5 Stocks to Buy in May and Hold for the Long Term

The Morning Filter

Morningstar, Susan Dziubinski - Investment Specialist, Dave Sekera - Chief U.S. Markets Strategist

Business News, Funds, Stock Picks, News, Business, Morningstar, Stock Market, Stocks, Etfs, Investing

4.7 • 49 Ratings

🗓️ 5 May 2025

⏱️ 42 minutes

🔗️ Recording | iTunes | RSS

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Summary

Plus, our take on Berkshire Hathaway‘s meeting and Microsoft, Apple, Amazon, and Meta after earnings.

Transcript

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0:00.0	Advisors and financial experts, this one's for you.
0:03.6	Registration is now open for the Morning Star Investment Conference.
0:07.2	On June 25th and 26th, join thousands of your peers in Chicago for two days packed with cutting-edge research, expert insights, and thorough analysis.
0:16.8	Advisors can even attend for free and earn CE credits.
0:21.0	Learn more about the MIC conferences at morningstar.com
0:24.0	slash events slash MIC.
0:29.8	Please stay tuned for important disclosure information at the conclusion of this episode.
0:51.3	Hi. conclusion of this episode. Hello, and welcome to the Morning Filter.
0:56.0	I'm Susan Jivinsky with Morningstar.
0:58.2	Every Monday morning, I talk with Morningstar Research Services,
1:01.7	chief U.S. market strategist, Dave Sikara,
1:04.4	about what investors should have on their radars,
1:06.9	some to Morning Star research,
1:08.3	and a few stock picks or pans for the week ahead. All right, well,
1:11.7	good morning, Dave. Before we get to what's on radar this week, let's quickly talk about some of
1:16.5	last week's economic reports. We had first quarter GDP, PCE, and April jobs numbers. So what were
1:23.2	your takeaways? Recession or no recession? Hey, good morning, Susan. One of my favorite Peter Lynch
1:29.6	quotes was, if you spend 13 minutes a year on economics, you've wasted 10 minutes. And I think
1:35.9	in this case, that's especially fitting with what's going on with the numbers today. So if you
1:41.0	remember on our April 14th episode, we talked about why investors should ignore the first quarter GDP report and where it comes out on a headline basis.
1:51.4	And exactly what we discussed back then is what occurred.
1:54.7	So reported GDP for the first quarter was heavily distorted by purchasing and imports.
	...

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