LVMH (Moet Hennessy Louis Vuitton)

LVMUY-OTC

OTCMKTS:LVMUY

89.04
0.41 (0.46%)
LVMH Moët Hennessy Louis Vuitton SE, also known as LVMH, is a French multinational luxury goods conglomerate headquartered in Paris.
More at Wikipedia

Analysis and Opinions about LVMUY-OTC

Signal
Opinion
Expert
BUY
BUY
September 26, 2019
A large luxury brand (fashion, liquor, watches). Trades at 19x earnings. 66% gross margins with little debt. They can continue to grow. They've done a great job to control the fake-goods business, and they're investing heavily in Asia where there is demand is. Given that, Hong Kong and China now (given current events) may effect LVMH. But they have a very strong brand. They can grow through acquisition in certain verticals.
A large luxury brand (fashion, liquor, watches). Trades at 19x earnings. 66% gross margins with little debt. They can continue to grow. They've done a great job to control the fake-goods business, and they're investing heavily in Asia where there is demand is. Given that, Hong Kong and China now (given current events) may effect LVMH. But they have a very strong brand. They can grow through acquisition in certain verticals.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$79.290
Owned
Unknown
BUY
BUY
June 6, 2019
It is an interesting company and a great way to play the luxury space. Buying power in China is growing where they have a large exposure. It is a huge portfolio of luxury brands. They have a lot of digital ecommerce strategies that they are working on. Sophora, which they own, has a great digital platform. China is so important to their growth but it is a world-wide brand.
It is an interesting company and a great way to play the luxury space. Buying power in China is growing where they have a large exposure. It is a huge portfolio of luxury brands. They have a lot of digital ecommerce strategies that they are working on. Sophora, which they own, has a great digital platform. China is so important to their growth but it is a world-wide brand.
Ian Fung
Vice-president and portfolio manager, Davis Rea
Price
$79.160
Owned
Unknown
COMMENT
COMMENT
May 27, 2019
If you're getting into clothing, brand really matters. His preference is LVMH, which is diversified, and their new line is direct to consumers. LVMH dividend continues to grow and they have brand power and staying power. Brand power leads to pricing power.
If you're getting into clothing, brand really matters. His preference is LVMH, which is diversified, and their new line is direct to consumers. LVMH dividend continues to grow and they have brand power and staying power. Brand power leads to pricing power.
Brett Girard, CPA, CA, CFA
CFO and Portfolio Manager, Liberty International Investment Management
Price
$76.020
Owned
Yes
BUY
BUY
August 30, 2018

This is a brand that is going to be around for many years. Products are very high end. They are doing a good job at selling things online. A global brand and a sock that is going to do very well in the long run.

This is a brand that is going to be around for many years. Products are very high end. They are doing a good job at selling things online. A global brand and a sock that is going to do very well in the long run.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$0.000
Owned
No
PAST TOP PICK
PAST TOP PICK
March 22, 2018

(A Top Pick April 20, 2017. Up 19.98%). This is a well run company. Bernard Arnault is a fantastic manager; he moves people around in the company to broaden their experience, and shakes things up. Grammer sees this as the world’s leading company and as a company he could own forever.

(A Top Pick April 20, 2017. Up 19.98%). This is a well run company. Bernard Arnault is a fantastic manager; he moves people around in the company to broaden their experience, and shakes things up. Grammer sees this as the world’s leading company and as a company he could own forever.

Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$0.000
Owned
Yes
COMMENT
COMMENT
July 27, 2017

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.

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.

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$0.000
Owned
Unknown
TOP PICK
TOP PICK
April 20, 2017

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).

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).

Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$0.000
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
March 23, 2016

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.

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.

Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$0.000
Owned
No
COMMENT
COMMENT
February 20, 2015

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.

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.

Charles Lannon
Director of Research, Toron Investment Management
Price
$0.000
Owned
No
PAST TOP PICK
PAST TOP PICK
December 16, 2014

(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.

(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.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$0.000
Owned
No
PAST TOP PICK
PAST TOP PICK
April 1, 2014

(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%.

(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%.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$0.000
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 5, 2014

(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.

(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.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$0.000
Owned
Yes
COMMENT
COMMENT
January 28, 2014

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.

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.

Charles Lannon
Director of Research, Toron Investment Management
Price
$0.000
Owned
Unknown
TOP PICK
TOP PICK
December 17, 2013

(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.

(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.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$0.000
Owned
Yes
COMMENT
COMMENT
August 28, 2013

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.

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.

Craig Millar
Chief Investment Officer & Portfolio Mgr, Norrep Funds
Price
$0.000
Owned
No
BUY
BUY
June 27, 2013

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.

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.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$0.000
Owned
No
TOP PICK
TOP PICK
April 9, 2013

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%.

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%.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$0.000
Owned
Yes
TOP PICK
TOP PICK
March 14, 2013

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

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

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$0.000
Owned
Yes
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