4 Stocks to Buy Before They Take Off I September 15, 2025
Plus, 4 ETFs to consider from an undervalued part of the market.
On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski discuss how big the Federal Reserve’s interest cut this week might be and what to listen for in Fed Chair Jerome Powell’s comments. Recent stock pick Lennar reports earnings in the next few days, and Dave explains why he’s watching for results from FedEx and Darden Restaurants this week, too.
Oracle’s shockingly strong forecast drove investors wild last week but left Dave feeling very late-1990s; tune in to find out exactly what that means. They also unpack earnings results from Adobe, Chewy, and several companies viewers and listeners have been asking about.
Small-cap stocks remain an undervalued pocket in a fairly valued market. Special guest Bryan Armour, Morningstar director of ETF and passive strategies research, argues why stock investors would be wise to invest in smaller companies via an ETF and shares several of his picks. And Dave’s stock picks this week are undervalued small-cap stocks to buy before they rally.
Episode highlights:
Is Oracle Stock Worth the Hype?
Lightening Round: Earnings Season Recap
Undervalued Small-Cap ETFs to Consider
Stocks to Buy Before They Rally
Read about topics from this episode.
Learn more about Morningstar’s approach to stock investing: https://www.morningstar.com/stocks/morningstars-guide-investing-stocks
Read Dave’s latest stock market outlook: https://www.morningstar.com/markets/stock-market-outlook-where-we-see-investing-opportunities-september
Read the full earnings reports.
Oracle: https://www.morningstar.com/stocks/oracle-earnings-skyrocketing-ai-data-center-demand-fuels-outlook
Got a question for Dave? Send it to themorningfilter@morningstar.com.
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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 and Dave:
Susan Dziubinski https://www.morningstar.com/people/susan-dziubinski
Dave Sekera https://www.morningstar.com/people/david-sekera
Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!
Read more from Susan and Dave:
Susan Dziubinski https://www.morningstar.com/people/susan-dziubinski
Dave Sekera https://www.morningstar.com/people/david-sekera
Subscribe to The Morning Filter to get notified when we post. We’ll see you next Monday!
