There are still some great bargains that you might ignore. For instance I just exited Boot Barn after a 55% two week bump. Random right? Those are the types of names that still have a lot of upside. Here is a list of my positions right now. I go one by one through the entire NYSE looking for solid companies with recent distress from tariffs. Hope it helps. Any questions are welcome, not trying to shill.
A - Agilent
AA - Alcoa
AMAT - Applied Materials
BC - Brunswick
BDX - Becton Dickinson
CDW - CDW Corp
CHDN - Churchill Downs
CRL - Charles River Labs
CRM - Salesforce
DECK - Deckers (Hoka Shoes)
DOW - Dow Inc
FLR - Flour
H - Hyatt Hotels
HOG - Harley Davidson
IQV - IQVIA
KMX - Carmax
LNR - Lennar
LRCX - Lam Research
LVMUY - Louis Vuitton Moët Hennessy
LVS - Las Vegas Sands
LYB - LyndonellBasell (10% dividend too)
MCHP - Microchip Technologies
MRVL - Marvell Technology
MU - Micron
ORCL - Oracle
PEP - Pepsi
PLAY - Dave & Busters
PSN - Parsons
REGN - Regeneron
SHOO - Steve Madden
STZ - Constellation
TGT - Target
TMO - Thermo Fisher
TTD - The Trade Desk
UNH - United Health
WGO - Winnebago
WNC - Wabash
WRBY - Warby Parker
XPOF - Xponential Fitness
YETI - Yeti Holdings