Joe Terranova sees a long-term opportunity in shares of Netflix , thanks to the company’s shift into live entertainment. Terranova said on CNBC’s ” Halftime Report ” on Wednesday afternoon that he moved to the sidelines on the streaming giant when its shares were trading in the mid-70s. However, its current sell-off has created an attractive entry point. “Now I’m getting an opportunity for the pullback, and I think I am part of a large component of people who feel as though they don’t own the name and might have missed it on that run up back towards $100,” the chief market strategist for Virtus Investment Partners said. “In the next several days … you can expect I will reestablish a position in Netflix, because that’s the right thing to do when you think about the long term and their move into live entertainment.” Shares of Netflix are trading fractionally lower this year and have plunged 15% since Thursday. Investors sent the stock lower after the streaming giant posted disappointing current-quarter forecast , expecting earnings of 78 cents per share, down from the 84 cents per share analysts polled by LSEG had penciled in. Retail flows into Netflix, however, have spiked in recent days. The stock’s 5-day rolling net retail buying rose to $290 million on Tuesday, its highest since December 2025. For context, the same metric for the Invesco QQQ Trust (QQQ) during the same window sits closer to $186 million. NFLX 1M mountain NFLX 1M chart Investor Stephen Weiss, chief investment officer at Short Hills Capital Partners, also made the bull case for shares of UnitedHealth Group after the insurance company posted an earnings beat on Tuesday. The investor commended Stephen Hemsley, UnitedHealth’s CEO, for “doing what he has to do,” and also applauded the stock’s robust medical loss ratio. “I think they’re sort of hitting here on all cylinders. And keep in mind, this is a unique asset; it’s the largest healthcare player in the world,” Weiss said. “I still think it’s got some upside, but there will be bumps along the way, for sure, because health care is very politically charged.” He added: “I haven’t sold any; I’m staying with it. It’s been a great, great trade or investment from the lows.” Shares of UnitedHealth were trading 3% higher on Wednesday and are up 8% on the year. UNH YTD mountain UNH YTD chart Finally, during the same show Anastasia Amoroso, Partners Group chief investment strategist, also gave her take on the cybersecurity space. While she acknowledged the importance of the sector in providing security for data storage, she cautioned that investors should be selective. “I do think it’s a long-term theme, but at the same time, in public markets in particular, it is quite crowded. There’s a lot of competition, and also some of that is prime for AI disruption. So if you can’t identify companies in the cybersecurity space that are embedding AI or are AI-proof, maybe that’s the right way to play it,” she said. “Again, it’s been a crowded space, and the earnings momentum has slowed down quite a bit.”
