The Morning Filter

Morningstar
Morningstar
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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. 1d ago ·  Bonus

    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 perspective even after their recent run-up, but what sectors are undervalued today? They unpack expectations for economic growth, inflation, and interest rates for the remainder of 2026 and discuss what impact AI is having on various parts of the economy. They close talking about bonds and whether the worst is behind the private credit market. Episode Highlights  A first half performance recap and whether the US stock market looks overvalued today. The second-half risks to watch out for. Which sectors, styles, and market caps look undervalued—and which look overpriced.  Morningstar’s updated list of analyst picks. Morningstar’s US economic outlook for the remainder of 2026. Bond market matters: Is taking on credit risk a smart move today?   Read about topics from this episode.  Q3 Stock Market Outlook: Investors Face Balanced Risks, Selective Opportunities What’s Ahead in 2027 and Beyond for Inflation, Fed Rate Cuts, and More   Have an idea for a bonus episode of The Morning Filter? Send it to themorningfilter@morningstar.com.   Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar). Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  2. 4d ago

    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, discuss the huge selloffs in IBM IBM and SpaceX, and cover PayPal’s PYPL potential buyout. Tune in to find out if a growth-and-value barbell is still the best way to structure a portfolio of stocks today. They close with undervalued stock picks that are neither value nor growth but a blend of the two. Episode Highlights  Will cooling inflation affect the June Fed decision? Market heavyweights Alphabet GOOGL, Tesla TSLA and Intel INTC report this week; here’s what to watch for. Highlights from big bank earnings. Whether Taiwan Semiconductor TSM and ASML ASML are attractive investments after earnings. What to make of SpaceX SPCX after its fall. Undervalued stocks to buy that are a little bit growth and a little bit value, too.   Read about topics from this episode.  Read Dave’s complete archive. Q3 Stock Market Outlook: Investors Face Balanced Risks, Selective Opportunities Bonus Episode: Top 10 Dividend Stocks to Buy in 2026   Got a question for Dave? Send it to themorningfilter@morningstar.com.    Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).   If you would like more information about any of the stocks Dave talked about today, you can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  3. Jul 16 ·  Bonus

    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 dividend stocks, focusing on key metrics like valuation and competitive advantages, not just high yield. They close with 10 dividend stock picks to invest in today. Episode Highlights  00:00:00 Welcome 00:01:48 Dividend Stock Performance in 2026 00:05:30 Screening for Dividend Stocks 00:07:07 10 Undervalued Dividend Stocks   Read about topics from this episode.  How to Strengthen Your Income Portfolio Should You Reinvest Dividends? Not Always 10 Top-Performing Dividend Stocks   Got a question for Dave? Send it to themorningfilter@morningstar.com.    Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).   If you would like more information about any of the stocks Dave talked about today, you can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next.    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  4. Jul 13

    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.

  5. Jun 29

    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.

  6. Jun 22

    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.

  7. Jun 15

    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.

  8. Jun 8

    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.

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About

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.

Information

  • Channel
    Morningstar
  • Creator
    Morningstar, Susan Dziubinski - Investment Specialist, Dave Sekera - Chief U.S. Markets Strategist
  • Years Active
    2025 - 2026
  • Episodes
    80
  • Rating
    Clean
  • Copyright
    © 2025 Morningstar, Inc.
  • Show Website
    The Morning Filter

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