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 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.
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 can invest in them at the right price.
Episode Highlights
00:00:00 Welcome
00:01:32 What core stocks are and what qualities they share.
00:02:40 Should you pay more for core stocks than you’d pay for noncore stocks?
00:03:40 Why you can’t simply buy and hold core holdings. You need to buy and manage them instead.
00:06:40 The best core stocks to own according to Morningstar’s sector directors.
Read about topics from this episode.
US Stock Market Outlook: Harvesting Growth Gains, Restoring Barbell
Got a question for Dave? Send it to [email protected].
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