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The Morning Filter

5 Stocks to Buy Before Q2 Heats Up

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

🗓️ 30 March 2026

⏱️ 37 minutes

🧾️ Download transcript

Summary

Plus, our stock market outlook for the quarter ahead.

Transcript

Click on a timestamp to play from that location

0:00.0

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

0:25.9

Hello, welcome to the Morning Filter podcast.

0:28.2

I'm Susan Javinsky with Morning Star.

0:33.6

Every Monday before market open, I sit down with Morning Star Chief U.S. market strategist Dave Sakara to talk about what investors should have on their radars for the week, some new Morning Star research, and a few stock ideas.

0:40.3

Now we want our audience to know that we're actually taping this episode on Friday, March 27th,

0:45.3

because Dave will be out on spring break, starting on Monday, March 30th.

0:50.3

But because we're taping this week's episode in advance,

0:53.3

we won't be covering anything related to the conflict in Iran, given the uncertainty.

0:58.5

And all of our comments reflect what's going on in the market as of Friday before market open.

1:04.1

All right, Dave, well, you'll be on spring break, but the rest of us have a shortened trading week ahead with Good Friday and the U.S. stock markets close that day.

1:13.7

But of course, we still have some economic reports and earnings on radar to talk about.

1:18.6

So first, let's start with what you're going to be watching on the economic front.

1:23.1

You know, as far as the economic front goes, I mean, we have retail sales.

1:26.3

We have non-farm payrolls. But honestly, I don't think either of them are going to be all that meaningful. You know, as far as payrolls go, we've talked a number of times, you know, the revisions on payrolls end up being so large that I think whatever number they publish on a monthly basis ends up being, you know, somewhat meaningless at the end of the day.

1:44.5

And then as far as retail sales, I mean, with everything going on, what's happening with oil prices

1:48.4

and gasoline prices, I just don't think whatever number ends up getting reported here is really

1:53.7

going to be reflective of how consumers are going to behave in the months ahead.

1:58.0

So to be honest, any economic metric, whether it's next week, this week,

2:02.4

last week, the month ahead, I don't think any of them are really going to be all that

2:06.9

significant because I just don't think they're going to reflect the economic trend over the

2:10.8

next couple months.

2:11.8

All right. Well, let's pivot over to earnings then. Now, Nike reports earnings this week.

...

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