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As a more defensive addition for the currently uncertain times, I find Centene Corporation (CNC) (i.) currently interesting. The decisive trigger was provided by the company on April 28 with the release of its first-quarter report and a robust forecast. The revenue in the first quarter increased by 7.1% compared to the same period last year, and the adjusted EPS even saw an increase of 16.2% to $3.37. Meanwhile, consensus had expected significantly lower figures for both revenue and EPS. In addition to the numbers, I find it exciting that the company...
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