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URNJ

URNM

At Benzinga's ETFS Unlocked Event, Sprott Asset Management CEO John Ciampaglia highlighted uranium as the standout commodity of the year. He remains optimistic about its long-term prospects despite its recent strong performance.

Portfolio Pulse from Bill Haddad

November 30, 2023 | 5:15 pm

LITP

At Benzinga's ETFS Unlocked Event, Sprott Asset Management CEO John Ciampaglia discussed the design of LITP, an ETF aimed at providing investors with pure play exposure to companies involved in lithium production.

Portfolio Pulse from Bill Haddad

November 30, 2023 | 5:06 pm

LITP

John Ciampaglia, CEO of Sprott Asset Management, noted a healthy correction in lithium this year due to a moderation in the growth of electric vehicles (EVs) as financing rates have increased.

Portfolio Pulse from Bill Haddad

November 30, 2023 | 5:06 pm

LITP

At Benzinga's 'ETFs Unlocked' Conference, Sprott Asset Management CEO John Ciampaglia highlighted the growing adoption of electric vehicles (EVs) and the consequent 'astronomical' demand for lithium over the next 3-5 years as the world transitions to EVs.

Portfolio Pulse from Benzinga Newsdesk

November 30, 2023 | 5:00 pm

HRTS

During Benzinga's ETFS Unlocked Event, the CIO of Tema discussed the Cardiovascular and Metabolic ETF, highlighting significant innovation in the sector that presents new investment opportunities. Additionally, the current downcycle in biotech was noted as creating attractive valuation opportunities for investors.

Portfolio Pulse from Benzinga Newsdesk

November 30, 2023 | 4:31 pm

RSHO

Yuri Khodjamirian, CIO of Tema ETFs, discussed the American Reshoring ETF at Benzinga's ETFS Unlocked Event. He highlighted that companies are recognizing the risks of globally spread supply chains and are moving manufacturing back to the US, spurred by government initiatives.

Portfolio Pulse from Benzinga Newsdesk

November 30, 2023 | 4:26 pm

MSTR

MicroStrategy Incorporated (NASDAQ:MSTR) has purchased an additional 16,130 bitcoins for approximately $593.3 million, at an average price of $36,785 per bitcoin. As of November 29, 2023, the company holds a total of 174,530 bitcoins acquired for around $5.28 billion, at an average price of $30,252 per bitcoin. The company's stock is trading lower by 3% at $491.11, despite being up over 18% in the past month. MicroStrategy has also filed with the SEC to potentially offer and sell up to $750 million of class A common stock. The stock has a high short interest with 27.72% of available shares being sold short.

Portfolio Pulse from Erica Kollmann

November 30, 2023 | 4:14 pm

IPPP

JPM

Dave Gilreath, Managing Director & CIO of Innovative Portfolios, mentioned at Benzinga's 'ETFs Unlocked' Conference that their Preferred-Plus ETF owns shares of JP Morgan and is currently yielding over 6%.

Portfolio Pulse from Benzinga Newsdesk

November 30, 2023 | 4:11 pm

CTAS

The article provides an industry comparison of Cintas (NASDAQ:CTAS) against its competitors in the Commercial Services & Supplies sector. It highlights Cintas' financial metrics such as P/E, P/B, P/S ratios, ROE, EBITDA, gross profit, revenue growth, and debt-to-equity ratio. Cintas shows a premium valuation with higher P/E, P/B, and P/S ratios compared to the industry average. Despite a lower ROE, the company has strong EBITDA and gross profit, but its revenue growth lags behind the industry average. The company's lower debt-to-equity ratio suggests a stronger financial position with less reliance on debt.

Portfolio Pulse from Benzinga Insights

November 30, 2023 | 4:00 pm

ARM

ARM Holdings (NASDAQ:ARM) is analyzed against competitors in the Semiconductors & Semiconductor Equipment industry. ARM's financial metrics show a high P/E, P/B, and P/S ratios, indicating a premium stock price. However, its ROE is negative, and EBITDA is lower than the industry average, suggesting potential inefficiencies. ARM's revenue growth outperforms the industry, and its low debt-to-equity ratio indicates a strong financial position with less reliance on debt.

Portfolio Pulse from Benzinga Insights

November 30, 2023 | 4:00 pm