Too much risk? Well how about a lower-risk play that could produce a very quick 20% return with the stroke of a pen, the break-up of the venerable Johnson & Johnson ( JNJ) into three companies, consumer products, medical devices, and fast-growing pharma business. This triple A balance sheeted company has been put together in unwieldy and non-performing fashion by William Weldon, one of the weakest CEOs I have ever come across, and yet totally lionized by Wall Street. Get me his P.R. man! Weldon's been replaced by Alex Gorsky who is not wedded to a business that includes, Band-Aid, artificial body parts and cancer drugs. Abbott Labs ( ABT), on its announcement of a similar spin increased by 20% before recently pulling back on a failed new drug. But Bristol-Myers ( BMY) with its spin-off of Mead Johnson ( MJN) and Covidien ( COV) with its drug and device spin have far outperformed the drug stock cohort and the averages. Look for this stodgy company to pick up 20% with the stroke of the break-up pen.