Please stay tuned for important disclosure information at the conclusion of this episode. Hello and welcome to a special edition of the Morning Filter podcast.

I'm Susan Chubinsky with Morning Star.

We're taping this special episode from the Morning Star Investment Conference in Chicago in late June.

And we're glad to have Arun joining us today. As always, I'm joined

today with Dave Sekira, who's chief U.S. market strategist with Morningstar. And usually,

you know, Dave and I are chatting on a Monday morning from our respective home offices over a

cup of coffee, talking about what's coming up in the

market this week that we think investors should know about, talk about some new morning store

research, and then Dave usually gives people a few stock ideas for the week ahead.

But today, Dave and I are both here in person.

We're not used to that, so we'll see how this goes.

And we're going to focus this episode specifically on how Dave finds new investment ideas.

The Morning Star Investment Conference is largely about that.

You know, how to manage portfolios, come up with new ideas in today's market.

So that's what we're going to talk about with Dave today.

And again, I'm going to start off with some questions, and we hope to have some questions come in from's market. So that's what we're going to talk about with Dave today. And again, I'm going to

start off with some questions, and we hope to have some questions come in from our audience

over the course of the podcast. All right, Dave. So we're going to start out with what seems to be

our audience's favorite part of the morning filter podcast each week, and that's your weekly list of stock

picks. So how do you come up with all these ideas, Dave?

Well, good afternoon, season. First of all, I am fully caffeinated after this morning here at

the conference. Probably actually going to be a little over caffeinated, so we'll see how it goes

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