Markets may be at record highs, but TIAA's Stephanie Link is still finding pockets of value.

Here's her list of stocks to buy after strong earnings:

As of August 1, 2018, Stephanie Link is long: AAPL, ABT, AGN, AIG, ALXN, AMZN, APC, APD, AVGO, AXP, BAC, BAX, BHI, C, CAG, CAT, CI, CIEN, CMCSA, CMI, COST, CRM, CSCO, CVX, CXO, DB, DOW, DXC, EBAY, EL, EOG, ETFC, FB, FCX, FDX, GD, GOOGL, GS, HDS, IBB, INGA, JPM, LLY, MDLZ, MGM, MSFT, MT, MYL, NKE, ORCL, PF, PH, STI, SWK, T, TJX, UNH, UNP, URI, WBA, WFC, WLK, WMB, YUM, ZION.