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Brian recommends Modine, a company that supports data center cooling infrastructure. He sees long-term longevity and potential for a strong year, especially after a recent hit due to heavy investment in production lines, which he views as a good entry point.
“I think that they are going to have their shining day this year. So that's one that I'm just kind of throwing out there. I think there's a lot of potential because they took a hit I think last year because they had invested so heavily in their production lines and people saw that investment kind of hurt them.” — ▶ 39:00