This edition of our Portfolio Basics series covers the value of short-term bonds in reducing risk and generating income.

These undervalued stocks with reliable dividends are worth considering.

These top-rated Vanguard ETFs and mutual funds are excellent choices to buy and hold in 2024 and beyond.

Investing Podcast · 2 Episodes · Updated Weekly

Plus, whether it’s time to scale back on U.S. stocks. On this week’s episode of The Morning Filter podcast, Dave Sekera and Susan Dziubinski unpack results from Palantir, Advanced Micro Devices, and Fortinet. They also review the reports from several former stock picks, including Huntington Ingalls Industries, Zimmer Biomet, LPL Financial and Diageo. And they talk with Morningstar’s equity analyst about what went wrong with FMC and how to think about the stock today. Is the U.S. stock market overvalued right now, and should investors take some chips off the table? Tune in to find out—and to hear about the sectors that look most undervalued this month. This week’s episode wraps with three stock picks that look attractive after earnings. Episode Highlights Earnings to Watch This Week New Research on PLTR, AMD & More Is the U.S. Stock Market Overvalued? Stock Picks of the Week Read about topics from this episode. Read Dave’s new stock market outlook: http://spr.ly/633227PfPo Got a question for Dave? Send it to themorningfilter@morningstar.com. Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: http://spr.ly/633237PfPU Facebook: http://spr.ly/633247PfPq X: http://spr.ly/633257PfPS Instagram: http://spr.ly/633267PfPs... LinkedIn: http://spr.ly/633277PfPt Viewers who’d like more information about any of the stocks Dave talked about today can visit http://spr.ly/633287PfPQ for more details. Read more from Susan and Dave: Susan Dziubinski http://spr.ly/633297PfPv Dave Sekera http://spr.ly/633207PfPa Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

These 10 undervalued stocks offer attractive dividend yields and the opportunity for growth.

These mutual funds and ETFs earn Morningstar’s top rating in 2023.

There’s opportunity to be found among the undervalued stocks of high-quality banks.

These undervalued stocks of high-quality companies are attractive investments today.

Investing Podcast · 2 Episodes · Updated Weekly

Plus, what to watch for in the earnings reports from Alphabet, Amazon, Apple, Microsoft and Meta this week. It’s a busy week on The Morning Filter. In the la...

Plus, which stocks to invest in after earnings. On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski discuss expectations for this ...

Here’s the new list of Morningstar’s top underpriced analyst picks for third-quarter 2023.

Here’s the new list of Morningstar’s top underpriced analyst picks for third-quarter 2023.

Looking for new stocks to buy and hold for the long term? These cheap stock picks look attractive according to Morningstar.

Investing Podcast · 2 Episodes · Updated Weekly

Cheap high-quality stocks from the Morningstar Wide Moat Focus Index are attractive for long-term investors.

Required minimum distribution-related tax bills hurt, but surgical pruning of problem positions can help you raise cash and reduce risk.

Problem spots in real-world portfolios—and how to fix them.

The stocks of these companies with a history of raising their dividends look undervalued.

Investing Podcast · 2 Episodes · Updated Weekly

These vehicles shed light on how Democratic and Republican members of Congress invest their money.

Plus, 4 ETFs to consider from an undervalued part of the market. On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski discuss how big the Federal Reserve’s interest cut this week might be and what to listen for in Fed Chair Jerome Powell’s comments. Recent stock pick Lennar reports earnings in the next few days, and Dave explains why he’s watching for results from FedEx and Darden Restaurants this week, too. Oracle’s shockingly strong forecast drove investors wild last week but left Dave feeling very late-1990s; tune in to find out exactly what that means. They also unpack earnings results from Adobe, Chewy, and several companies viewers and listeners have been asking about. Small-cap stocks remain an undervalued pocket in a fairly valued market. Special guest Bryan Armour, Morningstar director of ETF and passive strategies research, argues why stock investors would be wise to invest in smaller companies via an ETF and shares several of his picks. And Dave’s stock picks this week are undervalued small-cap stocks to buy before they rally. Episode highlights: Is Oracle Stock Worth the Hype? Lightening Round: Earnings Season Recap Undervalued Small-Cap ETFs to Consider Stocks to Buy Before They Rally Read about topics from this episode. Learn more about Morningstar’s approach to stock investing: http://spr.ly/63320A36Na Read Dave’s latest stock market outlook: http://spr.ly/63323A36NL Read the full earnings reports. Oracle: http://spr.ly/63325A36NF Got a question for Dave? Send it to themorningfilter@morningstar.com. Follow us on social media. Dave Sekera on X: @MstarMarkets Dave Sekera on LinkedIn: http://spr.ly/63327A36NN Facebook: http://spr.ly/63320A36NA X: http://spr.ly/63322A36NC Instagram: http://spr.ly/63324A3646... LinkedIn: http://spr.ly/63326A3648 Viewers who’d like more information about any of the stocks Dave talked about today can visit http://spr.ly/63327A364D for more details. Read more from Susan and Dave: Susan Dziubinski http://spr.ly/63328A364E Dave Sekera http://spr.ly/63329A3641 Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday! Read more from Susan and Dave: Susan Dziubinski http://spr.ly/63328A364E Dave Sekera http://spr.ly/63329A3641 Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

These exchange-traded funds and mutual funds earn Morningstar’s top rating in 2023.