Industrial stocks aren’t the first place most investors look for big gains—but two surprising players, Illinois Tool Works and CarMax, are defying the odds. ITW, far from just making tools, dominates with diversified industrial products, posting 5% revenue growth and a 60-year dividend streak. Meanwhile, CarMax—yes, the car retailer—is staging a comeback, up 40% since last year, as used car shortages and rising new car prices push buyers back to dealerships. The market may be turning before the rest of us notice.
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