On CNBC's "Fast Money Halftime Report," Stephanie Link said the story in Air Products & Chemicals, Inc. APD is just beginning and the company is going to do quite well.
Jim Lebenthal sees Northrop Grumman Corporation NOC as the top pick in the defense sector. He also likes Lockheed Martin Corporation LMT.
Jon Najarian likes Airbnb Inc ABNB a lot. He has been in the name for weeks now and he is loving the ride.
Degas Wright prefers NVIDIA Corporation NVDA over Advanced Micro Devices, Inc. AMD. He would buy half of the position in NVIDIA now. He would wait for the earnings announcement to buy the second half. The company reports earnings Feb. 24.
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