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OTCMKTS:LVMUY

LVMH (Moet Hennessy Louis Vuitton) (LVMUY)

117.17
-0.00 (0.00%)
as of Jun 18, 2026, 12:00:00 am Market Open.
26 watching
0
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.
DON'T BUY
Fantastic brands. The issue is valuation. He has trouble seeing the upside in the shares. Look for a better entry point. He prefers 'caring'.
TOP PICK

In a recession, the wealthy continue to support the luxury brands. Though they may gear down and buy smaller items. Tiffany will be joining the stable. Risk-adjusted returns are quite attractive. Yield is 1.29%. (Analysts’ price target is $406.85)

HOLD
Post-recession? A very unique retailing franchise. They have a great scale in luxury goods. They have a strong digital platform. They own and control all their products. There was not as large a fall in sales in Asia as some had expected. He thinks they will be a survivor and will be stronger.
BUY
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.
BUY
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.
COMMENT
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.
BUY

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.

PAST TOP PICK

(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.

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.

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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