This episode of The Morning Filter marks the podcast’s third anniversary. Hosts Dave Sekera and Susan Dziubinski reveal how the stock picks from the podcast’s first episode have performed and share which ones are still attractive stocks to buy today. They also discuss an under-discussed risk factor that contributed to market volatility last week. And they welcome special guest (and Fed watcher) Sarah Hansen to preview this week’s Federal Reserve meeting and parse what to watch for from the Fed this year.

It’s a big earnings week ahead: Tune in to find out what to look for as Microsoft MSFT, Meta Platforms META, Apple AAPL, and Tesla TSLA (among others) report. They cover key takeaways from big bank earnings, whether Netflix NFLX is a buy after reporting, which stock received a 38% fair value estimate increase last week and what to make of Berkshire Hathaway BRK.B possibly offloading its stake in Kraft Heinz KHC.

Episode Highlights

00:00:00 Welcome

00:09:01 On radar: Fed Meeting

00:15:07 Earnings Watch: MSFT, META, AAPL, More

00:23:10 Updates on Megabanks, NFLX, TSM, KHC

00:33:17 Stock Picks of the Week

Read about topics from this episode.

What’s Next for the Fed in 2026?

Morningstar's Company Earnings Hub

Read Sarah Hansen’s full archive.

Got a question for Dave? Send it to themorningfilter@morningstar.com.

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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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