The "Halftime Report" traders delivered their game plan as trading entered the second part of the day.
Jon Najarian highlighted the unusual activity in Lululemon and was positive on the stock.
Pete Najarian called McDonald's a "buy."
Stephanie Link was bullish on personal computer makers.
Trader disclosure: On June 23, 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, DISCA, DKS, FOXA, GE, KKR, KO, LLY, MRK, PEP, PFE, TEVA, he is long calls AAL, ABX, BAC, BBY, BMY, C, COP, CSX, DAL, DE, ETFC, FB, FCAU, GE, GS, INTC, INVN, JPM, LEN, LULU, MCD, MT, MU, NUAN, OC, PFE, RAD, S, SXC, SYY, TGT, UAL, UPS, USB, VOYA, VZ, XLF, ZIOP. Today he bought LULU calls, MCD calls, and TGT calls. Jon Najarian is long AEP, AMBA, BBY, CS, CSLT, GE, HOG, HSBC, HZNP, NRG, PG, TLT, VIX, XLI, YPF, he is long calls ANF, ARG, ARIA, BAX, CA, CBS, CNX, CTXS, DHI, DRI, EBAY, EMN, ETFC, EXPR, FCAU, FITB, GE, GLD, GPS, IBM, IDTI, KEX, LCI, LLY, LULU, M, MBI, MCD, MU, NUAN, ORCL, PG, PHM, QCOM, RF, S, SFUN, SNDK, SUNE, TEX, WMT. Today he bought CNX calls, IBM calls, LULU calls, MCD calls, and PHM calls. Stephanie Link is long Long ALSN, DAL, HDS, LULU, MS, RHT, UNP. Jim Lebenthal is long AAPL, BP, C, CSCO, DCO, EEQ, GAIA, GM, IBM, INTC, JCP, MPC, OA, ORBC, PFE, QCOM, SJT, SPLS, TGT, TIF, TRMB, VDSI, WGO.