Eric Clark thinks markets are overbought, but still sees opportunities. “We’re focused on how consumers are spending their time and money today,” he says, and so likes names like TJX (TJX) and Costco (COST). For TJX, he sees another “30%-40% upside” in shares. He thinks July earnings will be “very interesting” and reflect more of the tariff impact. He also likes Progressive (PGR), calling it the “800-pound gorilla” of the insurance space, and Mercado Libre (MELI).