Jim Lebenthal said on CNBC's "Fast Money Halftime Report" that now is the right time to buy Salesforce.com, inc. CRM.
He has recently initiated a long position in the name around 1% above the current price. He is not concerned about valuation because of the acquisition of Slack and its high growth.
Jon Najarian likes Li Auto Inc. LI, Nio Inc - ADR and Tesla Inc TSLA. He owns these stocks.
Karen Firestone bought Netflix Inc NFLX not very long ago. She thinks the company is No. 1 in the world and said its valuation is reasonable.
Joe Terranova is still a believer in Seagen Inc SGEN. Right now there is some downward pressure because the company filed for a potential shares sale. Terranova is staying with the stock.
Lebenthal likes Northrop Grumman Corporation, but said it is taking a lot of time for the stock to fulfill its destiny.
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