Stephanie Link Likes PPG Industries, Inc., Occidental Petroleum Corporation And Lear Corporation

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On CNBC's Fast Money Halftime Report
, Stephanie Link spoke about the value stocks she would buy. She said that the group is becoming interesting again for the investors and the trend started when the Fed decided not to raise interest rates, which led to stabilization of the U.S. dollar. Stability in crude oil has also helped the value stocks to perform better. Link thinks that
PPG Industries, Inc.PPG
should perform well. The stock is trading 18 percent lower from the last quarter and she likes it because the company is doing a great job with its portfolio. She also has a high opinion of the management.
Occidental Petroleum CorporationOXY
has also been trading lower and Link likes its assets in the Permian Basin and its dividend yield.
Lear CorporationLEA
should do well because macro environment in the U.S. is still strong, thinks Link. She added that a China stimulus should stabilize the auto market.
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Posted In: CNBCMediaStephanie Link
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