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Najarian: Buy beer and gun stocks

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Budweiser beer sits on display under a sign inside the Anheuser-Busch brewery in St. Louis.
Luke Sharrett | Bloomberg | Getty Images

CNBC "Halftime Report" trader Jon Najarian purchased shares of Anheuser-Busch InBev and Smith & Wesson on Thursday after spotting unusual options activity.

Here is what Najarian sees and the reasons he acquired them for his model portfolio.