How to ride Google's coattails as stock surges

Justin Solomon | CNBC

CNBC "Halftime Report" trader Joe Terranova believes a select group of stocks will replicate strong upside moves from Google and Netflix during this earnings season.

Shares of Google hit a record price Friday, a day after the company reported much better-than-expected earnings. The shares ended the week up more than 25 percent.

Similarly, Netflix soared to a record price Friday, with the shares up 18 percent for the week.

Which stocks could be next?