Big Call: Johnson & Johnson, T-Mobile US, Hershey's, and Deere.

Defensive sectors are currently benefiting from the sector rotation in technology stocks. In this context, Johnson & Johnson (JNJ) is particularly interesting as a candidate for a long position using a leveraged derivative. Due to its focus on the high-margin core business, the pharmaceutical and medical technology company is among the most promising sector values, and it recently demonstrated a very strong operating performance. With further billion-dollar acquisitions, particularly in the pharmaceutical segment, and plans to spin off the orthopedics...