | |
On this week’s episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss the likelihood of the Federal Reserve cutting interest rates any time soon and which company earnings to watch for in the week ahead. They also talk about Adobe’s results, takeaways from Apple’s WWDC event, and other stocks in the news. And they welcome special guest Damien Conover, Morningstar director of US Equity Research, who covers which sectors and industries are most vulnerable to tariffs.
Episode highlights: Why Good Inflation Numbers Won’t Spur the Fed to Act Which Stocks in the News Look Attractive? Tariffs & Trade Deal Stock Picks Stocks That Are Rallying & Have More Room to Run
Read about topics from this episode. Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks Read Dave’s latest stock market outlook: June 2025 US Stock Market Outlook: Has the Storm Passed? Find out which sectors and industries would be hurt most by tariffs, according to Morningstar: Tariffs Would Likely Hit These US Stock Sectors the Hardest
Got a question for Dave? Send it to themorningfilter@morningstar.com.
What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Get tickets here.
Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera. Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!
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| 4 Cheap Stocks to Buy Before They Turn Around | 23 Jun 2025 | 00:36:07 | |
On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski review last week’s Fed decision and dot-plot update, discuss which economic and earnings reports to watch this week, and share what they learned about the consumer after digesting last week’s earnings reports from Lennar LEN, Darden DRI, and Kroger KR. They also cover whether Meta Platforms META, Marvell Technology MVRL, or Advanced Micro Devices AMD are stocks to buy today after popping last week. And one of Dave’s stock picks this week is a Warren Buffett favorite.
Episode highlights: Fed Reaction & Inflation Stocks in the News Should You Stick to a Market Weighting in Stocks? Undervalued Stocks to Buy Before They Rebound
Read about topics from this episode. Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks Read Dave’s latest stock market outlook: June 2025 US Stock Market Outlook: Has the Storm Passed?
Got a question for Dave? Send it to themorningfilter@morningstar.com.
What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Get tickets here.
Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera. Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!
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| 5 Stocks to Buy Before Wall Street Catches On | 14 Jul 2025 | 00:46:32 | |
On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski catch up on tariff and economic news and preview bank earnings. They also discuss what to watch for when Johnson & Johnson JNJ reports this week, whether Constellation Brands STZ remains a stock to buy after earnings, and if former stock pick Fluor FLR is still attractive after its recent price gains. Plus, they review Dave’s Q3 2025 Stock Market Outlook and reveal which of Morningstar analysts’ top picks for the quarter he likes best.
Episode highlights: Tariffs & Jobs & Inflation, Oh My! Bank Earnings Preview 3Q 2025 Stock Market Outlook Great Stocks Getting Overlooked Today
Read about topics from this episode. Read Dave’s 3Q Stock Market Outlook: https://www.morningstar.com/markets/q3-2025-stock-market-outlook-after-rally-whats-still-undervalued See all of Morningstar’s analyst picks for 3Q 2025: https://www.morningstar.com/stocks/33-undervalued-stocks-2 Learn more about Morningstar’s approach to stock investing: https://www.morningstar.com/stocks/morningstars-guide-investing-stocks Here Are the Sectors and Industries That Are Vulnerable if Reciprocal Tariffs Come Back https://www.morningstar.com/stocks/here-are-sectors-industries-that-are-vulnerable-if-reciprocal-tariffs-come-back
Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details.
Read more from Susan and Dave: Susan Dziubinski https://www.morningstar.com/people/susan-dziubinski Dave Sekera https://www.morningstar.com/people/david-sekera
Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!
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| 3 Core Stocks Every Investor Should Own | 07 Jul 2025 | 00:33:08 | |
This week’s episode of The Morning Filter was taped at the 2025 Morningstar Investment Conference. Dave Sekera and Susan Dziubinski discuss Dave’s process for finding new stock picks each week, including what screens he maintains and what data points he considers. They also cover how to tweak your stock allocation based on market valuations and review a few must-own core stocks. Finally, they answer audience questions about Morningstar’s approach to valuing companies, how to invest during a period of geopolitical and policy uncertainty, and which companies stand to benefit most from artificial intelligence.
Episode highlights: Tips for Generating New Stock Ideas How to Tilt Your Stock Allocation The Core Stocks Everyone Should Own Top Ways to Invest in AI Today
Read about topics from this episode. Register now to watch Dave’s comprehensive 3Q 2025 Outlook webinar on Thursday, July 10, at 11 am CT, 12 pm ET. Insights from the 2025 Morningstar Investment Conference: 2025 Morningstar Investment Conference: How to Invest Today
Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera. Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 6 Stocks to Buy in July for the Long Term | 30 Jun 2025 | 00:35:35 | |
On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski share which economic report is a must-watch-for during this shortened trading week. They also discuss whether FedEx FDX or Carnival CCL are stocks to buy after earnings, review news from Novo Nordisk NVO and Amgen AMGN about their obesity drugs, and take a deep dive into Morningstar’s outlook for Blackrock BLK. Plus, they talk about what 2025 has taught investors so far, and Dave shares a half dozen eclectic stock picks to consider heading into the third quarter.
Episode highlights: The One Economic Report to Watch This Week Are These Stocks in the News Buys? Investments Lessons from 2025 So Far Stocks to Buy Now & Hold for the Long Term
Read about topics from this episode. Register now to watch Dave’s comprehensive 3Q 2025 Outlook webinar on Thursday, July 10, at 11 am CT, 12 pm ET. Find out what Dave’s top dividend stock picks are for the rest of 2025: 10 Top Dividend Stocks for 2025 Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks
Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera. Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 3 Stocks to Buy That Are Beating the Market | 21 Jul 2025 | 00:39:26 | |
On this week’s episode of The Morning Filter, David Sekera and Susan Dziubinski unpack the latest inflation numbers and debate whether the numbers will influence the Federal Reserve’s interest rate decision later this month. They also discuss which company earnings reports matter this week (hint: Tesla TSLA and Alphabet GOOGL top the list) and which stocks look attractive after reporting last week. They cover key takeaways from bank earnings, fair value estimate changes for Nvidia NVDA and Advanced Micro Devices AMD, and what Morningstar thinks of the possible breakup at Kraft Heinz KHC, too. Dave’s stock picks this week are a trio of names that’ve outperformed the market during the past year yet still look undervalued today. Episode highlights:
Read about topics from this episode. Read Dave’s 3Q Stock Market Outlook: Q3 2025 Stock Market Outlook: After the Rally, What’s Still Undervalued? Follow Morningstar’s coverage of earnings season: Company Earnings Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks Read the full analyst earnings reports for Johnson & Johnson, Taiwan Semiconductor Manufacturing, and JPMorgan Chase.
Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details.
Read more from Susan and Dave: Susan Dziubinski https://www.morningstar.com/people/susan-dziubinski Dave Sekera https://www.morningstar.com/people/david-sekera
Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!
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| 3 Stocks to Buy and 3 Stocks to Sell After Earnings | 28 Jul 2025 | 00:38:21 | |
On this week’s episode of The Morning Filter, David Sekera and Susan Dziubinski unpack the busy week ahead for investors. They cover pivotal economic events, including the looming tariff deadline, the Fed meeting, a crucial inflation report, and the latest jobs numbers. Plus, they preview the Magnificent Seven stocks reporting earnings this week—Microsoft MSFT, Apple AAPL, Amazon AMZN and Meta Platforms META—and revisit some former stock picks reporting soon, too. They reveal whether Tesla TSLA or Alphabet GOOGL are good investments given their latest guidance. And they wrap things up with a list of stocks investors should consider buying and selling post-earnings. Episode highlights: On Tap: Tariffs, The Fed, Inflation & Jobs Mag Seven Earnings We’re Watching New Research on Tesla, Alphabet & Others Stocks to Buy and Sell After Earnings Read about topics from this episode. Follow Morningstar’s coverage of earnings season: Company Earnings Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks Read the full stock analyst reports for Microsoft, Apple, Amazon, Meta, Tesla, and Alphabet. Got a question for Dave? Send it to themorningfilter@morningstar.com. Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera. Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 5 Stocks to Buy Before Their Big Discounts Disappear | 25 Aug 2025 | 00:38:56 | |
On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski catch up on Federal Reserve Chairman Jerome Powell’s remarks from Jackson Hole and the latest tariff news. A couple of economic reports bear watching this week, including the latest PCE figures. And while Nvidia’s NVDA upcoming results could move the market, a few less dominant but still interesting tech companies are reporting this week, too. They provide Morningstar’s latest take on in-the-news stocks Intel INTC and Walmart WMT and discuss whether the stock of Unitedhealth Group UNH is appealing after Berkshire Hathaway’s BRK.A BRK.B sizable investment. And tune in to find out why now may be a good time to consider small cap stocks and which five stocks to buy before their big discounts vanish.
Episode highlights: Fed Takeaways & Tariff Updates Is NVDA a Buy Before Earnings? New Research on PANW, AMAT, WMT Stocks to Buy Trading at Big Discounts
Read about topics from this episode. Follow Morningstar’s coverage of earnings season: Company Earnings Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks Going Into Earnings, Is Nvidia Stock a Buy, a Sell, or Fairly Valued?
Read the full earnings reports for UnitedHealth, Intel, and Walmart.
Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera. Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| The Biggest Risk Investors Face Today | 18 Aug 2025 | 00:39:16 | |
This week on The Morning Filter podcast, we have a special episode for our audience. Usually, Susan Dziubinski sits down every Monday morning with Morningstar’s chief U.S. market strategist Dave Sekera to talk about the week ahead. But we’ve got something a bit different for you on the podcast this week. Instead of our usual deep dive into the market and stocks, we’re taking a step back to look at the big picture of investing: things like how to build a smart portfolio, avoid common investment mistakes, and time-tested principles to invest by. Our special guest is Christine Benz. Christine is Morningstar’s director of personal finance and retirement planning. She’s also the host of The Long View podcast and author of the book How to Retire: 20 Lessons for a Happy, Successful and Wealthy Retirement.
Episode highlights: What you need to know from stocks to bonds, and core investments to dividend payers Things you shouldn’t overlook in retirement and tips for setting yourself up for success Is “set it and forget it” is a good way to invest in today’s market?
Read about topics from this episode. Tune in to The Long View podcast. Access Christine Benz’s article and video archive on Morningstar.com. Order a copy of Christine’s book, How to Retire: 20 Lessons for a Happy, Successful and Wealthy Retirement. Register for the 2025 Bogleheads Conference. Watch the How to Retire podcast, a companion podcast to the How to Retire book.
Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera. Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 5 Stocks to Buy Before They Become Expensive | 11 Aug 2025 | 00:44:16 | |
On this week’s episode of The Morning Filter podcast, David Sekera and Susan Dziubinski chat about whether U.S. stocks are overvalued, which types of stocks—growth or value—look more attractive right now, and if it might be time for investors to ease up on buying stocks. They also cover where things stand on tariffs and which economic and earnings reports to watch this week, unpack new Morningstar research about high-profile companies like Palantir and Eli Lilly after earnings, and revisit a few former stock picks, identifying which ones are still stocks to buy today. This week’s picks are all undervalued stocks from sectors that look overpriced.
Episode highlights: On Radar: Inflation & Earnings New Research on PLTR, LLY, Others Is the Stock Market Overpriced Today? Undervalued Stocks to Buy
Read about topics from this episode. Follow Morningstar’s coverage of earnings season: Company Earnings Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks Read Dave’s new stock market outlook: August 2025 Stock Market Outlook: Where We See Investing Opportunities
Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera. Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 5 Cheap Stocks to Buy in August | 04 Aug 2025 | 00:43:43 | |
On this week’s episode of The Morning Filter podcast, David Sekera and Susan Dziubinski catch up on which countries have and haven’t inked trade deals with President Trump and speculate whether the Fed will or won’t cut interest rates in September. They also discuss which company earnings to watch this week (Eli Lilly LLY is one) and recap how several former stock picks look after earnings. They cover new research from Morningstar about four members of the Magnificent Seven that reported earnings last week—including the one that got a 20% fair value upgrade after earnings. And this week’s stock picks include a handful of undervalued stocks with significant upside potential.
Episode highlights: The Fed: Will They or Won’t They in September? Company Earnings to Watch This Week New Research on MSFT, META, AAPL, AMZN & More Undervalued Stocks to Buy
Read about topics from this episode. Follow Morningstar’s coverage of earnings season: Company Earnings Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks
Read the full earnings reports for Microsoft, Meta, Scotts Miracle-Gro, Kraft Heinz, and Boeing.
Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera. Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 4 Stocks to Buy Before They Take Off | 15 Sep 2025 | 00:44:50 | |
On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski discuss how big the Federal Reserve’s interest cut this week might be and what to listen for in Fed Chair Jerome Powell’s comments. Recent stock pick Lennar LEN reports earnings in the next few days, and Dave explains why he’s watching for results from FedEx FDX and Darden Restaurants DRI this week, too. Oracle’s ORCL shockingly strong forecast drove investors wild last week but left Dave feeling very late-1990s; tune in to find out exactly what that means. They also unpack earnings results from Adobe ADBE, Chewy CHWY, and several companies viewers and listeners have been asking about. Small-cap stocks remain an undervalued pocket in a fairly valued market. Special guest Bryan Armour, Morningstar director of ETF and passive strategies research, argues why stock investors would be wise to invest in smaller companies via an ETF and shares several of his picks. And Dave’s stock picks this week are undervalued small-cap stocks to buy before they rally. Episode highlights: Is Oracle Stock Worth the Hype? Lightening Round: Earnings Season Recap Undervalued Small-Cap ETFs to Consider Stocks to Buy Before They Rally Read about topics from this episode. Read Dave’s stock market outlook: https://www.morningstar.com/markets/stock-market-outlook-where-we-see-investing-opportunities-september Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks Read the earnings note for Oracle: https://www.morningstar.com/stocks/oracle-earnings-skyrocketing-ai-data-center-demand-fuels-outlook
Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera. Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 5 Stocks to Buy Before the Fed Cuts Interest Rates | 08 Sep 2025 | 00:53:45 | |
On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski catch up on tons of economic news, covering everything from tariffs to inflation to jobs—and whether the Federal Reserve will cut interest rates at its September meeting. They unpack Morningstar’s fair value increase on Nvidia’s NVDA stock after earnings, whether Marvell Technology MRVL is still a buy after issuing so-so guidance, and if it’s time to throw in the towel or back up the truck on Bath & Body Works BBWI stock. They share Morningstar’s take on stocks in the news, including whether Kraft Heinz KHC stock is a buy ahead of the company’s split and if Alphabet’s GOOGL stock still looks attractive after the company skirts a breakup in its antitrust case. They’ll also discuss Dave’s latest stock market outlook and his stocks to buy before the next Fed meeting.
Episode highlights: Tariffs, Inflation, Jobs & The Fed New Research on NVDA, KHC, GOOGL, More Updated Stock Market Outlook Stocks to Buy Before the Fed Meeting
Read about topics from this episode. Read Dave’s stock market outlook: Stock Market Outlook: Where We See Investing Opportunities in September Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks
Read the full earnings reports for Kraft Heinz, Alphabet, Nvidia, and Marvell.
Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera. Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 5 Stocks to Buy Before Everyone Else Piles In | 22 Sep 2025 | 00:45:24 | |
On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski unpack Fed Chair Powell’s comments after the Federal Reserve’s 25 basis interest rate cut last week and preview the upcoming PCE reading. Dave explains why he’ll be watching the earnings reports for AutoZone AZO and Costco COST this week—and why he disagrees with President Trump’s suggestion that companies do away with quarterly reports.
They also cover what investors can learn from last week’s earnings reports from Lennar LEN, FedEx FDX and Darden Restaurants DRI. Tune in to find which stocks in the news last week look like stocks to sell today. And Dave’s stock picks this episode are all undervalued stocks to buy from a part of the market that’s often overlooked: mid-caps.
Episode Highlights Interest Rate Cuts: What’s Next? Should Companies Do Away with Quarterly Reports? Which Stocks in the News to Sell Stocks to Buy While They’re Still Off-Radar Read about topics from this episode. Read Dave’s latest stock market outlook: https://www.morningstar.com/markets/stock-market-outlook-where-we-see-investing-opportunities-september Are Mid-Cap Stocks the Sweet Spot for Investors Today? https://www.morningstar.com/stocks/are-mid-cap-stocks-sweet-spot-investors-today
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/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera. Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 4 New Stocks to Buy Now and Hold for the Long Term | 06 Oct 2025 | 00:44:21 | |
On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski discuss what impact the government shutdown may have on the Federal Reserve’s October meeting. Dave explains why he’s watching the earnings reports from Pepsi PEP and Delta Air Lines DAL this week and reveals whether Carnival CCL or Nike NKE are stocks to buy after earnings. They cover whether the U.S. stock market looks overvalued at the start of the fourth quarter, if investors should underweight red-hot growth stocks, and which sectors look most attractive today. Morningstar chief Europe market strategist Michael Field joins the podcast, focusing on investment opportunities in Europe. The episode wraps up with 4 new stocks to buy and hold in the fourth quarter that haven’t been picks before.
Episode Highlights The Economy, Earnings, Stocks in the News Q4 2025 U.S. Stock Market Outlook Investing in Europe Stocks Today Stocks to Buy and Hold for Q4 Read about topics from this episode. Register for Dave’s Q4 2025 Market Outlook Webcast: Morningstar's Q4 2025 US Market Outlook - No Margin for Error: Stocks Fully Valued
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/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera. Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 5 Stocks to Buy Before They Climb Higher | 29 Sep 2025 | 00:44:30 | |
On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski discuss what a government shutdown would mean for investors; they parse the latest PCE and revised GDP data, too. Tune in to find out if Costco COST or AutoZone AZO looks like a stock to buy after earnings, whether Marvell Technology MRVL and Lithium Americas LAC have any gas left in the tank after their respective rallies last week, and what to make of Nvidia’s NVDA new partnership with OpenAI.
As Q4 2025 approaches, they take a look back at Q3’s market trends, surprises, and winners and losers. This week’s picks are stocks to buy that we think have more room to run.
Episode Highlights Latest on Inflation, GDP & Jobs Updates on COST, NVDA, MRVL, LAC, More Q3 2025 Market Recap Stocks to Buy at Market Highs Read about topics from this episode. Read Dave’s latest stock market outlook: https://www.morningstar.com/markets/stock-market-outlook-where-we-see-investing-opportunities-september
Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera. Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!
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| 4 Stocks to Buy Before They Report Earnings | 13 Oct 2025 | 00:37:06 | |
On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski suggest where to find useful economic data as the government shutdown continues. They also preview earnings season, including what to listen for from the AI giants like Taiwan Semiconductor TSM, which reports this week. Dave’s will be carefully watching the banks this earnings season; tune in to find out why. They unpack the big agreement between AMD and OpenAI—and the resulting big increase in AMD’s fair value estimate. Find out whether Pepsi PEP and Constellation Brands STZ are still stocks to buy after earnings. And this week’s picks feature 4 stocks to buy before they report.
Episode Highlights Economic Numbers to Watch Earnings Season Preview Latest Takes on AMD, PEP, STZ, More Stocks to Buy Ahead of Earnings Read about topics from this episode. Q4 2025 Stock Market Outlook: No Margin for Error https://www.morningstar.com/markets/q4-2025-stock-market-outlook-no-margin-error
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/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details.
Read more from Susan 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. | |||
| 3 Stocks to Buy Before October Ends | 27 Oct 2025 | 00:37:40 | |
On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski discuss expectations for this week’s CPI report and what it could mean for the Fed rate decision at the end of October. They cover what to listen for in key earnings reports from Tesla TSLA and Netflix NFLX this week, plus a handful of other companies they’ll be watching. They share key takeaways from big bank earnings, whether regional banks could face a bad loan crisis, and if go-to bank pick US Bancorp USB is still a buy after earnings. They discuss whether Taiwan Semiconductor Manufacturing TSM, ASML ASML, and Salesforce CRM look attractive today after being in the news last week and if insurance stocks are compelling after their post-earnings pullbacks. They wrap up with a handful of stocks to buy before the market rally stalls.
Episode Highlights Fed Rate Cut This Week? You Bet! Watching Earnings from AI Titans New Research: TSLA, NFLX, INTC, More Stocks to Buy: Halloween Edition Read about topics from this episode. Q4 2025 Stock Market Outlook: No Margin for Error
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/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera. Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 5 Stocks to Buy Before the Market Rally Stalls | 20 Oct 2025 | 00:42:36 | |
On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski discuss expectations for this week’s CPI report and what it could mean for the Fed rate decision at the end of October. They cover what to listen for in key earnings reports from Tesla TSLA and Netflix NFLX this week, plus a handful of other companies they’ll be watching. They share key takeaways from big bank earnings, whether regional banks could face a bad loan crisis, and if go-to bank pick US Bancorp USB is still a buy after earnings. They discuss whether Taiwan Semiconductor Manufacturing TSM, ASML ASML, and Salesforce CRM look attractive today after being in the news last week and if insurance stocks are compelling after their post-earnings pullbacks. They wrap up with a handful of stocks to buy before the market rally stalls.
Episode Highlights Earnings to Watch: TSLA, NFLX, More Bank News & Top Pick Update Tech Stocks in the News Stocks to Buy Before the Market Rotates Read about topics from this episode. Q4 2025 Stock Market Outlook: No Margin for Error
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/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera. Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 3 Stocks to Sell and 3 Stocks to Buy in November | 03 Nov 2025 | 00:42:22 | |
On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski parse Federal Reserve chairman Jerome Powell’s post-meeting comments and discuss whether the Fed will cut interest rates again in December. They also explain why it matters that the market cap of Nvidia NVDA hit $5 trillion. They’re watching the earnings reports from Advanced Micro Devices AMD, Qualcomm QCOM, and Fortinet FTNT this week; watch to find out what to listen for. They unpack the latest earnings reports and forecasts from tech and tech-related heavyweights Microsoft MSFT, Meta Platforms META, Alphabet GOOGL, Amazon.com AMZN and Apple AAPL and explain which of the stocks look most attractive today. They wrap up with some overvalued stocks to sell this month and an a few undervalued stocks to buy instead.
Episode Highlights NVDA’s Latest Milestone Earnings Watch: AMD, QCOM, More Tech Titan Earnings: Takeaways Stocks to Buy and Sell This Month Read about topics from this episode. Q4 2025 Stock Market Outlook: No Margin for Error
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/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera. Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 4 Surprising AI Stocks to Buy | 17 Nov 2025 | 00:37:31 | |
On this week’s episode of The Morning Filter podcast, Dave Sekera and Susan Dziubinski discuss what to watch in this week’s earnings report from Nvidia NVDA and whether this AI stock is a buy before earnings. They also preview earnings for Palo Alto Networks PANW, Walmart WMT, Home Depot HD, Lowe’s LOW, and Medtronic MDT. Tune in to find out if Advanced Micro Devices AMD is an AI stock to invest in after Morningstar’ sizable fair value increase and which former stock pick may be the target of a private takeover. They also cover what the dominance of AI mega-cap stocks may mean for investors. And they end the show with four unconventional AI stocks to invest in. Episode Highlights 00:03:35 NVDA Earnings: What to Watch 00:16:16 New Research on AMD, AMAT, DEO, More 00:22:34 Mega AI Stock Dominance & Why It Matters 00:27:49 Stock Picks of the Week Read about topics from this episode. Read Dave’s new stock market outlook: November 2025 Stock Market Outlook: Where We See Investment Opportunities
Got a question for Dave? Send it to themorningfilter@morningstar.com.
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!
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 After Earnings | 10 Nov 2025 | 00:49:11 | |
On this week’s episode of The Morning Filter podcast, Dave Sekera and Susan Dziubinski unpack results from Palantir PLTR, Advanced Micro Devices AMD, and Fortinet FTNT. They also review the reports from several former stock picks, including Huntington Ingalls Industries HII, Zimmer Biomet ZBH, LPL Financial LPLA and Diageo DEO. And they talk with Morningstar’s equity analyst about what went wrong with FMC FMC and how to think about the stock today. Is the U.S. stock market overvalued right now, and should investors take some chips off the table? Tune in to find out—and to hear about the sectors that look most undervalued this month. This week’s episode wraps with three stock picks that look attractive after earnings. Episode Highlights Earnings to Watch This Week New Research on PLTR, AMD & More Is the U.S. Stock Market Overvalued? Stock Picks of the Week Read about topics from this episode. Read Dave’s new stock market outlook: https://www.morningstar.com/stocks/november-2025-stock-market-outlook-where-we-see-investment-opportunities Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera. Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 6 Stocks to Sell Before the End of the Year | 24 Nov 2025 | 00:53:27 | |
On this week’s episode of The Morning Filter podcast, Dave Sekera and Susan Dziubinski discuss why a Fed rate cut in December is starting to look unlikely. They also unpack new research about Palo Alto Networks PANW and Walmart WMT after earnings. And they cover whether Nvidia NVDA is a buy after another stunning quarter. They take a deeper-than-usual dive into the audience mailbag, answering questions about AI and data center stocks, lithium and Albemarle ALB, and uncertainty and when to take profits. They wrap up the episode with six overvalued stocks to sell.
Episode Highlights 00:00:00 Welcome 00:01:32 Why The Fed Won’t Cut Rates in December 00:07:41 Is NVDA a Buy After Earnings? 00:16:30 Audience Q&A 00:45:42 Overvalued Stocks to Sell Read about topics from this episode. Read Dave’s new stock market outlook: November 2025 Stock Market Outlook: Where We See Investment Opportunities
Got a question for Dave? Send it to themorningfilter@morningstar.com.
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! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Why 2026 Could Be a Breakout Year for Dividend Stocks | 01 Dec 2025 | 00:25:23 | |
Plus, several undervalued stocks to buy with stable dividends.
In this special episode of The Morning Filter podcast, co-host Susan Dziubinski sits down with Morningstar columnist Dan Lefkovitz to take a deep dive into dividend stock investing today. They discuss what’s caused U.S. dividend stocks to lag this year while international dividend stocks have outperformed. Tune in to find out why the stock buyback boom is bad news for dividend seekers and what metrics investors should look at if they want to avoid dividend cuts. They name drop a few undervalued stocks that Morningstar thinks have stable dividends, cover why dividend growth stock investing is underappreciated, and close with a discussion about whether dividend stocks are poised to outperform in 2026.
Episode Highlights 00:01:16 Dividend Stock Performance: 2025 Recap 00:06:59 What the Buyback Boom Means for Dividend Investors 00:13:06 3 Ways to Spot a Dividend Cut Early 00:17:50 Dividend Growth Stocks: Why Bother? Read about topics from this episode. Stock Buybacks Are Booming in 2025. That’s Bad News for Dividend Investors The Surprising Truth About Dividend Growth Stocks Not All Dividend Stocks Are Safe. Here’s How to Avoid Dividend Traps Why International Dividend Stocks Have Pulled Ahead
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! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 5 Stocks to Buy to Upgrade Your Portfolio for 2026 | 08 Dec 2025 | 00:39:36 | |
On this week’s episode of The Morning Filter podcast, Dave Sekera and Susan Dziubinski discuss the likelihood of a Federal Reserve interest rate cut and why to watch the earnings reports from Costo COST, Cambell’s CPB and Adobe ADBE this week. Tune in to find out which cybersecurity stocks are buys after earnings and whether Marvell Technology MRVL or Salesforce CRM remain top picks. They unpack the market’s current valuation: Are stocks overpriced, underpriced, or fairly valued today? This week’s stock picks are high-quality wide moat stocks to buy that can upgrade an investment portfolio in 2026.
Episode Highlights 00:00 Welcome 00:59 On Radar: Fed Meeting, Earnings 08:51 New Research: Cybersecurity Firms, MRVL, More 19:16 Updated Stock Market Outlook 27:01 Wide Moat Stocks to Buy
Read about topics from this episode. December 2025 Stock Market Outlook: Where We See Investment Opportunities
Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera 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!
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 When They Pull Back | 15 Dec 2025 | 00:43:49 | |
On this week’s episode of The Morning Filter podcast, Dave Sekera and Susan Dziubinski discuss what’s next after the Federal Reserves 25-basis-point interest rate cut and which economic reports could move the market this week. Tune in to find out why to keep an eye on the earnings reports from Micron Technology MU, FedEx FDX, and Darden Restaurants DRI and whether Marvell Technology MRVL remains a stock to buy after a tough week. They unpack new earnings reports from Oracle ORCL, Adobe ADBE, and Costco COST, among others. And this week’s picks are stocks to put on a watch list to buy on weakness.
Episode Highlights 00:00 Welcome 01:07 Fed Meeting Recap 04:35 On Radar: Economic Reports, Earnings 12:05 Updates on ORCL, MRVL, ADBE, COST 29:00 Stocks to Buy on Weakness
Read about topics from this episode. December 2025 Stock Market Outlook: Where We See Investment Opportunities
Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera 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! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 3 Durable Stocks to Buy Now for the Long Term | 26 Jan 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!
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 5 Stocks to Buy in January 2026 | 12 Jan 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. | |||
| 5 Core Stocks to Buy and Hold in 2026 | 05 Jan 2026 | 00:52:08 | |
On this week’s episode of The Morning Filter podcast, Dave Sekera and Susan Dziubinski recap volatile 2025 and preview what may lie ahead in 2026. They discuss what to watch this week, including the earnings report from stock pick Constellation Brands STZ. They unpack Morningstar’s recent 50% fair value increase on Micron Technology MU stock, review results from Darden Restaurants DRI and FedEx FDX, and discuss whether Novo Nordisk NVO or Eli Lilly LLY is the better obesity drug stock to buy today. Dave shares some of his favorite resources for stock investors. They close with a discussion about stocks that make good core holdings: Tune in to learn which five core stocks look like attractive buys in the new year.
Episode Highlights 00:00 Welcome 01:16 2025 Market Recap 21:20 Micron’s Big Fair Value Increase 32:34 Top Resources for Stock Investors 39:05 Core Stocks to Buy and Hold
Read about topics from this episode. December 2025 Stock Market Outlook: Where We See Investment Opportunities
Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera 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 fromSusan Dziubinski and Dave Sekera. Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| 4 Cheap Stock Picks We Still Like for 2026 | 22 Dec 2025 | 00:54:39 | |
On this week’s episode of The Morning Filter podcast, Dave Sekera and Susan Dziubinski take a look back at some of their best and worst stock buy and sell calls of 2025. Although Morningstar’s approach to stock investing is decidedly long term, they discuss why reviewing stock pick hits and misses each year on the podcast is nonetheless important. They end wrap this week’s episode with four undervalued stock picks from 2025 that still look attractive heading into the new year.
Episode Highlights 00:00:00 Welcome 00:01:25 Morningstar’s Stock Picking Strategy 00:06:03 How Our Stocks to Buy Did 00:38:10 How Our Stocks to Sell Did 00:46:38 Cheap Stock Picks for 2026
Read about topics from this episode. December 2025 Stock Market Outlook: Where We See Investment Opportunities
Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera 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! 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 Feb 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
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