The Morning Filter
Every Monday, Susan Dziubinski sits down with Morningstar chief US market 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.
Episodes
5 Stocks to Sell for Tax-Loss Harvesting
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
3 Stocks to Sell and 3 Stocks to Buy for October
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 rese
4 Stocks to Buy Before They Rise Further
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
Why Broadcom Stock Is Worth $650
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 spendin
4 Stocks to Buy Before They Bounce Back
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 forme
7 Stocks to Buy That Can Move the Market
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 wheth
3 Stocks to Sell and 3 Stocks to Buy for September
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 Alt
5 Undervalued Stocks to Rent, Not Buy
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 e
4 Undervalued Stocks to Buy for Income
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 Applie
3 Stocks to Sell and 3 Stocks to Buy in August
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 U
5 Stocks to Buy That We Still Like After Earnings
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, Sa
5 Stocks to Buy While They’re Still Reasonably Priced
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
Where the Stock Market May Be Heading Next and What to Buy Now
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 perspecti
5 Stocks to Buy That Defy Value vs. Growth
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, d
Top 10 Dividend Stocks to Buy in 2026
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 dividen
5 High-Conviction Stocks to Buy
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 companie
3 Stocks to Buy and 3 Stocks to Sell for July
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.
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3 Stocks to Buy Before the Market Reprices Them
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 bigges
5 of the Best Core Stocks to Own
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
5 Stocks to Buy Before the Next Market Rotation
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 whethe
5 Stocks to Sell in June
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
Why Microsoft Stock Is Worth $600
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
3 Misunderstood Stocks to Buy
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
4 Stocks to Buy After Earnings
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
3 Overvalued Stocks to Take Profits In and 3 Undervalued Stocks to Buy Instead
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, Micro
3 Stocks to Buy Before Their Discounts Disappear Again
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 seve
How to Build a Portfolio: What to Own, What to Skip, and Why
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 intern
5 Long-Term Stocks to Buy Now and Hold for Decades
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 y
Q2 Market Outlook: Why a Stock Barbell Strategy Is Ideal for Today’s Market
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
5 Stocks to Buy Before Growth Stocks Come Back
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
5 Stocks to Sell Before Inflation Spikes
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 stock
5 Stocks to Buy Before Q2 Heats Up
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 i
4 Stocks to Buy With Winning Brands
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 Mi
Investing Insights: These Top Tech Stocks Can Stand Up to AI Risks
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
3 Cybersecurity Stocks to Invest In as AI Reshapes Industries
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
5 Stocks to Buy That Are Sheltered from AI Disruption
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 abou
3 Stocks to Sell and 3 Stocks to Buy Instead
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
Berkshire Hathaway After Warren Buffett: An Early Read on What Investors Can Expect
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.
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5 Stocks to Buy Before They’re Not Undervalued Any More
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
5 Oversold Stocks to Buy Before They Rebound
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 i
4 Stocks to Buy Before Their Big Discounts Disappear
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 Devic
3 International Stocks to Buy for 2026
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
3 Cheap Stocks to Buy Now as Small Caps Heat Up
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 Morn
3 Durable Stocks to Buy Now for the Long Term
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) Sa
5 Stocks to Buy in January 2026
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 b
5 Core Stocks to Buy and Hold in 2026
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 FD
4 Cheap Stock Picks We Still Like for 2026
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 underva
5 Stocks to Buy When They Pull Back
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
5 Stocks to Buy to Upgrade Your Portfolio for 2026
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 t
Why 2026 Could Be a Breakout Year for Dividend Stocks
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 s
6 Stocks to Sell Before the End of the Year
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 quest
4 Surprising AI Stocks to Buy
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 i
3 Stocks to Buy After Earnings
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
3 Stocks to Sell and 3 Stocks to Buy in November
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 Fortin
3 Stocks to Buy Before October Ends
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,
5 Stocks to Buy Before the Market Rally Stalls
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,
4 Stocks to Buy Before They Report Earnings
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
4 New Stocks to Buy Now and Hold for the Long Term
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
5 Stocks to Buy Before They Climb Higher
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 rall
5 Stocks to Buy Before Everyone Else Piles In
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
4 Stocks to Buy Before They Take Off
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 sh
5 Stocks to Buy Before the Fed Cuts Interest Rates
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
5 Stocks to Buy Before Their Big Discounts Disappear
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 r
The Biggest Risk Investors Face Today
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
5 Stocks to Buy Before They Become Expensive
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
5 Cheap Stocks to Buy in August
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 c
3 Stocks to Buy and 3 Stocks to Sell After Earnings
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 Pla
3 Stocks to Buy That Are Beating the Market
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
5 Stocks to Buy Before Wall Street Catches On
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 D
3 Core Stocks Every Investor Should Own
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 answ
6 Stocks to Buy in July for the Long Term
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, the
4 Cheap Stocks to Buy Before They Turn Around
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,
5 Rallying Stocks to Buy in June While They’re Still Undervalued
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
3 Stocks to Buy and 3 Stocks to Toss Before the Market Storm
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
5 Oversold Stocks to Buy Before They Break Out
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, Cybersec
5 Stocks to Buy to Profit from Trump’s Trade Deals
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 P
3 Stocks to Sell and 3 Stocks to Buy Instead
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 To
5 Stocks to Buy in May and Hold for the Long Term
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 highlight
4 Stocks to Buy Before They Rally Further
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 Report2. Big Tech & Other Earnings on Tap3. New Research on TSLA, GOOGL, More4.
4 Long-Term Stocks to Buy on the Dip
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 Underva
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