#TheMorningFilter #StockstoBuy #StockMarket Plus, expectations for this week’s Fed meeting. 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 Read about topics from this episode. September Stock Market Outlook: How to Position Your Portfolio During a Risky Stage https://www.morningstar.com/stocks/september-stock-market-outlook-how-position-your-portfolio-during-risky-stage Read Dave’s complete archive: https://www.morningstar.com/people/david-sekera Got a question for Dave? Send it to themorningfilter@morningstar.com. Follow us on social media. Dave Sekera on X: @MstarMarkets https://x.com/MstarMarkets Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstarinc/?hl=en LinkedIn: https://www.linkedin.com/company/morningstar/posts/?feedView=all 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