The small-cap rally that followed last November’s presidential election has cooled, as investors have been sobered by the failed healthcare vote and uncertainty around Trump’s policy agenda, writes Validea CEO John Reese in yesterday’s Forbes. But this could present buying opportunities for the long-term investor.

If the new administration’s proposed policies face additional delays, writes Reese, the benefits expected for small-cap companies might be pushed out to 2018, but “there could still be relative value to be realized.” The prudent investor, however, will evaluate these stocks on a case-by-case basis, focusing on underlying fundamentals to find companies poised to endure “ups and downs that could occur with shifts in the political and economic landscape.”

Using his guru-based screening models, Reese identifies the following five high-scoring stocks:

• John B. Sanfilippo & Son (JBSS) is a processor and distributor of peanuts and tree nuts (market cap $797 million). The company shows persistent earnings-per-share and a favorable price-sales ratio.
• PC Connection (CNXN) is a provider of information technology solutions with long-term earnings-per-share growth above the minimum requirements and a favorable ratio of price-earnings to earnings-per-share growth (PEG ratio).
• RMR Group (RMR), through is subsidiaries, manages a portfolio of publicly-owned real estate and related businesses. Quarter-over-quarter earnings-per-share growth gets a thumb’s up, as well as the company’s annual earnings growth.
• Monarch Cement Co. (MCEM) manufactures and sells Portland cement (market cap $123 million) and shows a favorable price-sales ratio and three-year net profit margin.
• USANA Health Sciences (USNA) develops and manufactures science-based nutritional and personal care products, and earns high marks for its PEG ratio and debt-free balance sheet.