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The Morning Filter

3 Stocks to Buy and Hold During Tariff Chaos

The Morning Filter

Morningstar, Susan Dziubinski - Investment Specialist, Dave Sekera - Chief U.S. Markets Strategist

Business News, Funds, Stock Picks, News, Business, Morningstar, Stock Market, Stocks, Etfs, Investing

4.749 Ratings

🗓️ 7 April 2025

⏱️ 40 minutes

🧾️ Download transcript

Summary

Plus, whether it’s time to overweight stocks.

Transcript

Click on a timestamp to play from that location

0:00.0

Advisors and financial experts, this one's for you.

0:03.6

Registration is now open for the Morning Star Investment Conference.

0:07.2

On June 25th and 26th, join thousands of your peers in Chicago for two days packed with cutting-edge research, expert insights, and thorough analysis.

0:16.8

Advisors can even attend for free and earn CE credits.

0:21.0

Learn more about the MIC conferences at morningstar.com

0:24.0

slash events slash MIC.

0:29.8

Please stay tuned for important disclosure information at the conclusion of this episode.

0:51.3

Hi. conclusion of this episode. Hello and welcome to the Morning Filter.

0:56.2

I'm Susan Jubinsky with Morningstar.

0:58.5

Every Monday morning, I talk with Morning Star Research Services,

1:02.2

chief U.S. market strategist Dave Sikara,

1:05.0

about what investors should have on their radars,

1:07.6

some new Morning Star research,

1:09.1

and a few stock picks or pans for the week ahead.

1:11.9

Well, good morning, Dave, and I hope you had a restful vacation because you've come back to a

1:16.6

stock market mess. So we have to start this week's show by talking about tariffs.

1:21.9

Now, the market really kind of collapsed last week after the Trump administration announced

1:26.6

sweeping larger than expected

1:28.5

tariffs, and futures don't look too hot this morning either. So recap the stock market's response

1:34.4

for viewers. Hey, good morning, Susan. You know, the vacation started off pretty restful, but as you

1:40.2

noted, by the end of the week, it really wasn't much of a vacation and a couple of flight

1:44.6

delays and a couple of cancelations on the way back. It didn't help either. But at this point,

...

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