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Trader beating S&P: Buy this auto parts stock

Lear headquarters in Southfield, Mich.
Jeff Kowalsky | Bloomberg | Getty Images
Lear headquarters in Southfield, Mich.

Stephanie Link, whose "Halftime Report" model portfolio is up 7 percent this year, is selling out of Visa in favor of Lear.

As the trader aims to take the top spot in CNBC Pro's competition, Link is selling Visa due to the risk/reward.

"(Visa) has been a relative outperformer and at 28 times forward estimates there is no room for error from a fundamental basis. To be clear, I still hold this in my fund. Just a smaller bet," Link wrote in a email.

She notes how the stock has held up well compared to other financials, which have lagged due to the lower probability of a near-term rate hike from the Fed.

Here is what Link sees in Lear and why she thinks the auto parts supplier can rally from here...