
On CNBC’s “Halftime Report Final Trades,” Stephanie Link of Hightower said she liked the rails, particularly Union Pacific Corporation (NYSE:UNP). The company has “pricing power, margin improvement, double-digit earnings,” she mentioned. Link added that she expects supply chain to improve in the back half of the year and volumes to recover.
Joshua Brown of Ritholtz Wealth Management said iShares US Oil & Gas Exploration & Production ETF (BATS:IEO) represents cheap stocks with healthy dividend. Brown added that he expects earnings to grow “into the end of this year.”