LVMH Moet Hennessy Louis Vuitton SA | StockChase
13
LVMH Moet Hennessy Louis Vuitton SA (LVMUY-(OTC))

Last Price Recorded: $0.0000 on 0000-00-00

ON STOCKCHASE SINCE Mar 2013

Also Trades in Milan as LVMH.MI

clothing
13
LVMH Moet Hennessy Louis Vuitton SA (LVMUY-(OTC))

Last Price Recorded: $0.0000 on 0000-00-00

ON STOCKCHASE SINCE Mar 2013

Also Trades in Milan as LVMH.MI

clothing

LVMH Moet Hennessy Louis Vuitton SA


Signal Opinion Expert
COMMENT

BMW or Louis Vuitton as a 1st time purchase into Europe? He would recommend you be conservative first and get aggressive later. This one is cyclical and in retail, which is struggling. It would be better go into a bank or an insurance company first, and after having made some money, look at other things.

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BMW or Louis Vuitton as a 1st time purchase into Europe? He would recommend you be conservative first and get aggressive later. This one is cyclical and in retail, which is struggling. It would be better go into a bank or an insurance company first, and after having made some money, look at other things.

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David Driscoll

President & CEO, Liberty Internationa...

PricePrice
$0.000
Owned Owned
Unknown

TOP PICK

They are well positioned for the improving global economy.  It is strong in the US.  The reduced corruption push in China means more spending on luxury goods.  One of the best managed in that whole space.  (Analysts’ target:  €225.00).

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They are well positioned for the improving global economy.  It is strong in the US.  The reduced corruption push in China means more spending on luxury goods.  One of the best managed in that whole space.  (Analysts’ target:  €225.00).

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Mark Grammer

Managing Dir. & Portfolio Manager, Gluskin Sheff & Asso...

PricePrice
$0.000
Owned Owned
Yes

BUY on WEAKNESS

Has owned this in the past. His fear is because the luxury goods space in general is suffering because of the corruption clamp down in China, has left people not wanting to carry around those luxury goods like they used to. However, this is probably the best of the luxury goods companies. If there is one luxury goods company that can navigate through this, it would be this one. At the right price he would be interested, but he doesn’t think we are there right now. Would like it in the $130s before getting interested.

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Has owned this in the past. His fear is because the luxury goods space in general is suffering because of the corruption clamp down in China, has left people not wanting to carry around those luxury goods like they used to. However, this is probably the best of the luxury goods companies. If there is one luxury goods company that can navigate through this, it would be this one. At the right price he would be interested, but he doesn’t think we are there right now. Would like it in the $130s before getting interested.

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Mark Grammer

Managing Dir. & Portfolio Manager, Gluskin Sheff & Asso...

PricePrice
$0.000
Owned Owned
No

COMMENT

Besides handbags, this also has a co-ownership in champagne and a watch subsidiary. Luxury stocks have struggled over the last 13 months, because historically they are one of the more straightforward ways to participate in Chinese growth. If you are thinking about stocks that would benefit from a lower euro, this would be at the top of the list. There are more direct ways if you want to play in the Chinese consumer story.

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Besides handbags, this also has a co-ownership in champagne and a watch subsidiary. Luxury stocks have struggled over the last 13 months, because historically they are one of the more straightforward ways to participate in Chinese growth. If you are thinking about stocks that would benefit from a lower euro, this would be at the top of the list. There are more direct ways if you want to play in the Chinese consumer story.

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Charles Lannon

Director of Research, Toron Investment Man...

PricePrice
$0.000
Owned Owned
No

PAST TOP PICK

(A Top Pick Dec 17/13. Down 5.02%.) The idea was that with the high-end consumer, the company would be able to name their price on articles, our European recovery. Didn’t make any money on this.

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(A Top Pick Dec 17/13. Down 5.02%.) The idea was that with the high-end consumer, the company would be able to name their price on articles, our European recovery. Didn’t make any money on this.

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Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$0.000
Owned Owned
No

PAST TOP PICK

(A Top Pick April 9/13. Up 11.89%.) Likes their portfolio of brands. They are all in the major categories, wine/spirits, fragrances, watches and they also do the airport duty-free shops. They really target the upper end consumer, which is pretty recession resilient. Yield of about 5.3%.

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(A Top Pick April 9/13. Up 11.89%.) Likes their portfolio of brands. They are all in the major categories, wine/spirits, fragrances, watches and they also do the airport duty-free shops. They really target the upper end consumer, which is pretty recession resilient. Yield of about 5.3%.

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Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$0.000
Owned Owned
Yes

PAST TOP PICK

(Top Pick Mar 14/13, Up 6.04%) Hoped for more growth.  Hurt by slow down in emerging markets.  In China they really like the high end brands.  They are transitioning to soft leather without their logo.  Yield close to 3%.  As global economy recovers we will see a return of the high end consumers.

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(Top Pick Mar 14/13, Up 6.04%) Hoped for more growth.  Hurt by slow down in emerging markets.  In China they really like the high end brands.  They are transitioning to soft leather without their logo.  Yield close to 3%.  As global economy recovers we will see a return of the high end consumers.

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Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$0.000
Owned Owned
Yes

COMMENT

After years of fantastic stock performance, this had a sort of sideways 2013. This stand from fears that gift giving in China will be materially lower as the new leadership seeks to crack down on corruption. The other concern is that their core brand is beginning to become a bit too ubiquitous so it is struggling to carve out its niche. Its watch brands are decent but really aren’t the same peer nor as scalable on margin profitability as some of its competition.

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After years of fantastic stock performance, this had a sort of sideways 2013. This stand from fears that gift giving in China will be materially lower as the new leadership seeks to crack down on corruption. The other concern is that their core brand is beginning to become a bit too ubiquitous so it is struggling to carve out its niche. Its watch brands are decent but really aren’t the same peer nor as scalable on margin profitability as some of its competition.

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Charles Lannon

Director of Research, Toron Investment Man...

PricePrice
$0.000
Owned Owned
Unknown

TOP PICK

(US Over the Counter.) Has over 60 very identifiable brands. It is hard to believe, but Louis Vuitton is going even more upscale and targeting the ultra wealthy. Feels that the global recovery and the over wealthy are continuing to spend a lot of money.

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(US Over the Counter.) Has over 60 very identifiable brands. It is hard to believe, but Louis Vuitton is going even more upscale and targeting the ultra wealthy. Feels that the global recovery and the over wealthy are continuing to spend a lot of money.

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Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$0.000
Owned Owned
Yes

COMMENT

Paris based luxury goods company. If not the largest, it is one of the largest globally. Two businesses drive this stock. The drinks business, basically champagne in Cognac, as well as the fashion and leather goods business such as handbags, shirts, etc. Those 2 divisions are 75% of earnings before interest and tax. Cognac is a popular gift item in China and a lot of their government officials are being strongly discouraged from giving gifts. Has underperformed so there is probably some catch-up over the next year or 2.

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Paris based luxury goods company. If not the largest, it is one of the largest globally. Two businesses drive this stock. The drinks business, basically champagne in Cognac, as well as the fashion and leather goods business such as handbags, shirts, etc. Those 2 divisions are 75% of earnings before interest and tax. Cognac is a popular gift item in China and a lot of their government officials are being strongly discouraged from giving gifts. Has underperformed so there is probably some catch-up over the next year or 2.

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Craig Millar

Chief Investment Officer & Portfolio Mgr, Norrep Funds...

PricePrice
$0.000
Owned Owned
No

BUY

Great story. You have to remember that a fair chunk of the value is Louis Vuitton, not the other parts of the business. These stocks have underperformed lately because of the emerging markets. Thinks that over 50% of their business comes from emerging markets. Relative to its peers, it is in a much better situation as it has a broader brand base. Had a very large expansion plan over the last several years, expanding in the emerging markets area and CapX is slowing down and that should help them. Trading at about 14X earnings so not excessively expensive. Has the potential to go much higher.

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Great story. You have to remember that a fair chunk of the value is Louis Vuitton, not the other parts of the business. These stocks have underperformed lately because of the emerging markets. Thinks that over 50% of their business comes from emerging markets. Relative to its peers, it is in a much better situation as it has a broader brand base. Had a very large expansion plan over the last several years, expanding in the emerging markets area and CapX is slowing down and that should help them. Trading at about 14X earnings so not excessively expensive. Has the potential to go much higher.

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Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$0.000
Owned Owned
No

TOP PICK

The global leader in the luxury brands industry. They are in fashions, leather goods, spirits, jewellery, etc. They do retailing in all the duty-free stores in the big airports. Relatively recession resistant. Well-positioned to meet emerging and developed markets demand. Dividend yield of 2.74%.

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The global leader in the luxury brands industry. They are in fashions, leather goods, spirits, jewellery, etc. They do retailing in all the duty-free stores in the big airports. Relatively recession resistant. Well-positioned to meet emerging and developed markets demand. Dividend yield of 2.74%.

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Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$0.000
Owned Owned
Yes

TOP PICK

Luxury sector is relatively recession resistant.  Quickly picks up as things improve.  They are in many segments and well represented geographically.  It is also a play on emerging markets.  Trades in Milan and on the Pink Sheets in New York

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Luxury sector is relatively recession resistant.  Quickly picks up as things improve.  They are in many segments and well represented geographically.  It is also a play on emerging markets.  Trades in Milan and on the Pink Sheets in New York

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Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$0.000
Owned Owned
Yes

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