#Morningstar #CheapStocks #StockPicks Plus, our best and worst stock calls in 2025. On this week’s episode of The Morning Filter podcast, Dave Sekera and Susan Dziubinski discuss what’s next after the Federal Reserves 25-basis-point interest rate cut and which economic reports could move the market this week. Tune in to find out why to keep an eye on the earnings reports from Micron Technology MU, FedEx FDX, and Darden Restaurants DRI and whether Marvell Technology MRVL remains a stock to buy after a tough week. They unpack new earnings reports from Oracle ORCL, Adobe ADBE, and Costco COST, among others. And this week’s picks are stocks to put on a watch list to buy on weakness. Episode Highlights 00:00:00 Welcome 00:01:25 Morningstar’s Stock Picking Strategy 00:06:03 How Our Stocks to Buy Did 00:38:10 How Our Stocks to Sell Did 00:46:38 Cheap Stock Picks for 2026 Read about topics from this episode. December 2025 Stock Market Outlook: Where We See Investment Opportunities https://www.morningstar.com/markets/december-2025-stock-market-outlook-where-we-see-investment-opportunities 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 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. 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!