When President Trump entered his first term, stocks were steadily marching upward. This time, the trajectory has inverted.

Stock market corrections also tend to serve up opportunities for long-term investors to put money to work. Here are two stocks that look especially attractive right now, both of which are down more than 20% in the past month. Both are top-10 investments in my portfolio and ones I plan to add to if the current prices persist.

Tariffs will be a headwind to corporate earnings since businesses have only two options: Absorb the cost increases, or pass the cost increases along.