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:
On Radar: Inflation, Earnings
New Research on AMD, NVO, GOOGL, Others
Should You Overweight Stocks Today?
3 Stocks to Sell and 3 Stocks to Buy
Read about topics from this episode.
Read Dave’s latest Stock Market Outlook: May 2025 US Stock Market Outlook: Eye of the Hurricane
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.
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Dave Sekera on X: @MstarMarkets
Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera
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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.
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