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3 Stocks to Buy That Are Beating the Market
Episode 24

3 Stocks to Buy That Are Beating the Market

Plus, what we want to hear about from Tesla and Alphabet during their earnings calls this week.

The Morning Filter

July 21, 202539m 26s

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Show Notes

On this week’s episode of The Morning Filter, David Sekera and Susan Dziubinski unpack the latest inflation numbers and debate whether the numbers will influence the Federal Reserve’s interest rate decision later this month. They also discuss which company earnings reports matter this week (hint: Tesla TSLA and Alphabet GOOGL top the list) and which stocks look attractive after reporting last week. They cover key takeaways from bank earnings, fair value estimate changes for Nvidia NVDA and Advanced Micro Devices AMD, and what Morningstar thinks of the possible breakup at Kraft Heinz KHC, too.  

Dave’s stock picks this week are a trio of names that’ve outperformed the market during the past year yet still look undervalued today.  

Episode highlights:  

  • Our Take on Inflation & Fed Impact
  • What We’re Watching: TSLA & GOOGL Earnings
  • Which Stocks Look Like Buys After Earnings?
  • Cheap Stocks That Are Beating the Market

Read about topics from this episode.  

Read Dave’s 3Q Stock Market Outlook: Q3 2025 Stock Market Outlook: After the Rally, What’s Still Undervalued?

Follow Morningstar’s coverage of earnings season: Company Earnings

Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks

Read the full analyst earnings reports for Johnson & Johnson, Taiwan Semiconductor Manufacturing, and JPMorgan Chase.  

 

Got a question for Dave? Send it to [email protected].

 

Follow us on social media.

Dave Sekera on X: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar... 

LinkedIn: https://www.linkedin.com/company/5161/

 

Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. 

 

Read more from Susan and Dave:

Susan Dziubinski https://www.morningstar.com/people/susan-dziubinski

Dave Sekera https://www.morningstar.com/people/david-sekera

 

Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!

 

 


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