Marvell: XPUs, Optical Wins, and Volatility

On this week’s episode of The Morning Filter podcast, Dave Sekera and Susan Dziubinski take a look back at some of their best and worst stock buy and sell calls of 2025. Although Morningstar’s approach to stock investing is decidedly long term, they discuss why reviewing stock pick hits and misses each year on the podcast is nonetheless important.

They end wrap this week’s episode with four undervalued stock picks from 2025 that still look attractive heading into the new year.

Episode Highlights 

00:00:00  Welcome

00:01:25  Morningstar’s Stock Picking Strategy

00:06:03 How Our Stocks to Buy Did

00:38:10 How Our Stocks to Sell Did

00:46:38 Cheap Stock Picks for 2026

Read about topics from this episode. 

December 2025 Stock Market Outlook: Where We See Investment Opportunities

Read Dave’s complete archive.

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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.

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