Stephanie Link, chief investment strategist at Hightower, bought Disney shares, calling them attractive after Bob Iger’s return signaled a cleanup of the media company. “Iger has a great reputation. He has the experience, the content, the connections and that’s really key. The costs are so exorbitant, there’s so much they can do, they spend more than Netflix, right, and they don’t have nearly the same subscriber base,” Link said in Tuesday on CNBC’s “Halftime Report.” What’s more, the investor said she expects the stock price has already been on bad news, including expectations of a looming global slowdown that will hurt its theme park business. “I think the valuation, even if it’s not super cheap at 23 times forward, given its five-year history of 49.5 times forward, it’s more attractive to me,” she added. “I just think the risk-reward is pretty good here.” Still, not everyone on the “Halftime Report” agreed with the trade , with Josh Brown, CEO of Ritholtz Wealth Management, saying the stock must continue to decline, even though it has fallen more than 38% this year.Disney shares closed up more than 6% on Monday after the CEO change was announced, but during trading on Tuesday have fallen by more than 2%. “The news is out, we all know Iger is back, why is he being traded down?” Brown said. “Because whatever Iger has to do, it probably isn’t just clean things up a little bit and be a caretaker. Brown expects the CEO change could signal “transformational transactions” at the media company, likely during the “first quarters” of Iger’s return. During his previous tenure at Disney, Iger led notable acquisitions at Pixar, Marvel and Lucasfilm. “I don’t know what the plan is going to be. But I promise you it’s going to do something big, and it doesn’t necessarily mean a higher stock price, at least once it’s announced,” Brown. he said. Regardless, Link said she thinks the stock will outperform in the next two years with Iger at the helm, and said she wouldn’t be surprised if he stayed with the company longer. Separately, on the same episode of “Halftime Report,” Brown named CrowdStrike the best name in cybersecurity. He said he has a small position that he may add to in the future, although he noted that the stock is not cheap.