In Seymour's "sell" column was utilities exchange-traded fund XLU.
"I think the defensive nature of people looking to buy utilities for yield, etc., is going to start to fade," he said. "And I think in the second half you're going to see industrial growth that will make this much less interesting."
Trademonster's Pete Najarian said he saw an upward trajectory for Goldman Sachs.
"It actually right now is trading just over book value. I think it's going to accelerate into the end of the year because of all the deals that we're seeing happening," he said. "This is a company that's executing, and because of that, I think there's plenty of room to the upside."
Netflix, Najarian said, was a "sell."
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"I love this name," he said. "I just think it's stretched. I think it's too much, too fast. It's up at $485 today. I think it actually pulls back somewhere near the 200-day moving average. That's the point to jump back in."
Stuart Frankel's Steve Grasso said that KB Home still looked strong.
"Now, it trades at 13 earnings. It trades at tangible book. The industry average is around 16 times," he said. "Plus, you've also heard me say about the deferred-tax asset. That comes on in November. It's going to start skewing as a cheap stock. It skews right now for quants as an expensive name. This one is going to run into year end."
Grasso put Exxon Mobil in the "sell" column.