On CNBC's "Fast Money Halftime Report," Stephanie Link said she likes XPO Logistics Inc XPO very much. The logistics industry is in the sweet spot right now and the company is doing a great job focusing on profitable growth, thinks Link. She likes it for the long term, not just through Christmas.
Jim Lebenthal said Thermo Fisher Scientific Inc. TMO is a good long-term hold. He wouldn't buy call options in the name because he doesn't see a catalyst in the next three months. Lebenthal would buy a stock and hold it for the next couple of years because the aging demographics are going to support the stock price.
Josh Brown thinks Uber Technologies Inc UBER is going to continue to make new highs. There are no sellers as the stock is trading above its IPO price, explained Brown. He wants to stay long.
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