Barratt Developments Share Discussion Threads

[taffee] 08/3/2015 10:00

Not a gambler myself but the following looked tasty.

Top heavy..boom and bust...diluted to hell and boiling point

[bluerunner] 07/3/2015 17:37

Taffee - any tips for Cheltenham just so that I can narrow down the field?

[taffee] 07/3/2015 10:25

AM I right that Barratt has around 3x the shares in issue compared to 2007/2008 peak price?

Happy to be corrected but if so wouldn't that make mkt cap far in excess of last
Bubble peak....does this worry anyone?

[bluerunner] 07/3/2015 10:19

And a big missed opportunity if you were short or out.Here's to ya (and Eastbourne).Bottoms up!

[taffee] 07/3/2015 09:52

Only a profit if you sell

[bluerunner] 07/3/2015 08:44

Thanks Taffee.Now that you have posted, I expect markets to rise imminently.You really do have the Midas touch for us house-builder investors.I've made a tidy few quid these past few months on rising house-builder stocks.I'll raise a glass to you later.Have a nice weekend.

[taffee] 07/3/2015 06:49

Also note rise of 10 year yields in U.S. and also in UK....anticipating interest rate rises are close
Particularly in the US hence sell off Friday...what if the market forced uk to raise rates by selling
Bonds?....this should at least concern any serious investor in property related stocks

[taffee] 07/3/2015 06:16

Amazingly stocks don't go up in a straight line so there have been opportunities
Long and SHORT along the way...builders seem to have defied the slowing
Wider market so far but every single.prop has been thrown their way prior to
The election...but in reality UK finances are terrible and the cuts needed
Will have to Be savage...let's see where builders are after that.

[cockneyrebel] 06/3/2015 17:26

Well you've been dealing with the risks based on the facts since August Taffee and you're 40% down - so not that conducive to good health I'd say.

CR

[taffee] 06/3/2015 17:16

Thanks for the heads up...I see now...you mean if I just ignore the facts and
Risks I can lead a happy life living for a lot longer than if I deal with the risks based on facts

Got it

[jpfd] 06/3/2015 16:44

I worry about you taffee

[taffee] 06/3/2015 16:27

There is no such thing as a dead cert...anything can happen...rates could rise
Help.to buy could be withdrawn..speculative.property bubble could burst and the stock market could plunge.....let's face it things can only get worse for builders
As they've benefited from every prop imaginable

[jpfd] 06/3/2015 15:56

Not certain it's quite that simple. If Labour form a government courtesy of the SNP then all sorts of nonsense might ensue. How about a windfall tax on housebuilders' profits to fund even more benefits for the welfare eaters north of the border......

[canowicakte] 06/3/2015 14:53

a few of these locked away in portfolio from much cheaper times

heads shareholders win tails shareholders win

Conservative win election: housing starts increase
Labour wins election: housing starts increase
Barrat shareholders score as it goes through £6.50

[1gw] 06/3/2015 12:30

Euroclear shares on loan data shows Barratt SOL fell from 72m shares (7.7%) monthly average in January to 65m (6.9%) monthly average in February. December was 84m shares (9.0%) but November lower at 82m shares (8.7%).

So possibly an indication that shorts were winding down positions in January and February, contributing to the steepness of the rise. Also possibly an indication that there could be quite a number of shorters still to capitulate.

[cockneyrebel] 06/3/2015 11:41

And a guaranteed stop is a guaranteed stop with IG.

CR

[cockneyrebel] 06/3/2015 11:40

just think how they'd have helped you tho Taffee.

CR

[taffee] 06/3/2015 11:38

Don't think stop loss will help you in the event of a profit warning or poor trading update...certainly not at these levels...unless you use guaranteed stop
Losses via cfd or spreabet...even then they have been known to use the 'slippage'
Clause in the small print to wriggle out of it.

[cockneyrebel] 06/3/2015 08:39

0827 GMT [Dow Jones]--U.K. housebuilders have enjoyed a good start to the year, says Citigroup, and the bank expects continued sector growth, around 5%, this year supported by strong order books, more site openings with margins and returns moving ahead in 2015. Notes a number of builders offer 2015 forecast dividend yields of over 5%--Barratt, Berkeley, Persimmon and Taylor Wimpey--while the strongest performer year to date is Redrow, with its shares up 24% on the year. ([e-mail])

[sasannach] 06/3/2015 08:20

"....prepare for the worst and hope for the best"

So that a trailing stop loss and sitting on a 46.5% profit so far.

Surely its all about the profit. So if the tide turns the profit is taken and we all move on....! Happy days. Well for most of us.

[redartbmud] 06/3/2015 07:54

taffee

What you smokin man?

[taffee] 06/3/2015 06:59

Think your all being very complacent if you don't mind me saying...the current situation is unsustainable .....prepare for the worst and hope for the best

[cockneyrebel] 05/3/2015 18:44

taffee - the UK and US and France all lost their AAA status by certain rating agencies a couple of years ago - we're still here!

CR

[taffee] 05/3/2015 16:44

Nice reversal intraday there....how long can the stock market and property market
Pretend everything is okay...which it isnt'