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The Rally 6/30/23

Halftime Report

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The Best Stocks for the Second Half

Brynn: Health care was my final trade. The last time I was on halftime for many of the same reasons, it's been a lager. When the VIX is this low, you want to make sure that you have some allocation to something that's defensive. So health care is a good option on the other side of that. But I do like energy for the second half. It has been a serious lager in the first half but remember, it's standout performance last year of 60% in a year when basically everything else was down. Liz: There is a floor on the price of oil and that will support the stocks. Given where valuations are and their lackluster

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