Buy offense and defense in the face of uncertainty, says Stephanie Link

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Stephanie Link shares her trading moves in the June 14 edition of 'Halftime Report.'

. She described Aptiv as "an industry leader in the auto parts sector" that is presenting a big opportunity since "it's down 17% from its high and it trades at 14 times earnings."

Meanwhile, GE is a "turnaround story" for Link. "It's led by a very strong leader… They have mis-executed for so many years… There's so much low hanging fruit there that you don't necessarily need the power business, which is a big part of the business and a big part of the company, you don't really need that to recover," she analyzed. Since she made the call on "Halftime Report" to buy GE on January 29, the stock has gone up 19%.

 

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