Afleveringen
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Hello, and welcome a special edition of The Morning Filter. Most Monday mornings Susan Dziubinski talks with Morningstar’s Chief U.S. markets strategist Dave Sekera, but Dave’s on a well-deserved vacation this week, so we’re doing something a little different. Tune in to hear what investors should have on their radars this week, a special guest discussing the first quarter in the markets, and a few stock picks or pans for the week ahead.
Key Takeaways:
2:18 Market Recap & AI Stock Outlook
7:35 On Radar: The Fed & Tariffs
12:42 New Research on ADBE, VZ
18:59 Stocks of the Week
Read about topics from this episode.
Read Dave’s 2Q 2025 Stock Market Outlook: Stock Market Outlook: Where We See Opportunities in Q2
Learn more about Morningstar’s approach to stock investing.
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!
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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 Answers to Your Investing Questions
Companies You Want to Hear About
Explaining Morningstar’s Ratings
Stocks of the Week
Read about topics from this episode.
Learn more about Morningstar’s approach to stock investing.
Following Morningstar’s coverage of earnings season.
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!
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Zijn er afleveringen die ontbreken?
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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:
Market Recap & AI Stock Outlook
On Radar: The Fed & Tariffs
New Research on ADBE, VZ
Stocks of the Week
Read about topics from this episode.
Read Dave’s latest stock market outlook: Market Outlook: How Investors Should Respond to Tariffs, Uncertainty in March
Following Morningstar’s coverage of earnings season.
Learn more about Morningstar’s approach to stock investing.
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:
00:05 Tariff Uncertainty & The Market
05:43 On Radar: Inflation & Key Earnings
10:09 New Research & Undervalued Sectors
20:48 Stocks of the Week
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.
https://www.morningstar.com/business/events/morningstar-investment-conference?refid=morn_filter
Read about topics from this episode.
Read Dave’s new stock market outlook.
Following Morningstar’s coverage of earnings season.
Learn more about Morningstar’s approach to stock investing.
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!
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Key takeaways:
01:07 On Radar: Economic Reports & Earnings
06:46 Our Take on NVDA & AI Today
16:59 New Research: March Market Outlook
21:07 Stocks to Sell and Stocks to BuyWhat'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.
https://www.morningstar.com/business/events/morningstar-investment-conference?refid=morn_filter
Got a question for Dave? Send it to [email protected].
Follow Morningstar’s coverage of earnings season: https://www.morningstar.com/topics/company-earnings
Learn more about Morningstar’s approach to stock investing: https://www.morningstar.com/stocks/morningstars-guide-investing-stocks
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Key takeaways:
02:20 On Radar: GDP and Inflation
06:36 Our Take on NVDA Before Earnings
10:35 New research on WMT, GILD, TDD, Others
25:48 Stocks of the Week
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.
https://www.morningstar.com/business/events/morningstar-investment-conference?refid=morn_filter
Related links – please add to both the You Tube and .Com versions:
Got a question for Dave? Send it to [email protected].
Follow Morningstar’s coverage of earnings season: https://www.morningstar.com/topics/company-earnings
Learn more about Morningstar’s approach to stock investing: https://www.morningstar.com/stocks/morningstars-guide-investing-stocks
-
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:
02:28 Tariff Talk
07:32 On Radar: Inflation & Earnings
16:02 New Research on GOOGL, AMZN, AMD, More
32:06 Stocks of the Week
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.
https://www.morningstar.com/business/events/morningstar-investment-conference?refid=morn_filter
Read about topics from this episode.
Following Morningstar’s coverage of earnings season.
Learn more about Morningstar’s approach to stock investing.
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!
-
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:
00:42 Tariffs, Inflation, The Economy & Rate Cuts
08:07 On Radar: Jobs & Earnings from GOOGL, AMZN, AMD, More
14:17 Updates on DeepSeek, MSFT, AAPL, & Others
29:16 Stocks of the Week
Read about topics from this episode.
Following Morningstar’s coverage of earnings season: https://www.morningstar.com/topics/company-earnings
Learn more about Morningstar’s approach to stock investing: https://www.morningstar.com/stocks/morningstars-guide-investing-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!
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Hello, and welcome to The Morning Filter. Every Monday morning, Susan Dziubinski from Morningstar talks with Morningstar Research Services’ chief US market strategist Dave Sekera about what investors should have on their radars, some new Morningstar research, and a few stock picks or pans for the week ahead.
Key takeaways:
03:14 On Radar: Fed Meeting & Inflation
05:29 Earnings on Tap: MSFT, TSLA, APPL, Others
12:30 Our Take on Earnings from Banks, NFLX & More
22:26 Stocks of the Week
Read about topics from this episode.
Follow Morningstar’s coverage of earnings season.
Learn more about Morningstar’s approach to stock investing.
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!
-
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.
