Traders: here's how to be positioned for the second half By: CNBC.com News July 03, 2018 at 14:41 PM EDT As the second half of the year kicks off, the "Halftime Report" traders discuss the sectors and stocks they're betting on for Q3 and Q4. Read More >> Related Stocks: Allergan Plc AmerisourceBergen Corp Celgene Corp Dick's Sporting Goods Inc FINANCIAL SEL McKesson Corp Starbucks Corp Virtus Investment Partners