5 Cheap Stocks to Buy in August I August 4, 2025

Plus, a huge fair value increase for one Mag 7 stock.

On this week’s episode of The Morning Filter podcast, David Sekera and Susan Dziubinski catch up on which countries have and haven’t inked trade deals with President Trump and speculate whether the Fed will or won’t cut interest rates in September. They also discuss which company earnings to watch this week (Eli Lilly LLY is one) and recap how several former stock picks look after earnings.

They cover new research from Morningstar about four members of the Magnificent Seven that reported earnings last week—including the one that got a 20% fair value upgrade after earnings. And this week’s stock picks include a handful of undervalued stocks with significant upside potential.

05:22 The Fed: Will They or Won’t They in September?

07:43 Company Earnings to Watch This Week

08:59 New Research on MSFT, META, AAPL, AMZN & More

33:28 Undervalued Stocks to Buy

Read about topics from this episode.

Follow Morningstar’s coverage of earnings season: https://www.morningstar.com/topics/company-earnings

Learn more about Morningstar’s approach to stock investing: https://www.morningstar.com/stocks/morningstars-guide-investing-stocks

These Are the Best Mag Seven Stocks to Consider for AI Investing <a href="https://www.morningstar.com/stocks/these-are-best-mag-seven-stocks-consider-ai-investing" target=”_blank” rel=”nofollow”>https://www.morningstar.com/stocks/these-are-best-mag-seven-stocks-consider-ai-investing

Read the full earnings reports.

Microsoft Earnings https://www.morningstar.com/stocks/microsoft-earnings-we-were-wrong-when-we-thought-last-quarter-would-be-hard-top

Meta Earnings https://www.morningstar.com/stocks/meta-earnings-ad-engine-firing-all-cylinders-even-ai-costs-mount

Scotts Miracle-Gro Earnings https://www.morningstar.com/stocks/scotts-miracle-gro-earnings-stock-tanks-despite-solid-results

Kraft Heinz Earnings https://www.morningstar.com/stocks/kraft-heinz-earnings-unwavering-brand-investments-should-serve-up-gains-time

Boeing Earnings https://www.morningstar.com/stocks/boeing-earnings-turnaround-underway-with-cash-flows-improving

Got a question for Dave? Send it to themorningfilter@morningstar.com.

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Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

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