In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss whether the market is really undervalued and what risks investors need to keep on radar. They preview this week’s Fed meeting and some key earnings, too. Tune in to find out if cybersecurity’s Palo Alto Networks or Zscaler are buys after earnings, what to make of Ciena’s CIEN stock slump, and whether Medtronic and Amphenol remain stock picks after their recent rallies.  

They answer a viewer question about the pros and cons of American Depositary Receipts (ADRs) as a way to invest internationally. The episode wraps up with seven undervalued mega-cap stocks to buy. 

Episode Highlights  

  • What today’s concentrated market undervaluation is telling investors and the risks to monitor 
  • Expectations for this week’s Fed meeting 
  • Whether cybersecurity stocks Palo Alto Networks PANW and Zscaler ZS look attractive after earnings 
  • Unpacking good and bad news from former stock picks Medtronic MDT, Campbell’s CPB, Amphenol APH, and Lululemon LULU 
  • What ADRs are and how they work 
  • Mega-cap stocks to buy that look undervalued 

 

Read about topics from this episode.  

September Stock Market Outlook: How to Position Your Portfolio During a Risky Stage 

Read Dave’s complete archive. 

 

Got a question for Dave? Send it to themorningfilter@morningstar.com.  

 

Follow Dave Sekera on X (@MstarMarkets) and on LinkedIn (Dave Sekera) to subscribe to his weekly newsletter and keep up to date with his latest research. Follow Morningstar on Facebook (MorningstarInc), X (@MorningstarInc), Instagram (MorningstarInc) and LinkedIn (Morningstar). 

 

If you would like more information about any of the stocks Dave talked about today, you can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. 

 

This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income 


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