The “Halftime Report Final Trades,” Degas Wright of Decatur Capital Management said he expects Manhattan Associates, Inc. MANH to be able to solve the bottleneck in the supply chain.
Stephanie Link of Hightower named Mattel Inc MAT as her pick, citing the company’s beat and raise last week, which was the third time this year.
“Gross margins hold steady, gross billings up 115, trades at 19 times earnings, I like the story,” she said.
Jon Najarian cited CVS Health Corp CVS as the top pick and said he had bought the 87.50 call that expires Friday because of the unusual activity at higher strikes.
“I like this one going into the end of the week,” he added.
Joshua Brown of Ritholtz Wealth Management said CrowdStrike Holdings Inc CRWD had hit a new record high.
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