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...