The Morning Filter

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 investors need to keep on radar. They preview this week’s Fed meeting and some key earnings, too. Tune in to find out if cybersecurity’s Palo Alto Networks or Zscaler are buys after earnings, what to make of Ciena’s CIEN stock slump, and whether Medtronic and Amphenol remain stock picks after their recent rallies.
They answer a viewer question about the pros and cons of American Depositary Receipts (ADRs) as a way to invest internationally. The episode wraps up with seven undervalued mega-cap stocks to buy.
Episode Highlights
What today’s concentrated market undervaluation is telling investors and the risks to monitor
Expectations for this week’s Fed meeting
Whether cybersecurity stocks Palo Alto Networks PANW and Zscaler ZS look attractive after earnings
Unpacking good and bad news from former stock picks Medtronic MDT, Campbell’s CPB, Amphenol APH, and Lululemon LULU
What ADRs are and how they work
Mega-cap stocks to buy that look undervalued

Read about topics from this episode.
September Stock Market Outlook: How to Position Your Portfolio During a Risky Stage
Read Dave’s complete archive.

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).

If you would like more information about any of the stocks Dave talked about today, you can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next.

This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income

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Plus, whether Nvidia, Marvell Technology or Salesforce look attractive after earnings.

In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski share what really mattered in the market last week (hint: Nvidia). They give an update on the prospects of cybersecurity stocks after Okta OKTA and CrowdStrike CRWD put up great results and before Zscaler ZS and Palo Alto Networks PANW report this week.

Tune in find out what to watch for in the earnings from Broadcom AVGO and Lululemon LULU and whether Nvidia, Salesforce CRM or Marvell Technology MRVL look like stocks to buy after earnings. They close the show with sectors and stocks to buy and avoid in September.

Episode Highlights

Why Nvidia’s NVDA results were so important

Whether cybersecurity stocks still look attractive after their recent run-up

What economic and earnings reports to keep on your radar this week

Which technology stocks look attractive after earnings

Should investors throw in the towel on The Trade Desk TTD?

The sectors that have historically done well—and not so well—in September

Stocks to buy and sell for the month ahead





Read about topics from this episode.

Where the Stock Market May Be Heading Next and What to Buy Now

Read Dave’s complete archive.



Got a question for Dave? Send it to themorningfilter@morningstar.com.



Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).



If you would like more information about any of the stocks Dave talked about today, you can visit Morningstar.comfor more details. Subscribe to The Morning Filter to get notified when we post next.



This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 surging yield on the 30-year Treasury bond. They cover what to watch for in the earnings reports from Nvidia, Marvell Technology, and Salesforce CRM. Tune in to find out whether Home Depot, Lowe’s, Target or Walmart look like stocks to buy after earnings.

They explain why it’s better to rent some stocks rather than buy them for the long term and discuss what qualities to-rent stocks often share. They close the show with a handful of undervalued stock picks that make good rentals today.

Episode Highlights 

The yield on the 30-year Treasury bond hit 19 year highs last week. Here’s what that may mean for investors

Next week’s PCE numbers and the Federal Reserve’s next move

Things to watch for in Nvidia’s NVDA earnings report this week

Will Marvell Technology MRVL continue to soar after earnings?

Which stock is the better buy after reporting: Home Depot HD or Lowe’s LOW?

Whether we raised our fair value estimate on Target TGT or Walmart WMT

Stocks to rent vs. stocks to buy: What’s the difference?

Stock picks: cheap stocks to rent

 

Read about topics from this episode. 

Where the Stock Market May Be Heading Next and What to Buy Now

Read Dave’s complete archive.

 

Got a question for Dave? Send it to themorningfilter@morningstar.com. 

 

Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).

 

If you would like more information about any of the stocks Dave talked about today, you can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 encouraging inflation numbers may mean for the Fed’s next move. They cover what to watch for in the earnings reports from Walmart WMT, Target TGT, Home Depot HD, Lowe’s LOW and other retailers this week. Tune in to find out whether Cisco or Applied Materials looks attractive after earnings, if Nebius Group is overvalued after a fair value increase, and why we continue to like On Holding.

They welcome special guest Dan Lefkovitz from Morningstar Indexes, who covers the pros and cons of various income investments today, including core bonds, dividend stocks, MLPs, high-yield bonds, REITs, and others. They wrap the episode with four income investment to buy that look undervalued today.

Episode Highlights 

The factors driving stock market performance in August

What to watch for in retail earnings this week

Whether Cisco CSCO or Applied Materials AMAT are buys after earnings—and whether Nebius Group NBIS is still a sell

Why it’s time to double down on On Holding ONON

The ins and outs of stop loss orders

Dividend stocks vs. MLPs vs. REITs: where to invest for income today.

Overlooked stocks to invest in for income

 

Read about topics from this episode. 

Where the Stock Market May Be Heading Next and What to Buy Now

Dan Lefkovitz: Where to Find Income in Today’s Market

Read Dave’s complete archive.

 

Got a question for Dave? Send it to themorningfilter@morningstar.com. 

 

Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).

 

If you would like more information about any of the stocks Dave talked about today, you can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next.

 

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 continue to monitor the Japanese yen. Special guest and Morningstar Europe market strategist Michael Field covers why European equities are lagging US stocks this year, which sectors and stocks in the region look most attractive, and what risks US investors who want to invest in international stocks should watch out for. 

Sekera and Dziubinski reveal whether Advanced Micro Devices, Palantir and Clorox remain stock picks after earnings and if SanDisk and Western Digital still look pricey after their post-earnings pullbacks. They wrap the show with three overvalued stocks to sell this month and three undervalued stocks to buy instead.

Episode Highlights 

00:00:00 Welcome 

00:01:20 The drivers behind last week’s market activity 

00:02:25 What the U.S. supporting the Japanese Yen means for investors 

00:06:40 Why European stocks are lagging U.S. stocks this year and where the opportunities are today 

00:20:24 Unpacking SpaceX’s SPCX results and stock movement 

00:24:43 Which of these stocks look like buys post-earnings: Advanced Micro Devices AMD, Palantir PLTR, SanDisk SNDK, or Western Digital WDC 

00:31:29 Clorox CLX: Still a pick after earnings? 

00:33:42 Stocks to sell and stocks to buy this month

 

Read about topics from this episode. 

Where the Stock Market May Be Heading Next and What to Buy Now 

Q3 Stock Market Outlook: Investors Face Balanced Risks, Selective Opportunities

Read Dave’s complete archive

 

Got a question for Dave? Send it to themorningfilter@morningstar.com.

 

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If you would like more information about any of the stocks Dave talked about today, you can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. 

 

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