On May 16, the Dow hit the 40,000 milestone after an excellent earnings report from Walmart (NYSE:WMT). Given the ongoing economic strength and technical momentum, adding some market exposure with cheap Dow stocks is warranted.Indeed, the macro and fundamental backdrop for stocks is very healthy. On the macro front, the April inflation report came in better than expected. Moreover, Federal Reserve Chairman Jerome Powell downplayed the possibility of a rate hike at a panel discussion in Amsterdam.On the grow ...