The Morning Filter
The Morning Filter
Podcast Description
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.
Podcast Insights
Content Themes
The podcast centers around key financial themes such as market analysis, stock picks, research highlights, and economic indicators. Episodes often cover timely topics like inflation trends, earnings expectations from major companies like GOOGL and AMZN, and regular stock recommendations, exemplified by segments focused on upcoming earnings and tariff discussions.
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.
In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss last week’s market highlights, including the Fed’s interest-rate hike and the 10-year Treasury yield’s push above 5%, and debate how much longer the current bout of market uncertainty may last. They explain why to keep an eye on Costco and Darden Restaurants this week. And they review several former stock picks after earnings and reveal which remain stocks to buy today.
Tune in for a deeper dive into one of last week’s stock picks, Tesla. The show wraps with a few quality stocks to buy on recent weakness.
Episode Highlights
- What mattered in the market last week
- Earnings to have on radar: Costco COST and Darden Restaurants DRI
- Which of these stock picks we still like today and which ones may be value traps: Lennar LEN, RH RH, Veeva Systems VEEV, CNH Industrial CNH, Northrop Grumman NOC, Hasbro HAS, Scotts Miracle Gro SMG
- How we’re thinking about Tesla TSLA as an investment today
- High-quality stocks that’ve pulled back and now look attractive
Read about topics from this episode.
September Stock Market Outlook: How to Position Your Portfolio During a Risky Stage
Read Dave’s complete archive.
Got a question for Dave? Send it to [email protected].
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If you would like more information about any of the stocks Dave talked about today, you can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next.
This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income
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