Must Read: 12 Stocks Warren Buffett Loves in 2014
She explained to TheStreet TV's Jill Malandrino that Dollar General (DG) is one of her top picks. The company's potential merger with Family Dollar (FDO) could create $1.50 to $2 per share in combined synergies.
If the deal doesn't go through, then the stock still offers investors a low valuation, reasonable growth and potential for margin expansion.
Lululemon Athletica (LULU) is another stock Link likes on the long side. While 2014 saw a lot of "heavy investment" from the company, which had product and management issues, 2015 could be a brighter year.
The company should start to see improved same-store sales next year as a result of all of its investments this year. Plus, with Advent International back on board as a shareholder, there's likely a "floor" of support near $42 per share.
Finally, Link's third pick is Panera Bread (PNRA) . Like Lululemon, the company had dropped the ball operationally. As a result, management has invested heavily over the past two years to fix its restaurant inefficiencies. In 2015, Panera should slowly start to reap the benefits of those investments, Link predicted.