One of the most important and hardest asset allocation segments of a portfolio to fill and fill with alpha is the consumer discretionary segment. Not only does this segment typically require higher maintenance (read: more active management) but the circumstances behind performance are often times not scientific or mathematical. This initiation article will focus on LVMH-Moet Hennessy (OTCPK:LVMHF, OTCPK:LVMUY) and the reasons why at this time in particular the markets are offering a once in a decade opportunity to get long the stock for the long haul. This article will also detail the most recent 10-Q from the company, discuss the 1H/14 performance as a whole, and detail catalysts that should help move the stock from the...
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