Stephanie Link said on CNBC's "Fast Money Halftime Report" that Discover Financial Services DFS is a hold. She prefers American Express Company AXP because it gets you exposure to travel and entertainment.
Josh Brown said both Uber Technologies Inc UBER and LYFT Inc LYFT should do well in the reopening, but he prefers Uber. He expects LYFT to get acquired at some point because he thinks it can't survive as a standalone company.
MP Materials Corp MP is a very speculative company, said Jim Lebenthal. He reminded viewers about Molycorp, a company that was involved in the mining of rare materials and it is now bankrupt. Lebenthal would put a stop loss on MP Materials 20% below the current price in case it trades sharply lower.
Rob Sechan said that the value of owning Vanguard Sht-Term Inflation-Protected Sec Idx ETF VTIP over Treasuries has been completely squeezed out. He has been paring back his long position in VTIP.
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