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Stock picks for the second half

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Traders on the floor of the New York Stock Exchange.
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Monday's violent selloff could be the prelude to a more volatile second half, but strategists still expect the S&P 500 to rise 7 percent or more this year.

In the worst trading day of the year so far, several analysts were on the lookout for opportunities in their second-half sector picks—financials, health care and technology.

"We don't anticipate the news over the weekend or the market reaction to that to impact the second half of the year," said Mike Arone, chief investment strategist at State Street Global Advisors. "We think cyclical parts of the economy—consumer discretionary, health care, tech and financials (will do well)."