Taylor Wimpey Share Discussion Threads

[marksp2011] 07/8/2018 09:51

Jugears My view is that with no growth. 180 is a reasonable price. All the big players in the sector are in the same position

[wfl1970] 07/8/2018 09:47

Unfortunately my half a brain told my finger to sell back in late May a tad under £2.05, consciously accepting to miss out on the special div.
My other half of my brain is now looking at a share price down over 3x the value of the special.

I have always taken your consistent view Jug of holding these long since early 2012. So believe me I've witnessed all the ups and downs whilst picking up the divi's along the way.

This time however, I was looking for a different outcome post special as such a drop had been seen many times before.
A different outcome requires a different approach. So decided to change what it was I'd (like you) been doing over this time.

So, why anyone with half a brain would hold pre special and see a 2x decrease in the value of the special taken from their capital (allowing for the due 1x special) is beyond me...

Happy to have been sitting on the sidelines since the end of May.

[m4rtinu] 07/8/2018 09:19

Tlobs - I think that more and more younger people are struggling to even rent, let alone save to buy. Recent article I saw suggests that buy-to-let is falling, too. Both of these could combine to lead to a fall in demand/ house prices.

For the record, I don't want TW. share price to fall. Like a few, I am currently below water on the current lot I have. Will have to wait for a couple of divi rounds at this rate and hope that divi is maintained. MU.

[jugears] 07/8/2018 08:58

Why anyone with half a brain would want to sell this for less Than £2.20 is beyond me, Buy & hold for the long term, This has been totally over sold.

[shaker44] 06/8/2018 21:35

no I am not. not sll. I never short stock.
my experience is that it is more difficult to give a mortgage to those on zero hours.
trying to understand why holders feel tw will go up when it seems to me the deck is stacked against them.
at some point buying back in will be a good move but now..

[iceman82] 06/8/2018 20:58

i need 181 to exit with profit....

[tlobs2] 06/8/2018 20:43

I'd say that shaker44 is praying for a downturn in the share price here for some reason........ LOL.


People on zero hours contracts don't buy new houses FFS !

[kulvinder] 06/8/2018 17:30

Let's hope we are at 200p plus before all the doom and gloom comes back into the housing sector, so that I exit with a profit......

[shaker44] 06/8/2018 16:53

I hope people who bought in their 50/60/70 arent falling off their perch yet! maybe 50'ok. but that is a small market.
I am a little older than you and from senior positions in the housing finance sector, I have seen many many cycles. affordability, negative equity, 105%mortgages, rising rates, unemployment, relationship breakdown all featured in downturns. zero hoyrs contracts have replaced unemployment...
I suggest we are in a gentle downturn now, with tw sales losing pace and cancellations now 15%+

[hernando2] 06/8/2018 16:40

A couple that I know in their lte 60's just bought a detached bungalow new build, they paid cash.. after their last surviving parent died. There will be plenty more of them coming along as the people who bought their houses in the 50' 60' and 70's start to fall off the perch.

The couple i am talking about had a one bed flat that will now go to first time buyers most likely.

So demand comes from all angles and I am fairly confident supply will not match, as has been the case for all of my life apart from some isolated incidents.

I nam now in my 60's

[m4rtinu] 06/8/2018 16:19

Ironic CPRE trying to express concern over affordability of new homes in greenfield areas. I guess they don't want any new homes that spoil their 360 views.

Also agree shaker, mostly people with well paid jobs (min) and those with supportive relatives able to afford new homes.

[shaker44] 06/8/2018 16:07

nope. only boom time if they can sell houses not just build them! affordability, consumer confidence,zero hours contracts all major obstacles and reasons for buyers to stay their hand.
if boom time share price would be way higher but f i's nervous about completions

[tlobs2] 06/8/2018 09:02

Sounds like boom time in the building sector :-)

Green belt land is being concreted over at an “alarming̶1; rate with the vast majority of new homes aimed at better-off buyers, figures show.

Nearly half a million homes are planned for countryside around major towns and cities this year. But ministers have been warned that the building spree would do little to help lower-income families to get on to the property ladder.

Analysis by the Campaign to Protect Rural England (CPRE) found that 459,000 new homes are planned for previous green-belt sites, an 8 per cent increase since 2017 and double the number just three years ago. More than three-quarters of those properties (78 per cent) fail to meet the Government’s definition of affordability, according to the CPRE.

[iceman82] 03/8/2018 16:25

hxxps://investomania.co.uk/2018/08/is-taylor-wimpey-plc-a-bargain-after-15-share-price-drop/

[jugears] 03/8/2018 10:32

gbh2- I think You mean September

[clarky5150] 03/8/2018 09:46

we will see 200p again this year. No worries!

[gbh2] 03/8/2018 09:06

Just wanted to be the first to post, 180p by Christmas.

[iceman82] 02/8/2018 20:26

small top up below 170 , thanks mr market

[peteret] 02/8/2018 20:03

I totally agree gbh2

[gbh2] 02/8/2018 18:08

It's a sick society that claims folk are living too long, most pensioners I know (and that's a good few) worked hard and saved for their Pensions in the 60s, 70s, 80s & 90s.

Main difference now is that our (so called) business leaders have sold off the jobs that paid a decent wage and allowed workers to Plan for a future, now the young and many of the middle aged are stuck in part time, zero hours jobs that only allow the participants to live for today & possibly tomorrow.

Greed at the Top has totally *ucked up this & many other Countries imo.

[m4rtinu] 02/8/2018 16:42

gbh2 - agreed. chief - too many old peeps perhaps?

[chiefbrody] 02/8/2018 15:15

Vast majority? Too many peeps, thats why.

[gbh2] 02/8/2018 15:08

No good getting back to “normal” monetary policy when the vast majority of working folk simply cannot get a pay increase!

[disneydonald] 02/8/2018 12:16

In the interest of balance. Personally I believe it is good that the BoE has raised, as we need to start getting back to more “normal” monetary policy. Also, the BoE have greater insight to the strength or otherwise of the economy and a rise signals things aren’t as bad as current sentiment suggests. IMHO, I think this will help the market move forward with respect to the UK economy, not withstanding the wider issues re you know what and Trump’s trade negotiations. Markets normally do well in the early stages of tightening.

[jugears] 02/8/2018 11:37

omg48 - IMHO Interest rate rises & Brexit have been built in to most share prices for some time.