Shows / The Morning Filter
The Morning Filter
Every Monday, Susan Dziubinski sits down with Morningstar chief US market 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.
Episodes
- The Morning Filter
What’s Ahead for Stocks this Quarter—and Where to Invest
In this bonus episode of The Morning Filter podcast, host Dave Sekera sits down with Morningstar Chief Economist Preston Caldwell to discuss their market and…
- The Morning Filter
5 Stocks to Sell for Tax-Loss Harvesting
In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Sarah Hansen cover why the stock market has been resilient even as interest rates…
- The Morning Filter
3 Stocks to Sell and 3 Stocks to Buy for October
In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski recap September’s market activity and discuss what types of stocks…
- The Morning Filter
4 Stocks to Buy Before They Rise Further
In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski weigh the impact that rising yields and lower oil prices had on…
- The Morning Filter
Why Broadcom Stock Is Worth $650
In this bonus episode of The Morning Filter podcast, co-host Dave Sekera sits down with senior analyst William Kerwin to talk about Broadcom. They unpack the…
- The Morning Filter
4 Stocks to Buy Before They Bounce Back
In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss last week’s market highlights, including the Fed’s…
- The Morning Filter
7 Stocks to Buy That Can Move the Market
In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss whether the market is really undervalued and what risks…
- The Morning Filter
3 Stocks to Sell and 3 Stocks to Buy for September
Plus, whether Nvidia, Marvell Technology or Salesforce look attractive after earnings. In this new episode of The Morning Filter podcast, co-hosts Dave Sekera…
- The Morning Filter
5 Undervalued Stocks to Rent, Not Buy
In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss last week’s market activity and what to make of the…
- The Morning Filter
4 Undervalued Stocks to Buy for Income
In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss August’s market activity and weigh what last week’s…
- The Morning Filter
3 Stocks to Sell and 3 Stocks to Buy in August
In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss last week’s market activity and why investors should…
- The Morning Filter
5 Stocks to Buy That We Still Like After Earnings
In this new episode of The Morning Filter podcast, host Susan Dziubinski covers the key takeaways from last week’s Fed meeting (and hint, there weren’t many)…
- The Morning Filter
5 Stocks to Buy While They’re Still Reasonably Priced
In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss what today’s oil prices may mean for the economy and the…
- The Morning Filter
Where the Stock Market May Be Heading Next and What to Buy Now
In this bonus episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski are joined by Morningstar chief economist Preston Caldwell. They…
- The Morning Filter
5 Stocks to Buy That Defy Value vs. Growth
In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss what last week’s better-than-expected inflation readings…
- The Morning Filter
Top 10 Dividend Stocks to Buy in 2026
In this bonus episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski talk dividend stock investing. They unpack the performance of…
- The Morning Filter
5 High-Conviction Stocks to Buy
In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss which economic reports to watch this week. Earnings season…
- The Morning Filter
3 Stocks to Buy and 3 Stocks to Sell for July
n this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss last week’s wild ride for tech stocks and whether further…
- The Morning Filter
3 Stocks to Buy Before the Market Reprices Them
In this new episode of The Morning Filter podcast, co-host Susan Dziubinski previews this week’s PCE numbers and explains why to watch the upcoming earnings…
- The Morning Filter
5 of the Best Core Stocks to Own
In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss core stocks. These are the types of stocks that should…
- The Morning Filter
5 Stocks to Buy Before the Next Market Rotation
In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski preview the SpaceX IPO with Morningstar analyst Nic Owens. They…
- The Morning Filter
5 Stocks to Sell in June
In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski cover what’s going on with oil prices, interest rates, and bonds…
- The Morning Filter
Why Microsoft Stock Is Worth $600
In this bonus episode of The Morning Filter podcast, co-host Dave Sekera and Morningstar senior equity analyst Dan Romanoff take a deep dive into one of…
- The Morning Filter
3 Misunderstood Stocks to Buy
In this episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss why stock investors should learn how to tell the difference…
- The Morning Filter
4 Stocks to Buy After Earnings
In this episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski recap last week’s market performance considering new developments in…
- The Morning Filter
3 Overvalued Stocks to Take Profits In and 3 Undervalued Stocks to Buy Instead
In this episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski cover the latest in the war and the market, the GDP print, and the Fed…
- The Morning Filter
3 Stocks to Buy Before Their Discounts Disappear Again
In this episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss what’s on radar this week after the US stock market hit new…
- The Morning Filter
How to Build a Portfolio: What to Own, What to Skip, and Why
In this bonus episode of The Morning Filter podcast, co-host Susan Dziubinski talks with Morningstar’s director of personal finance and retirement planning…
- The Morning Filter
5 Long-Term Stocks to Buy Now and Hold for Decades
In this episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss the latest developments in the Iran war and what investors…
- The Morning Filter
Q2 Market Outlook: Why a Stock Barbell Strategy Is Ideal for Today’s Market
In this bonus episode of The Morning Filter podcast, co-host and Morningstar chief US market strategist Dave Sekera and Morningstar chief US economist Preston…
- The Morning Filter
5 Stocks to Buy Before Growth Stocks Come Back
In this episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski unpack the stock market’s response to the US-Iran cease fire and…
- The Morning Filter
5 Stocks to Sell Before Inflation Spikes
In this episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss the market’s response to new developments in the Iran war…
- The Morning Filter
5 Stocks to Buy Before Q2 Heats Up
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…
- The Morning Filter
4 Stocks to Buy With Winning Brands
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…
- The Morning Filter
Investing Insights: These Top Tech Stocks Can Stand Up to AI Risks
Today on The Morning Filter podcastwe’re bringing you a bonus episode from another Morningstar podcast: Investing Insights. Every Friday, host Ivanna Hampton…
- The Morning Filter
3 Cybersecurity Stocks to Invest In as AI Reshapes Industries
In this bonus episode of The Morning Filter podcast, co-host Dave Sekera talks with Morningstar senior analyst Malik Ahmed Khan about cybersecurity stocks…
- The Morning Filter
5 Stocks to Buy That Are Sheltered from AI Disruption
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…
- The Morning Filter
3 Stocks to Sell and 3 Stocks to Buy Instead
In this episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss the impact the war in Iran has had on the markets so far and…
- The Morning Filter
Berkshire Hathaway After Warren Buffett: An Early Read on What Investors Can Expect
In this bonus episode of The Morning Filter podcast, co-host Susan Dziubinski talks with Morningstar senior analyst Gregg Warren about Berkshire Hathaway now…
- The Morning Filter
5 Stocks to Buy Before They’re Not Undervalued Any More
In this episode of The Morning Filter, co-hosts Dave Sekera and Susan Dziubinski discuss which economic and earnings reports to keep an eye on this week. They…
- The Morning Filter
5 Oversold Stocks to Buy Before They Rebound
In this episode of The Morning Filter, co-hosts Dave Sekera and Susan Dziubinski unpack what the Supreme Court’s ruling on the Trump Administration’s emergency…
- The Morning Filter
4 Stocks to Buy Before Their Big Discounts Disappear
In this episode of The Morning Filter, co-hosts Dave Sekera and Susan Dziubinski discuss whether last week’s software stock selloff was overdone and if the AI…
- The Morning Filter
3 International Stocks to Buy for 2026
In this bonus episode of The Morning Filter podcast, host Susan Dziubinski talks with Morningstar chief Europe markets strategist Michael Field about…
- The Morning Filter
3 Cheap Stocks to Buy Now as Small Caps Heat Up
In this week’s episode of The Morning Filter podcast, hosts Dave Sekera and Susan Dziubinski discuss whether investors should or shouldn’t worry about the…
- The Morning Filter
3 Durable Stocks to Buy Now for the Long Term
This episode of The Morning Filter marks the podcast’s third anniversary. Hosts Dave Sekera and Susan Dziubinski reveal how the stock picks from the podcast’s…
- The Morning Filter
5 Stocks to Buy in January 2026
On this episode of The Morning Filter podcast, Dave Sekera and Susan Dziubinski preview the December inflation numbers coming out this week and cover which…
- The Morning Filter
5 Core Stocks to Buy and Hold in 2026
On this week’s episode of The Morning Filter podcast, Dave Sekera and Susan Dziubinski recap volatile 2025 and preview what may lie ahead in 2026. They discuss…
- The Morning Filter
4 Cheap Stock Picks We Still Like for 2026
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…
- The Morning Filter
5 Stocks to Buy When They Pull Back
On this week’s episode of The Morning Filter podcast, Dave Sekera and Susan Dziubinski discuss what’s next after the Federal Reserves 25-basis-point interest…
- The Morning Filter
5 Stocks to Buy to Upgrade Your Portfolio for 2026
On this week’s episode of The Morning Filter podcast, Dave Sekera and Susan Dziubinski discuss the likelihood of a Federal Reserve interest rate cut and why to…
- The Morning Filter
Why 2026 Could Be a Breakout Year for Dividend Stocks
Plus, several undervalued stocks to buy with stable dividends. In this special episode of The Morning Filter podcast, co-host Susan Dziubinski sits down with…
- The Morning Filter
6 Stocks to Sell Before the End of the Year
On this week’s episode of The Morning Filter podcast, Dave Sekera and Susan Dziubinski discuss why a Fed rate cut in December is starting to look unlikely…
- The Morning Filter
4 Surprising AI Stocks to Buy
On this week’s episode of The Morning Filter podcast, Dave Sekera and Susan Dziubinski discuss what to watch in this week’s earnings report from Nvidia NVDA…
- The Morning Filter
3 Stocks to Buy After Earnings
On this week’s episode of The Morning Filter podcast, Dave Sekera and Susan Dziubinski unpack results from Palantir PLTR, Advanced Micro Devices AMD, and…
- The Morning Filter
3 Stocks to Sell and 3 Stocks to Buy in November
On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski parse Federal Reserve chairman Jerome Powell’s post-meeting comments and discuss…
- The Morning Filter
3 Stocks to Buy Before October Ends
On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski discuss expectations for this week’s CPI report and what it could mean for the…
- The Morning Filter
5 Stocks to Buy Before the Market Rally Stalls
On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski discuss expectations for this week’s CPI report and what it could mean for the…
- The Morning Filter
4 Stocks to Buy Before They Report Earnings
On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski suggest where to find useful economic data as the government shutdown continues…
- The Morning Filter
4 New Stocks to Buy Now and Hold for the Long Term
On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski discuss what impact the government shutdown may have on the Federal Reserve’s…
- The Morning Filter
5 Stocks to Buy Before They Climb Higher
On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski discuss what a government shutdown would mean for investors; they parse the…