The S&P 500 is on track to reach new all-time highs this month, despite growing concerns over Trump’s tariffs and trade wars. Rather than chasing stocks at extreme valuations, I believe there are still value opportunities for those willing to look.

Here are some of the positions I find most compelling for the remainder of the year.

New Positions

SIRI

Backed by Warren Buffett, Sirius XM maintains strong fundamentals despite slowing subscriber growth. It also operates as a legal monopoly as the only licensed satellite radio provider.

For a deeper look at its fundamentals and why Buffett keeps buying it, check out the analysis here.

Current Positions and Updates

1. NKE

Year-to-Date Performance: -0.46 (-0.62%)
Support: $70–$71
Value: A consumer discretionary stock; a recovering consumer market will positively impact revenue.

2. BA

Year-to-Date Performance: +13.77 (8.01%)
Support: $148, $118
Value: Benefiting from increased travel demand and a strong market position with little competition.

3. AMD

Year-to-Date Performance: -7.18 (-5.96%)
Support: N/A
Value: Potentially undervalued as investors currently favor Nvidia; strong product lineup.

4. PYPL

Year-to-Date Performance: -9.22 (-10.70%)
Support: $67–$68, $57–$58
Value: Dominates market share in e-commerce and mobile payments; expanding into new countries; consistently innovating.

5. OXY

Year-to-Date Performance: -1.19 (-2.39%)
Support: N/A
Value: Generates consistent cash flow; backed by Warren Buffett; positioned as an energy play.

6. DVN

Year-to-Date Performance: +1.35 (4.04%)
Support: N/A
Value: Offers a high dividend and strong cash flow; focused on crude oil and natural gas production.

7. WBA

Year-to-Date Performance: +0.56 (6.09%)
Support: N/A
Value: Increasing trading volume as it recovers from oversold levels.

8. INTC

Year-to-Date Performance: +0.49 (2.01%)
Support: $18–$19
Value: Currently out of favor compared to AMD and Nvidia; potential growth in manufacturing for external clients (Intel Foundry Services).