On CNBC’s “Halftime Report Final Trades,” Stephanie Link of Hightower named Bath & Body Works Inc BBWI as her pick. The company is well positioned for the holiday season and 2022, she said.
Bath & Body Works has “the products that people want” as well as “new extensions in terms of products,” Link said. She further added that 90% of the company’s products are sources in the U.S., “so people are going to be able to get it.”
Karen Firestone of Aureus Asset Management said Booking Holdings Inc BKNG is down 20% even though people are traveling.
Joseph Terranova of Virtus Investment Partners cited Lam Research Corporation LRCX as a top pick, while Jim Cramer named Williams-Sonoma Inc WSM.
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