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The Morning Filter

4 Stocks to Buy During Tariff Uncertainty

The Morning Filter

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

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

4.748 Ratings

🗓️ 10 March 2025

⏱️ 32 minutes

🧾️ Download transcript

Summary

Plus, the most undervalued sectors after the stock market’s rotation.

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.

0:38.0

Hi.

0:57.9

Hello and welcome to the morning filter.

1:00.0

I'm Susan Jubinsky with Morning Star.

1:03.7

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

1:06.1

chief U.S. market strategist Dave Sikara,

1:08.8

about what investors should have on their radars,

1:10.4

some new Morning Star research,

1:11.1

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

1:13.9

Now, before we get started, Dave and I wanted to let our audience know that we're putting

1:17.7

together a special viewer and listener mailbag episode of the Morning Filter.

1:22.4

So send us your questions at the Morning Filter at MorningStar.com.

1:27.1

And we'll answer as many as we can. And as a

1:29.6

reminder, Dave cannot give personalized portfolio advice. All right, Dave, good morning. Before we get to

1:35.9

the week ahead, let's first talk about last week's market activity. Stocks finish the week down

1:41.0

more than 3% on tariff uncertainty. So what's your take on the market's

...

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