Episode Details

In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski weigh the impact that rising yields and lower oil prices had on the stock market last week. They look ahead to this week’s inflation and jobs reports, and cover what to watch for in the earnings reports from triple-digit-club member Micron Technology as well as Nike and McCormick. They share key takeaways from Costco’s COST and Darden Restaurants’ DRI results. And they provide updates on former stock picks Lennar and Berkshire Hathaway; tune in to find out which of the two is the better stock to buy today.

Hear what they think about the entertainment industry as an investment idea. They close the show with several stocks to buy that still look undervalued even after their recent rallies.

Episode Highlights  

• Is it time to worry about Treasury bond yields?
• Which economic reports to watch this week.
• Can Micron Technology’s MU momentum continue?
• Nike NKE and McCormick MKC: Is either beleaguered stock worth buying before earnings?
• Berkshire Hathaway’s BRK.A BRK.B big investment in Lennar LEN and which stock is the better buy today.
• Our take on the entertainment industry.
• Four stocks that are up a ton that have more room to run.

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.  

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

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