Top value picks: Deere, Cisco, and more
As investors question whether stocks are in the clear, the "Halftime Report" experts gave their top value picks.

Despite solid auto sales, the car stocks have largely under performed year-to-date. But that's not stopping Jim Lebenthal from finding value. Specifically, he's watching General Motors . He thinks the broader market recovery will prompt continued auto sales in the sector.

Pete Najarian is betting on chip-maker Cisco . He bought the stock today because he likes its dividend yield, strong growth performance, and recurring revenue.

Josh Brown likes John Deere . "It's a company that's been held back by the global economy more than anything else," he argued. He believes that there will be a positive upside when the replacement cycle happens, which has not yet been priced in to the stock.

Like his brother, Jon Najarian is also looking at the tech space. Specifically, he's watching Qualcomm , Ambarella , and Marvel . He's been seeing some unusual activity in the names, and thinks they might be heading higher.