Total-Return to shareholders and low costs would justify a rebound - Reuters News 04-Apr-2018 18:00 "The sector does not follow the evolution of oil prices at all, it seems that everyone thinks that this cannot last and that prices cannot hold at such high levels", believes Ion-Marc [...]
What's Behind The Energy Stock Selloff? “The numbers were good. In Total’s case, they’ve got enough cash to increase capex and do a share buyback, so it all looks reasonably positive,” said Clairinvest fund manager Ion-Marc Valahu Energy stocks have sold off over the past week, pulled down by both the broader financial turmoil [...]
Swatch, Defensives Help Swiss Stocks Rise Amid Global Selloff 2018-01-30 10:37:15.836 GMT By Blaise Robinson (Bloomberg) -- Swiss benchmark SMI gains as much as 0.5%, outperforming a 0.5% drop in Stoxx Europe 600 and amid global equity pullback, as Swatch gains 3% following strong results while peer Richemont gains 1.8% * “Swatch results show a [...]
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Ion-Marc Valahu responds to Banco magazine as part of a special Hedge Funds report : "What positioning for the future". Access the full article by clicking on the photo below.
Mustier’s Run at UniCredit Hits Bump in ECB Review of Loan Sale 2017-11-01 13:14:21.372 GMT "He tied his name to the deal and he’s the CEO and obviously liable," said Ion-Marc Valahu, the co-founder and a money manager at Clairinvest in Geneva, which holds UniCredit shares. "But the ECB is nitpicking here. The loans [...]
