The market volatility of the past few weeks has put the stocks of many well-known companies under the microscope, creating potential trading opportunities. Jeff Kilburg, founder and CEO of KKM Financial, said on CNBC's " Power Lunch " on Tuesday that now could be the time for investors to make moves with some familiar stocks. Netflix One stock that Kilburg identified is streaming giant Netflix . Shares rose more than 4% on Tuesday after a Wall Street Journal report about the company's ambitious growth plans. The stock, which is seen as at least somewhat resistant to concerns about a recession , is now up more than 9% this year. However, Kilburg pointed out that the stock is now trading at a price-to-earnings ratio of 39. Historically, that is not abnormal for Netflix but is well above the average for the S & P 500. "I want to be a hold of this name, but I want to trim. If you've owned this stock, you've seen a 16% annualized return. This has been a machine, a workhorse. But I think you have to consider taking some profits here, as we see this as the tariff-proof type of stock, but at the end of the day it has been on a monstrous run," he said. Johnson & Johnson Another name Kilburg highlighted is Johnson & Johnson . He has a position in the stock as part of KKM's Essential 40 Stock ETF (ESN) . "It's been sideways for the last three years, but this is an essential name," Kilburg said. He added that he thinks the company's supply chain has been diversified in the post-Covid period, putting the company in a good position to manage through tariffs. Johnson & Johnson's stock has struggled to sustain rallies over the past several years, but is up about 6% year to date. The company spun off many of its consumer-centric brands, such as Tylenol, in 2023 under the Kenvue banner. Shares of Johnson & Johnson fell less than 1% on Tuesday despite the company's first-quarter results beating estimates for adjusted earnings per share and revenue, according to LSEG. Under Armour Another long-term underperformer Kilburg is bullish on is Under Armour . The investor called the struggling apparel company a "great American brand" and pointed to its recent footwear deal with the National Football League as a reason to be optimistic. "I think you buy it here. … This is an opportunity to hold it longer term," Kilburg said. Shares of Under Armour climbed more than 5% on Tuesday after the company announced new board members . However, the stock is still down about 31% this year and trades at below $6 per share. Get Your Ticket to Pro LIVE Join us at the New York Stock Exchange! Uncertain markets? Gain an edge with CNBC Pro LIVE , an exclusive, inaugural event at the historic New York Stock Exchange. In today's dynamic financial landscape, access to expert insights is paramount. As a CNBC Pro subscriber, we invite you to join us for our first exclusive, in-person CNBC Pro LIVE event at the iconic NYSE on Thursday, June 12. Join interactive Pro clinics led by our Pros Carter Worth, Dan Niles and Dan Ives, with a special edition of Pro Talks with Tom Lee. You'll also get the opportunity to network with CNBC experts, talent and other Pro subscribers during an exciting cocktail hour on the legendary trading floor. Tickets are limited!