The Morning Filter

Morningstar, Susan Dziubinski - Investment Specialist, Dave Sekera - Chief U.S. Markets Strategist

Ülke Amerika Birleşik Devletleri

Türler Haberler, İş, Yatırım, İş Haberleri

Dil EN

Bölüm 72

Son 29.06.2026

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.

Bölümler

3 Stocks to Buy and 3 Stocks to Sell for July 29.06.2026 45dk

Plus, our take on Micron’s blockbuster earnings.
3 Stocks to Buy Before the Market Reprices Them 22.06.2026 25dk

Plus, our take on Apple’s AI strategy and key risks.
5 of the Best Core Stocks to Own 15.06.2026 17dk

Plus, how to manage core stock positions.
5 Stocks to Buy Before the Next Market Rotation 08.06.2026 52dk

Plus, is SpaceX really worth $1.8 trillion?
5 Stocks to Sell in June 01.06.2026 55dk

Plus, a look at last month’s stock market winners and losers.
Why Microsoft Stock Is Worth $600 27.05.2026 50dk

Morningstar’s analyst unpacks Microsoft’s AI investments, revenue growth potential, and biggest risks while making the case for a $600 valuation.
3 Misunderstood Stocks to Buy 18.05.2026 32dk

Plus, how to distinguish between signal and noise when investing in stocks.
4 Stocks to Buy After Earnings 11.05.2026 38dk

Plus, more updates on key AI companies.
3 Overvalued Stocks to Take Profits In and 3 Undervalued Stocks to Buy Instead 04.05.2026 43dk

Plus, our take on results from tech’s heavyweights.
3 Stocks to Buy Before Their Discounts Disappear Again 27.04.2026 47dk

Plus, our big tech earnings preview.
How to Build a Portfolio: What to Own, What to Skip, and Why 23.04.2026 44dk

The difference between a well-built portfolio and a risky one often comes down to a few key choices.
5 Long-Term Stocks to Buy Now and Hold for Decades 20.04.2026 48dk

Plus, the key earnings reports to monitor this week.
Q2 Market Outlook: Why a Stock Barbell Strategy Is Ideal for Today’s Market 15.04.2026 54dk

We expect volatility to persist in 2026 and recommend balancing undervalued growth stocks with high-quality value stocks.
5 Stocks to Buy Before Growth Stocks Come Back 13.04.2026 43dk

Plus, a preview of earnings season.
5 Stocks to Sell Before Inflation Spikes 06.04.2026 36dk

Plus, whether small-cap stocks are still attractive today.
5 Stocks to Buy Before Q2 Heats Up 30.03.2026 37dk

Plus, our stock market outlook for the quarter ahead.
4 Stocks to Buy With Winning Brands 23.03.2026 47dk

Plus, why to keep an eye on the bond market today.
Investing Insights: These Top Tech Stocks Can Stand Up to AI Risks 20.03.2026 19dk

Plus, why some software stocks are not down and out yet.
3 Cybersecurity Stocks to Invest In as AI Reshapes Industries 19.03.2026 37dk

And why this industry in particular stands to benefit from AI disruption.
5 Stocks to Buy That Are Sheltered from AI Disruption 16.03.2026 46dk

Plus, what to watch in the US stock market this week.