Link also said she likes stocks that offer exposure to the power buildout, including Quanta Services, Vertiv and Eaton.
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Link said this oilfield services stock is one of her favorites for 2026.
Strategists are eyeing several portfolio diversifiers amid fears of tech stock reversal.
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Stephanie Link says the selling is overdone when considering this company's leading market position, software contract backlog…
This power stock's shares have pulled back 25% since September, providing an attractive entry point, according to Jefferies.
The companies are among the opportunities he sees outside of the "Magnificent Seven" for his firm's growth strategy.
