Gabelli And Cooperman On Herc Holdings, Largo Resources

On CNBC's "Fast Money Halftime Report," Mario Gabelli said the infrastructure play is coming. He hopes Herc Holdings Inc HRI will get its margins up and continue to share rentals. He wants to own the stock. Gabelli thinks the U.S. is going to get a big infrastructure deal.

Leon Cooperman still owns Largo Resources Ltd LGORF and hasn't sold a share. He thinks the company is going to be a significant buyer of its own paper and he finds the stock attractive.