- Video return
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- 8
- Buy / Sell
- 8 0
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Recommendations
Entry is the asset's closing price on the publication date. Current is the last close on record.
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Entry $492.43 12 Aug 2026Current $491.65 09 Sep 2026Result −$0.78vs. index +1.1% SPY −1.3% over the same days
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Surrounding source transcript
Hi, I'm Susan Jabinski, co-host of the Morning Filter podcast. On a recent episode, we talked about several stocks that Morningstar Chief U.S. Market Strategist Dave Sekera continues to like as stock picks after earnings. Those stocks are Microsoft, Alphabet, S&P Global, Charles Schwab, and Northrop Grumman. Today, we're taking a look at a few of Dave's other stock picks from earlier this year that continue to look attractive after earnings. We think these are undervalued stocks to buy today. The first undervalued stock we still like after ear…
Those stocks are Microsoft, Alphabet, S&P Global, Charles Schwab, and Northrop Grumman.
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Entry $343.54 12 Aug 2026Current $330.65 09 Sep 2026Result −$12.89vs. index −2.4% SPY −1.3% over the same days
Cite this call Watch source video * †
Surrounding source transcript
Hi, I'm Susan Jabinski, co-host of the Morning Filter podcast. On a recent episode, we talked about several stocks that Morningstar Chief U.S. Market Strategist Dave Sekera continues to like as stock picks after earnings. Those stocks are Microsoft, Alphabet, S&P Global, Charles Schwab, and Northrop Grumman. Today, we're taking a look at a few of Dave's other stock picks from earlier this year that continue to look attractive after earnings. We think these are undervalued stocks to buy today. The first undervalued stock we still like after ear…
Those stocks are Microsoft, Alphabet, S&P Global, Charles Schwab, and Northrop Grumman.
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Entry $410.10 12 Aug 2026Current $418.36 09 Sep 2026Result +$8.26vs. index +3.3% SPY −1.3% over the same days
Cite this call Watch source video * †
Surrounding source transcript
Hi, I'm Susan Jabinski, co-host of the Morning Filter podcast. On a recent episode, we talked about several stocks that Morningstar Chief U.S. Market Strategist Dave Sekera continues to like as stock picks after earnings. Those stocks are Microsoft, Alphabet, S&P Global, Charles Schwab, and Northrop Grumman. Today, we're taking a look at a few of Dave's other stock picks from earlier this year that continue to look attractive after earnings. We think these are undervalued stocks to buy today. The first undervalued stock we still like after ear…
Those stocks are Microsoft, Alphabet, S&P Global, Charles Schwab, and Northrop Grumman.
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Entry $109.34 12 Aug 2026Current $106.54 09 Sep 2026Result −$2.80vs. index −1.3% SPY −1.3% over the same days
Cite this call Watch source video * †
Surrounding source transcript
Hi, I'm Susan Jabinski, co-host of the Morning Filter podcast. On a recent episode, we talked about several stocks that Morningstar Chief U.S. Market Strategist Dave Sekera continues to like as stock picks after earnings. Those stocks are Microsoft, Alphabet, S&P Global, Charles Schwab, and Northrop Grumman. Today, we're taking a look at a few of Dave's other stock picks from earlier this year that continue to look attractive after earnings. We think these are undervalued stocks to buy today. The first undervalued stock we still like after ear…
Those stocks are Microsoft, Alphabet, S&P Global, Charles Schwab, and Northrop Grumman.
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Entry $577.32 12 Aug 2026Current $515.57 09 Sep 2026Result −$61.75vs. index −9.4% SPY −1.3% over the same days
Cite this call Watch source video * †
Surrounding source transcript
Hi, I'm Susan Jabinski, co-host of the Morning Filter podcast. On a recent episode, we talked about several stocks that Morningstar Chief U.S. Market Strategist Dave Sekera continues to like as stock picks after earnings. Those stocks are Microsoft, Alphabet, S&P Global, Charles Schwab, and Northrop Grumman. Today, we're taking a look at a few of Dave's other stock picks from earlier this year that continue to look attractive after earnings. We think these are undervalued stocks to buy today. The first undervalued stock we still like after ear…
Those stocks are Microsoft, Alphabet, S&P Global, Charles Schwab, and Northrop Grumman.
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Entry $376.68 12 Aug 2026Current $349.60 09 Sep 2026Result −$27.08vs. index −5.9% SPY −1.3% over the same days
Cite this call Watch source video * †
Surrounding source transcript
…after earnings. Those stocks are Microsoft, Alphabet, S&P Global, Charles Schwab, and Northrop Grumman. Today, we're taking a look at a few of Dave's other stock picks from earlier this year that continue to look attractive after earnings. We think these are undervalued stocks to buy today. The first undervalued stock we still like after earnings is LPL Financial. LPL is the largest independent broker-dealer in the United States. We think the company has carved out a wide economic moat underpinned by switching costs and a durable cost advantage relative to smaller independent broker-dealers. We expe…
We think these are undervalued stocks to buy today. The first undervalued stock we still like after earnings is LPL Financial.
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Entry $10.73 12 Aug 2026Current $13.90 09 Sep 2026Result +$3.17vs. index +30.8% SPY −1.3% over the same days
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Surrounding source transcript
…revenue to grow at an 11 1/2% compound annual growth rate, operating profit to grow 16.6% annually, and diluted earnings per share to grow at a compound annual growth rate of 21.1%. LPL stock trades well below our $543 fair value estimate. The next stock we continue to pound the table on after earnings is CNH Industrial. CNH is the world's second largest manufacturer of agricultural machinery and a major player in construction equipment, too. We think the company maintains a narrow economic moat due to intangible assets and switching costs. A depressed agr…
The next stock we continue to pound the table on after earnings is CNH Industrial.
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Entry $85.51 12 Aug 2026Current $78.30 09 Sep 2026Result −$7.21vs. index −7.1% SPY −1.3% over the same days
Cite this call Watch source video * †
Surrounding source transcript
…ing to an average of 16% For the construction segment, we're forecasting an average growth rate of almost 10% and a modest 5% expansion in operating margin. The stock looks significantly undervalued relative to our $21 fair value estimate. The final undervalued stock we're still recommending after earnings is Omnicom Group. Omnicom is the largest traditional advertising holding company. We think Omnicom possesses a narrow economic moat that stems from intangible assets. Omnicom acquired IPG almost a year ago and while it's uncertain how much post-acquisition …
The final undervalued stock we're still recommending after earnings is Omnicom Group.
Full Transcript
Hi, I'm Susan Jabinski, co-host of the Morning Filter podcast. On a recent episode, we talked about several stocks that Morningstar Chief U.S. Market Strategist Dave Sekera continues to like as stock picks after earnings. Those stocks are Microsoft, Alphabet, S&P Global, Charles Schwab, and Northrop Grumman. Today, we're taking a look at a few of Dave's other stock picks from earlier this year that continue to look attractive after earnings. We think these are undervalued stocks to buy today. The first undervalued stock we still like after earnings is LPL Financial. LPL is the largest independent broker-dealer in the United States. We think the company has carved out a wide economic moat underpinned by switching costs and a durable cost advantage relative to smaller independent broker-dealers. We expect the firm to be a long-term winner in the lucrative U.S. wealth management market. Over the next decade, we're forecasting revenue to grow at an 11 1/2% compound annual growth rate, operating profit to grow 16.6% annually, and diluted earnings per share to grow at a compound annual growth rate of 21.1%. LPL stock trades well below our $543 fair value estimate. The next stock we continue to pound the table on after earnings is CNH Industrial. CNH is the world's second largest manufacturer of agricultural machinery and a major player in construction equipment, too. We think the company maintains a narrow economic moat due to intangible assets and switching costs. A depressed agricultural cycle and a prolonged slump in heavy machinery demand have weighed on results. But, we expect a recovery in 2027 and beyond. For the core agriculture segment, we forecast approximately 15% average growth over the remainder of our 5-year horizon with margins expanding to an average of 16% For the construction segment, we're forecasting an average growth rate of almost 10% and a modest 5% expansion in operating margin. The stock looks significantly undervalued relative to our $21 fair value estimate. The final undervalued stock we're still recommending after earnings is Omnicom Group. Omnicom is the largest traditional advertising holding company. We think Omnicom possesses a narrow economic moat that stems from intangible assets. Omnicom acquired IPG almost a year ago and while it's uncertain how much post-acquisition synergy will actually be captured over the next few years, we like the risk-reward balance here. In addition, we haven't yet seen any meaningful AI disruption of the agency revenue model and view this potential headwind as overblown. We think Omnicom stock is worth $115 and shares trade well below that. For more stock ideas, be sure to tune into the Morning Filter each week wherever you get your podcasts and visit morningstar.com too.
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