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Dave Sekera, CFA

Dave Sekera, CFA

is chief U.S. market strategist for Morningstar.

US stock market outlook: Undervalued, but a rough road ahead
Markets
US stock market outlook: Undervalued, but a rough road ahead
Monetary tightening is either at, or close to, an end, but markets will be looking for increases in leading economic indicators to begin a viable...
US stock market outlook for 2023
Markets
US stock market outlook for 2023
As the saying goes; when Wall Street sneezes, the world catches a cold. And the US is set up for near-term turbulence - but there are clearer skies...
Overcorrected: The state of U.S. equities
Stocks
Overcorrected: The state of U.S. equities
Stocks are well into undervalued territory, against a backdrop of high inflation and weak economic growth.
Spending is shifting back to services; here's US stocks to play it - Part 2
Stocks
Spending is shifting back to services; here's US stocks to play it - Part 2
Uber, Starbucks and brewing giant Anheuser-Busch (of Budweiser fame) should all benefit as consumers swap back to services.
Spending is shifting back to services; here's US equities to play it - Part 1
Stocks
Spending is shifting back to services; here's US equities to play it - Part 1
Beaten-down industries, such as airlines, hotels, cruise lines and gaming should benefit from a return to normal spending patterns. 
US stocks are trading at a rarely seen discount
Markets
US stocks are trading at a rarely seen discount
Even with the market's bounce, the selloff provides a chance to invest in significantly undervalued stocks.
Is Twitter a buy below Musk's offer price
Stocks
Is Twitter a buy below Musk's offer price
Musk’s deal to buy Twitter is shining a light on the intricacies of the mergers and acquisitions process, and shows just how risky buyouts can...
Selloff has left the US stock market undervalued
Markets
Selloff has left the US stock market undervalued
Flight to safety pushes defensive sectors too high while leaving growth stocks attractively priced.
15 cheap growth stocks amid the volatility
Stocks
15 cheap growth stocks amid the volatility
Growth stocks are now broadly undervalued and the overall market now looks fairly priced.
Why have tech stocks been hit so hard?
Markets
Why have tech stocks been hit so hard?
US markets are selling off as 2022 faces headwinds, but the widespread downturn has pushed many tech stocks down too far.
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