The "Halftime Report" traders delivered their trades for the second half of the day and beyond.
Josh Brown says that time will tell whether we have a full blown Asian currency crisis. If we don't, stocks are going to make a new high before the end of the year.
Stephanie Link is closely watching the economic data from China next week. She adds that investors are trying to figure out what's going on and to expect more volatility.
Jon Najarian is watching Viacom. It's trading higher than it was prior to the sell-off. Expecting that it will trade higher.
Jim Lebenthal says in this uncertainty, investors should look for a margin of safety. He's focusing on companies with a lot on their balance sheets. He likes Cisco.
Trader disclosure: On September 4, 2015 the following stocks and commodities mentioned or intended to be mentioned on CNBC's "Halftime Report" were owned by the "Halftime Report" traders:
Jon Najarian is long AAPL, DIS, FB, FTR, GE, NPL, PG, PPG, RAI, SCHW,SDRL, TWTR, XOM. He is long calls AAL, BBY, GE, HZNP, MDLZ, NPL, RAI, PFE, PPG,SDRL. Today he bought NPL long and NPL long calls.
Stephanie Link is long AAPL, BAC, BRCM, CHKP, CRM, DAL, DLPH, EL, ESRX, EXP,GILD, GOOG, GOOGL, HIG, HPQ, INTC, JPM, LLY, LOW, LPX, LULU, MAT, MCD, MS, PRU,RHT, SBUX, SLB, SWK, TIF, UNH, V, VFC, WFC. Today she bought GOOG/GOOGL.
Josh Brown is long AAPL, BABA, DE, DNKN, EBAY, FB, FSLR, JMBA, NFLX,PYPL, SAM, SHAK, SPWR, TWTR, XLE, XON.
Jim Lebenthal is long AAPL, BA, C, CSCO, DCO, EEQ, GAIA, GM, IBM, INTC,JCP, MPC, OA, ORBC, PFE, QCOM, SJT, SPLS, TGT, TIF, TRN, VDSI, WGO.