The Morning Filter 5 Stocks to Buy Before They Become Expensive
Aug 11, 2025
This discussion delves into whether U.S. stocks are overvalued and the attractiveness of growth versus value stocks. Highlights include the impact of tariffs on key industries, notable insights from earnings reports of companies like Palantir and Eli Lilly, and the identification of undervalued stocks across sectors. The conversation also emphasizes market reactions to inflation metrics and presents specific stock recommendations, including a look at economic uncertainties and strategic investment opportunities.
AI Snips
Chapters
Transcript
Episode notes
Tariff Talks Could Impact Markets
- Dave Sekera says new tariffs target semiconductors and pharma to force onshoring of manufacturing.
- He warns failure to extend trade talks with China could trigger a swift market sell-off.
Tariffs May Show Up In Inflation Readings
- Dave Sekera notes tariffs should begin showing up in CPI and PPI in the coming months.
- He warns much-higher-than-expected prints could derail the Fed's planned rate cuts.
Watch Applied Materials And Deere For Signals
- Watch Applied Materials for AI versus commodity semiconductor demand signals from management commentary.
- Track Deere for signs that the agricultural-equipment downturn has finally bottomed.