$Johnson & Johnson(JNJ.US) On the day the broken sword is reforged, Johnson & Johnson returns. You all said it was entangled in lawsuits, its blockbuster drug patents expired, and drug price negotiations were slashing it to death, yet its stock price rose 53%, outperforming the Magnificent Seven—is the market stupid? No, it's that you didn't understand: its business foundation is a full hand, not a single card. As Stelara declines, Darzalex and Tremfya have long since stepped up to carry the flag.

How many in the S&P can you still find with 63 consecutive years of dividend increases? This kind of record isn't a "moat"; it's a monopoly-level survival endurance test. You want quarterly growth; old money wants stocks that don't need to be changed for three generations. Who's wrong?

The robotic surgery platform is about to be launched, the pulmonary hypertension combination drug was just approved domestically, and the new Crohn's disease product had its global debut in China. You're still scaring yourselves with old news about talcum powder, while they've already planted the seeds for the next decade's growth points.