On CNBC's Fast Money Halftime Report," Josh Brown said he's looking for reopening stocks. As vaccines roll out across the world, a reopening of the world economy is finally in sight for many investors and is altering portfolios for some.
Brown said he took profits in Stewart Information Services STC and bought LiveNation LYV.
He mentioned he still liked Stewart Information, but a lot of attention will be directed at how people want to spend our lives outside of their homes.
"LiveNation is a pure-play on reopening," said Brown. He thinks the company improved itself over 2020 and sees the stock set to break out.
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