5 Stocks to Buy Before They Become Expensive

On this week’s episode of The Morning Filter podcast, David Sekera and Susan Dziubinski chat about whether U.S. stocks are overvalued, which types of stocks—growth or value—look more attractive right now, and if it might be time for investors to ease up on buying stocks.They also cover where things stand on tariffs and which economic and earnings reports to watch this week, unpack new Morningstar research about high-profile companies like Palantir and Eli Lilly after earnings, and revisit a few former stock picks, identifying which ones are still stocks to buy today.This week’s picks are all undervalued stocks from sectors that look overpriced. Episode highlights: On Radar: Inflation & Earnings New Research on PLTR, LLY, Others Is the Stock Market Overpriced Today? Undervalued Stocks to Buy Read about topics from this episode. Follow Morningstar’s coverage of earnings season: Company EarningsLearn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in StocksRead Dave’s new stock market outlook: August 2025 Stock Market Outlook: Where We See Investing Opportunities Got a question for Dave? Send it to [email protected]. Follow us on social media.Dave Sekera on X: @MstarMarketsDave Sekera on LinkedIn: https://www.linkedin.com/in/davesekeraFacebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Viewers who’d like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Read more from Susan Dziubinski and Dave Sekera.Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.