Why top investor Link likes low oil plays

The Carnival Breeze in Dubrovnik, Croatia.
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The Carnival Breeze in Dubrovnik, Croatia.

Stephanie Link, managing director at TIAA-CREF, bought Carnival for her "Halftime Report" model portfolio on Tuesday.

Carnival is a global travel company, which owns such brands as Carnival Cruise Line, Holland America Line and Princess Cruises. The company operates a fleet of over 100 ships.

Here is why Link likes the stock.