Podcast:The Morning Filter Published On: Mon Jan 05 2026 Description: On this week’s episode of The Morning Filter podcast, Dave Sekera and Susan Dziubinski recap volatile 2025 and preview what may lie ahead in 2026. They discuss what to watch this week, including the earnings report from stock pick Constellation Brands STZ. They unpack Morningstar’s recent 50% fair value increase on Micron Technology MU stock, review results from Darden Restaurants DRI and FedEx FDX, and discuss whether Novo Nordisk NVO or Eli Lilly LLY is the better obesity drug stock to buy today. Dave shares some of his favorite resources for stock investors. They close with a discussion about stocks that make good core holdings: Tune in to learn which five core stocks look like attractive buys in the new year. Episode Highlights 00:00 Welcome01:16 2025 Market Recap 21:20 Micron’s Big Fair Value Increase 32:34 Top Resources for Stock Investors 39:05 Core Stocks to Buy and Hold Read about topics from this episode. December 2025 Stock Market Outlook: Where We See Investment OpportunitiesRead Dave’s complete archive. Got a question for Dave? Send it to themorningfilter@morningstar.com. Follow us on social media.Dave Sekera on X: @MstarMarketsDave Sekera on LinkedIn: https://www.linkedin.com/in/davesekeraFacebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstarinc/?hl=enLinkedIn: 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 fromSusan Dziubinski and Dave Sekera.Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.