Understanding Stock Valuation with Morningstar

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 themorningfilter@morningstar.com.

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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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