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BGNE

BeiGene's TEVIMBRA has been approved by the European Commission and is entering the EU market, having already reached the US market in October. This, along with BRUKINSA, is expected to drive BeiGene towards profitability within 12-18 months. Analysts project revenues of $4.64 billion next year, with a 12-month price target of $293/share, making it a strong buy.

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December 01, 2024 | 2:15 pm

GEHC

GE HealthCare is set to showcase over 40 innovations, including AI-enabled technologies, at the RSNA 2024 Annual Meeting. These innovations aim to enhance patient care and operational efficiency.

Portfolio Pulse from

December 01, 2024 | 2:15 pm

BAC

BRK.B

CVX

KO

The article discusses the performance of a Vanguard ETF that has risen by 21% in 2024, highlighting its investment in value stocks associated with Warren Buffett, such as Berkshire Hathaway, Coca-Cola, Bank of America, and Chevron.

Portfolio Pulse from

December 01, 2024 | 1:45 pm

AVGO

Broadcom has recently underperformed compared to its technology sector peers due to a market shift away from semiconductor stocks. However, the company is well-positioned to benefit from increased hyperscale spending in 2025, particularly with the growing importance of custom AI chips.

Portfolio Pulse from

December 01, 2024 | 1:45 pm

IEUR

The iShares Core MSCI Europe ETF (IEUR) is recommended for broad European exposure, offering diversified holdings across 15 developed countries with a low expense ratio. Its performance is tied to Europe's economic and political stability.

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December 01, 2024 | 1:15 pm

SPLG

The article provides a top-down analysis of the S&P 500, highlighting that the index is significantly overvalued, particularly in the industrials and technology sectors. However, the energy sector remains attractive. The market's performance has been influenced by mega-cap companies over the past year.

Portfolio Pulse from

December 01, 2024 | 12:45 pm

RDNT

DeepHealth, a subsidiary of RadNet, partners with CARPL.ai to develop an AI control system for radiology, enhancing clinical outcomes and AI adoption.

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December 01, 2024 | 12:15 pm

BVN

Compañía de Minas Buenaventura's stock has been upgraded from 'Sell' to 'Buy' due to attractive entry points and positive outlooks for metal prices and production improvements. Despite a decline in gold production, recovery is expected, and rising gold prices are anticipated due to Fed rate cuts and safe-haven demand. Copper prospects may improve with expected Chinese stimulus measures.

Portfolio Pulse from

December 01, 2024 | 11:45 am

RITM

Rithm Capital Corp. offers a 9% dividend yield with strong coverage and potential upside. The company's diversified strategy, including mortgage servicing rights and mortgage origination, positions it well against interest rate fluctuations. Recent results show strong profitability with an earnings yield close to 20%, and a growing cash position providing flexibility for future investments.

Portfolio Pulse from

December 01, 2024 | 11:45 am