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Mining, automation and transportation have also been lifting the sector. Industrial investment is picking up as companies replace aging equipment, tackle maintenance backlogs, and boost productivity amid labour pressures. Juliana Faircloth, Vice President & Director, Portfolio Research at TD Asset…

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I maintain a Buy rating, as operational improvements, capital discipline, and reset guidance support further upside, though headline and policy risks remain. Centene Corporation's (CNC) story flipped pretty hard after the recent earnings. The stock has almost doubled since my last Buy call. This ..…
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