Halftime Report

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Halftime Report

Earnings Game Plan on Energy, Pharma, & Social Stocks

Top trades for the second half

The "Halftime Report" closed the show with their thoughts on the busy earnings week ahead.

Jim Lebenthal is watching big pharma names: Bristol-Myers, Merck, Pfizer, and Novartis. "Let's see if earnings reports give legs and a little bit of stability back to these names," Lebenthal added.

Joe Terranova feels earnings expectations are muted for Exxon Mobil. "I don't think the time is now," Terranova said.

Josh Brown is keeping his eye on social media names Twitter and LinkedIn. Brown expects both stocks to move higher.

Trader disclosure: On October 26, 2015, the following stocks and commodities mentioned or intended to be mentioned on CNBC's "Fast Money" were owned by the "Halftime Report" traders: PETE NAJARIAN: Long AAPL, AMAT, BAC, BMY, BP, CSX, DIS, DISCA, DKS, FOXA, GE, KKR, KO, MRK, PEP, PFE, PHM he is long calls AAPL, ABX, AGN, BEE, COP, DAL, ETFC, FIT, FL, GPRO, JOY, LM, MAS, MPEL, MRK, PBR, PFE, SLV, UA, UAL, WYNN, VZ, ZIOP, he is long puts EWW, FCX, MRO, TSLA. JOSH BROWN: Long AAPL, BABA, DE, DNKN, EBAY, FB, JMBA, NFLX, PYPL, SAM, SHAK, SPWR, TWTR, XLE, XON. JOE TERRANOVA: Long VRTS. JIM LEBENTHAL: Long AAPL, BA, C, CSCO, DCO, EEQ, GAIA, GM, IBM, INTC, JCP, MPC, OA, ORBC, PFE, QCOM, SPLS, TGT, TIF, TRN, WGO.