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

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

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