As the U.S. dollar was on track for its best performance in nine years, a few stocks appear to be poised to continue gains in such an environment.
"I think this is a very defensive stock with upside because they're executing," he said.
Strong U.S. employment data on Friday pushed the dollar higher, up 8 percent year-to-date, with gains for a record 12 weeks.
OptionMonster's Pete Najarian liked Chipotle (CMG) despite valuation concerns.
"When you look at the U.S.-centric companies, I think that right now, strong dollar, they don't seem to be in the same category as some of these multinationals," he said. "And I think there's plenty of upside."
Key, he added, was sustained growth.
Private Advisor Group's Guy Adami said that he liked Jack In The Box (JACK), citing its strong comps and downplaying its lofty valuation.
"Yes,it's expensive, but this stock has performed on lousy tapes, which we have seen this week, and good tapes, which we saw again today," he said. "I think Jack-in-the-Box gets you done."
Brian Kelly of Brian Kelly Captial sounded a note of caution.
"When we talk strong dollar, I think we need to be careful because the dollar has had a massive, massive run, and currencies generally speaking do not move this quickly, that fast," he said.
The energy sector, Kelly added, was a good area to take refuge.
"XOP (NYSE Arca: XOP) is my play because I want to be more gassy than oily," he said.