On CNBC's "Fast Money Halftime Report," Joe Terranova said it's a good time to add Microsoft Corporation (NASDAQ:MSFT) to a portfolio. It's well positioned to grab market share in the cloud.
Jenny Harrington said if you prefer owning individual names, you should buy Medtronic PLC (NYSE:MDT) and if you want diversification, you should own iShares US Medical Devices ETF (NYSE:IHI). You are going to make money in either case, she said.
Stephen Weiss said Jumia Technologies AG - ADR (NYSE:JMIA) and Vuzix Corp (NASDAQ:VUZI) stand an equal chance to pay off in five years. They're speculative so he would only put speculative money in them.
Jason Snipe said Paypal Holdings Inc (NASDAQ:PYPL) is a hold at this point.
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