The traders delivered their ideas for the second half of the day.
Pete Najarian focused on financials — particularly GS.
Stephen Weiss was watching JNJ.
Joe Terranova looked at the energy space and highlighted APA.
Josh Brown liked transport stock JBHT, a name he already owns.
Trader disclosure: On April 14, 2015, the following stocks and commodities mentioned or intended to be mentioned on CNBC's "Fast Money" were owned by the "Halftime Report" traders: Pete Najarian is long AMAT, AAPL, BABA, BAC, BMY, CSX, KKR, KO, LLY, LOCO, MBLY, MRK, PFE, SAP, he is long calls AA, ABT, BBBY, BK, CBS, CNX, CSX, DAL, DB, EEM, EXXI, F, FL, GE, GM, GS, GT, HD, HOG, KO, LYB, MAC, MYL, NEE, NTAP, PBR, PEP, PFE, RAD, SYY, TEVA, UA, UAL, UFS, XLF, XOM, ZIOP, today he bought NTAP calls, XLF calls. Josh Brown is long AAPL, DE, DGRE, DIS, DNKN, FCX, FSLR, GBX, MBLY, SAM, SHAK, SPWR, TNET, TWTR, VWO, XLE, XON. Joe Terranova is long VRTS. Stephen Weiss is long AAL, C, CDK, ESPR, HEDJ, MDSO, NBIX, OA.
CLSA's Mike Mayo: CLSA, CLSA Americas and/or CA Taiwan receives or has received compensation from Bank of NY Mellon and JPMorgan Chase for non-investment banking services (eg‚ brokerage services) in the past 12 months. The research analyst(s) or his/their household member(s)/associate(s) has/have a financial interest in the securities or related securities of Citigroup, KeyCorp, Morgan Stanley and State Street.