On CNBC's "Fast Money Halftime Report," Joe Terranova said that he sees an opportunity in the Russell 2000 Index and small caps.
He would focus on Healthequity Inc HQY in the health insurance sector, Emcor Group Inc EME in the industrial space and on Moelis & Company MC in the financial sector.
The Russell 2000 is the most diversified sector index there is and Terranova wants to get some long exposure. He sees a clear resilience in this market.
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