Stephanie Link Likes Stanley Black & Decker, Inc. - Mohawk Industries (NYSE:MHK), Masco (NYSE:MAS)

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On CNBC's Fast Money Halftime Report, Stephanie Link revealed that she is bullish on

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Stanley Black & Decker, Inc. (NYSE: SWK). She explained that the stock fell 12 percent and it now has an attractive risk - reward. The tools and storage segment is around 80 percent of the company's revenue and Link believes that the segment is going to have an upper single digit or lower double digit growth. She also believes that margins in the industrial segment of Stanley Black & Decker, Inc. are improving. The security segment of the business is struggling, but the management is going to sell it or spin it off if they are unable to fix it. In the sector, Link also likes

Mohawk Industries, Inc. (NYSE: MHK) and Masco Corp (NYSE: MAS).