The Morning Filter

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 impact an extended conflict could have on the consumer, the economy, and Fed policy. They also cover what to watch for from this week’s Fed meeting and why to watch Micron Technology’s earnings. They unpack new research from Morningstar about AI disruption and economic moats and walk through economic moat downgrades on Adobe ADBE, Salesforce CRM, and ServiceNow NOW. Tune in to find out why Microsoft’s economic moat looks AI resilient and which two companies’ competitive advantages should be strengthened by AI.

They discuss Oracle’s ORCL pop after earnings, some things that stood out from earnings season, and whether Campbell’s CPB is a buy after reporting. This week’s stock picks are all companies whose wide moat ratings look solid in the face of AI disruption and whose stocks are undervalued.

Episode Highlights 

00:00:00 Welcome 

00:04:10 What impact the Iran War may have on the consumer, the economy, and Fed policy this year. 

00:08:55 Why to watch Micron Technology’s MU earnings this week. 

00:14:43 3 big companies that’ll be disrupted by AI—and why Microsoft MSFT isn’t one of them. 

00:23:09 Takeaways from earnings season. 

00:35:14 Stock picks: 5 AI-resilient companies whose stocks look undervalued.

 

Read about topics from this episode. 

What AI Means for Software Companies’ Moats

US Stock Market Outlook: Where We See Investing Opportunities in March

Read Dave’s complete archive.

 

Got a question for Dave? Send it to [email protected]. 

 

You can 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, and follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).

 

Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. We’ll see you on Monday!

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

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 how a prolonged conflict could impact inflation and the Federal Reserve’s interest-rate stance. They cover what the war means for oil stocks, defense stocks, and other industries. On the earnings front, they unpack results from Okta OKTA and Marvell Technology MRVL and dissect Morningstar’s upgrade on Crowdstrike. Is now a back-up-the-truck moment for Broadcom’s stock? Tune in to find out.

They answer a viewer’s question about how to know when it’s time to sell a stock. And they discuss a trio of stocks to sell that look overpriced today and three stocks to buy instead that look attractive.

 

Episode Highlights 

00:00:00 Welcome

00:02:09 What impact the war in Iran is having on the US stock market—and what it might mean for inflation and the Fed’s next move. 

00:05:43 Is it too late to buy defense and oil stocks? 

00:14:52 Whether Broadcom AVGO is a buy after earnings and key takeaways from the recent results of other technology companies. 

00:18:52 A deep dive into Crowdstrike’s CRWD big upgrade. 

00:23:13 How to position a stock portfolio after the market’s rotation.

00:27:11 Knowing when it’s time to sell a stock—or at least begin scaling back. 

00:32:17 Overvalued stocks to sell and undervalued stocks to buy instead.

 

Read about topics from this episode. 

US Stock Market Outlook: Where We See Investing Opportunities in March

Read Dave’s complete archive.

 

Got a question for Dave? Send it to [email protected]. 

 

You can 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, and follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).

Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. We’ll see you on Monday!

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

In this bonus episode of The Morning Filter podcast, co-host Susan Dziubinski talks with Morningstar senior analyst Gregg Warren about Berkshire Hathaway now that Warren Buffett has stepped down as CEO. They cover where new CEO Greg Abel might focus his efforts first, how likely it is that Berkshire will make an acquisition in the near future, and why the firm won’t pay a dividend any time soon.

They also discuss if Berkshire will offload its big stake in Kraft Heinz, if the firm is likely to sell more of its stake in Apple AAPL and Bank of America BAC, and which stocks might be cut from its public portfolio. Is Berkshire still a good stock to buy today without Buffett in charge? Tune in to find out.

Episode Highlights 

00:00:00 Welcome

00:07:42 What new Berkshire Hathaway BRK.A BRK.B CEO Greg Abel may do differently.

00:09:30 Berkshire will probably bail on Kraft Heinz KHC. Here’s which other stocks it might sell.

00:22:25  The acquisition that Berkshire Hathaway should make.

00:28:24 Why Berkshire stillwon’t pay a dividend despite its massive cash hoard.

00:31:25 Whether Berkshire Hathaway stock is a agood investmenttoday.

 

Read about topics from this episode. 

Berkshire Hathaway: Greg Abel Goes Conservative With His Debut Annual Letter to Shareholders

Berkshire Hathaway Earnings: Cash Hits Record $373 Billion on Mostly Solid Results Across the Firm

Berkshire Hathaway: Apple and BofA Sales Fund Purchases of Chevron, Chubb, NYT, Domino’s, and Lamar https://www.morningstar.com/stocks/berkshire-hathaway-apple-bofa-sales-fund-purchases-chevron-chubb-nyt-dominos-lamar

 

Got a question for Dave? Send it to [email protected].

 

Love The Morning Filter? Help us make the show even better by taking this quick survey.

 

You can 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, and follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).

 

Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. We’ll see you on Monday!

 

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

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 cover new research about whether Nvidia can continue its winning ways, if Salesforce is a buy after earnings, and what to make of the AMD/Meta Platforms deal. Tune in to find out which stock saw a big cut in its fair value estimate last week and how to think about Diageo DEO after its dividend reduction. 

They unpack what’s going on in the private credit market and what lessons can be found in the Blue Owl mess. Value stocks are outperforming: They talk about a handful that still look relatively attractive and why.

Episode Highlights 

00:06:45 Why we’ll be watching the earnings reports from Broadcom AVGO, Marvell Technology MRVL and two cybersecurity companies.

00:13:17 Whether Nvidia NVDA looks like a buy after its earnings beat and forecast hike.

00:18:43 Who wins in the Advanced Micro Devices AMD/Meta Platforms META deal.

00:23:20 The fallout from Blue Owl OWL and the increasing risk in the private credit market.

00:29:46 30:34 What takeover talk for PayPal PYPL may mean for its stock.

00:32:35 Value stocks are back. Here’s why we think these five value stocks to buy have more room to run.

Read about topics from this episode. 

Private Credit Quality Continues to Weaken

Why AI Worries About Software Are Hitting Private Credit

Alternative Asset Managers: Blue Owl Disclosure Drives Share Prices of Alternative Managers Lower

US Stock Market Outlook: Where We See Investing Opportunities in February

Read Dave’s complete archive.

 

Got a question for Dave? Send it to [email protected]. 

Love The Morning Filter? Help us make the show even better by taking this quick survey.

You can 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, and follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar).

 

Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. We’ll see you on Monday!

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

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 tariffs may mean for markets. They also discuss whether the AI-fueled stock market selloff has gone too far and where the opportunities may lie for investors today. They discuss if Nvidia’s earnings report this week can lead to a recovery in AI-related stocks and if earnings releases from Salesforce CRM or Workday WDAY could lift their struggling stocks. Tune in to find out what to make of Walmart’s WMT results, plus what Kraft Heinz’s KHC breakup flip-flop and Elliot’s investment in Norwegian Cruise Lines NCLH may mean for their stocks. 

They reveal which rallying hardware stocks look at risk. And this week’s stock picks are five companies whose stocks have suffered exaggerated pullbacks and that look like attractive stocks to buy before they recover.

Episode Highlights 

00:00:00 Good Morning!

00:01:15 What the Supreme Court’s ruling against some Trump tariffs may mean for investors.

00:07:54 Where the stock market’s AI fears are justified—and where they’re overblown.

00:14:03 Whether Nvidia’s NVDA earnings release could revive the AI trade.

00:23:16 The hardware stocks to avoid.

00:28:22 Stock Picks of the Week: stocks that sold off too much and now look like bargains.

Read about topics from this episode. 

US Stock Market Outlook: Where We See Investing Opportunities in February

Read Dave’s complete archive.

 

Got a question for Dave? Send it to [email protected]. 

 

Love The Morning Filter? Help us make the show even better by taking this quick survey.

 

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

 

Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. We’ll see you on Monday!

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