On CNBC's "Fast Money Halftime Report," Liz Young said she has been constructive on Industrial Select Sector SPDR Fund XLI for a long time, but the market has given her free refills of humble pie. She's staying on the trade as she still believes in the cyclical trade into the year-end.
Jim Lebenthal also likes the industrials, but his final trade is Walt Disney Co DIS. He said it's coming out of the consolidation phase and he expects it to jump above $200.
Jenny Harrington is a buyer of National Retail Properties, Inc. NNN. She likes its 4.7% dividend yield. The company increased the dividend for 32 years straight, said Harrington.
Jon Najarian bought calls in Anaplan Inc PLAN on Friday.
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