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

Bye. Hello and welcome to the Morning Filter podcast.

I'm Susan Jubinsky with Morningstar.

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, before we start,

there are a couple of housekeeping items. First, I hope to see some of you at the Morning Star

Investment Conference in Chicago on June 17th and 18th. We'll be taping a segment for the

morning filter at the podcast booth on Wednesday at 2.35 central time.

I'm sitting down with Morningstar Senior Technology analyst Will Kerwin to talk about many of the tech stocks he covers, which include Apple, Marvell Technology, Broadcom, and others.

There's a link in the show notes with more information about the conference and how to register.

And second, Dave and I are pre-taping today's episode on Friday, June 5th, before market

open so our comments don't reflect anything that's happened since then.

And why are we doing that?

Well, Dave is taking some well-deserved time off for a couple of weeks, but we'll somehow

manage here on the morning filter without him.

We have a couple of special episodes in the works while Dave is out, so please continue to

tune in.

All right, Dave, well, I'm clearly jealous, so share with everyone what you're going to be doing on this well-deserved break.

Susan, bonjourno in Italia con my amil.

You know what?

Almost 28 years and three kids later, my wife and I are finally making it back to Italy our first time since our honeymoon in 1998.

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