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Portfolio manager names stocks to play secular growth themes right now

Sanjay Ayer of WCM Investment Management shares with CNBC his stock picks in three "new" growth areas including one he says is the "best game in town." ....

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GLP-1 weight loss drugs creating an opportunity in 2 stocks: analyst

"We think the selloff has been unwarranted and creates a buying opportunity," Brian Krawez, president of Scharf Investments, says of one of the stocks. ....

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