Sarat Sethi liked Ford and UPS. He said Baidu and Dupont were holds.
Joe Terranova, Josh Brown and Pete Najarian were also bullish on UPS.
Najarian added that he "loved" Ford.
Trader disclosure: On July 27, 2015, the following stocks and commodities mentioned or intended to be mentioned on CNBC's "Halftime Report" were owned by the "Halftime Report" traders: Sarat Sethi: No disclosures. Pete Najarian is long AMAT, AAPL, BAC, BMY, BP, CSX, DISCA, DKS, FOXA, GE, KKR, KO, LLY, MRK, PEP, PFE, he is long calls AAPL, ABX, AGNC, AMKR, AXP, BAC, C, CRM, CY, DAL, DVN, ETFC, LC, LM, LULU, LVS, MU, OC, PNR, RF, UAL, USB, VZ, WYNN, XLF, ZIOP, he is long puts AUY, OAS, RIG. Josh Brown is long AAPL, DE, DNKN, EBAY, FSLR, JMBA, SAM, SHAK, SPWR, TNET, TWTR, XLE, XON. Joe Terranova is long VRTS.