Big Call: Visa, RWE, Johnson & Johnson, and YUM Brands.

Among the most attractive US heavyweights on the trading floor is our model portfolio stock Visa (V). The US credit card giant can currently benefit not only from continued robust consumer spending and rising credit card revenues, especially in the travel sector. The actual growth drivers here remain so-called Value Added Services, which not only generate high margins but also open up attractive cross-selling opportunities. Technically, Visa is also in a strong position and should soon target the 52-week high! Our model portfolio stock RWE continues...