On CNBC's "Fast Money Halftime Report," Bryn Talkington said she likes the energy space. Diamondback Energy Inc (NASDAQ:FANG) had a monster run so the easy trade in the stock is probably long in the tooth, said Talkington. She likes Energy Transfer LP Unit (NYSE:ET) as well as a diversified basket at this point.
Jim Lebenthal likes Walt Disney Co (NYSE:DIS) and he would be in the stock for the long term. He likes both the streaming business and theme parks.
Stephen Weiss is staying with Cleveland-Cliffs Inc (NYSE:CLF). He added to the iron ore trade with Vale SA (NYSE:VALE).
In the short term, a long position in iShares Core MSCI Emerging Markets ETF (NYSE:IEMG) is a way to play on a recovery in the name like Alibaba (NYSE:BABA), said Joe Terranova.
