The Morning Filter

Morningstar
  • 0,0 (0)
  • Investimenti
  • Ogni settimana

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.

  1. 4 h fa

    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 companies in the weeks ahead. They cover whether Johnson & Johnson JNJ stock is attractive ahead of earnings and if Nike’s stock is a buy after.  They unpack what Meta Platforms’ move to rent excess AI compute capacity to external customers may be suggesting more broadly and they tackle an audience question about Verizon Communications. They wrap up with a list of undervalued high-conviction stocks to buy this quarter. Episode Highlights  What to expect in this week’s inflation reports Earnings season kicks off with the big banks: Here’s what to watch for Which non-bank earnings reports to have on radar Our take on stocks in the news including Nike NKE, Meta Platforms META, and Comcast CMCSA Will SpaceX SPCX eat Verizon Communications’ VZ lunch? Undervalued stocks we like a lot   Read about topics from this episode.  Q3 Stock Market Outlook: Investors Face Balanced Risks, Selective Opportunities Read Dave’s complete archive.   Got a question for Dave? Send it to themorningfilter@morningstar.com.    Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).   If you would like more information about any of the stocks Dave talked about today, you can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    40 min

  2. 29 giu

    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. Adobe and Lululemon are both having terrible years; Are these stocks value traps or opportunities today? As June comes to an end, they wrap the show with three stocks to sell and three stocks to buy heading into July. Episode Highlights  The tech sector roller coaster: More plunges ahead? Expectations for oil prices, inflation, and interest rates The economic and earnings reports to watch this week Does Micron MU look like a buy after earnings? Whether Adobe ADBE is a value trap or Lululemon LULU is a lemon. Stocks to buy and sell   Read about topics from this episode.  US Stock Market Outlook Update: Harvesting Growth Gains, Restoring Barbell Read Dave’s complete archive.   Got a question for Dave? Send it to themorningfilter@morningstar.com.    You can follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research, and follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).   If you would like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. We’ll see you on Monday! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    45 min

  3. 22 giu

    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 biggest risks it’s facing today, and what the stock is actually worth. They also discuss the challenges of valuing AI companies while so much is still unknown and whether investors should be willing to pay up for top AI stocks. They wrap with three tech stocks to buy that look attractive and several tech stocks that look “bubbly” today. Episode Highlights  What this week’s inflation numbers may mean for the market Why to watch Micron Technology’s MU earnings report this week Whether Apple’s AAPL AI strategy is misguided and the risks the company is facing today Are Morningstar’s valuations on AI stocks too conservative? Undervalued stocks to buy before Wall Street catches on   Read about topics from this episode.  Apple: Hey Siri, Let's Get Apple's AI Strategy Back on Track After Earnings, Is Broadcom Stock a Buy, a Sell, or Fairly Valued? After Earnings, Is Arista Networks Stock a Buy, a Sell, or Fairly Valued? This Could Be One of the Best Growth Stock Buys in Today’s Market Got a question for Dave? Send it to themorningfilter@morningstar.com.  You can follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research, and follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar). If you would like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    25 min

  4. 15 giu

    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 your core stock holdings than buy and hold; tune in to find out what the strategy is. They wrap the episode with a handful of great core stocks to own when you can invest in them at the right price. Episode Highlights  00:00:00 Welcome 00:01:32 What core stocks are and what qualities they share. 00:02:40 Should you pay more for core stocks than you’d pay for noncore stocks?   00:03:40 Why you can’t simply buy and hold core holdings. You need to buy and manage them instead.   00:06:40 The best core stocks to own according to Morningstar’s sector directors.     Read about topics from this episode.  When to Sell a Core Holding US Stock Market Outlook: Harvesting Growth Gains, Restoring Barbell Dave’s Complete Archive   Got a question for Dave? Send it to themorningfilter@morningstar.com.  You can follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research, and follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar). If you would like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    17 min

  5. 8 giu

    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 whether Palo Alto PANW, Crowdstrike CRWD or Broadcom AVGO look attractive after earnings. Tune in to find out if Berkshire Hathaway BRK.B is still a buy after its purchase of Taylor Morrison and its additional investment in Alphabet GOOGL. They close the episode with five stocks to buy to rebalance a barbell portfolio. Episode Highlights  00:00:00 Welcome 00:02:54 What this week’s inflation reports could mean for next week’s Fed meeting  00:06:33 Why long-term investors should sit out the SpaceX IPO 00:29:08 Do Palo Alto Networks PANW, Crowdstrike CRWD or Broadcom AVGO look like good investments after earnings?  00:35:56 What to make of Berkshire Hathaway’s BRK.B shopping spree  00:38:57 Stocks to buy to rebalance ahead of the market’s next big shift   Read about topics from this episode.  Register for the Morningstar Investment Conference Dave’s New US Stock Market OutlookSpaceX: What Investors Need to Know About Its Enormous Upcoming IPO   Got a question for Dave? Send it to themorningfilter@morningstar.com.    You can follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research, and follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).   If you would like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. We’ll see you on Monday!   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    52 min

  6. 1 giu

    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 Broadcom AVGO and whether Nvidia NVDA, Marvell Technology MRVL, or Salesforce CRM look like stocks to buy after earnings. They answer a viewer question about a wide-moat stock that’s fallen more than 30% in just a few weeks. And they wrap up the episode with several overvalued stocks to sell this month. Episode Highlights  00:00:00 Welcome  00:02:08 What’s happening in the oil and bond markets.  00:04:05 Will the Federal Reserve raise interest rates this year?  00:07:13 Which sectors and investment styles performed best and worst in May—and how to structure a stock portfolio for June.  00:12:38 Tech earnings to watch this week. 00:18:10 Is Nvidia NVDA a stock to buy today?  00:36:43 Sell these overvalued stocks.   Read about topics from this episode.  US Stock Market Outlook: It’s Time to Reallocate from Growth to ValueDave Sekera’s Complete Archive   Got a question for Dave? Send it to themorningfilter@morningstar.com.    You can follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research, and follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).   If you would like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. We’ll see you on Monday! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    56 min

  7. 27 mag ·  Contenuti extra

    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 of AI disruption and walk through its moat sources. They unpack Morningstar’s forecasts for the company’s AI spending, revenue, and margins, and explain how Romanoff arrives at a $600 fair value estimate for Microsoft stock. They wrap up with a discussion about the key risks Microsoft faces today. Episode Highlights  00:00:00 Welcome 00:01:44 Microsoft isn’t a typical software company. 00:07:50 What Microsoft’s key competitive advantages are and why they’re durable. 00:15:58 How much Microsoft might spend on artificial intelligence and how quickly revenue could grow in relation to the company’s AI build out. 00:26:50 Forecasts for Microsoft’s revenue, operating margin, and earnings. 00:34:27 Why Morningstar is more constructive on Microsoft stock today than the market is.   00:43:33 The biggest risk to our $600 valuation on Microsoft stock.   Read about topics from this episode.  After Earnings, Is Microsoft a Buy, Sell or Fairly Valued?Microsoft Earnings: Azure and Capital Expenditures Are Expected to Accelerate MSFT: This Might Be the Best Core Stock Bargain in the Market Today   Have an idea for a bonus episode? Send it to themorningfilter@morningstar.com.   You can follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research, and follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).   If you would like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. We’ll see you on Monday! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    51 min

  8. 18 mag

    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 to company reporting may make it more difficult to tell the difference, and whether artificial intelligence is more noise or more signal. They wrap up with 3 misunderstood stocks to buy because investors are confusing signal and noise. And as a bonus, they share an overvalued stock to sell that’s shooting out the lights based on noise, too. Episode Highlights  Why it’s important for investors to understand the difference between signal and noise. Signal can change long-term cash flows and impact a company’s competitive advantages while noise only affects short-term expectations and sentiment. Noise can become signal over time. Here’s where to look for signs of that and what to look for. Is it too early to separate signal from noise when it comes to the impact AI may have on companies? Misunderstood stocks that look undervalued because investors are confusing signal and noise.   Read about topics from this episode.  US Stock Market Outlook: Where to Find Value After April’s Rally: https://www.morningstar.com/markets/us-stock-market-outlook-where-find-value-after-aprils-rally See David Sekera’s Archive: https://www.morningstar.com/people/david-sekera     Got a question for Dave? Send it to themorningfilter@morningstar.com.   Follow us on social media. Dave Sekera on X: @MstarMarkets https://x.com/MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstarinc/?hl=en LinkedIn: https://www.linkedin.com/company/morningstar/posts/?feedView=all   If you would like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. We’ll see you on Monday! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    32 min
Elenco completo (77)

Trailer

Presentatori e ospiti

Descrizione

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.

Informazioni

  • Canale
    Morningstar
  • Creatore
    Morningstar, Susan Dziubinski - Investment Specialist, Dave Sekera - Chief U.S. Markets Strategist
  • Anni di attività
    2025 - 2026
  • Puntate
    77
  • Classificazione
    Contenuti adatti a tutti
  • Copyright
    © 2025 Morningstar, Inc.
  • Sito web del podcast
    The Morning Filter
  • Fornitore

Altro da Morningstar

Potrebbero piacerti anche…