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
00:00:00 Welcome
00:02:35 What today's concentrated market undervaluation is telling investors and the risks to monitor
00:08:25 Expectations for this week's Fed meeting
00:11:41 Whether cybersecurity stocks Palo Alto Networks PANW and Zscaler ZS look attractive after earnings
00:16:18 Unpacking good and bad news from former stock picks Medtronic MDT, Campbell's CPB, Amphenol APH, and Lululemon LULU
00:27:23 What ADRs are and how they work
00:30:16 Mega-cap stocks to buy that look undervalued
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.
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