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Trader beating market: Buy this housing stock

A contractor operates a nail gun while working at the PulteGroup Inc. Sage housing development under construction in San Jose, California.
David Paul Morris | Bloomberg | Getty Images
A contractor operates a nail gun while working at the PulteGroup Inc. Sage housing development under construction in San Jose, California.

"Halftime Report" trader Stephanie Link bought shares of a homebuilder for her CNBC Pro model portfolio on the expectation the stock may be ready to take off.

The trader scooped up shares of PulteGroup on Thursday, after the stock rallied 11 percent from a 52-week low reached on Nov. 9.

The addition of ticker PHM to the portfolio led the money manager to close out of her position in Lam Research, a holding that's risen 5 percent since she bought it on Oct. 22.

Here's the reason for the move: