OTCMKTS:LVMUY

LVMH (Moet Hennessy Louis Vuitton) (LVMUY)

94.16
-0.00 (0.00%)
as of Sep 17, 2026, 12:00:00 am Market Open.
111 watching
0
PAST TOP PICK
(A Top Pick Jul 22/22, Up 36%)

Core holding. One question is the succession. Current CEO is one of the best operators in the market he's ever encountered, would be difficult to replace. Best portfolio of luxury assets. Navigated through Covid. Insane pricing power. Operating margins at record highs. Great execution and brand strength.

TOP PICK

World's largest producer and distributor of luxury goods. Diversified businesses. Acquisition strategy working well. Share buybacks. Long term, consumer trend for premium products continues strong. Inelastic demand, no matter the price. Chart is all about higher highs and higher lows. Yield is 1.55%.

(Analysts’ price target is $210.00)
BUY ON WEAKNESS

Has done incredibly well lately. They have a unique brand, which makes their value. A lot of growth comes from China, so LVMH will continue to do well. They've reduced piracy very well and grow online operations well too.

HOLD

Still likes it. A market that operates completely differently than everything else. Even when the price goes up, there's still high demand, as customers are insulated from ups and downs of economy. Perceived scarcity is prestige. The best luxury company in the world. Diversified. Great long-term hold.

TOP PICK
Diversified global producer and distributor of luxury goods. Several distinct business segments. Well known, high-end brands. Executed well on its acquisition strategy. Long term, there's a growing trend for premium products. Plus, growing middle class. Both are strong catalysts. An outperformer since 2016. He expects continued ability to keep market share and margins strong for many years. Reports January 27. Yield is 1.27%.
PAST TOP PICK
(A Top Pick Dec 15/21, Down 6%) Still loves it. Luxury goods behemoth. Fashion leathers division is almost 50% of revenues. Sustainable growth, healthy balance sheet, great cashflow, scale advantages, management track record. Expects 23-24x multiple in a couple of years, with share price 22-25% higher.
BUY
Allan Tong’s Discover Picks Vuitton trades at a 26.7x PE and stable 0.91 beta. It pays only a 1.67% dividend yield, but it’s safe at a 41.82% payout ratio. For the past month,Vuitton has been climbing from its low of $112.04 to around $130. It currently trades above its 50-day moving average of $122.25, which would have been the best time to buy this, but is still far behind its 200-day of $143.39. Read 3 Money Stocks to Beat Inflation for our full analysis.
TOP PICK
Believes company is the best luxury conglomerate in the world. Company operates 5 different segments (fashion goods, watches, wines & cosmetics & retail). Best portfolio of brands. Fashion & leather goods is the golden goose of the business (most profitable). Expecting strong growth from USA & European market. Resilient name that will preform regardless of market conditions (luxury products always in demand).
BUY ON WEAKNESS
Alcohol stocks preforming well at the moment. Believes stock is too expensive to buy. Wait to buy when stock falls to $650. 15% dividend growth is great.
TOP PICK
World's largest luxury group. Well known brands with enduring pricing power. Great long-term prospects. Advantage of scale. Management has long-term track record of acquiring and growing brands. High margins. Expects revenue growth in high single digits, which means double digit EPS growth and good upside for the stock. Yield is 0.85%.
BUY
The number one luxury brand. The larger component is fashion and make-up. He has held it for about 4 years. They are a preeminent name. They have a fantastic business model. They are challenging to complete with.
BUY
Great margin growth, fueled by strong demand from China where luxury goods show growth. LV hasn't suffered supply problems, because their supplies are sourced locally. It's well-diversified and are large-scale. They were able to sell products online during Covid. Growth in luxury goods should rise as travel opens up.
BUY
He's long admired LVMH, an owner of global luxury brands. They also own all the duty-free shops. Achilles heel is large exposure to China, though it's been a huge growth area for them. In brands, you always want to go upmarket, rather than go with the mass players.
BUY
Good time to buy. Benchmark for luxury goods. Continues to see growth in China. Better margins last quarter. Very good pricing power. Outperforms competitors. Online presence results are mixed, as they worry about knock-offs. In-store results are very strong. If you're going to be in luxury goods, this is the brand to buy.
PAST TOP PICK
(A Top Pick Jul 30/20, Up 82%) Sometimes you have to buy quality when it is on sale. It has good growth moving forward. He will continue to buy it.
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