Make your money go further for just 25p per day

PREMIUM

US software stocks shine in lockdown

14/10/2020 · LVMH Moet Hennessy Louis Vuitton SE (MC)  · Mastercard (MA)  · Microsoft (MSFT)  · Moneysupermarket.com (MONY)  · Nestle SA (NESN)  · Nike (NIKE)  · PayPal (PYPL)  · Relx (RELX)  · Sage Group (SGE)  · Spirax-Sarco Engineering (SPX)  · Starbucks (SBUX)  · Unilever (ULVR)  · Visa Inc (V)  · Walt Disney (DIS)  · WH Smith (SMWH) 

Coronavirus UK US

Apple logo

Our portfolio has delivered twice the growth of the S&P 500 in the year to date. Heavy exposure to the US software sector has helped drive that performance. Here we run through the second half of the portfolio, from LVMH to WH Smith.


Click here to read part one of our update - Games Workshop leads our Ultimate Stocks in difficult times


LVMH Moet Hennessy Louis Vuitton

Share price change (YTD): +1%

Sales performance at last financial results: 33% fall to €4.8bn in the six months to June 2020

Profit performance at last financial results: 85% decline in net profits to €3.6bn

Company Outlook: “In a very turbulent context, the group will maintain a strategy focused on preserving the value of…

Continue reading our content…

Gain access to all our excellent content for just £90 per year, that’s just 25p per day for financial freedom.
  • Unlimited access to our market-beating portfolios
  • In-depth coverage of many of the world’s great companies
  • Unique insights from our top research team
Register FREE for access to limited content.
  • Company and markets insights
  • Sponsored content
  • Podcasts

Previous article Next article

Have your say

Log in or register to view or add comments.

For access to the top news and insights from the investment world

REGISTER FREE

Fundamental Asset Management
Buy any of our portfolios with our associates.
 

FIND OUT MORE

More on LVMH Moet Hennessy Louis Vuitton SE

US software stocks shine in lockdown

14/10/2020 · Portfolio

Our portfolio has delivered twice the growth of the S&P 500 in the year to date.…


Bonkers Bargains: Mulberry (Updated)

05/10/2020 · Company Insights

Having experienced a dramatic rise and fall over the past decade, Mulberry faces an uncertain future…


More on Mastercard

US software stocks shine in lockdown

14/10/2020 · Portfolio

Our portfolio has delivered twice the growth of the S&P 500 in the year to date.…


Ultimate Stocks: counting the cost of isolation

14/04/2020 · Portfolio

When officials in China put the city of Wuhan into lockdown in an attempt to curb…


More on Microsoft

Ultimate Stocks: US tech continues to deliver for us

30/10/2020 · Portfolio

Quarterly results from our technology stars were the usual excellence, although that might be hard to…


US software stocks shine in lockdown

14/10/2020 · Portfolio

Our portfolio has delivered twice the growth of the S&P 500 in the year to date.…


More on Moneysupermarket.com

Income Boosters: Reassuring updates despite COVID slowdown

23/10/2020 · Portfolio

The latest round of quarterly updates from our income stocks suggests that they've hunkered down and…


US software stocks shine in lockdown

14/10/2020 · Portfolio

Our portfolio has delivered twice the growth of the S&P 500 in the year to date.…


More on Nestle SA

Ultimate Stocks: an eclectic bunch of high achievers

13/11/2020 · Portfolio

Positive results and updates and even the bad was far better than expected from this bunch…


US software stocks shine in lockdown

14/10/2020 · Portfolio

Our portfolio has delivered twice the growth of the S&P 500 in the year to date.…


More on Nike

US software stocks shine in lockdown

14/10/2020 · Portfolio

Our portfolio has delivered twice the growth of the S&P 500 in the year to date.…


News Flash: Getting back to sport

12/06/2020 · Company Insights

Now that the UK has sat through all 10,000 hours of Netflix (US: NFLX), there’s a…


More on PayPal

US software stocks shine in lockdown

14/10/2020 · Portfolio

Our portfolio has delivered twice the growth of the S&P 500 in the year to date.…


PayPoint’s high yield still looks safe to us

29/07/2020 · Portfolio

The days when corner shops could be run with manual tills, a pricing gun and a…


More on Relx

Ultimate Stocks: staggering growth

06/11/2020 · Portfolio

Our Ultimate Stocks continue to deliver exceptional returns, with two very different businesses covered here reporting…


US software stocks shine in lockdown

14/10/2020 · Portfolio

Our portfolio has delivered twice the growth of the S&P 500 in the year to date.…


More on Sage Group

​Ultimate Stocks: high quality companies continue to deliver

20/11/2020 · Portfolio

Results and updates this week from our Ultimate Stocks included two accounting software groups and a…


Sage: subscription revenue growth but shares take a hit

20/11/2020 · Portfolio

Full year results disappointed the market but there were plenty of positives in a very challenging…


More on Spirax-Sarco Engineering

​Ultimate Stocks: high quality companies continue to deliver

20/11/2020 · Portfolio

Results and updates this week from our Ultimate Stocks included two accounting software groups and a…


US software stocks shine in lockdown

14/10/2020 · Portfolio

Our portfolio has delivered twice the growth of the S&P 500 in the year to date.…


More on Starbucks

US software stocks shine in lockdown

14/10/2020 · Portfolio

Our portfolio has delivered twice the growth of the S&P 500 in the year to date.…


The essential, important and forgotten - reopening winners and losers

03/07/2020 · Company Insights

The excitement surrounding the reopening of certain parts of the economy tells us a lot about the state…


More on Unilever

​Ultimate Stocks: high quality companies continue to deliver

20/11/2020 · Portfolio

Results and updates this week from our Ultimate Stocks included two accounting software groups and a…


Ultimate Stocks: staggering growth

06/11/2020 · Portfolio

Our Ultimate Stocks continue to deliver exceptional returns, with two very different businesses covered here reporting…


More on Visa Inc

US software stocks shine in lockdown

14/10/2020 · Portfolio

Our portfolio has delivered twice the growth of the S&P 500 in the year to date.…


Ultimate Stocks: counting the cost of isolation

14/04/2020 · Portfolio

When officials in China put the city of Wuhan into lockdown in an attempt to curb…


More on Walt Disney

Ultimate Stocks: an eclectic bunch of high achievers

13/11/2020 · Portfolio

Positive results and updates and even the bad was far better than expected from this bunch…


US software stocks shine in lockdown

14/10/2020 · Portfolio

Our portfolio has delivered twice the growth of the S&P 500 in the year to date.…


More on WH Smith

Vaccine countdown update: 12 Nov - apparent value here and probably a few traps

12/11/2020 · Company Insights

Our coverage here includes several modestly valued companies whose shares should recover strongly when the world…


US software stocks shine in lockdown

14/10/2020 · Portfolio

Our portfolio has delivered twice the growth of the S&P 500 in the year to date.…


More Portfolio

Income Boosters: Green shoots of growth?

​Ultimate Stocks: high quality companies continue to deliver

Sage: subscription revenue growth but shares take a hit

20/11/2020 · Sage Group

More on LVMH Moet Hennessy Louis Vuitton SE

US software stocks shine in lockdown

Bonkers Bargains: Mulberry (Updated)

Ultimate Stocks: The woes of not being ‘essential’

LVMH: weighing the cost of coronavirus

More on Mastercard

US software stocks shine in lockdown

Ultimate Stocks: counting the cost of isolation

Coronavirus: counting the cost on our Ultimate Stocks

Visa vs PayPal: the power of fintech

More on Microsoft

Ultimate Stocks: US tech continues to deliver for us

US software stocks shine in lockdown

Big Tech: UK investors ignore it at your peril

Ultimate Stocks and Income Boosters continue to impress

More on Moneysupermarket.com

Income Boosters: Reassuring updates despite COVID slowdown

US software stocks shine in lockdown

Income Boosters: Moneysupermarket stays calm in tough market

Quality British stocks retain reliability

More on Nestle SA

Ultimate Stocks: an eclectic bunch of high achievers

US software stocks shine in lockdown

Perhaps money does grow on trees?

Billion Pound Oppawtunity

More on Nike

US software stocks shine in lockdown

News Flash: Getting back to sport

Nike, Adidas and the importance of image

More on PayPal

US software stocks shine in lockdown

PayPoint’s high yield still looks safe to us

Ultimate Stocks: counting the cost of isolation

Visa vs PayPal: the power of fintech

More on Relx

Ultimate Stocks: staggering growth

US software stocks shine in lockdown

Ultimate Stocks and Income Boosters continue to impress

Ultimate Stocks: counting the cost of isolation

More on Sage Group

​Ultimate Stocks: high quality companies continue to deliver

Sage: subscription revenue growth but shares take a hit

US software stocks shine in lockdown

Ultimate Stocks and Income Boosters continue to impress

More on Spirax-Sarco Engineering

​Ultimate Stocks: high quality companies continue to deliver

US software stocks shine in lockdown

Coronavirus impact: 12 Aug - ASOS marches on but 7digital is pick of the day

Coronavirus impact: 13 May - Ultimate Stocks proving their worth but others look in peril

More on Starbucks

US software stocks shine in lockdown

The essential, important and forgotten - reopening winners and losers

Ultimate Stocks: 3 hospitality companies with a coronavirus exit strategy

Coronavirus: counting the cost on our Ultimate Stocks

More on Unilever

​Ultimate Stocks: high quality companies continue to deliver

Ultimate Stocks: staggering growth

US software stocks shine in lockdown

Benefit from the Bake Off boom

More on Visa Inc

US software stocks shine in lockdown

Ultimate Stocks: counting the cost of isolation

The next $1trn company

Visa vs PayPal: the power of fintech

More on Walt Disney

Ultimate Stocks: an eclectic bunch of high achievers

US software stocks shine in lockdown

Coronavirus crash victims: is the only way up?

ITV: A painful verdict

More on WH Smith

Vaccine countdown update: 12 Nov - apparent value here and probably a few traps

US software stocks shine in lockdown

Coronavirus crash victims: is the only way up?

The essential, important and forgotten - reopening winners and losers

More Portfolio

Income Boosters: Green shoots of growth?
​Ultimate Stocks: high quality companies continue to deliver
Sage: subscription revenue growth but shares take a hit