The S&P 500 (^GSPC -0.01%) and Nasdaq Composite (^IXIC 0.05%) hit new highs in July, but there are plenty of solid companies in growing industries that could be bargain buys right now.Let's look at two stocks that are reporting solid earnings results while their valuations appear too good to pass up. 1. CarnivalCarnival (CCL 0.32%) has enjoyed a strong recovery over the past few years. The stock is up 258% since the end of 2022, following eight consecutive quarters of record revenue. There are still catalys ...