3 Stocks to Buy Before Their Discounts Disappear Again

48 snips

Apr 27, 2026

They debate whether the market can keep hitting new highs and how to balance value and growth. They preview big tech earnings and what guidance and AI build-out details to watch. They analyze earnings for Intel, ServiceNow, Tesla and consider whether to hold or sell Adobe. They close with three former stock picks that look attractive to buy again.

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INSIGHT

Watch Lilly's International GLP1 And Reinvestment Plans

Eli Lilly is cooling toward Morningstar's fair value; focus on international GLP-1 rollout and margins as growth levers.
Management is reinvesting GLP-1 cash into acquisitions and pipeline R&D to extend the growth runway.

INSIGHT

Intel Surge Fueled By AI Server Demand And Margin Expansion

Intel's earnings prompted a fair value lift to $60 driven by a 650bp margin expansion as server processor demand surged from the AI buildout.
The stock trades at very rich multiples (71x 2026 EPS), so investors must believe sustained earnings growth for years.

ADVICE

Start Software Positions Small And Reserve Dry Powder

If starting a position in a volatile software name like ServiceNow, buy a partial position and keep dry powder to dollar-cost-average if the stock sells off.
ServiceNow is now a five-star stock at roughly half Morningstar fair value but messaging and short-term pressure may push it lower.

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In this episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss what’s on radar this week after the US stock market hit new highs, including the Fed meeting and inflation numbers. They’ll preview big tech earnings coming out this week from Alphabet, Apple, Amazon, Meta Platforms, and Microsoft and do a rapid-fire Q&A about what to watch for in the earnings for several other companies including Eli Lilly LLY and UPS UPS.

Tune in to find out if Intel, ServiceNow or Tesla are stocks to buy after earnings—and whether it’s time to throw in the towel or back up the truck on Adobe. They wrap up with three former stocks picks that look like attractive stocks to buy again.

Episode Highlights

00:00:00 Welcome

00:02:27 Can the US stock market continue to hit new highs?

00:06:36 What to expect from this week’s Fed meeting, which is Jerome Powell’s last meeting as Fed chair

00:10:09 Whether Big Tech results and forecasts from Alphabet GOOGL, Apple AAPL, Amazon AMZN, Meta Platforms META, and Microsoft MSFT may disappoint

00:23:25 If Intel INTC, ServiceNow NOW or Tesla TSLA look attractive after earnings

00:34:56 Is Adobe ADBE a buy or sell today?

00:37:52 3 stock picks that look undervalued again

Read about topics from this episode.

Q2 2026 Stock Market Outlook: Don’t Panic, Readjust

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This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income

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