'Fast Money Halftime Report' Picks For September 3

On CNBC's "Fast Money Halftime Report," Rob Sechan said margins are going to be great in EOG Resources Inc EOG and the stock is going to do terrific in the cyclical rotation.

Michael Farr wants to buy Donaldson Company, Inc. DCI on a pullback.

Jon Najarian bought calls in PulteGroup, Inc. PHM during the show. He noticed upside calls buying and decided to follow the trade.

Jim Lebenthal is a buyer of CVS Health Corp CVS.

Shannon Saccocia would be a buyer of Paypal Holdings Inc PYPL.