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The Morning Filter

5 Stocks to Buy Before They’re Not Undervalued Any More

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

🗓️ 2 March 2026

⏱️ 45 minutes

🧾️ Download transcript

Summary

Plus, whether Nvidia is a buy after earnings.

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.

0:25.6

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

0:27.6

Every Monday before market open, I sit down with Morning Star's chief U.S. market strategist Dave

0:33.6

Sikara to talk about what investors should have on their radars for the week, some

0:37.8

new Morning Star research, and a few stock ideas.

0:40.9

Now before we get started today, I'd like to ask our viewers and listeners for a favor.

0:45.4

We hope you'll take a few minutes to take the Morning Filter survey.

0:49.4

We'll use your feedback when developing future episodes.

0:52.8

You can scan the QR code on screen or access the survey

0:56.4

via the link in the show notes. We appreciate your time and feedback. All right, Dave, well, good

1:02.1

morning. The U.S. and Israel launched an attack on Iran over the weekend. How are the markets

1:07.2

reacting on Monday morning? Good morning, Susan. Not too badly all things considered right now, S&P 500.

1:14.6

Pre-market is down a little bit over 1%.

1:17.6

That takes it back down to the bottom of the trading range that the S&P 500 is traded at since last November.

1:23.6

On the Treasury bond market, it looks like they're actually flat to slightly

1:28.3

lower this morning.

1:29.3

Now, we did have a rally in longer-term treasuries over the past week, you know, in the run

1:33.8

up to this action.

1:35.5

But the U.S. Treasury, like the tenure, is still under 4%.

1:38.7

And there's only been a few instances since last, actually October of 2022 that we've

1:43.9

seen it dip below 4%.

1:46.0

Oil prices up quite a bit. Looks like WTI, West Texas Intermediate, up 5.5 to 72 and a half a barrel.

...

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