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Story summary
- Cramer said rotation gives a chance for Johnson & Johnson, PepsiCo, Starbucks, Constellation Brands and TJX.
- He linked the rotation to a June jobs report showing slower hiring, which pulled those stocks lower.
- He said PepsiCo’s pullback before its July 9 earnings creates an opportunity.
- He said his Trust owns TJX, which benefits from discounts.
- He said Johnson & Johnson is attractive after spinning off Kenvue and its July 15 earnings.
