These 10 undervalued stocks offer attractive dividend yields and the opportunity for growth.

These exchange-traded funds and mutual funds earn Morningstar’s top rating in 2023.

These undervalued stocks of high-quality companies are attractive investments today.

These mutual funds and ETFs earn Morningstar’s top rating in 2023.

Investing Podcast · 2 Episodes · Updated Weekly

#TheMorningFilter #StockstoBuy #StockEarnings Plus, a preview of bank earnings. In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and S...

Investing Podcast · 2 Episodes · Updated Weekly

Plus, our take on Apple’s AI strategy and key risks. In this new episode of The Morning Filter podcast, co-host Susan Dziubinski previews this week’s PCE num...

As model portfolio assets approach $1 trillion and ETFs overtake mutual funds, here’s what investors need to know.

Microsoft and Accenture are now seen as significantly undervalued.

On my failings as an investor.

Record bond inflows, tech surges, and a reversal out of international stocks.

Will the corporate bond market start trading more like tech stocks? Plus, dusting off the risky debt issuance playbook, and Fed meeting on deck.

Plus, how to manage core stock positions. 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 form the foundation that an equity investor can build upon. They unpack the qualities that core stocks share and whether investors should be willing to pay higher valuations for these high-quality stocks. There’s a better strategy for managing your core stock holdings than buy and hold; tune in to find out what the strategy is. They wrap the episode with a handful of great core stocks to own when you can invest in them at the right price. Episode Highlights Welcome What core stocks are and what qualities they share. Should you pay more for core stocks than you’d pay for noncore stocks? Why you can’t simply buy and hold core holdings. You need to buy and manage them instead. The best core stocks to own according to Morningstar’s sector directors. Read about topics from this episode. When to Sell a Core Holding: http://spr.ly/63326B873Qu US Stock Market Outlook: Harvesting Growth Gains, Restoring Barbell: http://spr.ly/63327B873QR Dave’s Complete Archive: http://spr.ly/63328B873Qr Got a question for Dave? Send it to themorningfilter@morningstar.com. Follow us on social media. Dave Sekera on X: @MstarMarkets http://spr.ly/63329B873QT Dave Sekera on LinkedIn: http://spr.ly/63320B873Qp Facebook: http://spr.ly/63321B873QV X: http://spr.ly/63322B873Qn Instagram: http://spr.ly/63323B873QX LinkedIn: http://spr.ly/63324B873Qk If you would like more information about any of the stocks Dave talked about today can visit http://spr.ly/63325B873QZ for more details. Subscribe to The Morning Filter to get notified when we post next. We’ll see you on Monday! This episode is sponsored by Vanguard: http://spr.ly/63327B873Qb

These mutual funds and ETFs invest in value stocks and earn top ratings from Morningstar in 2023.

These funds can help limit tax costs while providing stock and bond exposure.

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 oldest index fund has become the largest ETF.

Plus, a look at last month’s stock market winners and losers. In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski co...

Here’s where top stock-pickers have been investing lately.

A cautionary tale of multiple red flags.

These five undervalued energy stocks look attractive today.

These vehicles shed light on how Democratic and Republican members of Congress invest their money.

Some worries belong in the ‘unlikely to happen/deal with it when it actually does’ bin.

How to make sure these common financial ‘pain points’ don’t imperil your plan.

The stocks of these high-quality companies with large market capitalizations look undervalued today.

Plus, more updates on key AI companies. In this episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski recap last week’s market per...

#stockstobuy #techstocks #stockmarket Plus, our take on results from tech’s heavyweights. 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 meeting. They update the stock barbell strategy heading into May. Key earnings releases this week include Advanced Micro Devices AMD and Fortinet FTNT; tune in to find out why. They reveal which of the big tech stocks—Alphabet GOOGL, Microsoft MSFT, Meta Platforms META, http://spr.ly/63328BBT1j8 AMZN and Apple AAPL—look like stocks to buy after earnings. The episode wraps with three overvalued stocks to take profits in and three undervalued stocks to buy instead. Episode Highlights The one theme driving economic growth today How to position your stock portfolio for the new month Which earnings reports to watch for in the week ahead Top insights from big tech earnings Stocks to lock in gains and promising stocks to buy instead Read about topics from this episode. Q2 2026 Stock Market Outlook: Don’t Panic, Readjust http://spr.ly/63329BBT1jD Read Dave’s complete archive. http://spr.ly/63320BBT1jE Got a question for Dave? Send it to themorningfilter@morningstar.com. Follow us on social media. Dave Sekera on X: @MstarMarkets http://spr.ly/63321BBT1j1 Dave Sekera on LinkedIn: http://spr.ly/63322BBT1jG Facebook: http://spr.ly/63323BBT1jH X: http://spr.ly/63324BBT1jy Instagram: http://spr.ly/63325BBT1jJ LinkedIn: http://spr.ly/63326BBT1jK If you would like more information about any of the stocks Dave talked about today can visit http://spr.ly/63327BBT1jz for more details. Subscribe to The Morning Filter to get notified when we post next. We’ll see you on Monday! This episode is sponsored by Vanguard: http://spr.ly/63328BBT1jM

These undervalued stocks of high-quality companies are attractive investments today.

Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.

These exchange-traded funds and mutual funds earn Morningstar’s top rating in 2023.

These undervalued stocks with reliable dividends are worth considering.

These mutual funds and ETFs focus on small-company stocks and earn Morningstar Medalist Ratings of Gold in 2024.

Don’t wait until the last minute to fill your cash ‘bucket.’

#stockstobuy #growthstocks #stockearnings Plus, a preview of earnings season. In this episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan D...

#StockstoSell #InflationReport #MarketVolatility Plus, whether small-cap stocks are still attractive today. 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. They speculate what the Federal Reserve’s interest rate policy may be for the rest of the year and whether this week’s inflation reports will drive more market volatility. They explain why Anthropic’s Mythos model only makes cybersecurity stocks more attractive and whether the worst is behind for Nike. Tune in to find out if Carnival or McCormick are stocks to buy after making news last week. Small-cap stocks have held up relatively well in 2026, but are conditions right for the outperformance to continue? They close with several at-risk stocks to sell in the face of higher inflation. Episode Highlights The market’s response to the latest events in the Iran war and whether the Federal Reserve is more likely to raise interest rates or cut them this year. If this week’s inflation reports will stoke volatility in the market. Are cybersecurity stocks facing a new risk? What to make of updates from Nike NKE, Carnival CCL, and McCormick MKC. Whether small-cap stocks can continue to outperform in 2026. At-risk stocks to sell before inflation heats up. Read about topics from this episode. Register for Dave's Q2 Market Outlook webinar http://spr.ly/63320B6UyKj Read Dave’s complete archive. http://spr.ly/63321B6UyKd Got a question for Dave? Send it to themorningfilter@morningstar.com. Follow us on social media. Dave Sekera on X: @MstarMarkets http://spr.ly/63322B6UyKe Dave Sekera on LinkedIn: http://spr.ly/63324B6UyKg Facebook: http://spr.ly/63326B6UyKi X: http://spr.ly/63328B6UyKY Instagram: http://spr.ly/63329B6UyKl LinkedIn: http://spr.ly/63320B6UyKm If you would like more information about any of the stocks Dave talked about today can visit http://spr.ly/63321B6UyKW for more details. Subscribe to The Morning Filter to get notified when we post next. We’ll see you on Monday! This episode is sponsored by Vanguard: http://spr.ly/63322B6UyKo

Tackling this checklist now will make it easier to retire when you want to.

These undervalued stocks of high-quality companies are attractive investments today.

Investing Podcast · 2 Episodes · Updated Weekly

Tax considerations suggest yes, but other factors may argue against it.

These mutual funds and ETFs invest in dividend stocks and earn high ratings from Morningstar in 2023.

#StockMarketSelloff #MarketOutlook #StockstoBuy Plus, our updated stock market outlook. 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 trade is dead. They cover why Zimmer Biomet ZBH and Applied Materials AMAT are earnings reports to watch and what this week’s CPI numbers could mean for the market. Tune in to find out if Alphabet GOOGL, http://spr.ly/63326hKw00 AMZN, Advanced Micro Devices AMD, or Palantir PLTR are stocks to buy after earnings—and which stock just received a 78% fair value upgrade from Morningstar. They review Dave’s latest stock market outlook and whether there’s any opportunity left in small-cap stocks after their run-up. They close with four stock picks that currently trade at big discounts now but that may not be for long. Episode Highlights Software Stocks & The AI Trade On Radar: CPI & Earnings Reports Latest: GOOGL, AMZN, Outlook Stock Picks of the Week Read about topics from this episode. US Stock Market Outlook: Where We See Investing Opportunities in February http://spr.ly/63327hKw0F Read Dave’s complete archive. http://spr.ly/63328hKw02 Got a question for Dave? Send it to themorningfilter@morningstar.com. Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: http://spr.ly/63329hKw0N Facebook: http://spr.ly/63320hKw04 X: http://spr.ly/63321hKw0f Instagram: http://spr.ly/63322hKw0A LinkedIn: http://spr.ly/63323hKw07 Viewers who’d like more information about any of the stocks Dave talked about today can visit http://spr.ly/63324hKw0C for more details. Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

These undervalued stocks of high-quality companies are attractive investments today.

The strategy can yield a tax benefit, but it isn’t a sure thing.