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The Morning Filter

Morningstar
The Morning Filter
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5 de 26
  • 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!
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  • 3 Stocks to Buy That Are Beating the Market
    On this week’s episode of The Morning Filter, David Sekera and Susan Dziubinski unpack the latest inflation numbers and debate whether the numbers will influence the Federal Reserve’s interest rate decision later this month. They also discuss which company earnings reports matter this week (hint: Tesla TSLA and Alphabet GOOGL top the list) and which stocks look attractive after reporting last week. They cover key takeaways from bank earnings, fair value estimate changes for Nvidia NVDA and Advanced Micro Devices AMD, and what Morningstar thinks of the possible breakup at Kraft Heinz KHC, too.  Dave’s stock picks this week are a trio of names that’ve outperformed the market during the past year yet still look undervalued today.  Episode highlights:  Our Take on Inflation & Fed ImpactWhat We’re Watching: TSLA & GOOGL EarningsWhich Stocks Look Like Buys After Earnings?Cheap Stocks That Are Beating the MarketRead about topics from this episode.  Read Dave’s 3Q Stock Market Outlook: Q3 2025 Stock Market Outlook: After the Rally, What’s Still Undervalued?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 analyst earnings reports for Johnson & Johnson, Taiwan Semiconductor Manufacturing, and JPMorgan Chase.   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 and Dave:Susan Dziubinski https://www.morningstar.com/people/susan-dziubinskiDave Sekera https://www.morningstar.com/people/david-sekera Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!  
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  • 5 Stocks to Buy Before Wall Street Catches On
    On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski catch up on tariff and economic news and preview bank earnings. They also discuss what to watch for when Johnson & Johnson JNJ reports this week, whether Constellation Brands STZ remains a stock to buy after earnings, and if former stock pick Fluor FLR is still attractive after its recent price gains.Plus, they review Dave’s Q3 2025 Stock Market Outlook and reveal which of Morningstar analysts’ top picks for the quarter he likes best. Episode highlights: Tariffs & Jobs & Inflation, Oh My! Bank Earnings Preview 3Q 2025 Stock Market Outlook Great Stocks Getting Overlooked Today Read about topics from this episode. Read Dave’s 3Q Stock Market Outlook: https://www.morningstar.com/markets/q3-2025-stock-market-outlook-after-rally-whats-still-undervaluedSee all of Morningstar’s analyst picks for 3Q 2025: https://www.morningstar.com/stocks/33-undervalued-stocks-2Learn more about Morningstar’s approach to stock investing: https://www.morningstar.com/stocks/morningstars-guide-investing-stocksHere Are the Sectors and Industries That Are Vulnerable if Reciprocal Tariffs Come Back https://www.morningstar.com/stocks/here-are-sectors-industries-that-are-vulnerable-if-reciprocal-tariffs-come-back 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 and Dave:Susan Dziubinski https://www.morningstar.com/people/susan-dziubinskiDave Sekera https://www.morningstar.com/people/david-sekera Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!  
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  • 3 Core Stocks Every Investor Should Own
    This week’s episode of The Morning Filter was taped at the 2025 Morningstar Investment Conference. Dave Sekera and Susan Dziubinski discuss Dave’s process for finding new stock picks each week, including what screens he maintains and what data points he considers. They also cover how to tweak your stock allocation based on market valuations and review a few must-own core stocks. Finally, they answer audience questions about Morningstar’s approach to valuing companies, how to invest during a period of geopolitical and policy uncertainty, and which companies stand to benefit most from artificial intelligence. Episode highlights: Tips for Generating New Stock Ideas How to Tilt Your Stock Allocation The Core Stocks Everyone Should Own Top Ways to Invest in AI Today Read about topics from this episode. Register now to watch Dave’s comprehensive 3Q 2025 Outlook webinar on Thursday, July 10, at 11 am CT, 12 pm ET. Insights from the 2025 Morningstar Investment Conference: 2025 Morningstar Investment Conference: How to Invest Today 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!    
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  • 6 Stocks to Buy in July for the Long Term
    On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski share which economic report is a must-watch-for during this shortened trading week. They also discuss whether FedEx FDX or Carnival CCL are stocks to buy after earnings, review news from Novo Nordisk NVO and Amgen AMGN about their obesity drugs, and take a deep dive into Morningstar’s outlook for Blackrock BLK.Plus, they talk about what 2025 has taught investors so far, and Dave shares a half dozen eclectic stock picks to consider heading into the third quarter. Episode highlights: The One Economic Report to Watch This Week Are These Stocks in the News Buys? Investments Lessons from 2025 So Far Stocks to Buy Now & Hold for the Long Term Read about topics from this episode. Register now to watch Dave’s comprehensive 3Q 2025 Outlook webinar on Thursday, July 10, at 11 am CT, 12 pm ET. Find out what Dave’s top dividend stock picks are for the rest of 2025: 10 Top Dividend Stocks for 2025Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks 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!               
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Sobre The Morning Filter

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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