The Consumer Cyclical sector includes twenty-eight industries ranging from Advertising Agencies to Apparel, Autos, Broadcasting, Department Stores, Footwear, Gambling, Leisure, Lodging, Packaging, Personal Services, Restaurants, Rubber, Plastics, & Textiles, and all such consumer aimed enterprises.
Today I'm reviewing a mid-cap South Africa based auto and truck dealerships firm.
It's name is Imperial Holdings Ltd.
It's trading ticker symbol is IHLDY.
Imperial Holdings Ltd is a diversified industrial services and retail group providing logistics, car rental, tourism, financial services, vehicle distribution and retail, automotive parts and industrial products and distribution.
Imperial Holdings Limited operates in the logistics and vehicle sectors in South Africa and internationally.
The company operates 358 vehicle dealerships, 245 franchised dealerships, 19 commercial vehicle dealerships, and 113 car rental outlets in South Africa; 58 commercial dealerships in the United Kingdom; and 18 dealerships in Australia. In addition, it offers motor-related financial services and maintenance leasing services.
Imperial Holdings Limited was founded in 1947 and is headquartered in Bedfordview, South Africa.
I use three key data points gauge the value of any dividend equity or fund like Imperial Holdings Limited:
(1) Price
(2) Dividends
(3) Returns
After those three, four more keys will finally unlock an equity or fund in which to invest.
No matter what, it's the first three primary traits that best tell whether a company has made, is making, and will make money.
IHLDY Price
Imperial's price was $15.28 per share at Friday's market close. Last July its price was $12.07 for a gain of $3.21 per share in the past year.
Assuming Imperial's price will continue to trade in the range of $12 to $25 next year, its price could grow another $3.21 from $15.28 to $18.49 by July 9, 2019.
IHLDY Dividends
Imperial's most recently declared semi-annual dividend was $0.64 per share payable August 1st. The full annual dividend promises a possible 8.4% yield at Friday's $15.28 closing stock price.
Gains For IHLDY?
Imperial's $3.21 estimated year over year price gain plus an anticipated annual dividend of $1.28 makes a projected gross annual gain of $4.48 per share, which will be reduced by the costs to trade those shares.
A little over $1,000.00 invested today at the $15.28 price buys 65 shares.
A $10 broker fee paid half at purchase and half at sale subtracts $0.15 per share.
Taking that $0.15 brokerage cost out of the estimated $4.48 gross gain per share leaves a net gain of $4.33 X 65 shares
= $281.45
or a 28% potential net gain on a $993.20 investment.
Imperial Holdings Ltd (whose ticker symbol is IHLDY), now shows a possible 23% net gain including an 8.4% dividend yield.
No analysts cover this stock:
So we'll just have to go with my $18.49 year over year target.
Y Charts has not yet rated IHLDY for an overall "Y" rating. Y Charts also has "insufficient data" for a Value score. And YCharts has "insufficient data" for a Fundamental reading. A Historic Valuation score for IHLDY also has insufficient data for Y Charts.
You could look at all those numbers like this: Imperial Holdings Ltd has made money, is making money, and could net a 23% net gain next year including an 8.4% annual dividend yield. It could be more, it could be less.
The above speculation is conjecture based on past year performance. Actual results remain to be seen. They could turn out to be far higher or lower. More study is required for you to determine if Imperial Holdings Ltd is worth your time and money.




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