In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss last week’s market activity and what to make of the surging yield on the 30-year Treasury bond. They cover what to watch for in the earnings reports from Nvidia, Marvell Technology, and Salesforce CRM. Tune in to find out whether Home Depot, Lowe’s, Target or Walmart look like stocks to buy after earnings.

They explain why it’s better to rent some stocks rather than buy them for the long term and discuss what qualities to-rent stocks often share. They close the show with a handful of undervalued stock picks that make good rentals today.

Episode Highlights

The yield on the 30-year Treasury bond hit 19 year highs last week. Here’s what that may mean for investors

Next week’s PCE numbers and the Federal Reserve’s next move

Things to watch for in Nvidia’s NVDA earnings report this week

Will Marvell Technology MRVL continue to soar after earnings?

Which stock is the better buy after reporting: Home Depot HD or Lowe’s LOW?

Whether we raised our fair value estimate on Target TGT or Walmart WMT

Stocks to rent vs. stocks to buy: What’s the difference?

Stock picks: cheap stocks to rent

Read about topics from this episode.

Where the Stock Market May Be Heading Next and What to Buy Now

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5 Undervalued Stocks to Rent Not Buy

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