5 Stocks to Buy Before Q2 Heats Up
The Morning Filter
Morningstar, Susan Dziubinski - Investment Specialist, Dave Sekera - Chief U.S. Markets Strategist
4.7 • 48 Ratings
🗓️ 30 March 2026
⏱️ 37 minutes
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| 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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