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Amid market highs, a few stocks still a ‘buy’

Other than bank stocks, another sector is worth a look for continued gains, TheStreet CIO Stephanie Link said Thursday.

"Yes, financials, but also industrials," she said on CNBC's "Fast Money."

Johnson Controls, Link added, had reported that it had started to be profitable in Europe, which might be signaling the start of some recovery.

Link also pointed to positive guidance from the likes of CSX and Union Pacific, who noted better demand and low inventories.

"We have some cash so that we could buy these big dips, and that's why we're comfortable buying some of these names," she said.

Rosecliff Capital's Mike Murphy said that he was positive on financial stocks, noting that interest rates would head higher "at some point."

"I'm really looking at value," he added. "I'm looking at things that are coming in with decent quarters that are selling off. So, yes, across the board, you can own the financials."

Murphy also liked technology.

"I don't want to chase tech here, but I'm looking at things like eBay that came out with a decent quarter and the stock sold off hard," he added.

Trader disclosure: On July 18, 2013, the following stocks and commodities mentioned or intended to be mentioned on CNBC's "Fast Money" were owned by the "Fast Money" traders: Josh Brown is long AAPL; Josh Brown is long DD; Josh Brown is long PFE; Mike Murphy is long BAC; Mike Murphy is long C; Mike Murphy is long CAT; Mike Murphy is long LEN; Stephanie Link is long AAPL; Stephanie Link is long JPM; Stephanie Link is long WFC; Stephanie Link is long CSCO; Stephanie Link is long FB; Stephanie Link is long EBAY; Stephanie Link is long UTX; Stephanie Link is long HON; Stephanie Link is long DD; Stephanie Link is long VALE; 7/12 Jon Najarian is long AAPL; Jon Najarian is long JPM; Jon Najarian is long GDX overwrite calls; Jon Najarian is long FB; Jon Najarian is long MSFT ; Jon Najarian is long BAC; Jon Najarian is long SPRD; Jon Najarian is long NOK; Jon Najarian is long COP; Jon Najarian is long NTAP; Jon Najarian is long OC; Jon Najarian is long TMO; Jon Najarian is short EEM thru puts; Jon Najarian is short GLD puts.

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