The Morning Filter

Morningstar
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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.

  1. 1D AGO

    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 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!

    45 min

  2. SEP 22

    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 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!

    45 min

  3. SEP 15

    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 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!

    45 min

  4. SEP 8

    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 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!

    54 min

  5. AUG 25

    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 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!

    39 min

  6. AUG 18

    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 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!

    39 min

  7. AUG 11

    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 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!

    44 min

  8. AUG 4

    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 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!

    44 min
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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.

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