On CNBC's "Fast Money Halftime Report," Joe Terranova said he believes there is more room on the upside for JPMorgan Chase & Co. (NYSE: JPM). He is bullish because it has double-digit revenue growth and 76% percent U.S. revenue exposure.
Jim Lebenthal thinks Electronic Arts Inc. (NASDAQ: EA) is a buy going into the holiday season. It trades at 20 times earnings and its historical multiple is 24. Lebenthal would be careful and he would wait for the stock to cross $105 as a sign of confirmation that the stock is going towards 24 multiple.
See Also: How Video Game Stocks Perform Heading Into The Holiday Shopping Season
Rob Sechan is worried about iShares MSCI Emerging Markets Index (NYSE: EEM). He explained that a comprehensive trade deal is necessary to push the stock higher.
Stephen Weiss believes United Rentals, Inc. (NYSE: URI) could move even higher. He closed a part of his long position because the stock has had a big run.
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