NEW YORK (TheStreet) --As Americans across the country cast ballots for their choice for President today, TIAA Global Asset Management managing director Stephanie Link is looking ahead and addressing what she's focusing on in the markets.
"I'm just focused on fundamentals; I want this behind me. I want to know what I should know, what I'm going to do, and how I'm going to react. How do valuations make sense, and what fundamentals are strong," Link said on CNBC's "Fast Money Halftime Report" Tuesday afternoon.
MGM Resorts (MGM) is one of the names Link will like a lot once the dust of this chaotic election cycle is finally past us.
"They had a great quarter yesterday; numbers are going higher, Las Vegas is on fire," Link noted.
The Las Vegas-based resort and casino company reported earnings of 58 cents per share on revenue of $2.52 billion. Analysts were expecting earnings of 8 cents per share on revenue of $2.37 billion.
People saying the consumer is "dead" isn't weighing that thesis against the success in Las Vegas, she noted.
"That's not so much the case, not at least in gaming. They outperformed Las Vegas Sands (LVS), and Wynn (WYNN) so that's the name I'm focused on," Link stated.
Shares of MGM were climbing in mid-afternoon trading on Tuesday.
Separately, TheStreet Ratings team rates the stock as a "hold" with a ratings score of C.
MGM Resorts' strengths such as its solid stock price performance, increase in net income and expanding profit margins are countered by weaknesses including disappointing return on equity and generally higher debt management risk.