Morningstar, Inc.

1-year performance of utilities stocks (blue line) compared to the Morningstar US Market Index (red line).

Edison International and PG&E top our list of the best utilities stocks to buy now. See all 9 undervalued names here: spr.ly/63324hKYG0

4 Stocks to Buy Before Their Big Discounts Disappear I February 9, 2026 #StockMarketSelloff #MarketOutlook #StockstoBuy Plus, our updated stock market outlook. In this episode of The Morning Filter, co-hosts Dave Sekera and Susan Dziubinski discuss whether last week’s software stock selloff was overdone and if the AI trade is dead. They cover why Zimmer Biomet ZBH and Applied Materials AMAT are earnings reports to watch and what this week’s CPI numbers could mean for the market. Tune in to find out if Alphabet GOOGL, http://spr.ly/63326hKw00 AMZN, Advanced Micro Devices AMD, or Palantir PLTR are stocks to buy after earnings—and which stock just received a 78% fair value upgrade from Morningstar. They review Dave’s latest stock market outlook and whether there’s any opportunity left in small-cap stocks after their run-up. They close with four stock picks that currently trade at big discounts now but that may not be for long. Episode Highlights Software Stocks & The AI Trade On Radar: CPI & Earnings Reports Latest: GOOGL, AMZN, Outlook Stock Picks of the Week Read about topics from this episode. US Stock Market Outlook: Where We See Investing Opportunities in February http://spr.ly/63327hKw0F Read Dave’s complete archive. http://spr.ly/63328hKw02 Got a question for Dave? Send it to themorningfilter@morningstar.com. Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: http://spr.ly/63329hKw0N Facebook: http://spr.ly/63320hKw04 X: http://spr.ly/63321hKw0f Instagram: http://spr.ly/63322hKw0A LinkedIn: http://spr.ly/63323hKw07 Viewers who’d like more information about any of the stocks Dave talked about today can visit http://spr.ly/63324hKw0C for more details. Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

This week on The Morning Filter, Chief US Market Strategist shares 4 #stockpicks to buy before their big discounts disappear. Plus, our updated stock market outlook.

Tune in tomorrow at 8 a.m. CST on Morningstar’s YouTube Channel: spr.ly/63325hKw0h

The 10 Best Companies to Invest in Now These undervalued stocks of high-quality companies are attractive investments today.

Zimmer Biomet and Experian are just two of these 10 high-quality companies offering the best stocks to buy for 2026. spr.ly/63321hyj8t

Year-to-date performance of biotech stocks (blue line) and the Morningstar US Market Index (red line).

Thanks to rapid innovation and strong product launches, Intellia Therapeutics and 4 other biotech stocks look attractive. spr.ly/63325hJt0F

Should You Gift Your Appreciated Assets During Your Lifetime? The strategy can yield a tax benefit, but it isn’t a sure thing.

Deciding how to handle appreciated assets is a complicated business. Here are some things to consider before making that decision. spr.ly/63320hEZOk

3 Cheap Stocks to Buy Now as Small Caps Heat Up I February 2, 2026 #Morningstar #StockstoBuy #StockMarketOutlook Plus, whether to invest in Microsoft, Meta Platforms or Tesla after earnings. In this week’s episode of The Morning Filter podcast, hosts Dave Sekera and Susan Dziubinski discuss whether investors should or shouldn’t worry about the declining US dollar. They also break down tech’s wild earnings last week: Tune in to find out if Microsoft MSFT, Meta Platforms META, Apple AAPL or ServiceNow NOW are stocks to buy today—and whether Tesla TSLA finally looks attractive after Morningstar’s big fair value upgrade. They share what to watch in the upcoming earnings reports from Alphabet GOOGL, http://spr.ly/63320hEZZq AMZN, and some notable consumer defensive companies this week. Small-cap stocks are having a moment: The co-hosts discuss whether the rally can continue. They close the episode with three small-cap stocks to buy that look undervalued now. Episode Highlights Earnings on Tap: GOOGL, AMZN & More New Research on MSFT, META, TLSA, AAPL Audience Question: ADBE & APH Stock Picks of the Week Read about topics from this episode. The Best ETFs to Ride the Small-Cap Stock Rally http://spr.ly/63321hEZZS Morningstar's Company Earnings Hub http://spr.ly/63322hEZZs Read Dave’s complete archive: http://spr.ly/63323hEZZt Got a question for Dave? Send it to themorningfilter@morningstar.com. Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: http://spr.ly/63324hEZZQ Facebook: http://spr.ly/63325hEZZv X: http://spr.ly/63326hEZZa Instagram: http://spr.ly/63327hEZZx LinkedIn: http://spr.ly/63328hEZZI Viewers who’d like more information about any of the stocks Dave talked about today can visit http://spr.ly/63329hEZZL for more details. Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

This week on The Morning Filter, Morningstar’s chief US market strategist shares 3 cheap #stockpicks to buy now as small caps heat up.

Tune in tomorrow at 8 a.m. CST on Morningstar’s YouTube Channel.
spr.ly/63320hEZZ0

Line chart depicting how the Morningstar US Small Cap Index is outperforming both the Morningstar US Large Cap Index and the broad-based Morningstar US Market Index by a healthy margin over the past few months.

Small-cap stocks are on a tear. Take advantage of the rally with these top-rated small-cap ETFs: spr.ly/63327hE3SL

The Best Bond ETFs The fixed-income exchange-traded funds on this list earn Morningstar’s top rating.

The fixed-income ETFs on this list earn our top rating for 2026. spr.ly/63322hE3C8

10 Best Blue-Chip Stocks to Buy for the Long Term The stocks of these high-quality companies with large market capitalizations look undervalued today.

Included on our list of the Best Companies to Own for 2026, undervalued, and with market caps above $100 billion, these 10 blue-chip stocks are good to buy and hold for the long term. spr.ly/63324h8eUo

The Best Bond ETFs The fixed-income exchange-traded funds on this list earn Morningstar’s top rating.

Fixed-income ETFs from Fidelity, iShares, and others earn our top rating for 2026. spr.ly/63327hBd7J

3 Durable Stocks to Buy Now for the Long Term Plus, our take on Microsoft, Meta Platforms, and Apple before earnings.

Catch up on The Morning Filter! ☕ This week, chief US market strategist Dave Sekera discussed:

- Fed Meeting
- Earnings Watch: MSFT, META, AAPL
- Megabanks, NFLX, TSM, KHC
- #StockPicks of the Week

Find the full episode here: spr.ly/63321h6gVN

The Morning Filter Investing Podcast · 2 Episodes · Updated Weekly

On today’s episode of The Morning Filter, Morningstar’s chief US market strategist shares 3 durable #stockpicks to buy now for the long term.

Listen now on Apple Podcasts or wherever you get your podcasts. 🎙️ spr.ly/63328CCB1O

3 Durable Stocks to Buy Now for the Long Term I January 26, 2026 #Morningstar #StockstoBuy #StockMarketOutlook Plus, our take on Microsoft, Meta Platforms, and Apple before earnings. This episode of The Morning Filter mark...

This week on The Morning Filter, Morningstar’s chief US market strategist shares 3 durable #stockpicks to buy now for the long term. Plus, our take on Microsoft, Meta Platforms, and Apple before earnings.

Tune in tomorrow at 8 a.m. CST on Morningstar’s YouTube Channel. spr.ly/63327C72Rt

The Best REIT Stocks to Buy These seven undervalued real estate stocks pay dividends and trade at attractive prices.

AmeriCold Realty and Park Hotels & Resorts earned the top two spots on our list of the 12 best REIT stocks to buy today. Check out our full list of undervalued REITs: spr.ly/63322CAKca

3 Science‑Backed Ways to Save Money During No-Spend January Strategies for staying on track during a no-buy challenge and building saving habits that work all year.

The new year is a time for new habits.

Here are three strategies for staying on track during a no-buy challenge and building saving habits that work all year. spr.ly/63323CfOtz

The 10 Best Dividend Stocks These undervalued stocks with reliable dividends are worth considering.

Altria Group and Colgate-Palmolive are just two of the names on our list of the top dividend-paying stocks to buy today. spr.ly/63326CFJ3p

The 10 Best Dividend Stocks These undervalued stocks with reliable dividends are worth considering.

Coca-Cola and PepsiCo top our list of the 10 best dividend stocks to buy today. See what other top dividend-paying stocks made the list: spr.ly/63324CICAa

How to Conduct Your Own Portfolio Makeover Follow these eight steps to an improved, streamlined, and more tax-efficient portfolio.

Wanting to conduct your own portfolio makeover this year?

Follow these eight steps to an improved, streamlined, and more tax-efficient portfolio. spr.ly/63322CxQ36

5 Stocks to Buy in January 2026 Looking for stocks to buy today? These attractive stocks look like buys according to Morningstar's analysts.

Catch up on The Morning Filter! This week, chief US market strategist Dave Sekera discussed:

📈 Inflation, retail sales, bank earnings
🗞️ Updates on defense stocks
🔍 2026 stock market outlook
💲 Stock picks

Catch the full episode here: spr.ly/63327Cae9R

The Morning Filter Investing Podcast · 2 Episodes · Updated Weekly

On today’s episode of The Morning Filter, chief US market strategist Dave Sekera shares 5 #stockpicks to buy in January 2026.

Listen on Apple Podcasts or wherever you get your podcasts.🎙️ spr.ly/63323CSC5R

5 Stocks to Buy in January 2026 I January 12, 2026 #Morningstar #StockstoBuy #StockMarketOutlook Plus, our stock market outlook for the year ahead. On this episode of The Morning Filter podcast, Dave Sekera and Susan Dziubinski preview the December inflation numbers coming out this week and cover which other economic reports to watch. They discuss valuations of the big banks reporting in the next few days—including JP Morgan JPM, Bank of America BAC and Citigroup C—and expectations for earnings. President Trump wants to increase the defense budget; tune in to find out what that may mean for popular defense stocks like Lockheed Martin LMT, Northrop Grumman NOC, and others. Dave shares his stock market outlook for 2026, including whether investors should overweight stocks today or pull back, which parts of the market are undervalued, and what risks could contribute to market volatility this year. They wrap the episode with stock picks to buy in January that Morningstar’s analysts like. Episode Highlights Watching Inflation, Retail Sales, Bank Earnings Updates on STZ and Defense Stocks 2026 Stock Market Outlook Stock Picks Read about topics from this episode. Register for Dave's 2026 Outlook Webinar. http://spr.ly/63324CSNj2 Read Dave’s complete archive. http://spr.ly/63325CSNjN Got a question for Dave? Send it to themorningfilter@morningstar.com. Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: http://spr.ly/63328CSNjA Facebook: http://spr.ly/63329CSNj7 X: http://spr.ly/63320CSNjC Instagram: http://spr.ly/63321CSNjh LinkedIn: http://spr.ly/63322CSNd6 Viewers who’d like more information about any of the stocks Dave talked about today can visit http://spr.ly/63323CSNdB for more details. Read more from Susan and Dave: Susan Dziubinski http://spr.ly/63324CSNd8 Dave Sekera http://spr.ly/63325CSNjN Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

This week on The Morning Filter, chief US market strategist Dave Sekera shares 5 #stockpicks to buy in January 2026. Plus, our stock market outlook for the year ahead.

Tune in tomorrow at 8 a.m. CST on Morningstar’s YouTube Channel. spr.ly/63325CSNdD

We Need to Talk About Your Retirement ‘Spending’ Big inheritances can be a sign of underconsumption and suboptimal planning.

Why it’s time to stop lauding underspending in retirement. spr.ly/63326CSNMm

4 Investing Ideas for 2026 From Great Money Minds Key takeaways from my conversations with top portfolio managers, strategists, and economists on The Long View podcast.

As investors think about portfolio positioning for 2026, here are a few ideas we found compelling from our conversations with top investment thinkers on The Long View podcast. spr.ly/63323CS2AH

Red, yellow, and red line chart depicting the performance of three ETFs in 2025: TCW Durable Growth ETF (blue), Motley Fool Mid-Cap Growth ETF (yellow), and BBH Select Mid Cap ETF (red).

Motley Fool Mid-Cap Growth ETF and BBH Select Mid Cap ETF were among the worst-performing ETFs in 2025. spr.ly/63327CWDZX

Blue and red line chart depicting the 1-year performance of technology stocks and the broader US stock market.

Endava and Sabre Corporation are two of the most undervalued tech stocks covered by Morningstar analysts. See the full list of the best tech stocks to buy now. spr.ly/63327ClRml

The 10 Best Companies to Invest in Now These undervalued stocks of high-quality companies are attractive investments today.

Campbell’s, Coloplast, and these 8 other high-quality companies offer the best stocks to buy for 2026. spr.ly/63325Cg1b1

How to Invest Like Warren Buffett Delve into Warren Buffett’s investment strategy.

As he retires, we highlight the details of Warren Buffett's legendary investment strategy. spr.ly/63325C5GjH

The Best Energy Stocks to Buy Now These five undervalued energy stocks look attractive today.

Occidental Petroleum and Venture Global LNG are two of the most undervalued energy stocks covered by Morningstar analysts. See the full list of the best energy stocks to buy now. spr.ly/63326Cdquk

The Morning Filter Investing Podcast · 2 Episodes · Updated Weekly

On today’s episode of The Morning Filter, chief US market strategist Dave Sekera shares 4 cheap #stockpicks we still like for 2026.

Listen on Apple Podcasts or wherever you get your podcasts.🎙️ spr.ly/63327CTBS1

The Best Dividend Funds These mutual funds and ETFs invest in dividend stocks and earn high ratings from Morningstar in 2023.

For investors interested in getting exposure to dividend stocks through an ETF or mutual fund, our list of the 15 best dividend funds is a great place to start. spr.ly/63326CMehr