The Morning Filter
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.
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5 Stocks to Buy While They’re Still Reasonably Priced
<p>In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss what today’s oil prices may mean for the economy and the market. They explain why this week’s Fed meeting may be a nonevent and how to think about quarterly earnings reports when you’re investing for the long term. They preview upcoming earnings reports for Microsoft, Meta Platforms, Amazon.com and Apple and debate how long the good times will continue to roll for Seagate Technology STX. </p> <p>They cover whether Tesla is a buy on its post-earnings pullback, what the key...
Where the Stock Market May Be Heading Next and What to Buy Now
<p>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?</p> <p>They unpack expectations for economic growth, inflation, and interest rates for the remainder of 2026 and discuss what impact AI is having on...
5 Stocks to Buy That Defy Value vs. Growth
<p>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.</p> <p>Tune in to find out if a growth-and-value barbell is still the best way to structure a port...
Top 10 Dividend Stocks to Buy in 2026
<p>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. </p> <p>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.</p> <p>Episode Highlights </p> <p>00:00:00 Welcome</p> <p>00:01:48 Dividend Stock Per...
5 High-Conviction Stocks to Buy
<p>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. </p> <p>They unpack what Meta Platforms’ move...
3 Stocks to Buy and 3 Stocks to Sell for July
<p>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.</p> <p>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...
3 Stocks to Buy Before the Market Reprices Them
<p>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.</p> <p>They also discuss the challenges of valuing AI companies while so much is still unknown and whether investors should be willin...
5 of the Best Core Stocks to Own
<p>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.</p> <p>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 ca...
5 Stocks to Buy Before the Next Market Rotation
<p>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.</p> <p>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 T...
5 Stocks to Sell in June
<p>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.</p> <p>They answer a viewer question about a wide-m...
