On CNBC’s “Halftime Report Final Trades,” Stephanie Link of Hightower said Caterpillar Inc’s (NYSE:CAT) fourth-quarter results were “very good in terms of top-line up 23%, a 600 basis point beat.”
lthough supply chain disruptions impacted margins, the dealer channels remain strong. “I like this story and I like the setup for 2022,” Link added.
Jason Snipe of Odyssey Capital Advisors said UnitedHealth Group Inc’s (NYSE:UNH) stock is “down about 8%” but the company delivered a “really strong quarter,” with top-line growth and margin expansion. “Stay long in UNH,” he added.
Josh Brown of Ritholtz Wealth Management named Dutch Bros Inc (NYSE:BROS) has his pick, saying it's “one of the few growth stocks I have that’s green year to date.”
Jon Najarian cited Invesco QQQ Trust Series 1 (NASDAQ:QQQ) as his pick.
