Trade Tracker: Stephanie Link buys Capital One

Let's talk the banks. The XLF hitting a new record high today. Steph, you got a new move in the space.>> I do. Capital One. I've actually never owned this stock before, but it's a couple of things.It's a play on the consumer, which I am in the camp that the consumer is in healthy, fairly healthy shape given labor market. They have jobs, wages, and good fairly good credit. But more importantly, it's the Discover deal that they completed in July.It's going to be massively accretive. I think this is a case whe ...