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Top investor Stephanie Link is bullish on Bank of America

A Bank of America branch in New York.
Scott Mlyn | CNBC
A Bank of America branch in New York.

Stephanie Link, managing director at TIAA, acquired shares of Bank of America for her CNBC "Halftime Report" model portfolio Friday.

Shares of the bank and financial services company have rebounded over 30 percent since mid-February as investors grew more optimistic about the state of the American consumer finances.

In an email, Link gave four key reasons why she's bullish on Bank of America.