CFRHF News and Press, Cie Financiere Richmn New From 10/20/25

2025-10-20 08:40:28 ET Our readers know we were buyers of Richemont ( OTCPK:CFRHF )( OTCPK:CFRUY ); however, on FX headwinds and lower interest income , we downgraded the name — shares are up ~8% since (Fig. 1). We expect H1 Fiscal Year 2026 to reaffirm Richem...

2025-10-19 08:57:39 ET More on LVMH Moët Hennessy - Louis Vuitton, Société Européenne, The RealReal, etc. Read the full article on Seeking Alpha For further details see: Luxury brands face rising competition from the secondhand boom

2025-10-10 08:41:12 ET It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price. - Warren Buffett Read the full article on Seeking Alpha For further details see: Pandora A/S: Charm At A Deep Discount

2025-08-28 12:13:50 ET Over the past five years, Swatch Group's ( OTCPK:SWGAY )( OTCPK:SWGAF ) financial performance has weakened substantially, underperforming both the broader market and its main rivals. Meanwhile, the rise of smartwatches like those offered by Apple ( AAPL ) ...

2025-08-13 04:46:15 ET If you've been following the luxury sector, you've probably seen your fair share of sobering news.... Read the full article on Seeking Alpha For further details see: The Case For Luxury Stocks While They're Still On Sale

2025-08-06 23:50:00 ET At a glance Performance The Fund returned 12.78% and the MSCI World ex-USA Index returned 12.05%. Contributors/detractors Read the full article on Seeking Alpha For further details see: Janus Henderson International Dividend Fund Q2 202...

2025-08-05 05:28:22 ET Richemont's (CFRHF) shares are down slightly year-to-date, but considering the stock's performance over the past five years and the collapse of most of its peers, this is actually quite an extraordinary achievement.... Read the full article on Seeking Alpha ...

2025-08-05 04:45:00 ET The following segment was excerpted from the ClearBridge International Growth EAFE Strategy Q2 2025 Commentary. ... Read the full article on Seeking Alpha For further details see: ClearBridge International Growth EAFE Q...

2025-08-04 14:55:00 ET At a glance Performance The Fund returned 15.40% and the MSCI Europe NR Index returned 11.38%. Contributors/detractors Read the full article on Seeking Alpha For further details see: Janus Henderson European Focus Fund Q2 2025 Commentary

2025-07-31 08:45:41 ET With inflation inching up in June and possible support to the US economy from the One Big Beautiful Bill Act [OBBBA], I had recently ruled out the possibility of the Fed sounding dovish in its next Federal Open Markets Committee (FOMC) statement (see section "More...