According to Dave Sekera with Morningstar, the markets are reacting too harshly to Meta Platforms (META) and Microsoft's (MSFT) earnings. He says both companies are "undervalued" when using Morningstar's metrics. On the other end, Dave points to Eli Lilly (LLY) and Chipotle (CMG) as being "overvalued." He explains his views on valuation and why he leans away from growth stocks.