The Morning Filter

The Morning Filter

Morningstar, Susan Dziubinski - Investment Specialist, Dave Sekera - Chief U.S. Markets Strategist
Land Vereinigte Staaten
Sprache EN
Folgen 72
Letzte 28.09.2026

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.

Folgen

  • 4 Stocks to Buy Before They Rise Further 28.09.2026 47Min.
    Plus, the member of the triple-digit club reporting earnings this week.
  • Why Broadcom Stock Is Worth $650 24.09.2026 43Min.
    Morningstar’s analyst unpacks Broadcom’s current valuation, what the market is missing, and the risks investors need to watch out for.
  • 4 Stocks to Buy Before They Bounce Back 21.09.2026 47Min.
    Plus, stocks we do and don’t like after earnings.
  • 7 Stocks to Buy That Can Move the Market 14.09.2026 48Min.
    Plus, expectations for this week’s Fed meeting.
  • 3 Stocks to Sell and 3 Stocks to Buy for September 31.08.2026 41Min.
    Plus, whether Nvidia, Marvell Technology or Salesforce look attractive after earnings.
  • 5 Undervalued Stocks to Rent, Not Buy 24.08.2026 48Min.
    Plus, what to watch in Nvidia’s earnings report.
  • 4 Undervalued Stocks to Buy for Income 17.08.2026 41Min.
    Plus, what August’s market moves mean for investors.
  • 3 Stocks to Sell and 3 Stocks to Buy in August 10.08.2026 47Min.
    Plus, opportunities and risks in international stocks today.
  • 5 Stocks to Buy That We Still Like After Earnings 03.08.2026 18Min.
    Plus, updates on Microsoft, Meta, Amazon, and Apple.
  • 5 Stocks to Buy While They’re Still Reasonably Priced 27.07.2026 38Min.
    Plus, what stood out in the latest earnings reports from Tesla, Alphabet, and Intel.
  • Where the Stock Market May Be Heading Next and What to Buy Now 23.07.2026 52Min.
    Morningstar’s chief market strategist and economist share their outlooks for the second half of 2026.
  • 5 Stocks to Buy That Defy Value vs. Growth 20.07.2026 48Min.
    Plus, takeaways from bank earnings.
  • Top 10 Dividend Stocks to Buy in 2026 16.07.2026 26Min.
    Plus, how dividend stocks have performed so far this year.
  • 5 High-Conviction Stocks to Buy 13.07.2026 40Min.
    Plus, a preview of bank earnings.
  • 3 Stocks to Buy and 3 Stocks to Sell for July 29.06.2026 45Min.
    Plus, our take on Micron’s blockbuster earnings.
  • 3 Stocks to Buy Before the Market Reprices Them 22.06.2026 25Min.
    Plus, our take on Apple’s AI strategy and key risks.
  • 5 of the Best Core Stocks to Own 15.06.2026 17Min.
    Plus, how to manage core stock positions.
  • 5 Stocks to Buy Before the Next Market Rotation 08.06.2026 52Min.
    Plus, is SpaceX really worth $1.8 trillion?
  • 5 Stocks to Sell in June 01.06.2026 55Min.
    Plus, a look at last month’s stock market winners and losers.
  • Why Microsoft Stock Is Worth $600 27.05.2026 50Min.
    Morningstar’s analyst unpacks Microsoft’s AI investments, revenue growth potential, and biggest risks while making the case for a $600 valuation.

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