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n 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 [email protected].
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.
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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 [email protected].
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.
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Saknas det avsnitt?
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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 [email protected].
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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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 [email protected].
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.
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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 [email protected].
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.
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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 Outlook
SpaceX: What Investors Need to Know About Its Enormous Upcoming IPOGot a question for Dave? Send it to [email protected].
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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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 Value
Dave Sekera’s Complete ArchiveGot a question for Dave? Send it to [email protected].
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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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 AccelerateMSFT: This Might Be the Best Core Stock Bargain in the Market Today
Have an idea for a bonus episode? Send it to [email protected].
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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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 [email protected].
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.
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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 out if AMD, Palantir PLTR and ARM ARM look attractive after reporting earnings.
They discuss why Fortinet FTNT soared last week and brought other cybersecurity stocks along for the ride. Then unpack an under-discussed Morningstar rating that encapsulates the quality of a company’s management team. They conclude this week’s episode with four stock picks to invest in after earnings.
Episode Highlights
Why to watch the Japanese yen
What this week’s inflation reports could mean for the US stock market
Which AI companies reporting this week to keep an eye on
After reporting stellar results, is Advanced Micro Devices AMD a buy?
How to use Morningstar’s Capital Allocation Rating when analyzing stocks to invest in
Undervalued stocks to buy after earnings
Read about topics from this episode.
US Stock Market Outlook: Where to Find Value After April’s Rally
See David Sekera’s Archive
Got a question for Dave? Send it to [email protected].
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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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, Microsoft MSFT, Meta Platforms META, Amazon.com AMZN and Apple AAPL—look like stocks to buy after earnings. The episode wraps with three overvalued stocks to take profits in and three undervalued stocks to buy instead.
Episode Highlights
The one theme driving economic growth today
How to position your stock portfolio for the new month
Which earnings reports to watch for in the week ahead
Top insights from big tech earnings
Stocks to lock in gains and promising stocks to buy instead
Read about topics from this episode.
Q2 2026 Stock Market Outlook: Don’t Panic, Readjust
Read Dave’s complete archive.
Got a question for Dave? Send it to [email protected].
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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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 several other companies including Eli Lilly LLY and UPS UPS.
Tune in to find out if Intel, ServiceNow or Tesla are stocks to buy after earnings—and whether it’s time to throw in the towel or back up the truck on Adobe. They wrap up with three former stocks picks that look like attractive stocks to buy again.
Episode Highlights
00:00:00 Welcome
00:02:27 Can the US stock market continue to hit new highs?
00:06:36 What to expect from this week’s Fed meeting, which is Jerome Powell’s last meeting as Fed chair
00:10:09 Whether Big Tech results and forecasts from Alphabet GOOGL, Apple AAPL, Amazon AMZN, Meta Platforms META, and Microsoft MSFT may disappoint
00:23:25 If Intel INTC, ServiceNow NOW or Tesla TSLA look attractive after earnings
00:34:56 Is Adobe ADBE a buy or sell today?
00:37:52 3 stock picks that look undervalued again
Read about topics from this episode.
Q2 2026 Stock Market Outlook: Don’t Panic, Readjust
Read Dave’s complete archive.
Got a question for Dave? Send it to [email protected].
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!
This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income
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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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 international stocks can play, and the types of bonds that work best for most investors.
Benz shares some of her favorite funds and ETFs to include in an investment portfolio. They close with some rapid-fire questions about how to invest an IRA that’s sitting in cash, whether time horizon or risk tolerance is a more important consideration when constructing a portfolio, and the most underrated investment strategy today.
Episode Highlights
00:00:00 Welcome
00:03:35 How to tell if you’re really a long-term investor or just a complacent one.
00:06:24 Why investors should use mutual funds and ETFs as core portfolio holdings rather than stocks.
00:09:13 Best practices for portfolio construction—and which asset classes you do and don’t need for a diversified portfolio.
00:23:51 What international stocks can add to your portfolio mix.
00:30:54 Which types of bonds to buy and which ones to avoid.
00:38:54 Top mutual funds and ETFs to consider for your portfolio.
Have an idea for a bonus episode? Send it [email protected].
Read about topics from this episode.
Our Best Investment Portfolio Examples for Savers and Retirees https://www.morningstar.com/portfolios/best-investment-portfolio-examples-savers-retirees
Risk, Not Volatility, Is the Real Enemy for Investors https://www.morningstar.com/markets/risk-not-volatility-is-real-enemy
Christine’s column and video archive. https://www.morningstar.com/people/christine-benz
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).
Listen to The Morning Filter podcast every Monday at 9 am Eastern, 8 am Central. Subscribe to get notified when we post next. Happy Investing!
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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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 year and its price risk heading into earnings on Thursday. Tune in to find out what companies to keep on your radar this week, hear Morningstar’s takeaways from big bank earnings, and find out whether Netflix, ASML, Taiwain Semiconductor and Johnson & Johnson JNJ are stocks to buy after they’ve reported earnings.
They talk about why the idea of buying stocks and holding them for decades sounds better in theory than it may be in practice. They wrap up with a handful of undervalued stock picks today that may, in fact, be stocks to own for decades.
Episode Highlights
The US stock market hit new highs last week. Do stocks still look undervalued and are investors too complacent?
Whether Intel INTC is likely to sustain its stock price momentum after the company reports earnings this week.
What to watch for in the upcoming results from ServiceNow NOW, Tesla TSLA, and Blackstone BX.
Key takeaways from big bank earnings and reports from Netflix NFLX, ASML ASML, and Taiwan Semiconductor TSM.
Undervalued stocks to buy for the long-term—maybe even for decades.
Read about topics from this episode.
Q2 2026 Stock Market Outlook: Don’t Panic, Readjust https://www.morningstar.com/markets/q2-2026-stock-market-outlook-dont-panic-readjust
Read Dave’s complete archive. https://www.morningstar.com/people/david-sekera
Got a question for Dave? Send it to [email protected].
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.
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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 explains why he thinks a value-growth barbell strategy can win in 2026 and how to execute it.
Caldwell covers when he expects GDP growth to reaccelerate, why worries about the K-shaped economy are overdone, and how long he thinks it’ll be before the Federal Reserve cuts interest rates again. The episode concludes with a bond-market outlook, including whether the worst is behind the private credit market.
Episode Highlights
Why we think a barbell approach to US stocks make sense today.
Which parts of the US stock market look most undervalued.
Why we expect volatility to persist in 2026.
Morningstar’s updated forecasts for GDP growth, inflation, and interest rates.
Our take on the bond market.
Read about topics from this episode.
33 Undervalued Stocks to Buy in a Volatile Market
Q1 2026 in Review and Q2 Market Outlook
Stock Sector Outlooks: Morningstar’s Top Q2 Picks Across the Market
Got a question for Dave? Send it to [email protected].
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).
Tune in to The Morning Filter podcast every Monday at 9 am Eastern, 8 am Central. Subscribe to get notified when we post next. Happy Investing!
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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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 find out if Johnson & Johnson, ASML, Taiwan Semiconductor and Netflix are stocks to buy ahead of earnings and whether Veeva Systems’ competitive advantages are likely to be eroded by AI. They wrap up with five undervalued growth stocks that look attractive today.
Episode Highlights
00:00:00 Welcome
00:01:42 The market’s response to new events in the Iran war.
00:10:14 How companies may approach their forecasts during earnings season.
00:11:32 What to look for in big bank earnings this week.
00:14:21 Why to watch earnings from Johnson & Johnson JNJ, ASML ASML, Taiwan Semiconductor TSM and Netflix NFLX.
00:22:53 Is Veeva Systems’ VEEV moat safe?
00:28:00 Undervalued growth stocks to buy before they come back.
Read about topics from this episode.
Q2 2026 Stock Market Outlook: Don’t Panic, Readjust
Read Dave’s complete archive
Got a question for Dave? Send it to [email protected].
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!
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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 stocks more attractive and whether the worst is behind for Nike. Tune in to find out if Carnival or McCormick are stocks to buy after making news last week.
Small-cap stocks have held up relatively well in 2026, but are conditions right for the outperformance to continue? They close with several at-risk stocks to sell in the face of higher inflation.
Episode Highlights
00:00:00 Welcome
00:01:37 The market’s response to the latest events in the Iran war and whether the Federal Reserve is more likely to raise interest rates or cut them this year.
00:08:56 If this week’s inflation reports will stoke volatility in the market.
00:14:25 Are cybersecurity stocks facing a new risk?
00:16:05 What to make of updates from Nike NKE, Carnival CCL, and McCormick MKC.
00:20:36 Whether small-cap stocks can continue to outperform in 2026.
00:26:21 At-risk stocks to sell before inflation heats up.
Read about topics from this episode.
Register for Dave's Q2 Market Outlook webinar.
Read Dave’s complete archive.
Got a question for Dave? Send it to [email protected].
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!
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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 investors to increase their exposure to US stocks. They also unpack which investment styles look most attractive today, as well as which sectors to take profits in and which sectors to invest the proceeds in.
They explain why Crowdstrike isn’t a top pick among cybersecurity stocks today. This week’s stock picks feature five undervalued stocks that Morningstar’s analysts like at the start of the second quarter.
Episode Highlights
What to watch in the earnings reports from Nike NKE and McCormick MKC this week. Is Chewy CHWY a buy after its stock pop? Heading into the second quarter, should investors overweight US stocks? Which sectors to sell and which sectors to buy today. Market trends to monitor in the months ahead. Stock picks: undervalued stocks Morningstar’s analysts like.Read about topics from this episode.
Register for Dave's Q2 Market Outlook webinar.
Read Dave’s complete archive.
Got a question for Dave? Send it to [email protected].
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).
Viewers who’d 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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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 Micron after earnings and what drove an upgrade in Nvidia’s fair value, too.
Speaking of fair value changes, the co-hosts answer a viewer question about why Oracle’s ORCL fair value has moved around so much lately. They wrap up with some attractive stocks to buy of companies that are brand powerhouses.
Episode Highlights
00:00:00 Welcome
00:01:32Updates on the market’s response to the ongoing war and what oil markets are telling us.
00:11:26 What to watch in the US bond market today and what may be next for private credit.
00:17:25 Why to monitor international bonds.
00:21:16 Micron reported blowout results. Nvidia issued a stunning outlook for Blackwell and Rubin AI products. Why isn’t the market impressed?
00:33:12 Stock picks: top stocks with powerful brands to invest in.
Read about topics from this episode.
US Stock Market Outlook: Where We See Investing Opportunities in March
Read Dave’s complete archive.
Got a question for Dave? Send it to [email protected].
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).
Viewers who’d 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!
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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 of sectors have triggered big sell-offs. Morningstar equity analysts have investigated 132 companies to determine whether that’s the case. They have concluded that AI is not a universal destroyer. The team thinks investors should sort through the wreckage and find newly cheap companies with enduring competitive advantages. Eric Compton, director of equity research for the technology sector at Morningstar, tells you where to look.
Read the Moat Ratings Guidebook Amid AI Disruption.
Episode Highlights:
00:00:00 Welcome
00:01:28 What are Moats, and How Does Morningstar Use Them?
00:04:11 In-Depth Analyst Review of 132 Companies
00:06:27 Why Cybersecurity Holds Up
00:10:02 Why Design Software Looks Resilient
00:13:10 How Financial Data Benefits From AI
00:15:32 Finding Opportunity After AI Selloffs
Subscribe to Investing Insightswherever you get your podcasts. We’ll be back on Monday with a new episode of The Morning Filter.
Got a question for Dave? Send it to [email protected].
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).
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- Visa fler
