On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski catch up on tariff and economic news and preview bank earnings. They also discuss what to watch for when Johnson & Johnson JNJ reports this week, whether Constellation Brands STZ remains a stock to buy after earnings, and if former stock pick Fluor FLR is still attractive after its recent price gains.

Plus, they review Dave’s Q3 2025 Stock Market Outlook and reveal which of Morningstar analysts’ top picks for the quarter he likes best.

Episode highlights: 

Tariffs & Jobs & Inflation, Oh My! 

Bank Earnings Preview 

3Q 2025 Stock Market Outlook 

Great Stocks Getting Overlooked Today

Read about topics from this episode. 

Read Dave’s 3Q Stock Market Outlook: https://www.morningstar.com/markets/q3-2025-stock-market-outlook-after-rally-whats-still-undervalued

See all of Morningstar’s analyst picks for 3Q 2025: https://www.morningstar.com/stocks/33-undervalued-stocks-2

Learn more about Morningstar’s approach to stock investing: https://www.morningstar.com/stocks/morningstars-guide-investing-stocks

Here Are the Sectors and Industries That Are Vulnerable if Reciprocal Tariffs Come Back https://www.morningstar.com/stocks/here-are-sectors-industries-that-are-vulnerable-if-reciprocal-tariffs-come-back

Got a question for Dave? Send it to [email protected].

Follow us on social media.

Dave Sekera on X: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

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Instagram: https://www.instagram.com/morningstar... 

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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 and Dave:

Susan Dziubinski https://www.morningstar.com/people/susan-dziubinski

Dave Sekera https://www.morningstar.com/people/david-sekera

Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

This week’s episode of The Morning Filter was taped at the 2025 Morningstar Investment Conference. Dave Sekera and Susan Dziubinski discuss Dave’s process for finding new stock picks each week, including what screens he maintains and what data points he considers. They also cover how to tweak your stock allocation based on market valuations and review a few must-own core stocks. 

Finally, they answer audience questions about Morningstar’s approach to valuing companies, how to invest during a period of geopolitical and policy uncertainty, and which companies stand to benefit most from artificial intelligence.

Episode highlights: 

Tips for Generating New Stock Ideas 

How to Tilt Your Stock Allocation 

The Core Stocks Everyone Should Own 

Top Ways to Invest in AI Today

Read about topics from this episode. 

Register now to watch Dave’s comprehensive 3Q 2025 Outlook webinar on Thursday, July 10, at 11 am CT, 12 pm ET. 

Insights from the 2025 Morningstar Investment Conference: 2025 Morningstar Investment Conference: How to Invest Today

Got a question for Dave? Send it to [email protected].

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!

On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski share which economic report is a must-watch-for during this shortened trading week. They also discuss whether FedEx FDX or Carnival CCL are stocks to buy after earnings, review news from Novo Nordisk NVO and Amgen AMGN about their obesity drugs, and take a deep dive into Morningstar’s outlook for Blackrock BLK.

Plus, they talk about what 2025 has taught investors so far, and Dave shares a half dozen eclectic stock picks to consider heading into the third quarter.

Episode highlights: 

The One Economic Report to Watch This Week 

Are These Stocks in the News Buys? 

Investments Lessons from 2025 So Far 

Stocks to Buy Now & Hold for the Long Term

Read about topics from this episode. 

Register now to watch Dave’s comprehensive 3Q 2025 Outlook webinar on Thursday, July 10, at 11 am CT, 12 pm ET. 

Find out what Dave’s top dividend stock picks are for the rest of 2025: 10 Top Dividend Stocks for 2025

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].

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!

On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski review last week’s Fed decision and dot-plot update, discuss which economic and earnings reports to watch this week, and share what they learned about the consumer after digesting last week’s earnings reports from Lennar LEN, Darden DRI, and Kroger KR.

They also cover whether Meta Platforms META, Marvell Technology MVRL, or Advanced Micro Devices AMD are stocks to buy today after popping last week. And one of Dave’s stock picks this week is a Warren Buffett favorite.

Episode highlights: 

Fed Reaction & Inflation 

Stocks in the News

Should You Stick to a Market Weighting in Stocks?

Undervalued Stocks to Buy Before They Rebound

Read about topics from this episode. 

Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks

Read Dave’s latest stock market outlook: June 2025 US Stock Market Outlook: Has the Storm Passed?

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.

Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

On this week’s episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss the likelihood of the Federal Reserve cutting interest rates any time soon and which company earnings to watch for in the week ahead. They also talk about Adobe’s results, takeaways from Apple’s WWDC event, and other stocks in the news. And they welcome special guest Damien Conover, Morningstar director of US Equity Research, who covers which sectors and industries are most vulnerable to tariffs.

Episode highlights: 

Why Good Inflation Numbers Won’t Spur the Fed to Act 

Which Stocks in the News Look Attractive? 

Tariffs & Trade Deal Stock Picks 

Stocks That Are Rallying & Have More Room to Run

Read about topics from this episode. 

Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks

Read Dave’s latest stock market outlook: June 2025 US Stock Market Outlook: Has the Storm Passed?

Find out which sectors and industries would be hurt most by tariffs, according to Morningstar: Tariffs Would Likely Hit These US Stock Sectors the Hardest

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.

Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

On this week’s episode of The Morning Filter podcast, Morningstar’s Susan Dziubinski and David Sekera sift through last week’s employment numbers, discuss the economic and earnings reports to watch this week, and explain how investors should be thinking about their portfolios during what Sekera calls an “eye of the hurricane” period for stocks.

They also recommend stocks to buy and sell during the market calm and share whether Dollar General DG, Dollar Tree DLTR, and Crowdstrike CRWD are attractive investments after earnings.

Episode highlights: 

2:11 What New Jobs, Inflation Numbers Mean for Markets 

16:40 Should You Underweight Stocks Today? 

24:01 An Overlooked Summer Stock to Invest In 

26:57 Stocks to Buy & Sell Before the Storm Hits

Read about topics from this episode. 

Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks

Read Dave’s latest stock market outlook: June 2025 US Stock Market Outlook: Has the Storm Passed?

Morningstar’s take on CRWD and DG after earnings:

Dollar General Earnings: Results Shine on Same-Store Sales Growth

CrowdStrike Earnings: Vendor Consolidation Drives Upside as Outage Impact Dissipates

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.

Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

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. 

On This Week’s Episode: 

What’s Next with Tariffs 

Economic & Earnings Reports to Watch 

New Research on NVDA, Cybersecurity Stocks, More 

Oversold Stocks to Buy for Summer

Read about topics from this episode. 

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.

Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

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.

Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

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: 

On Radar: Inflation, Earnings 

New Research on AMD, NVO, GOOGL, Others 

Should You Overweight Stocks Today? 

3 Stocks to Sell and 3 Stocks to Buy

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.

Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

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. Plus, Morningstar strategist and Berkshire analyst Gregg Warren is joining the show this week to share some highlights from Berkshire Hathaway’s 2025 annual meeting.

Key Takeaways: 

On Radar: The Fed, Earnings 

Takeaways from Berkshire Hathaway’s Meeting 

New Research on MSFT, APPL, AMZN, META, More 

Stock Picks of the Week

Read about topics from this episode. 

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.

Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!