The Morning Filter

• 4 Long-Term Stocks to Buy on the Dip

  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: 1:43 Key Earnings We’re Watching 7:49 New Research on NVDA, AMD, JNJ, More 13:50 Is the Market Undervalued? 17:01 Stock Picks of the Week  Read about topics from this episode. Keep track of earnings at Morningstar’s earnings hub: Company EarningsLearn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks Got a question for Dave? Send it to [email protected]. 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: @MstarMarketsDave Sekera on LinkedIn: https://www.linkedin.com/in/davesekeraFacebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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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• 4 Core Stocks to Buy and Hold During Tariff Turbulence

  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 MoreLearn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks Got a question for Dave? Send it to [email protected]. 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: @MstarMarketsDave Sekera on LinkedIn: https://www.linkedin.com/in/davesekeraFacebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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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• 3 Stocks to Buy and Hold During Tariff Chaos

  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 Markets12:29 On Radar: Inflation, Bank Earnings15:48 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 AheadVisit the comprehensive content hub: Morningstar’s Take on Tariffs: Stock Impacts, Portfolio Tips, and MoreLearn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks Got a question for Dave? Send it to [email protected]. 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: @MstarMarketsDave Sekera on LinkedIn: https://www.linkedin.com/in/davesekeraFacebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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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  38:41
• 3 Long-Term Stocks to Buy That We Still Believe In

  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 Outlook7:35 On Radar: The Fed & Tariffs12:42 New Research on ADBE, VZ18:59 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 Q2Learn more about Morningstar’s approach to stock investing. Got a question for Dave? Send it to [email protected]. 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: @MstarMarketsDave Sekera on LinkedIn: https://www.linkedin.com/in/davesekeraFacebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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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• 3 Stocks to Buy of Companies with Top-Rated Management

  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 [email protected]. 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: @MstarMarketsDave Sekera on LinkedIn: https://www.linkedin.com/in/davesekeraFacebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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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