#TheMorningFilter #StockstoBuy #IncomeInvesting Plus, what August’s market moves mean for investors. In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss August’s market activity and weigh what last week’s encouraging inflation numbers may mean for the Fed’s next move. They cover what to watch for in the earnings reports from Walmart WMT, Target TGT, Home Depot HD, Lowe’s LOW and other retailers this week. Tune in to find out whether Cisco or Applied Materials looks attractive after earnings, if Nebius Group is overvalued after a fair value increase, and why we continue to like On Holding. They welcome special guest Dan Lefkovitz from Morningstar Indexes, who covers the pros and cons of various income investments today, including core bonds, dividend stocks, MLPs, high-yield bonds, REITs, and others. They wrap the episode with four income investment to buy that look undervalued today. Episode Highlights: 00:00:00 Welcome 00:00:40 The factors driving stock market performance in August 00:05:09 What to watch for in retail earnings this week 00:06:39 Whether Cisco CSCO or Applied Materials AMAT are buys after earnings—and whether Nebius Group NBIS is still a sell 00:12:48 Why it's time to double down on On Holding ONON 00:15:15 The ins and outs of stop loss orders 00:19:10 Dividend stocks vs. MLPs vs. REITs: where to invest for income today. 00:29:39 Overlooked stocks to invest in for income Read about topics from this episode. Where the Stock Market May Be Heading Next and What to Buy Now https://youtu.be/2o9eiEaisfo?si=wanOIoeKSVOBV4Ub Where to Find Income in Today’s Market https://www.morningstar.com/bonds/where-find-income-todays-market 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 If you would like more information about any of the stocks Dave talked about today, you can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income