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The Morning Filter

Morningstar
The Morning Filter
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5 de 22
  • 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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  • 4 Cheap Stocks to Buy Before They Turn Around
    On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski review last week’s Fed decision and dot-plot update, discuss which economic and earnings reports to watch this week, and share what they learned about the consumer after digesting last week’s earnings reports from Lennar LEN, Darden DRI, and Kroger KR.They also cover whether Meta Platforms META, Marvell Technology MVRL, or Advanced Micro Devices AMD are stocks to buy today after popping last week. And one of Dave’s stock picks this week is a Warren Buffett favorite. Episode highlights: Fed Reaction & Inflation Stocks in the NewsShould You Stick to a Market Weighting in Stocks?Undervalued Stocks to Buy Before They Rebound 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? 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! 
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  • 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!  
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  • 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!            
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  • 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!           
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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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