The Morning Filter

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!

Damian Conover, Director of Equity Research at Morningstar, shares insights on stock valuations amid tariff uncertainties. He emphasizes the significance of economic moats and fair value estimates in investment decisions. Recent earnings from major banks like JPMorgan and Wells Fargo are also dissected, with discussions on their performance in the face of potential recession impacts. Conover highlights key stocks for long-term investment, including Microsoft and NextEra Energy, showcasing their resilience and growth potential in challenging markets.

Dive into the turbulent world of tariffs and their impact on the stock market. Discover how inflation and bank earnings are shaping investor strategies and the discussion around value versus growth stocks. Learn about specific companies adapting to tariff changes, like Dollar General and Dollar Tree. Get insights into tactical stock picks, including Campbell's and ExxonMobil, that show promise amidst economic uncertainties. Plus, explore the long-term outlook for the flavors and fragrances industry post-pandemic.

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 Outlook7:35 On Radar: The Fed & Tariffs12:42 New Research on ADBE, VZ18:59 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 Q2Learn more about Morningstar’s approach to stock investing. 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: @MstarMarketsDave Sekera on LinkedIn: https://www.linkedin.com/in/davesekeraFacebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: 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!

Dave Sekera, Chief U.S. Markets Strategist at Morningstar, shares his insights on stock investing and market trends. He discusses strategies for small cap stocks and their implications on portfolio management. Sekera analyzes the challenges faced by Western Union and Comcast, highlighting their market positions and financial strengths. He also evaluates Illinois Toolworks, emphasizing its economic moat, and sheds light on Amazon's top-rated management and strong acquisitions, making compelling cases for these stocks as solid investment opportunities.