Since you asked...LHG (on a pullback), WSL, VMK, SOH and PNC - all slightly higher risk shares but undervalued with significant upside potential over the course of the upcycle. Do your own research to gain the necessary comfort before entering. Omo
Look at the balance sheets and cash flows. If it is a good business with a rugged model in a strong sector the profits will take care of themselves. Stick with blue chips (or close.) Consider PFG, MDC, NTC, ASR or ARI (R40 BIL RESI STOCK WITH NO DEBT TO SPEAK OF.) Among the small caps - MTA, RTN, APK, TPC I generally avoid the stocks about which all of the hype is written.