The Morning Filter

This discussion dives into key economic indicators to keep an eye on as the trading week unfolds. The hosts debate whether FedEx and Carnival are worth the investment after their earnings reports. There's intriguing chatter about obesity drugs from industry giants Novo Nordisk and Amgen. They also share perspectives on the stock outlook for BlackRock and evaluate long-term investment lessons from 2025. Finally, a roundup of eclectic stock picks rounds out their insights heading into the third quarter.

The hosts dissect the recent Fed decisions and their impact on the market. They analyze consumer behavior through earnings reports from major companies like Kroger and Lennar. The discussion shifts to undervalued stocks, including a favorite of Warren Buffett. They also explore the growth potential of Metastock and Marvell Technology amidst competitive challenges. Insights on Accidental Petroleum highlight its volatility and discounted rating, all while stressing the importance of strategic stock market weighting and seeking professional financial advice.

Damien Conover, Morningstar's director of equity research in the U.S., shares his insights into stock investment strategies. He discusses how tariffs impact different sectors, particularly highlighting those most vulnerable to trade conflicts. Conover also identifies undervalued stocks poised for a rally, suggesting smart buys amidst market fluctuations. The conversation dives into how Federal Reserve decisions could influence upcoming earnings and overall market dynamics, making it a compelling listen for investors.

The podcast dives into the latest employment data, highlighting mixed signals for the economy. Discussing inflation trends, the hosts navigate potential impacts on Federal Reserve policies. Key stock recommendations include Dollar General and CrowdStrike, with a cautious approach suggested. They analyze earnings reports, spotlighting Adobe's strong AI strategy while noting Chewy's valuation issues. Investment opportunities and the performance of overvalued stocks are explored, emphasizing a strategic focus amid market uncertainty.

In a recent discussion, experts dove into the impact of tariffs on investments and shared vital economic indicators to watch. They evaluated stock performances of major players like NVIDIA and discussed recent acquisitions shaping the tech landscape. Highlighted were undervalued stocks poised for summer growth, including Clorox and Kraft Heinz, despite recent declines. Additionally, the potential of Constellation Brands amid shifting consumer trends was explored, reassuring listeners of its stability. Insights from the Morningstar Investment Conference rounded out the conversation.

The discussion kicks off with Moody's credit rating downgrade, analyzing its symbolic implications for investors. It then dives into inflation trends and the effects of tariffs on housing costs. Earnings forecasts for Home Depot, Lowe's, and NVIDIA offer insights into market dynamics. The challenges facing Real Estate Investment Trusts amidst rising rates and market shifts are also explored. Finally, the speakers highlight investment opportunities in defense stocks like Boeing and Lockheed Martin, suggesting a cautious approach to capitalize on trade deal benefits.

This discussion dives into the latest market reactions amidst breaking news, with the Federal Reserve opting to keep interest rates steady. Earnings insights provide a mixed outlook, focusing on strong fundamentals yet scrutinizing stock valuations. Noteworthy among the stock recommendations are underperforming stocks to sell and promising buys, including a positive forecast for Marvell driven by AI growth. A deep dive into Novo Nordisk reveals challenges with its key drug, while Alphabet faces market pressures from competitors. Tune in for investment strategies tailored for turbulent times.

Gregg Warren, a Morningstar strategist and Berkshire analyst, shares insights from Berkshire Hathaway’s 2025 annual meeting. He discusses Warren Buffett’s retirement and the leadership transition to Greg Abel, highlighting potential strategies and challenges. The conversation shifts to five recommended stocks for May, focusing on stability and long-term value in defensive sectors. Additionally, they explore the earnings of major companies like Apple and Microsoft, underscoring investment opportunities amidst market fluctuations.

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:1. On Radar: PCE & Jobs Report2. Big Tech & Other Earnings on Tap3. New Research on TSLA, GOOGL, More4. Stock Picks of the Week Read about topics from this episode. Keep track of earnings at Morningstar’s earnings hub: Company Earnings Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks Got a question for Dave? Send it to themorningfilter@morningstar.com. 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!

Dive into the intriguing world of stock evaluations. The discussion highlights major companies like Tesla and Brown Foreman, assessing their growth potential amid market fluctuations. Explore the promising undervaluation of Zimmer Biomet and the strengths of Thermo Fisher Scientific as a defensive choice. Tariff impacts on telecom giants also get attention, revealing opportunities for savvy investors. With expert insights on long-term stock picks, there's plenty of food for thought for investment enthusiasts!