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 interest-rate hike and the 10-year Treasury yield’s push above 5%, and debate how much longer the current bout of market uncertainty may last. They explain why to keep an eye on Costco and Darden Restaurants this week. And they review several former stock picks after earnings and reveal which remain stocks to buy today. 

Tune in for a deeper dive into one of last week’s stock picks, Tesla. The show wraps with a few quality stocks to buy on recent weakness. 

Episode Highlights  

  • What mattered in the market last week 
  • Earnings to have on radar: Costco COST and Darden Restaurants DRI 
  • Which of these stock picks we still like today and which ones may be value traps: Lennar LEN, RH RH, Veeva Systems VEEV, CNH Industrial CNH, Northrop Grumman NOC, Hasbro HAS, Scotts Miracle Gro SMG 
  • How we’re thinking about Tesla TSLA as an investment today 
  • High-quality stocks that’ve pulled back and now look attractive 

 

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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