Sylvia Jablonski says this earnings season, investors' focus has been on company's forward guidance. She looks at Datadog (DDOG) following its 4Q earnings report, she "likes this one" and wants to "buy on the dip." In terms of Deere & Co. (DE) she says the ag-machinery maker is a nice dividend payer but doesn't believe it is a "high flyer" in the year ahead.