It's already August, if you can believe it, and we are almost half way through second-quarter earnings season. What a year it's been already.

But for those that may have missed the historic run that the markets have been on since Donald Trump's election, TheStreet is out with a fresh batch of stocks and strategies to help you navigate the rest of the year. While standbys Walt Disney Co. (DIS)  and Nvidia Corp. (NVDA)  remain at the top of the list, there are some companies, such as SiriusXM (SIRI) , that may surprise you.

On a such a busy day for earnings, it's hard to avoid the subject, though it is indeed at the top of many people's minds. Of course, all eyes were on Apple Inc. (AAPL)  on Tuesday, as the Cupertino, Calif., company reported earnings after the closing bell. The company delivered on the back of strong iPad and Macbook sales. But we will have more on that tomorrow; today I'd like to focus on Pfizer plc (PFE)  , at least in this newsletter.

The pharma giant was in the spotlight Tuesday as the company reported a top-line miss, despite beating on its bottom line. Part of the blame, according to those on Wall Street, goes to declines in legacy businesses like Viagra and Lyrica, which are set to go off patent. But while the company does have a strong pipeline, the miss has rekindled thoughts of a Pfizer tie-up with Allergan plc (AGN)  . Allergan and Pfizer saw a $160 billion deal squashed by Obama Administration regulators in 2016, but things could be changing, both politically and financially for both companies.

If you liked this article you might like

Market Selloff Survival Strategies: Cramer's 'Mad Money' Recap (Thurs 9/21/17)

Royal Caribbean Cruise Set to Sail Through Caribbean Hurricane Disasters?

Microsoft's New Xbox One X Shows It's Done Trying to Please Everyone

'The Handmaid's Tale' Emmy Win Is Really Big for Netflix

Stocks Dad Would Have Loved, And Why He Was Right