Health care provider Anthem, which has climbed about 11 percent this year, should benefit from payroll growth in the U.S., said trader Karen Finerman. She added that the company has not cited any sluggishness due to the Affordable Care Act, a concern recently voiced by UnitedHealth.
Trader Guy Adami likes Lockheed Martin, which has risen about 12 percent this year. He touted its dividend and contended it is "best in breed" in a sector "that works."
Tim Seymour is long AAPL, BAC, BX, CLF, DIS, F, FCX, GE, GM, GOOGL, INTC, JCP, JPM, KO, LGF, RL, T, TWTR, VRX. Tim's firm is long BABA, BIDU, MCD, NKE, SBUX, YHOO.
Long PFE buy-write, Long TWTR March Risk Reversal, long IWM Dec Put Spread, Long UUP call spread, Long XLU Feb Call, Long PYPL Jan Risk Reversal, Long M Jan16 52.50 / 62.50 call spread, Long INTC Dec Put Spread, Long XLF Dec put spread, Long NTAP risk reversal, Long GM Jan Put Butterfly
Karen is long BAC, C, FL, GOOG, GOOGL, JPM, KORS, KORS call spreads, M, SEDG, URI, she is short SPY, Her firm is long ANTM, AAPL, BAC, C, FL, FL calls, GOOG, GOOGL, JPM, KORS, LYV, MA, URI, URI long puts, WFM, her firm is short IWM, SPY, MDY. Karen Finerman is on the board of GrafTech International.
Guy Adami is long CELG, EXAS, GDX, INTC, Guy Adami's wife, Linda Snow, works at Merck.