On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski catch up on Federal Reserve Chairman Jerome Powell’s remarks from Jackson Hole and the latest tariff news. A couple of economic reports bear watching this week, including the latest PCE figures. And while Nvidia’s NVDA upcoming results could move the market, a few less dominant but still interesting tech companies are reporting this week, too.

They provide Morningstar’s latest take on in-the-news stocks Intel INTC and Walmart WMT and discuss whether the stock of Unitedhealth Group UNH is appealing after Berkshire Hathaway’s BRK.A BRK.B sizable investment. And tune in to find out why now may be a good time to consider small cap stocks and which five stocks to buy before their big discounts vanish.

Episode highlights: 

Fed Takeaways & Tariff Updates 

Is NVDA a Buy Before Earnings? 

New Research on PANW, AMAT, WMT 

Stocks to Buy Trading at Big Discounts

Read about topics from this episode. 

Follow Morningstar’s coverage of earnings season: Company Earnings

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

Going Into Earnings, Is Nvidia Stock a Buy, a Sell, or Fairly Valued?

Read the full earnings reports for UnitedHealth, Intel, and Walmart.  

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/

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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 Dziubinski and Dave Sekera.

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

This week on The Morning Filter podcast, we have a special episode for our audience. Usually, Susan Dziubinski sits down every Monday morning with Morningstar’s chief U.S. market strategist Dave Sekera to talk about the week ahead.

But we’ve got something a bit different for you on the podcast this week. Instead of our usual deep dive into the market and stocks, we’re taking a step back to look at the big picture of investing: things like how to build a smart portfolio, avoid common investment mistakes, and time-tested principles to invest by.

Our special guest is Christine Benz. Christine is Morningstar’s director of personal finance and retirement planning. She’s also the host of The Long View podcast and author of the book How to Retire: 20 Lessons for a Happy, Successful and Wealthy Retirement. 

Episode highlights: 

What you need to know from stocks to bonds, and core investments to dividend payers 

Things you shouldn’t overlook in retirement and tips for setting yourself up for success

Is “set it and forget it” is a good way to invest in today’s market?

Read about topics from this episode. 

Tune in to The Long View podcast.

Access Christine Benz’s article and video archive on Morningstar.com.

Order a copy of Christine’s book, How to Retire: 20 Lessons for a Happy, Successful and Wealthy Retirement.

Register for the 2025 Bogleheads Conference.

Watch the How to Retire podcast, a companion podcast to the How to Retire book.

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 podcast, David Sekera and Susan Dziubinski chat about whether U.S. stocks are overvalued, which types of stocks—growth or value—look more attractive right now, and if it might be time for investors to ease up on buying stocks.

They also cover where things stand on tariffs and which economic and earnings reports to watch this week, unpack new Morningstar research about high-profile companies like Palantir and Eli Lilly after earnings, and revisit a few former stock picks, identifying which ones are still stocks to buy today.

This week’s picks are all undervalued stocks from sectors that look overpriced.

Episode highlights: 

On Radar: Inflation & Earnings 

New Research on PLTR, LLY, Others 

Is the Stock Market Overpriced Today? 

Undervalued Stocks to Buy

Read about topics from this episode. 

Follow Morningstar’s coverage of earnings season: Company Earnings

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

Read Dave’s new stock market outlook: August 2025 Stock Market Outlook: Where We See Investing Opportunities

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 podcast, David Sekera and Susan Dziubinski catch up on which countries have and haven’t inked trade deals with President Trump and speculate whether the Fed will or won’t cut interest rates in September. They also discuss which company earnings to watch this week (Eli Lilly LLY is one) and recap how several former stock picks look after earnings. 

They cover new research from Morningstar about four members of the Magnificent Seven that reported earnings last week—including the one that got a 20% fair value upgrade after earnings. And this week’s stock picks include a handful of undervalued stocks with significant upside potential.

Episode highlights: 

The Fed: Will They or Won’t They in September?

Company Earnings to Watch This Week 

New Research on MSFT, META, AAPL, AMZN & More 

Undervalued Stocks to Buy

Read about topics from this episode. 

Follow Morningstar’s coverage of earnings season: Company Earnings

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

Read the full earnings reports for Microsoft, Meta, Scotts Miracle-Gro, Kraft Heinz, and Boeing.

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, David Sekera and Susan Dziubinski unpack the busy week ahead for investors. They cover pivotal economic events, including the looming tariff deadline, the Fed meeting, a crucial inflation report, and the latest jobs numbers. Plus, they preview the Magnificent Seven stocks reporting earnings this week—Microsoft MSFT, Apple AAPL, Amazon AMZN and Meta Platforms META—and revisit some former stock picks reporting soon, too.

They reveal whether Tesla TSLA or Alphabet GOOGL are good investments given their latest guidance. And they wrap things up with a list of stocks investors should consider buying and selling post-earnings.

Episode highlights:

On Tap: Tariffs, The Fed, Inflation & Jobs

Mag Seven Earnings We’re Watching

New Research on Tesla, Alphabet & Others

Stocks to Buy and Sell After Earnings

Read about topics from this episode.

Follow Morningstar’s coverage of earnings season: Company Earnings

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

Read the full stock analyst reports for Microsoft, Apple, Amazon, Meta, Tesla, and Alphabet.

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, David Sekera and Susan Dziubinski unpack the latest inflation numbers and debate whether the numbers will influence the Federal Reserve’s interest rate decision later this month. They also discuss which company earnings reports matter this week (hint: Tesla TSLA and Alphabet GOOGL top the list) and which stocks look attractive after reporting last week. They cover key takeaways from bank earnings, fair value estimate changes for Nvidia NVDA and Advanced Micro Devices AMD, and what Morningstar thinks of the possible breakup at Kraft Heinz KHC, too.  

Dave’s stock picks this week are a trio of names that’ve outperformed the market during the past year yet still look undervalued today.  

Episode highlights:  

• Our Take on Inflation & Fed Impact
• What We’re Watching: TSLA & GOOGL Earnings
• Which Stocks Look Like Buys After Earnings?
• Cheap Stocks That Are Beating the Market

Read about topics from this episode.  

Read Dave’s 3Q Stock Market Outlook: Q3 2025 Stock Market Outlook: After the Rally, What’s Still Undervalued?

Follow Morningstar’s coverage of earnings season: Company Earnings

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

Read the full analyst earnings reports for Johnson & Johnson, Taiwan Semiconductor Manufacturing, and JPMorgan Chase.  

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 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!

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

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 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!