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Halftime trader going global with these US stocks

A woman walks past a Westpac bank advertisement in central Sydney, Australia.
Daniel Munoz | Reuters
A woman walks past a Westpac bank advertisement in central Sydney, Australia.

Stephanie Link of CNBC's "Halftime Report" believes a fully-valued stock market and rising interest rates will cause stock picking to make a comeback this year.

On that note, the trader sees U.S. stocks with strong international exposure as having the most value.