Financials, economy & Rite Aid lead trades to go

The "Halftime Report" traders discussed what they watching as the second half of the day began.

Joe Terranova picked financials. He said something other than energy has to continue to lead the markets higher.

Josh Brown was focused on the latest economic reports.

Pete Najarian highlighted Rite Aid.

Trader disclosure: On May 21, 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, BP, CSX, DD, DISCA, DKS, FOXA, GE, KKR, KO, LLY, MBLY, MRK, MT, PEP, PFE, he is long calls AA, AAL, BBY, CBS, COP, CSX, DB, EJ, F, FL, GE, GS, HSBC, HZNP, IMAX, KO, KSS, LEN, MAC, MYL, NEE, NTAP, NUAN, OC, PFE, SYY, TEVA, TSX, UAL, UPS, UUP, VALE, VMW, VZ, WSM, XLF, XOM, ZIOP. Today he bought AAPL calls, DAL calls, and RAD calls. Josh Brown is long AAPL, BAC, DE, DNKN, FSLR, JMBA, SAM, SHAK, SPWR, TNET, TWTR, XON, XLE. Joe Terranova is long VRTS.