PER

Unhealthy strength of the Swiss franc

28 May 2011 / Jerome / Unclassified / Leave a Comment

Given the record and worrying strength of the Swiss franc, which is weighing on the performance of our portfolio and Swiss exporting companies, caution is required. Despite limited investment options in this context, particularly in luxury with Richemont or Swiss real estate, we remain patient while waiting for the next dividend distribution period.

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IBM (NYSE:IBM)

22 May 2011 / Jerome / Analysis / Leave a Comment

IBM, a historic IT giant, has reinvented itself over the decades by moving from hardware to services and consulting, demonstrating a remarkable ability to adapt to crises. Despite major transformations and a stable stock market performance, the company today maintains a solid position in the technology sector, although its current performance invites caution for new investors.

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