The Morning Filter

In this episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss what economic and earnings reports to keep an eye on during this shortened trading week. Chewy’s stock skyrocketed after earnings last week; tune in to find out if the stock is a buy after the runup. They examine market valuations heading into the second quarter, revealing whether now is the time for investors to increase their exposure to US stocks. They also unpack which investment styles look most attractive today, as well as which sectors to take profits in and which sectors to invest the proceeds in.

They explain why Crowdstrike isn’t a top pick among cybersecurity stocks today. This week’s stock picks feature five undervalued stocks that Morningstar’s analysts like at the start of the second quarter.

Episode Highlights 

What to watch in the earnings reports from Nike NKE and McCormick MKC this week.

Is Chewy CHWY a buy after its stock pop? 

Heading into the second quarter, should investors overweight US stocks?

Which sectors to sell and which sectors to buy today.

Market trends to monitor in the months ahead.

Stock picks: undervalued stocks Morningstar’s analysts like.

Read about topics from this episode. 

Register for Dave's Q2 Market Outlook webinar.

Read Dave’s complete archive.

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

You can 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, and follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).

Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. We’ll see you on Monday!

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In this episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss the market’s latest response to the ongoing war in Iran and explain what oil futures are telling investors. They unpack what’s going on in fixed income globally and whether the worst is yet to come in the private credit market. Tune in to find out just how big Morningstar’s fair value increase is on Micron after earnings and what drove an upgrade in Nvidia’s fair value, too. 

Speaking of fair value changes, the co-hosts answer a viewer question about why Oracle’s ORCL fair value has moved around so much lately. They wrap up with some attractive stocks to buy of companies that are brand powerhouses.

Episode Highlights 

00:00:00 Welcome

00:01:32Updates on the market’s response to the ongoing war and what oil markets are telling us.

00:11:26 What to watch in the US bond market today and what may be next for private credit.

00:17:25 Why to monitor international bonds.

00:21:16 Micron reported blowout results. Nvidia issued a stunning outlook for Blackwell and Rubin AI products. Why isn’t the market impressed?

00:33:12 Stock picks: top stocks with powerful brands to invest in.

Read about topics from this episode. 

US Stock Market Outlook: Where We See Investing Opportunities in March

Read Dave’s complete archive.

 

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

 

You can 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, and follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).

 

Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. We’ll see you on Monday!

 

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Today on The Morning Filter podcastwe’re bringing you a bonus episode from another Morningstar podcast: Investing Insights. Every Friday, host Ivanna Hampton sits down with investment experts across Morningstar to discuss their latest research. 

On this episode: The stock market has cooled on stocks caught up in the whirlwind of artificial intelligence. Fears over whether AI will disrupt a variety of sectors have triggered big sell-offs. Morningstar equity analysts have investigated 132 companies to determine whether that’s the case. They have concluded that AI is not a universal destroyer. The team thinks investors should sort through the wreckage and find newly cheap companies with enduring competitive advantages. Eric Compton, director of equity research for the technology sector at Morningstar, tells you where to look.

Read the Moat Ratings Guidebook Amid AI Disruption. 

Episode Highlights: 

00:00:00 Welcome

00:01:28 What are Moats, and How Does Morningstar Use Them?

00:04:11 In-Depth Analyst Review of 132 Companies

00:06:27 Why Cybersecurity Holds Up

00:10:02 Why Design Software Looks Resilient

00:13:10 How Financial Data Benefits From AI

00:15:32 Finding Opportunity After AI Selloffs

Subscribe to Investing Insightswherever you get your podcasts. We’ll be back on Monday with a new episode of The Morning Filter. 

 

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

 

You can 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, and 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 bonus episode of The Morning Filter podcast, co-host Dave Sekera talks with Morningstar senior analyst Malik Ahmed Khan about cybersecurity stocks. They discuss which cybersecurity segments are driving the industry’s growth and whether consolidation will play out in the industry. Tune in to find out what key risks the industry is facing today—and why AI isn’t one of them.

They unpack what it takes for cybersecurity companies to carve out economic moats and why so many of them earn wide economic moat ratings from Morningstar. They cover key differentiators among the biggest cybersecurity names. They close with a conversation about the three cybersecurity stocks that look most attractive today.

Episode Highlights 

 

00:00:00 Welcome

00:03:36 Which segments in cybersecurity are growing the fastest—and why that matters.

00:05:11 The case for cybersecurity stocks now.

00:08:50 The impact AI may have on cybersecurity companies and their economic moats.

00:22:48 How cybersecurity companies differ from each other.

00:24:43 The best cybersecurity stocks to invest in today.

Read about topics from this episode. 

Moat, Valuation, and Uncertainty Changes as We Reassess Our Cybersecurity Coverage With AI In Mind

Anthropic’s Claude Code Security Release Is Not Bad News for Cyber Stocks

Palo Alto Earnings: We See Continued Traction on Platformization

 

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

 

You can 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, and follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).

 

Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. We’ll see you on Monday!

 

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss what the oil futures chain is telling investors today and the impact an extended conflict could have on the consumer, the economy, and Fed policy. They also cover what to watch for from this week’s Fed meeting and why to watch Micron Technology’s earnings. They unpack new research from Morningstar about AI disruption and economic moats and walk through economic moat downgrades on Adobe ADBE, Salesforce CRM, and ServiceNow NOW. Tune in to find out why Microsoft’s economic moat looks AI resilient and which two companies’ competitive advantages should be strengthened by AI.

They discuss Oracle’s ORCL pop after earnings, some things that stood out from earnings season, and whether Campbell’s CPB is a buy after reporting. This week’s stock picks are all companies whose wide moat ratings look solid in the face of AI disruption and whose stocks are undervalued.

Episode Highlights 

00:00:00 Welcome 

00:04:10 What impact the Iran War may have on the consumer, the economy, and Fed policy this year. 

00:08:55 Why to watch Micron Technology’s MU earnings this week. 

00:14:43 3 big companies that’ll be disrupted by AI—and why Microsoft MSFT isn’t one of them. 

00:23:09 Takeaways from earnings season. 

00:35:14 Stock picks: 5 AI-resilient companies whose stocks look undervalued.

 

Read about topics from this episode. 

What AI Means for Software Companies’ Moats

US Stock Market Outlook: Where We See Investing Opportunities in March

Read Dave’s complete archive.

 

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

 

You can 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, and follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).

 

Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. We’ll see you on Monday!

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.