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 Read on Inflation 

Watching NVDA, HD, Others Ahead of Earnings 

Should You Buy REITs Today? 

Stock Picks of the Week  

 

Read about topics from this episode. 

Read Dave’s latest Stock Market Outlook: May 2025 US Stock Market Outlook: Eye of the Hurricane

Keep track of earnings at Morningstar’s earnings hub: Company Earnings

Learn 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: @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.

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