Stephanie Link's Picks For 2015

, Stephanie Link shared the stocks she has placed in her portfolio for the annual contest between Fast Money Halftime Report Traders. She chose

,

,

,

and

as her picks for the contest. Link thinks that the most interesting stock in the portfolio is

because it is not a residential construction stock and the company is gaining market share. She likes

because of its exposure to both public and private cloud. Link added that stocks in the portfolio have catalysts for 2015.