How to play stocks in the second half By: CNBC.com News July 01, 2014 at 10:32 AM EDT While stocks have generally moved higher, winning themes have emerged for the second half of the year. Read More >> Related Stocks: Amazon.com CBS Corp Celgene Corp Dow Chemical DuPont USA Equifax Freeport-McMoRan Google, Inc. Kansas City Southern Macy's MasterCard Newmont Mining SanDisk Corp Sentinelone Inc Cl A VF Corp Walt Disney