Truist named Caterpillar (CAT), Deere & Company (DE), and AGCO Corporation (AGCO), among others, stock picks ripe for upside. Analyst Jamie Cook initiated coverage of these stocks with a Buy rating, claiming the sector may have surprising growth in the second half of the year.

Yahoo Finance Anchors Josh Lipton and Julie Hyman discuss why these companies' earnings are proving more resilient. 

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Editor's note: This article was written by Nicholas Jacobino