5 Stocks to Buy to Upgrade Your Portfolio for 2026 I December 8, 2025

Plus, whether stocks look overvalued as the year winds down.

On this week’s episode of The Morning Filter podcast, Dave Sekera and Susan Dziubinski discuss the likelihood of a Federal Reserve interest rate cut and why to watch the earnings reports from Costo COST, Cambell’s CPB and Adobe ADBE this week. Tune in to find out which cybersecurity stocks are buys after earnings and whether Marvell Technology MRVL or Salesforce CRM remain top picks.

They unpack the market’s current valuation: Are stocks overpriced, underpriced, or fairly valued today? This week’s stock picks are high-quality wide moat stocks to buy that can upgrade an investment portfolio in 2026.

Episode Highlights

00:00 Welcome
00:59 On Radar: Fed Meeting, Earnings
08:51 New Research: Cybersecurity Firms, MRVL, More
19:16 Updated Stock Market Outlook
27:01 Wide Moat Stocks to Buy




Read about topics from this episode.

December 2025 Stock Market Outlook: Where We See Investment Opportunities https://www.morningstar.com/markets/d...



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Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details.



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Dave Sekera https://www.morningstar.com/people/da...



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