Stephanie Link's Picks For 2015

On CNBC's Fast Money Halftime Report, 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 Inc HDS, Lululemon Athletica inc. LULU, Mastercard Inc MA, Red Hat Inc RHT and Allison Transmission Holdings Inc ALSN 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.