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The Morning Filter

6 Stocks to Buy in July 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

4.749 Ratings

🗓️ 30 June 2025

⏱️ 36 minutes

🧾️ Download transcript

Summary

Plus, investment takeaways from the first half of the year.

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. Hello and welcome to the Morning Filter.

0:25.6

I'm Susan Jibinsky with Morningstar.

0:27.9

Every Monday before market open, Morningstar chief U.S. market strategist Dave Sikara, and I sit down

0:34.2

and talk about what investors should have on their radars for the week, some New Morning Star Research, and a few stock ideas.

0:40.8

Well, we have a shortened trading week ahead here in the U.S.

0:43.9

Thanks to the Fourth of July holiday.

0:45.9

Any big plans for your time off, Dave?

0:48.0

Hey, good morning, Susan.

0:50.2

That is quite the scarf you've got going on this morning.

0:53.3

Not going to lie, I'm a little jealous.

0:56.4

Now, as far as the fourth of the lie goes, some sand, some sun, some barbecue, maybe a couple of

1:01.1

beverages here and there, but most of all, just a gratitude that I do live in the greatest

1:05.3

country in the world. So, how about you? About the same for me, some family, some friends.

1:11.4

And we have a tradition in this house the past couple of years.

1:14.5

Instead of barbecuing, we go to Ruth's Chris for our steak.

1:18.0

So that will be on the agenda.

1:20.0

My husband and I and any of our kids that don't have plans, which will probably be none of them.

1:24.2

So it'll probably be my husband and I.

1:25.5

But anyway, that's our tradition. So of course, now I have to remember who owns Ruth's Chris and go take a look at that stock.

1:32.0

Darden owns Ruth Chris. So last week when we talked about Darden, I almost interjected with it, but I'm like,

1:36.7

no, I'm going to save it for next week. All right. Well, give me a report when you get back. I will. Last week was a good week in the market with the S&P 500 hitting a new high.

1:47.9

Yet we still have tariff and geopolitical uncertainty.

...

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