#StocktoBuy #StockMarketOutlook #StockMarketOutlook Plus, our stock market outlook for the quarter ahead. In this episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss what economic and earnings reports to keep an eye on during this shortened trading week. Chewy’s stock skyrocketed after earnings last week; tune in to find out if the stock is a buy after the runup. They examine market valuations heading into the second quarter, revealing whether now is the time for investors to increase their exposure to US stocks. They also unpack which investment styles look most attractive today, as well as which sectors to take profits in and which sectors to invest the proceeds in. They explain why Crowdstrike isn’t a top pick among cybersecurity stocks today. This week’s stock picks feature five undervalued stocks that Morningstar’s analysts like at the start of the second quarter. Episode Highlights 00:00:00 Welcome 00:02:14 What to watch in the earnings reports from Nike (NKE) and McCormick (MKC) this week. 00:05:55 Is Chewy (CHWY) a buy after its stock pop? 00:09:16 Heading into the second quarter, should investors overweight U.S. stocks? 00:13:09 Which sectors to sell and which sectors to buy today. 00:19:45 Market trends to monitor in the months ahead. 00:24:24 Stock picks: undervalued stocks Morningstar’s analysts like. Read about topics from this episode. Register for Dave's Q2 Market Outlook webinar https://mstar.co/pzudhv Read Dave’s complete archive. https://www.morningstar.com/people/david-sekera Got a question for Dave? Send it to themorningfilter@morningstar.com. Follow us on social media. Dave Sekera on X: @MstarMarkets https://x.com/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/morningstarinc/?hl=en LinkedIn: https://www.linkedin.com/company/morningstar/posts/?feedView=all Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. We’ll see you on Monday!