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In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski recap September’s market activity and discuss what types of stocks to invest in—and avoid—heading into October. Tune in to find out which earnings reports to watch for this week and why Morningstar cut its fair value estimate on Micron Technology by $150 after earnings.  They share new Morningstar research about McCormick and Carnival and answer viewer questions about former stock pick Clorox. They close the show with three stocks to sell and three stocks to buy in October.  Episode Highlights   September’s stock market recap: It could’ve been worse What to invest in—and what to avoid—in October Whether Constellation Brands’ STZ stock could pop after earnings this week What drove Morningstar’s big fair value estimate cut on Micron Technology MU,  Whether McCormick MKC or Carnival CCL look like stocks to buy after reporting An update on former stock pick Clorox CLX Stocks to sell and stocks to buy for the new month   Read about topics from this episode.   Bonus episode: Why Broadcom Stock Is Worth $650  Read Dave’s complete archive.    Got a question for Dave? Send it to [email protected].     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.    This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income  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 weigh the impact that rising yields and lower oil prices had on the stock market last week. They look ahead to this week’s inflation and jobs reports, and cover what to watch for in the earnings reports from triple-digit-club member Micron Technology as well as Nike and McCormick. They share key takeaways from Costco’s COST and Darden Restaurants’ DRI results. And they provide updates on former stock picks Lennar and Berkshire Hathaway; tune in to find out which of the two is the better stock to buy today. Hear what they think about the entertainment industry as an investment idea. They close the show with several stocks to buy that still look undervalued even after their recent rallies. Episode Highlights   Is it time to worry about Treasury bond yields?Which economic reports to watch this week.Can Micron Technology’s MU momentum continue?Nike NKE and McCormick MKC: Is either beleaguered stock worth buying before earnings?Berkshire Hathaway’s BRK.A BRK.B big investment in Lennar LEN and which stock is the better buy today.Our take on the entertainment industry.Four stocks that are up a ton that have more room to run.  Read about topics from this episode.   September Stock Market Outlook: How to Position Your Portfolio During a Risky Stage  Read Dave’s complete archive.    Got a question for Dave? Send it to [email protected].     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.    This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this bonus episode of The Morning Filter podcast, co-host Dave Sekera sits down with senior analyst William Kerwin to talk about Broadcom. They unpack the company’s three key business buckets—XPUs, networking chips, and software—and break down the company’s relationships with major customers like Alphabet, Anthropic, OpenAI, and Meta Platforms META. They also discuss the mix shift of AI spending over time, what that shift will mean for Broadcom’s business, and how Broadcom stacks up against its competitors.  Tune in to hear Morningstar’s forecasts for Broadcom’s revenue, earnings, cash flow, and margins, why we think Broadcom will maintain its wide Morningstar Economic Moat Rating despite the changing AI landscape, key assumptions behind our $650 fair value estimate, and why we believe the stock is underappreciated in the market.  Episode Highlights   0:00:00 Welcome  00:02:47 Broadcom’s AVGO key business lines.  00:05:50 XPUs, GPUs, TPUs: What’s the difference?  00:12:54 Where the relationship with Alphabet GOOGL may be headed—and what it could mean for Broadcom’s future.  00:14:26 Who Broadcom’s competitors are today and what threat they pose.  00:22:14 The potential impact of artificial intelligence regulation.  00:23:01 Morningstar’s forecasts for Broadcom’s revenue, earnings, and profit margins.    Read about topics from this episode.   Broadcom Stock Fell 3% After Earnings Despite Immense AI Chip Demand  Check out more research from William Kerwin.    Got a question for Dave? Send it to [email protected].     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.    This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income  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 discuss last week’s market highlights, including the Fed’s interest-rate hike and the 10-year Treasury yield’s push above 5%, and debate how much longer the current bout of market uncertainty may last. They explain why to keep an eye on Costco and Darden Restaurants this week. And they review several former stock picks after earnings and reveal which remain stocks to buy today.  Tune in for a deeper dive into one of last week’s stock picks, Tesla. The show wraps with a few quality stocks to buy on recent weakness.  Episode Highlights   What mattered in the market last week Earnings to have on radar: Costco COST and Darden Restaurants DRI Which of these stock picks we still like today and which ones may be value traps: Lennar LEN, RH RH, Veeva Systems VEEV, CNH Industrial CNH, Northrop Grumman NOC, Hasbro HAS, Scotts Miracle Gro SMG How we’re thinking about Tesla TSLA as an investment today High-quality stocks that’ve pulled back and now look attractive   Read about topics from this episode.   September Stock Market Outlook: How to Position Your Portfolio During a Risky Stage  Read Dave’s complete archive.    Got a question for Dave? Send it to [email protected].     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.    This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income    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 discuss whether the market is really undervalued and what risks investors need to keep on radar. They preview this week’s Fed meeting and some key earnings, too. Tune in to find out if cybersecurity’s Palo Alto Networks or Zscaler are buys after earnings, what to make of Ciena’s CIEN stock slump, and whether Medtronic and Amphenol remain stock picks after their recent rallies.   They answer a viewer question about the pros and cons of American Depositary Receipts (ADRs) as a way to invest internationally. The episode wraps up with seven undervalued mega-cap stocks to buy.  Episode Highlights   What today’s concentrated market undervaluation is telling investors and the risks to monitor Expectations for this week’s Fed meeting Whether cybersecurity stocks Palo Alto Networks PANW and Zscaler ZS look attractive after earnings Unpacking good and bad news from former stock picks Medtronic MDT, Campbell’s CPB, Amphenol APH, and Lululemon LULU What ADRs are and how they work Mega-cap stocks to buy that look undervalued   Read about topics from this episode.   September Stock Market Outlook: How to Position Your Portfolio During a Risky Stage  Read Dave’s complete archive.    Got a question for Dave? Send it to [email protected].     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.    This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus, whether Nvidia, Marvell Technology or Salesforce look attractive after earnings. In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski share what really mattered in the market last week (hint: Nvidia). They give an update on the prospects of cybersecurity stocks after Okta OKTA and CrowdStrike CRWD put up great results and before Zscaler ZS and Palo Alto Networks PANW report this week.  Tune in find out what to watch for in the earnings from Broadcom AVGO and Lululemon LULU and whether Nvidia, Salesforce CRM or Marvell Technology MRVL look like stocks to buy after earnings. They close the show with sectors and stocks to buy and avoid in September. Episode Highlights  Why Nvidia’s NVDA results were so important Whether cybersecurity stocks still look attractive after their recent run-up What economic and earnings reports to keep on your radar this week Which technology stocks look attractive after earnings Should investors throw in the towel on The Trade Desk TTD? The sectors that have historically done well—and not so well—in September Stocks to buy and sell for the month ahead     Read about topics from this episode.  Where the Stock Market May Be Heading Next and What to Buy Now Read Dave’s complete archive.   Got a question for Dave? Send it to [email protected].    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.comfor more details. Subscribe to The Morning Filter to get notified when we post next.   This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income 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 discuss last week’s market activity and what to make of the surging yield on the 30-year Treasury bond. They cover what to watch for in the earnings reports from Nvidia, Marvell Technology, and Salesforce CRM. Tune in to find out whether Home Depot, Lowe’s, Target or Walmart look like stocks to buy after earnings. They explain why it’s better to rent some stocks rather than buy them for the long term and discuss what qualities to-rent stocks often share. They close the show with a handful of undervalued stock picks that make good rentals today. Episode Highlights  The yield on the 30-year Treasury bond hit 19 year highs last week. Here’s what that may mean for investors Next week’s PCE numbers and the Federal Reserve’s next move Things to watch for in Nvidia’s NVDA earnings report this week Will Marvell Technology MRVL continue to soar after earnings? Which stock is the better buy after reporting: Home Depot HD or Lowe’s LOW? Whether we raised our fair value estimate on Target TGT or Walmart WMT Stocks to rent vs. stocks to buy: What’s the difference? Stock picks: cheap stocks to rent   Read about topics from this episode.  Where the Stock Market May Be Heading Next and What to Buy Now Read Dave’s complete archive.   Got a question for Dave? Send it to [email protected].    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. 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 discuss August’s market activity and weigh what last week’s encouraging inflation numbers may mean for the Fed’s next move. They cover what to watch for in the earnings reports from Walmart WMT, Target TGT, Home Depot HD, Lowe’s LOW and other retailers this week. Tune in to find out whether Cisco or Applied Materials looks attractive after earnings, if Nebius Group is overvalued after a fair value increase, and why we continue to like On Holding. They welcome special guest Dan Lefkovitz from Morningstar Indexes, who covers the pros and cons of various income investments today, including core bonds, dividend stocks, MLPs, high-yield bonds, REITs, and others. They wrap the episode with four income investment to buy that look undervalued today. Episode Highlights  The factors driving stock market performance in August What to watch for in retail earnings this week Whether Cisco CSCO or Applied Materials AMAT are buys after earnings—and whether Nebius Group NBIS is still a sell Why it’s time to double down on On Holding ONON The ins and outs of stop loss orders Dividend stocks vs. MLPs vs. REITs: where to invest for income today. Overlooked stocks to invest in for income   Read about topics from this episode.  Where the Stock Market May Be Heading Next and What to Buy Now Dan Lefkovitz: Where to Find Income in Today’s Market Read Dave’s complete archive.   Got a question for Dave? Send it to [email protected].    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.   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 discuss last week’s market activity and why investors should continue to monitor the Japanese yen. Special guest and Morningstar Europe market strategist Michael Field covers why European equities are lagging US stocks this year, which sectors and stocks in the region look most attractive, and what risks US investors who want to invest in international stocks should watch out for.  Sekera and Dziubinski reveal whether Advanced Micro Devices, Palantir and Clorox remain stock picks after earnings and if SanDisk and Western Digital still look pricey after their post-earnings pullbacks. They wrap the show with three overvalued stocks to sell this month and three undervalued stocks to buy instead. Episode Highlights  00:00:00 Welcome  00:01:20 The drivers behind last week’s market activity  00:02:25 What the U.S. supporting the Japanese Yen means for investors  00:06:40 Why European stocks are lagging U.S. stocks this year and where the opportunities are today  00:20:24 Unpacking SpaceX’s SPCX results and stock movement  00:24:43 Which of these stocks look like buys post-earnings: Advanced Micro Devices AMD, Palantir PLTR, SanDisk SNDK, or Western Digital WDC  00:31:29 Clorox CLX: Still a pick after earnings?  00:33:42 Stocks to sell and stocks to buy this month   Read about topics from this episode.  Where the Stock Market May Be Heading Next and What to Buy Now  Q3 Stock Market Outlook: Investors Face Balanced Risks, Selective Opportunities Read Dave’s complete archive   Got a question for Dave? Send it to [email protected].   Follow us on social media. Dave Sekera on X: @MstarMarkets https://x.com/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/morningstarinc/?hl=en LinkedIn: https://www.linkedin.com/company/morningstar/posts/?feedView=all   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.    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, host Susan Dziubinski covers the key takeaways from last week’s Fed meeting (and hint, there weren’t many). It will probably be another volatile week for SpaceX stock—and earnings aren’t the only reason why. This week we’ll also get earnings reports and forecasts from a few members of the triple digit club, including Advanced Micro Devices AMD, SanDisk SNDK and Western Digital WDC.  Dziubinski discusses what Morningstar’s analysts thought of the latest earnings reports from Microsoft, Meta Platforms, Amazon.com, Apple and Seagate Technology STX; tune in to find out which stocks in the group experienced fair value changes. The show wraps with a handful of stocks to buy after earnings. Episode Highlights  The Fed’s next move is...unclear. SpaceX SPCX: Earnings aren’t the only thing to keep an eye on.  What to watch this week: Earnings reports from the Triple Digit Club.  Our take on Microsoft MSFT, Meta Platforms META, Amazon.com AMZN and Apple AAPL after earnings.  Why we like Baker Hughes BKR. 5 undervalued stocks to double down on after earnings.   Read about topics from this episode.  Read Dave’s complete archive. Q3 Stock Market Outlook: Investors Face Balanced Risks, Selective Opportunities 5 Charts on What to Watch in SpaceX Earnings   Got a question for Dave? Send it to [email protected].  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. 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 discuss what today’s oil prices may mean for the economy and the market. They explain why this week’s Fed meeting may be a nonevent and how to think about quarterly earnings reports when you’re investing for the long term. They preview upcoming earnings reports for Microsoft, Meta Platforms, Amazon.com and Apple and debate how long the good times will continue to roll for Seagate Technology STX.  They cover whether Tesla is a buy on its post-earnings pullback, what the key takeaways were from Alphabet’s report, and if the time may be right for ServiceNow’s stock to recover. They explain how to spot stocks that offer growth at a reasonable price (GARP). They close the episode with a handful of GARP stocks to buy. Episode Highlights  Is it time to worry about oil prices? Market heavyweights Microsoft MFST, Meta Platforms META, Amazon.com AMZN and Apple AAPL report this week; here’s what to watch for. Whether Tesla TSLA, Alphabet GOOGL, or Intel INTC are stocks to buy after earnings. Is the tide about to turn for ServiceNow NOW and other software stocks? How to find stocks offering growth at a reasonable price. GARP stocks to buy.   Read about topics from this episode.  Read Dave’s complete archive. Q3 Stock Market Outlook: Investors Face Balanced Risks, Selective Opportunities Bonus Episode: Where the Stock Market May Be Heading Next and What to Buy Now   Got a question for Dave? Send it to [email protected].    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.comfor 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 bonus episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski are joined by Morningstar chief economist Preston Caldwell. They discuss their market and economic outlooks for the remainder of 2026. Tune in to find out what drove first half performance and what second half risks to watch out for. Small cap stocks continue to look attractive from a valuation perspective even after their recent run-up, but what sectors are undervalued today? They unpack expectations for economic growth, inflation, and interest rates for the remainder of 2026 and discuss what impact AI is having on various parts of the economy. They close talking about bonds and whether the worst is behind the private credit market. Episode Highlights  A first half performance recap and whether the US stock market looks overvalued today. The second-half risks to watch out for. Which sectors, styles, and market caps look undervalued—and which look overpriced.  Morningstar’s updated list of analyst picks. Morningstar’s US economic outlook for the remainder of 2026. Bond market matters: Is taking on credit risk a smart move today?   Read about topics from this episode.  Q3 Stock Market Outlook: Investors Face Balanced Risks, Selective Opportunities What’s Ahead in 2027 and Beyond for Inflation, Fed Rate Cuts, and More   Have an idea for a bonus episode of The Morning Filter? Send it to [email protected].   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). 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 discuss what last week’s better-than-expected inflation readings may mean for Fed policy this year. They preview earnings for Alphabet, Tesla, and Intel, and explain why to keep an eye out for results from Charles Schwab SCHW and Blackstone BX, too. They unpack results from Taiwan Semiconductor and AMSL, discuss the huge selloffs in IBM IBM and SpaceX, and cover PayPal’s PYPL potential buyout. Tune in to find out if a growth-and-value barbell is still the best way to structure a portfolio of stocks today. They close with undervalued stock picks that are neither value nor growth but a blend of the two. Episode Highlights  Will cooling inflation affect the June Fed decision? Market heavyweights Alphabet GOOGL, Tesla TSLA and Intel INTC report this week; here’s what to watch for. Highlights from big bank earnings. Whether Taiwan Semiconductor TSM and ASML ASML are attractive investments after earnings. What to make of SpaceX SPCX after its fall. Undervalued stocks to buy that are a little bit growth and a little bit value, too.   Read about topics from this episode.  Read Dave’s complete archive. Q3 Stock Market Outlook: Investors Face Balanced Risks, Selective Opportunities Bonus Episode: Top 10 Dividend Stocks to Buy in 2026   Got a question for Dave? Send it to [email protected].    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.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this bonus episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski talk dividend stock investing. They unpack the performance of dividend stocks during the first half of 2026, including how the performance of dividend stocks stacked up against that of the broad market and which sectors drove the performance.  They also suggest how income investors can screen for dividend stocks, focusing on key metrics like valuation and competitive advantages, not just high yield. They close with 10 dividend stock picks to invest in today. Episode Highlights  00:00:00 Welcome 00:01:48 Dividend Stock Performance in 2026 00:05:30 Screening for Dividend Stocks 00:07:07 10 Undervalued Dividend Stocks   Read about topics from this episode.  How to Strengthen Your Income Portfolio Should You Reinvest Dividends? Not Always 10 Top-Performing Dividend Stocks   Got a question for Dave? Send it to [email protected].    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.    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 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 [email protected].    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.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.