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Trader beating market: Bet on the crude comeback

A gas flare is seen at an oil well near Williston, North Dakota.
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A gas flare is seen at an oil well near Williston, North Dakota.

CNBC "Halftime Report" trader Joe Terranova, whose model portfolio is up 10 percent this year, made shares of EOG Resources one of his top picks for the competition.

Here's why he thinks shares of the oil and natural gas explorer could rally from here: