On CNBC's "Fast Money Halftime Report," Jim Lebenthal said he is a very big believer in the aerospace and defense sector. He said he doesn't know Maxar Technologies Inc MAXR and he advised his viewer to do the research, but he is worried about the amount of its debt. He would make sure Maxar can cover it before buying the stock.
Penn National Gaming, Inc PENN is Jon Najarian's favorite stock in the sector because of the exposure it gets from Dave Portnoy and Barstool. His second pick would be Draftkings Inc DKNG.
Brenda Vingiello would continue to hold American Tower Corp AMT. It has been frustrating over the last year, but major carriers within the U.S. are going to continue to build their infrastructure to support 5G. The company also has exposure outside of the U.S., where similar trends are happening.
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