Plus, whether investors should underweight stocks today. On this week’s episode of The Morning Filter podcast, Morningstar’s Susan Dziubinski and David Sekera sift through last week’s employment numbers, discuss the economic and earnings reports to watch this week, and explain how investors should be thinking about their portfolios during what Sekera calls an “eye of the hurricane” period for stocks. They also recommend stocks to buy and sell during the market calm and share whether Dollar General DG, Dollar Tree DLTR, and Crowdstrike CRWD are attractive investments after earnings. Episode highlights: 01:41 What New Jobs, Inflation Numbers Mean for Markets 15:10 Should You Underweight Stocks Today? 22:31 An Overlooked Summer Stock to Invest In 24:27 Stocks to Buy & Sell Before the Storm Hits Read about topics from this episode. Learn more about Morningstar’s approach to stock investing: https://www.morningstar.com/stocks/morningstars-guide-investing-stocks Read Dave’s latest stock market outlook: https://www.morningstar.com/markets/june-2025-us-stock-market-outlook-has-storm-passed Morningstar’s take on CRWD and DG after earnings: Dollar General Earnings: Results Shine on Same-Store Sales Growth: https://www.morningstar.com/stocks/dollar-general-earnings-results-shine-same-store-sales-growth CrowdStrike Earnings: Vendor Consolidation Drives Upside as Outage Impact Dissipates: https://www.morningstar.com/stocks/crowdstrike-earnings-vendor-consolidation-drives-upside-outage-impact-dissipates Got a question for Dave? Send it to themorningfilter@morningstar.com. What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Get tickets here: https://www.morningstar.com/business/events/morningstar-investment-conference?refid=morn_filter 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 Dziubinski and Dave Sekera: https://www.morningstar.com/people/susan-dziubinski https://www.morningstar.com/people/david-sekera Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!