The Morning Filter (Morningstar)
Explorez tous les épisodes de The Morning Filter
| Date | Titre | Durée | |
|---|---|---|---|
| 24 Jan 2025 | Introducing The Morning Filter | 00:01:03 | |
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.
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| 10 Feb 2025 | 3 More Stocks to Buy Before They Rebound | 00:43:48 | |
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. Key takeaways: 02:28 Tariff Talk 07:32 On Radar: Inflation & Earnings 16:02 New Research on GOOGL, AMZN, AMD, More 32:06 Stocks of the Week 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. https://www.morningstar.com/business/events/morningstar-investment-conference?refid=morn_filter
Read about topics from this episode. Following Morningstar’s coverage of earnings season. Learn more about Morningstar’s approach to stock investing.
Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: 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! | |||
| 03 Feb 2025 | 3 Stocks to Buy Before They Bounce Back | 00:36:21 | |
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.
Key takeaways: 00:42 Tariffs, Inflation, The Economy & Rate Cuts 08:07 On Radar: Jobs & Earnings from GOOGL, AMZN, AMD, More 14:17 Updates on DeepSeek, MSFT, AAPL, & Others 29:16 Stocks of the Week
Read about topics from this episode. Following Morningstar’s coverage of earnings season: https://www.morningstar.com/topics/company-earnings Learn more about Morningstar’s approach to stock investing: https://www.morningstar.com/stocks/morningstars-guide-investing-stocks
Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: 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! | |||
| 31 Mar 2025 | 3 Long-Term Stocks to Buy That We Still Believe In | 00:27:01 | |
Hello, and welcome a special edition of The Morning Filter. Most Monday mornings Susan Dziubinski talks with Morningstar’s Chief U.S. markets strategist Dave Sekera, but Dave’s on a well-deserved vacation this week, so we’re doing something a little different. Tune in to hear what investors should have on their radars this week, a special guest discussing the first quarter in the markets, and a few stock picks or pans for the week ahead.
Key Takeaways: 2:18 Market Recap & AI Stock Outlook 7:35 On Radar: The Fed & Tariffs 12:42 New Research on ADBE, VZ 18:59 Stocks of the Week
Read about topics from this episode. Read Dave’s 2Q 2025 Stock Market Outlook: Stock Market Outlook: Where We See Opportunities in Q2 Learn more about Morningstar’s approach to stock investing.
Got a question for Dave? Send it to themorningfilter@morningstar.com.
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: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: 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! | |||
| 24 Mar 2025 | 3 Stocks to Buy of Companies with Top-Rated Management | 00:32:33 | |
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.
Key Takeaways: Our Answers to Your Investing Questions Companies You Want to Hear About Explaining Morningstar’s Ratings Stocks of the Week
Read about topics from this episode. Learn more about Morningstar’s approach to stock investing. Following Morningstar’s coverage of earnings season.
Got a question for Dave? Send it to themorningfilter@morningstar.com.
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: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: 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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| 24 Feb 2025 | 3 Stocks to Buy While the Market Hits New Highs | 00:35:22 | |
Key takeaways: 02:20 On Radar: GDP and Inflation 06:36 Our Take on NVDA Before Earnings 10:35 New research on WMT, GILD, TDD, Others 25:48 Stocks of the Week 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. https://www.morningstar.com/business/events/morningstar-investment-conference?refid=morn_filter Related links – please add to both the You Tube and .Com versions: Got a question for Dave? Send it to themorningfilter@morningstar.com. Follow Morningstar’s coverage of earnings season: https://www.morningstar.com/topics/company-earnings Learn more about Morningstar’s approach to stock investing: https://www.morningstar.com/stocks/morningstars-guide-investing-stocks | |||
| 10 Mar 2025 | 4 Stocks to Buy During Tariff Uncertainty | 00:31:15 | |
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. Key takeaways: 00:05 Tariff Uncertainty & The Market 05:43 On Radar: Inflation & Key Earnings 10:09 New Research & Undervalued Sectors 20:48 Stocks of the Week 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. https://www.morningstar.com/business/events/morningstar-investment-conference?refid=morn_filter Read about topics from this episode. Read Dave’s new stock market outlook. Following Morningstar’s coverage of earnings season. Learn more about Morningstar’s approach to stock investing.
Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: 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! | |||
| 07 Apr 2025 | 3 Stocks to Buy and Hold During Tariff Chaos | 00:38:41 | |
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.
Key Takeaways: 2:15 Tariffs & The Markets 12:29 On Radar: Inflation, Bank Earnings 15:48 Is It Time to Overweight Stocks? 29:42 Stock Picks of the Week
Read about topics from this episode. Register to watch Dave’s webinar on Tuesday, April 8, covering what tariffs mean for the economy and stock market: Morningstar’s Q2 2025 US Market Outlook - From Overheated to Opportunity: Positioning for What’s Ahead Visit the comprehensive content hub: Morningstar’s Take on Tariffs: Stock Impacts, Portfolio Tips, and More Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks
Got a question for Dave? Send it to themorningfilter@morningstar.com.
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: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: 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! | |||
| 27 Jan 2025 | 3 Stocks to Buy Before They Report Earnings | 00:31:06 | |
Hello, and welcome to The Morning Filter. Every Monday morning, Susan Dziubinski from Morningstar talks with Morningstar Research Services’ chief US market strategist Dave Sekera about what investors should have on their radars, some new Morningstar research, and a few stock picks or pans for the week ahead.
Key takeaways: 03:14 On Radar: Fed Meeting & Inflation 05:29 Earnings on Tap: MSFT, TSLA, APPL, Others 12:30 Our Take on Earnings from Banks, NFLX & More 22:26 Stocks of the Week
Read about topics from this episode. Follow Morningstar’s coverage of earnings season. Learn more about Morningstar’s approach to stock investing.
Got a question for Dave? Send it to themorningfilter@morningstar.com.
Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: 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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| 17 Mar 2025 | 5 Oversold Stocks to Buy Before They Recover | 00:30:56 | |
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.
Key Takeaways: Market Recap & AI Stock Outlook On Radar: The Fed & Tariffs New Research on ADBE, VZ Stocks of the Week
Read about topics from this episode. Read Dave’s latest stock market outlook: Market Outlook: How Investors Should Respond to Tariffs, Uncertainty in March Following Morningstar’s coverage of earnings season. Learn more about Morningstar’s approach to stock investing.
Got a question for Dave? Send it to themorningfilter@morningstar.com.
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: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: 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! | |||
| 03 Mar 2025 | 3 Stocks to Sell and 3 Stocks to Buy in March | 00:38:38 | |
Key takeaways: 01:07 On Radar: Economic Reports & Earnings 06:46 Our Take on NVDA & AI Today 16:59 New Research: March Market Outlook
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. https://www.morningstar.com/business/events/morningstar-investment-conference?refid=morn_filter Got a question for Dave? Send it to themorningfilter@morningstar.com. Follow Morningstar’s coverage of earnings season: https://www.morningstar.com/topics/company-earnings Learn more about Morningstar’s approach to stock investing: https://www.morningstar.com/stocks/morningstars-guide-investing-stocks | |||
| 14 Apr 2025 | 4 Core Stocks to Buy and Hold During Tariff Turbulence | 00:38:59 | |
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.
Key Takeaways: Market Recap & Valuations Today What to Expect During Earnings Season New Research: Cybersecurity Stocks, META & GOOGL Stock Picks of the Week
Read about topics from this episode. Visit Morningstar’s content hub on tariffs, the economy, and the stock market: Morningstar’s Take on Tariffs: Stock Impacts, Portfolio Tips, and More Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks
Got a question for Dave? Send it to themorningfilter@morningstar.com.
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: @MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: 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! | |||