The Morning Filter

In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss which economic reports to watch this week. Earnings season kicks off with the big banks reporting; tune in to find out what to listen for. Both ASML ASML and Taiwan Semiconductor TSM report this week, too, providing investors with an early read into what to expect from semiconductor and AI companies in the weeks ahead. They cover whether Johnson & Johnson JNJ stock is attractive ahead of earnings and if Nike’s stock is a buy after. 

They unpack what Meta Platforms’ move to rent excess AI compute capacity to external customers may be suggesting more broadly and they tackle an audience question about Verizon Communications. They wrap up with a list of undervalued high-conviction stocks to buy this quarter.

Episode Highlights 

What to expect in this week’s inflation reports

Earnings season kicks off with the big banks: Here’s what to watch for

Which non-bank earnings reports to have on radar

Our take on stocks in the news including Nike NKE, Meta Platforms META, and Comcast CMCSA

Will SpaceX SPCX eat Verizon Communications’ VZ lunch?

Undervalued stocks we like a lot

 

Read about topics from this episode. 

Q3 Stock Market Outlook: Investors Face Balanced Risks, Selective Opportunities

Read Dave’s complete archive.

 

Got a question for Dave? Send it to themorningfilter@morningstar.com. 

 

Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).

 

If you would like more information about any of the stocks Dave talked about today, you can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next.

 

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n this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss last week’s wild ride for tech stocks and whether further pullbacks are likely. They talk oil prices, inflation, and what the Fed’s next move may be. Tune in to find out which company earnings reports to have on your radar this week and whether Micron is a buy after its blowout earnings report.

Adobe and Lululemon are both having terrible years; Are these stocks value traps or opportunities today? As June comes to an end, they wrap the show with three stocks to sell and three stocks to buy heading into July.

Episode Highlights 

The tech sector roller coaster: More plunges ahead?

Expectations for oil prices, inflation, and interest rates

The economic and earnings reports to watch this week

Does Micron MU look like a buy after earnings?

Whether Adobe ADBE is a value trap or Lululemon LULU is a lemon.

Stocks to buy and sell

 

Read about topics from this episode. 

US Stock Market Outlook Update: Harvesting Growth Gains, Restoring Barbell

Read Dave’s complete archive.

 

Got a question for Dave? Send it to themorningfilter@morningstar.com. 

 

You can follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research, and follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).

 

If you would like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. We’ll see you on Monday!

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In this new episode of The Morning Filter podcast, co-host Susan Dziubinski previews this week’s PCE numbers and explains why to watch the upcoming earnings reports from Micron Technology, FedEx FDX and Carnival CCL. She sits down with Morningstar senior technology stock analyst Will Kerwin to talk all things Apple, including the strength of the company’s economic moat, its AI strategy, the biggest risks it’s facing today, and what the stock is actually worth.

They also discuss the challenges of valuing AI companies while so much is still unknown and whether investors should be willing to pay up for top AI stocks. They wrap with three tech stocks to buy that look attractive and several tech stocks that look “bubbly” today.

Episode Highlights 

What this week’s inflation numbers may mean for the market

Why to watch Micron Technology’s MU earnings report this week

Whether Apple’s AAPL AI strategy is misguided and the risks the company is facing today

Are Morningstar’s valuations on AI stocks too conservative?

Undervalued stocks to buy before Wall Street catches on

 

Read about topics from this episode. 

Apple: Hey Siri, Let's Get Apple's AI Strategy Back on Track

After Earnings, Is Broadcom Stock a Buy, a Sell, or Fairly Valued?

After Earnings, Is Arista Networks Stock a Buy, a Sell, or Fairly Valued?

This Could Be One of the Best Growth Stock Buys in Today’s Market

Got a question for Dave? Send it to themorningfilter@morningstar.com. 

You can follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research, and follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).

If you would like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. 

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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. 

When to Sell a Core Holding

US Stock Market Outlook: Harvesting Growth Gains, Restoring Barbell

Dave’s Complete Archive

 

Got a question for Dave? Send it to themorningfilter@morningstar.com. 

You can follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research, and follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).

If you would like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. 

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski preview the SpaceX IPO with Morningstar analyst Nic Owens. They discuss the company’s economic moat rating, forecasts for revenue and margins, and why SpaceX is worth less than half its IPO target.

They also cover what this week’s inflation reports could mean for the Fed meeting later this month and whether Palo Alto PANW, Crowdstrike CRWD or Broadcom AVGO look attractive after earnings. Tune in to find out if Berkshire Hathaway BRK.B is still a buy after its purchase of Taylor Morrison and its additional investment in Alphabet GOOGL. They close the episode with five stocks to buy to rebalance a barbell portfolio.

Episode Highlights 

00:00:00 Welcome

00:02:54 What this week’s inflation reports could mean for next week’s Fed meeting 

00:06:33 Why long-term investors should sit out the SpaceX IPO

00:29:08 Do Palo Alto Networks PANW, Crowdstrike CRWD or Broadcom AVGO look like good investments after earnings? 

00:35:56 What to make of Berkshire Hathaway’s BRK.B shopping spree 

00:38:57 Stocks to buy to rebalance ahead of the market’s next big shift

 

Read about topics from this episode. 

Register for the Morningstar Investment Conference

Dave’s New US Stock Market Outlook
SpaceX: What Investors Need to Know About Its Enormous Upcoming IPO

 

Got a question for Dave? Send it to themorningfilter@morningstar.com. 

 

You can follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research, and follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).

 

If you would like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. We’ll see you on Monday!

 

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