The Morning Filter

• 5 Rallying Stocks to Buy in June While They’re Still Undervalued

  On this week’s episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss the likelihood of the Federal Reserve cutting interest rates any time soon and which company earnings to watch for in the week ahead. They also talk about Adobe’s results, takeaways from Apple’s WWDC event, and other stocks in the news. And they welcome special guest Damien Conover, Morningstar director of US Equity Research, who covers which sectors and industries are most vulnerable to tariffs. Episode highlights: Why Good Inflation Numbers Won’t Spur the Fed to Act Which Stocks in the News Look Attractive? Tariffs & Trade Deal Stock Picks Stocks That Are Rallying & Have More Room to Run Read about topics from this episode. Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in StocksRead Dave’s latest stock market outlook: June 2025 US Stock Market Outlook: Has the Storm Passed?Find out which sectors and industries would be hurt most by tariffs, according to Morningstar: Tariffs Would Likely Hit These US Stock Sectors the Hardest Got a question for Dave? Send it to [email protected]. What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Get tickets here. 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!  

  --------  

  40:04
• 3 Stocks to Buy and 3 Stocks to Toss Before the Market Storm

  On this week’s episode of The Morning Filter podcast, Morningstar’s Susan Dziubinski and David Sekera sift through last week’s employment numbers, discuss the economic and earnings reports to watch this week, and explain how investors should be thinking about their portfolios during what Sekera calls an “eye of the hurricane” period for stocks.They also recommend stocks to buy and sell during the market calm and share whether Dollar General DG, Dollar Tree DLTR, and Crowdstrike CRWD are attractive investments after earnings. Episode highlights: 2:11 What New Jobs, Inflation Numbers Mean for Markets 16:40 Should You Underweight Stocks Today? 24:01 An Overlooked Summer Stock to Invest In 26:57 Stocks to Buy & Sell Before the Storm Hits Read about topics from this episode. Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in StocksRead Dave’s latest stock market outlook: June 2025 US Stock Market Outlook: Has the Storm Passed? Morningstar’s take on CRWD and DG after earnings:Dollar General Earnings: Results Shine on Same-Store Sales GrowthCrowdStrike Earnings: Vendor Consolidation Drives Upside as Outage Impact Dissipates Got a question for Dave? Send it to [email protected]. What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Get tickets here. 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!            

  --------  

  38:58
• 5 Oversold Stocks to Buy Before They Break Out

  Hello, and welcome to 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.  On This Week’s Episode: What’s Next with Tariffs Economic & Earnings Reports to Watch New Research on NVDA, Cybersecurity Stocks, More Oversold Stocks to Buy for Summer Read about topics from this episode. Learn 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]. What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Get tickets here. 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!           

  --------  

  35:08
• 5 Stocks to Buy to Profit from Trump’s Trade Deals

  Hello, and welcome to 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.  Key Takeaways: Our Read on Inflation Watching NVDA, HD, Others Ahead of Earnings Should You Buy REITs Today? Stock Picks of the Week   Read about topics from this episode. Read Dave’s latest Stock Market Outlook: May 2025 US Stock Market Outlook: Eye of the HurricaneKeep track of earnings at Morningstar’s earnings hub: Company EarningsLearn 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]. What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Get tickets here. 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!

  --------  

  26:43
• 3 Stocks to Sell and 3 Stocks to Buy Instead

  Hello, and welcome to 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.  Key Takeaways: On Radar: Inflation, Earnings New Research on AMD, NVO, GOOGL, Others Should You Overweight Stocks Today? 3 Stocks to Sell and 3 Stocks to Buy Read about topics from this episode. Read Dave’s latest Stock Market Outlook: May 2025 US Stock Market Outlook: Eye of the HurricaneKeep track of earnings at Morningstar’s earnings hub: Company EarningsLearn 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]. What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Get tickets here. 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! 

  --------  

  41:42

Altri podcast di Economia

Podcast di tendenza in Economia

Su The Morning Filter

The Morning Filter: Podcast correlati