After a tough Q1, is the retail sector ready for a rebound?
Stephanie Link, TIAA Global Asset Management Managing Director and Active Equities Portfolio Manager, sees bright spots.
Link points to bullish comments from PVH's CEO Emanuel Chirico saying business is getting better.
During trade on Wednesday, retail stocks rallied across the board. Shares of PVH moved more than 3-percent higher on Chirico's positive commentary.
"These are really interesting trends. We will see if it lasts, but I'm encouraged," she added.
Link is long Nordstrom.
Trader disclosure: On June 15, 2016, the following stocks and commodities mentioned or intended to be mentioned on CNBC's "Fast Money" were owned by the "Halftime Report" traders:
JOSH BROWN: Long AAPL, CORE, DE, DNKN, GE, SAM, SHAK, TWTR, XLE
STEPHANIE LINK: Long AAPL, AGN, AMZN, APC, AVGO, BAC, BG, CAT, CB, CMA, CRM, CSCO, CVX, DOW, EBAY, ESRX, GOOG, GOOGL, GS, HON, JWN, JPM, LEA, LOW, LPX, LRCX, MDLZ, MGM, MSFT, PG, PH, PM, PPG, RTN, SLB, STI, SWK, SYF, UNH, UPS, URI, V, WBA, WBC, WFC, WHR, YUM
JON NAJARIAN: Long CCMP, MGM, PEP, SFUN, UVXY Long Calls BURL, FB, GDX, GLD, MO, MSFT, SFUN, VIX, WFT, YHOO Long Puts: EWZ Short Puts: DB, FSLR
PETE NAJARIAN: Long stock: AAPL, BAC, BMY, CSCO, DIS, DISCA, GE, KMI, KMI.A, KO, LUX, MRK, M, PEP, PFE, SAVE, VIAB, ZIOP Long Calls: AAL, AKS, AMJ, CHK, CSCO, CSX, DAL, EGO, ETP, EWZ, FSLR, GLW, GS, GSAT, HBAN, HSY KGC, LLY, M, MDLZ, MPEL, MSFT, MT, MU, NLNK, P, SBUX, SLV, SVU, TMUS, UAL, WLL, WYNN, YHOO Long Puts: BID, FCX, GM, NAV, SCTY, VLO, X