Author Topic: Any thoughts on Invicta Holdings  (Read 8397 times)

peanut

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Any thoughts on Invicta Holdings
« on: April 30, 2013, 04:47:14 pm »
Trading at a P/E of 14. Dividend yield of 2.3% and good growth in the last 5 years. I'm considering it for my long term portfolio.

smiley

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Re: Any thoughts on Invicta Holdings
« Reply #1 on: May 02, 2013, 08:20:13 am »
Trading at a P/E of 14. Dividend yield of 2.3% and good growth in the last 5 years. I'm considering it for my long term portfolio.

I like this stock and have it in my portfolio, for me this is a no brainer. constantly making new acquisitions and currently trying to get a foothold in the asian market.

Backed by Dr Christo Wiese  :)

Need i say more!!!

Orca

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Re: Any thoughts on Invicta Holdings
« Reply #2 on: May 02, 2013, 09:19:25 am »
I see Sanlam's top picks for 2013 include IVT and my 2. CML and PNC.
I started here with nothing and still have most of it left.

MarketMaker

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Re: Any thoughts on Invicta Holdings
« Reply #3 on: May 02, 2013, 05:34:49 pm »
Invicta is in my personal portfolio. The concern with IVT is their exposure to the ZAR being an import-based business, but with the flat-to-negative outlook of the ZAR this bodes well for IVT. Christo Wiese will keep them pointed in the right direction. The issue with holding IVT for this sort of competition is that they are unlikely to make waves in terms of performance. They will be solid earners but nothing substantial imo. They've been in the black and paid a div every year they've been listed.

MarketMaker

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Re: Any thoughts on Invicta Holdings
« Reply #4 on: June 11, 2013, 04:29:18 pm »
Invicta is in my personal portfolio. The concern with IVT is their exposure to the ZAR being an import-based business, but with the flat-to-negative outlook of the ZAR this bodes well for IVT. Christo Wiese will keep them pointed in the right direction. The issue with holding IVT for this sort of competition is that they are unlikely to make waves in terms of performance. They will be solid earners but nothing substantial imo. They've been in the black and paid a div every year they've been listed.

WTF do I know?

Orca

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Re: Any thoughts on Invicta Holdings
« Reply #5 on: June 11, 2013, 06:25:26 pm »
http://www.sharechat.co.za/forum/topic/20542-long-term-portfolio/

Open that chart I posted. Sorry, I can't do it here as I'm on another strange computer. Just scroll down to my Orca post with the chart. IVT got a  :TU: on Business News yesterday.
« Last Edit: June 11, 2013, 06:29:04 pm by Orca »
I started here with nothing and still have most of it left.

jaDEB

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Re: Any thoughts on Invicta Holdings
« Reply #6 on: June 12, 2013, 02:08:55 pm »
Also heard CEO on radio, was impressed.
jaDEB

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Moonraker

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Re: Any thoughts on Invicta Holdings
« Reply #7 on: November 11, 2013, 01:31:45 pm »
I think the interims released today are damn impressive considering all the disruptions in the mining sector and challenging conditions in S. Korea.
Certainly better than VOD's results also released today, but at a much lower PE than VOD.

It's a hold in my real LT portfolio.

INVICTA HOLDINGS LIMITED
Registration number: 1966/002182/06
(Incorporated in the Republic of South Africa)
Share code: IVT
ISIN: ZAE000029773
(Invicta or the Group or the Company)
www.invictaholdings.co.za
UNAUDITED INTERIM RESULTS for the six months ended
30 September 2013
FINANCIAL HIGHLIGHTS
REVENUE up by 46%
OPERATING PROFIT up by 57%
EARNINGS PER SHARE up by 15%
DIVIDEND up by 15%


IVT Interims

jaDEB

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Re: Any thoughts on Invicta Holdings
« Reply #8 on: November 11, 2013, 01:53:46 pm »
Nice Mr Bond ......  :TU:
jaDEB

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Moonraker

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Re: Any thoughts on Invicta Holdings
« Reply #9 on: November 11, 2013, 02:22:03 pm »

Moonraker

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Re: Any thoughts on Invicta Holdings
« Reply #10 on: November 13, 2013, 12:45:21 pm »
Not bad. I think W. Buffet would like this stock, after all we are looking at real world equipment, not some obscure social media stuff.  ;)


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Moonraker

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Re: Any thoughts on Invicta Holdings
« Reply #12 on: February 17, 2014, 06:54:15 pm »
Invicta: looking for offshore growth

Quote
NVICTA tips the scales as a small-cap stock. But when it comes to growth it has a heavyweight track record, reflected in headline EPS (HEPS) growth of 25%/year over the past five years, more than double the average achieved by shares in the JSE industrial top 25 index. With arch-entrepreneur Christo Wiese as Invicta's nonexecutive chairman and owner of a 34% stake worth around R3bn, a dynamic growth strategy is a given. The strategy, combining organic and acquisitive growth, has been skilfully executed by Arnold Goldstone, CE since 2000.

Orca

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Re: Any thoughts on Invicta Holdings
« Reply #13 on: February 17, 2014, 08:19:26 pm »
Seems like she is too high above the 200ma. Must retract back towards it soon. Have a look at this chart Neil and get back to me in 3 weeks time.
« Last Edit: February 17, 2014, 08:28:06 pm by Orca »
I started here with nothing and still have most of it left.

Neil

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Re: Any thoughts on Invicta Holdings
« Reply #14 on: February 17, 2014, 10:01:41 pm »
I recently bought Invicta in early January, with the profits and capital from my CML sale. It ticked all the boxes, and im looking to buy more. Its one of the few stocks that have showed up on my radar and passed my buy criteria.

@ORCA: Iv been following this forum for a while and you seem to have been successful in your method of stock picking, Kudos to you for that (although i shudder to think how much you pay in tax, you are probably classified by SARS as a trader and hence pay income tax rates on your profits). But really I completely disagree with the graph analysis stuff. you can put any graph in front of any person and they will find all sorts of patterns with half telling you too buy and the other half telling you to sell. Looking at a graph of the traded volume of a stock is number 100 of things to look at, if i look at it at all. Im a long term value investor. Future potential earnings of a company are of most important to me, although it must be bought at a fair price if not a discounted price. I dont look 3 weeks or 3 months from now, I look 3 years from now. In fact in my Discounted Cash Flow Analysis I use 10 years. I respect your input, and each man to his own, but its not for me. :)
Disclaimer:The views/opinions expressed in this post are that of the writer and are not to be interpreted as advice, nor as a indication to buy/sell any investment or equity. The writer will not be held liable for any profit or loss resulting from reading of this post by the reader in any form.