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

Hello, welcome to the Morning Filter podcast. I'm Susan Jubinsky with Morning Star.

Every Monday before market open, I sit down with Morningstar Chief U.S. market strategist Dave Sikara to talk about what investors should have on their radars for the week, some New Morning Star

Research, and a few stock ideas.

Now, we have two programming notes for our audience this morning.

First, we dropped a bonus episode last week featuring Dave and Morning Star Economist

Preston Caldwell, and they talked about their second quarter outlooks.

And we're getting some really nice comments about the episode, so if you haven't had a chance to watch and tune in

and second we're dropping another bonus episode this week probably on Thursday I'm

going to be sitting down with Morning Star Director of Personal Finance and

Retirement Planning Christine Benz and we'll cover several topics that you told us in a recent survey that you wanted to hear more

about.

Those topics include portfolio construction, international investing, and bonds.

So watch for that episode drop wherever you get your podcasts.

All right, good morning, Dave.

Now we get a lot of comments at the end of the video about your podcasts. All right, good morning, Dave. Now we get a lot of comments at the end of the

video about your mug. So let's start today with your mug instead of waiting until the end

of the show for you to show it. So what do you have for us this morning?

You know, Susan, actually I just started off with the Miami University mug this week. To

be honest, I kind of went through my cabinets and there just wasn't anything else really speaking to me. So I guess this is my default mug for the day. You are so loyal to your alma mater day. It's impressive. And I will point out, you know, Father's Day is coming up in a couple months, right? So, you know, note to your kids. You could use some new mugs maybe we shall see

what they come up with yeah we shall see all right back to you all right so

actually before we start the show I just kind of want to talk about a couple of

...