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The Morning Filter

5 Stocks to Buy to Profit from Trump’s Trade Deals

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

4.749 Ratings

🗓️ 19 May 2025

⏱️ 28 minutes

🧾️ Download transcript

Summary

Plus, our take Nvidia ahead of earnings and what we think of REITs today.

Transcript

Click on a timestamp to play from that location

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.

0:59.0

Hi. conclusion of this episode. Hello and welcome to the Morning Filter. I'm Susan Jubinsky with Morningstar. Every Monday morning, I talk with Morning Star Research Services, Chief U.S. market strategist Dave Sikara, about what investors

1:05.4

should have on their radars, some new Morning Star research, and a few stock picks or pans for the week

1:10.7

ahead.

1:11.6

Now, before we get started, we have a programming note.

1:14.3

We will not be streaming a new episode of the morning filter next Monday, May 26th,

1:19.5

because that will be Memorial Day.

1:21.5

So today, Dave and I are going to cram two weeks' worth of content into one show.

1:26.3

Good morning, Dave.

1:27.5

Now, Friday after market close, Moody's downgraded the United States credit rating by one notch to AA1.

1:35.4

And as we're streaming this on Monday morning, stock futures look down.

1:39.5

So what should investors make of the downgrade?

1:42.5

Hey, good morning, Susan.

1:44.3

I hate starting off the show on a cynical note, but to be perfectly honest, I think that that

1:49.3

downgrade is totally non-meaningful at this point.

1:52.5

And I don't think that that's what's impacting stock futures this morning.

...

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