Second half playbook: Pros hunt for value By: CNBC.com News June 30, 2014 at 16:16 PM EDT With the first half of 2014 coming to a close, investors are placing bets on how the second half of the year will unfold. Here are their picks. Read More >> Related Stocks: Apple Chubb Corp Google, Inc. Intel Corp International Business Machines Johnson & Johnson Masco Corp Microsoft Sentinelone Inc Cl A Valero Energy Yahoo