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Pro Analysis

Stephanie Link likes defense and casino stocks

Stephanie Link
Scott Mlyn | CNBC
Stephanie Link

CNBC "Halftime Report" investor Stephanie Link, managing director at TIAA, made several trades and revamped her model portfolio as she aims to move up in the CNBC PRO trading contest. Her portfolio is down 15 percent year to date.

Link on Tuesday bought Raytheon, Allergan and MGM Resorts and sold ServiceNow, Estee Lauder and Caterpillar.