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Halftime Report: Top Trades for the Second-Half

The "Halftime Report"traders give you their second-half top trades.

Jim Lebenthal: I'm watching the refiners. They seem to be gaining a bit of strength after being beaten down the last couple of months. I like Marathon Petroleum in the space.

Josh Brown: I'm watching H&R Block here. It looks really good at new highs.

Jon Najarian: There's a lot of put speculation in high-yield bond ETF, HYG. Watch that into the close.

Pete Najarian: I'm still watching the athletic companies. Take a look at Foot Locker, it's pushing against its 52-week high. We're seeing some buying that's out in November. Finish Line also performing reasonably well and got an upgrade today. Lululemon, I think on this sell-off is a great opportunity.

Trader disclosure: On September 9, 2015, the following stocks and commodities mentioned or intended to be mentioned on CNBC's "Fast Money" were owned by the "Halftime Report" trader

Jim Lebenthal: LongAAPL, BA, C, CSCO, DCO, EEQ, GAIA, GM, IBM, INTC, JCP, MPC, OA, ORBC, PFE,QCOM, SJT, SPLS, TGT, TIF, TRN, WGO.

Josh Brown: Long AAPL, BABA, DE, DNKN, EBAY, FB, JMBA, NFLX,PYPL, SAM, SHAK, SPWR, TWTR, XLE, XON.

Jon Najarian: Long AAPL, AKS, BMY DIS, FB, FTR NBL, PFE,PG, PPG, RAI, TEVA, TLT, XOM, YHOO, ZSPH, ZTS he is long calls AAL, ABX, ADXS,AKS, BBY, BMY, FL, GE, HZNP, ISIL, MAR, MCK, MDLZ, NBL, PBR, RAI, PFE, PPG,SWFT, YHOO.

Pete Najarian: Long AAPL, AMAT, BAC, BMY, BP, CSX, DISCA,DKS, FOXA, GE, KKR, KO, LLY, MRK, PEP, PFE, he is long calls AA, AAL, BEE, BMY,DAL, FL, MPEL, PFE, SWFT, UAL, XLF, XOM, ZIOP, he is long puts DISH, FCX