The Morning Filter

• 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 EarningsLearn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in StocksGoing 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 [email protected]. Follow us on social media.Dave Sekera on X: @MstarMarketsDave Sekera on LinkedIn: https://www.linkedin.com/in/davesekeraFacebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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! 

  --------  

  38:56

  --------

  38:56
• 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 successIs “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 [email protected]. Follow us on social media.Dave Sekera on X: @MstarMarketsDave Sekera on LinkedIn: https://www.linkedin.com/in/davesekeraFacebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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!

  --------  

  39:16

  --------

  39:16
• 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 EarningsLearn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in StocksRead Dave’s new stock market outlook: August 2025 Stock Market Outlook: Where We See Investing Opportunities Got a question for Dave? Send it to [email protected]. Follow us on social media.Dave Sekera on X: @MstarMarketsDave Sekera on LinkedIn: https://www.linkedin.com/in/davesekeraFacebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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! 

  --------  

  44:16

  --------

  44:16
• 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 EarningsLearn 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 [email protected]. Follow us on social media.Dave Sekera on X: @MstarMarketsDave Sekera on LinkedIn: https://www.linkedin.com/in/davesekeraFacebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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!

  --------  

  43:43

  --------

  43:43
• 3 Stocks to Buy and 3 Stocks to Sell After Earnings

  On this week’s episode of The Morning Filter, David Sekera and Susan Dziubinski unpack the busy week ahead for investors. They cover pivotal economic events, including the looming tariff deadline, the Fed meeting, a crucial inflation report, and the latest jobs numbers. Plus, they preview the Magnificent Seven stocks reporting earnings this week—Microsoft MSFT, Apple AAPL, Amazon AMZN and Meta Platforms META—and revisit some former stock picks reporting soon, too.They reveal whether Tesla TSLA or Alphabet GOOGL are good investments given their latest guidance. And they wrap things up with a list of stocks investors should consider buying and selling post-earnings.Episode highlights:On Tap: Tariffs, The Fed, Inflation & JobsMag Seven Earnings We’re WatchingNew Research on Tesla, Alphabet & OthersStocks to Buy and Sell After EarningsRead about topics from this episode.Follow Morningstar’s coverage of earnings season: Company EarningsLearn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in StocksRead the full stock analyst reports for Microsoft, Apple, Amazon, Meta, Tesla, and Alphabet.Got a question for Dave? Send it to [email protected] us on social media.Dave Sekera on X: @MstarMarketsDave Sekera on LinkedIn: https://www.linkedin.com/in/davesekeraFacebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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!

  --------  

  38:21

  --------

  38:21

Mais podcasts de Negócios

Podcasts em tendência em Negócios

Sobre The Morning Filter

The Morning Filter: Podcast do grupo