Berkshire Hathaway: buying the portfolio at a discount

In this episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss the latest developments in the Iran war and what investors should be monitoring. The stock market hit new highs last week; the co-hosts cover what drove performance, whether the market still looks undervalued, and if investors are too complacent. They dig into the stunning rally in Intel’s stock this year and its price risk heading into earnings on Thursday. Tune in to find out what companies to keep on your radar this week, hear Morningstar’s takeaways from big bank earnings, and find out whether Netflix, ASML, Taiwain Semiconductor and Johnson & Johnson JNJ are stocks to buy after they’ve reported earnings.

They talk about why the idea of buying stocks and holding them for decades sounds better in theory than it may be in practice. They wrap up with a handful of undervalued stock picks today that may, in fact, be stocks to own for decades.

Episode Highlights 

The US stock market hit new highs last week. Do stocks still look undervalued and are investors too complacent?

Whether Intel INTC is likely to sustain its stock price momentum after the company reports earnings this week.

What to watch for in the upcoming results from ServiceNow NOW, Tesla TSLA, and Blackstone BX.

Key takeaways from big bank earnings and reports from Netflix NFLX, ASML ASML, and Taiwan Semiconductor TSM.

Undervalued stocks to buy for the long-term—maybe even for decades.

Read about topics from this episode. 

Q2 2026 Stock Market Outlook: Don’t Panic, Readjust https://www.morningstar.com/markets/q2-2026-stock-market-outlook-dont-panic-readjust

Read Dave’s complete archive. https://www.morningstar.com/people/david-sekera

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If you would 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!

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