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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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...
Why Microsoft Stock Is Worth $600
<p>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.</p> <p>They unpack Morningstar’s forecasts for the company’s AI spending, revenue, and margins, and explain how Romanoff arrives at a $600 fair...
3 Misunderstood Stocks to Buy
<p>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.</p> <p>They wrap up with 3 misunderstood stocks to buy because investors...
4 Stocks to Buy After Earnings
<p>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.</p> <p>They discuss why Fortinet FTNT soared last week and brought other cybersecurity stocks along for the ride. Then un...
3 Overvalued Stocks to Take Profits In and 3 Undervalued Stocks to Buy Instead
<p>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. </p> <p>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 t...
3 Stocks to Buy Before Their Discounts Disappear Again
<p>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. </p> <p>Tune in to find out if Intel, ServiceNow or Tesla are stocks to buy after earnings—and whether it’s ti...
How to Build a Portfolio: What to Own, What to Skip, and Why
<p>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. </p> <p>Benz shares some of her favorite funds and ETFs to include in an investment portfolio. They close with some rapid-fire questions about h...
