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, Stephanie Link shared the stocks she has placed in her portfolio for the annual contest between Fast Money Halftime Report Traders.
She chose
HD Supply Holdings IncHDS,
Lululemon Athletica inc.LULU,
Mastercard IncMA,
Red Hat IncRHT and
Allison Transmission Holdings IncALSN as her picks for the contest.
Link thinks that the most interesting stock in the portfolio is
HD Supply Holdings Inc because it is not a residential construction stock and the company is gaining market share. She likes
Red Hat Inc because of its exposure to both public and private cloud. Link added that stocks in the portfolio have catalysts for 2015.
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Posted In: CNBCMediaApparel, Accessories & Luxury GoodsConsumer DiscretionaryData Processing & Outsourced ServicesFast Money Halftime ReportInformation TechnologyStephanie Link
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