Taylor Wimpey Share Discussion Threads

[clarky5150] 13/8/2018 09:03

A bounce off 170 will give a good future support.
I agree that short term a sell prior to the special div was a good move in hindsight however providing TW recovers into the 200s by Christmas its another good return through the divi on your investment.
I also agree that the whole builders sector is massively oversold on this Brexit debacle. It really is turning into death of a thousand cuts. I often wonder if the pain would have been less if the day after the referendum we had thumbed our nose at Merkel et al and made for the hills.

[stewart64] 13/8/2018 08:16

Hargreaves will start buying TW today as their reinvestment of the 6% special dividend for clients finally gets underway nearly a month on due to the timing of that dividend. Orders are a accumulated to the 12th for the preceeding month for those on the low commission scheme.

[shaker44] 10/8/2018 08:23

very well said. same here

[gbh2] 10/8/2018 07:56

Never any point in commenting on why anonymous Holders do anything, unless one is naive enough to think comments on advfn are somehow going to affect the share price

I purchase a company's shares based upon my perception of whether they'll add to my income; the day I feel my investment isn't earning I change it, meanwhile I enjoy exchanging views with like minded investors on various platforms.

[shaker44] 10/8/2018 07:40

I am not hoping for a slump. why would I?
just balancing the hype of those who promote this profitable asset and cash rich business which, nevertheless, needs to exceed expectations in a tough climate.

[tlobs2] 10/8/2018 07:14

So that's podgyted and shaker44 hoping and praying for a slump in the share price.


I wonder why.... LOL


tw. holders are holding shares in a highly profitable company with the promise of significant dividend payments over the coming years. Read the last update from the company for details and DYOR ;-)

[shaker44] 10/8/2018 03:05

agree. so many tw holders look in tear view mirror. you cant steer a ship by looking at its wake. builders highly sensitive to volume and even small price drop. city doesnt like what it sees.....

[podgyted] 10/8/2018 02:02

Market looks forward not back. The house building sector has leper status at present.
Just look at Bellway this week.

[m4rtinu] 09/8/2018 09:30

For interest: a couple of extracts (well 3 actually) with a link to full article.

"Rent prices are predicted to rocket 15% over the next five years as the supply of new property onto the market continues to dry up while demand increases."

"RICS chief economist Simon Rubinsohn added: “The impact of recent and ongoing tax changes is clearly having a material impact on the Buy to Let sector as intended."

"Meanwhile, RICS described the sales market as “broadly flat”, with a strong market seen in Scotland, Northern Ireland, much of the north of England, the Midlands and Wales."

[gbh2] 08/8/2018 10:33

Good timing selling up before the 2008 crash and I guess you're moves are aimed at accruing sufficient cash to see you (and family) through a comfortable, work free retirement, wish you well.

I purchased my first shares in 1998 with redundancy cash.
Company 1 went broke within a year.
C2 went from 50p/share to 1700p a share within two years; I wasn't playing the market and wasn't really watching, 6 months later it was under a £1/share.
C3 Went from 50p/share to 1400p within 2 years, this time I was watching & started selling at 900p eventually I sold the lot, paid the tax and put the majority in to a wealth management company.

Made a lot and lost a lot since that time, the 2008 didn't really affect me loss wise, because I left everything in my portfolio and added more as the share prices fell.

[shaker44] 08/8/2018 10:28

bp, m&s, tesco, marconi, rolls royce, etc etc. all reasons not to buy and hold

[jugears] 08/8/2018 09:46

gbh2- I suppose its all about what you know & what you feel comfy with, But if you look back over 20-30 years at some of todays share prices you will see why I am a long term holder, although today most of my shares have only been held since the financial crisis having been lucky enough to have sold the majority of my shares 3 months before the crash on the advise of one of my customers, I don't usually listen to advise but this was from an ex banker who went into great detail about charts & how a crash was imminent & had recently sold all of his shares so decided reluctantly to take his advise, the same person told me to stay out of the markets for a year or two this advise I didn't take & was lucky enough to purchase a lot off cheap shares for a fraction of what I had sold my previous holdings for. Hence the reason I can afford to hold on to my investments.My view is that even if the markets crash good stocks will always come good & I strongly believe that tw is now very under valued & has a long way to go before it peaks, I know I have said this before but any company that can turn its self around from Circa 1 billion of debt In the time scale it did is IMHO a company worth investing in, I also think that in 5 years time people will be saying I remember when Tw. shares were only worth £1.70 !

[gbh2] 08/8/2018 08:18

I can see where you're coming from Jugears and IF I were younger with sufficient cash to allow it to lay dormant between Special dividends I'd possibly consider adopting your methodology.

But I'm not young and have no patience, that said I do have have sufficient cash & spare time to enjoy the game.
I like my cash to work at producing more; win some, lose some doesn't matter as long as the former out weights the latter.

Guess I could be hooked on mindless video games but as they produce sod all I'll stick to playing the market.

As for TW, I judge the Fall and Rise (which atm) seems to be orbit the Special dividend and keep a core holding of their shares just in case (as this last cycle) I miss judge said Fall/Rise.

[ianood] 07/8/2018 18:31

WFL - Thanks.

[shaker44] 07/8/2018 17:29

try plus 500!!

[jugears] 07/8/2018 17:21

WFL -anyone that has been in Tw for a while knows that the the shares will fall after the special dividend. For me I am ok with that as this time I received my dividend in shares @£1.78 each. As it is an almost certainty that these will go back to circa £2 by the special dividend date,it means I have made an additional £1000 on my special dividend. Obviously if I had sold all my shares at £2 & re bought them back I probably could have made another 6/7k, the problem is who really knows for certain that Tw. will fall to say £1.70 after the special dividend, had it fallen to only £1.84 then selling would have cost me money ,that's why I don't try & trade this stock ,IMHO there is more certainty of Tw share price rising than there is of it falling, & there is no certainty of finding a stock to switch to during this cycle that would do any better than TW

[wfl1970] 07/8/2018 16:37

I count 5 specials - first introduced 4th June 2014 @1.54p
They've increased year on year... Latest being 10.40p.

The large ex-div drops occur after the more recent larger specials of course.

I seem to recall gbh2 also made reference to the expected drop pre ex-div some months ago.

[ianood] 07/8/2018 15:23

WFL you speak as though the special dividend is a regular occurrence, however looking at HL's site there has only been 2?

[jugears] 07/8/2018 14:57

WFL1970- Absolutely agree, My strategy from the early 1980's has always been to hold long term, I did try buying & selling shares but 10/20/30/40p profit was not for me, I learn't my lesson a long time ago having bought shares in a relatively small company called Next for .56p Having sold at circa £7.00 I though I had done really well selling at what I thought was the top, Next unfortunately went on to £85 per share.So for me holding for 10/20/30 years is the only way to invest if you want to make substanial gains. Yes you will get cycles & the shares will go down but long term there is only one way the stock market & investments are going & that is up.

[marksp2011] 07/8/2018 14:09

JugearsI am not convinced I will stick with fgt and fundsmith until I can see a clear case

[wfl1970] 07/8/2018 11:43

It's whatever works best for you...only you can decide that.

[gerdmuller] 07/8/2018 10:46

One of the big problems on these BBs is that people only tend to talk about the genius of their investment strategy while it's working.

So for example, in a given period, if the capital taken out of these and deployed elsewhere has not got the 10 percent yield and has fallen in value by 10 percent or more, nothing will be said.

So it is very easy from reading all this to think that there is always a positive outcome trade ready to be made form any given sale. Sometimes it happens but sometimes it doesn't.

[shaker44] 07/8/2018 10:27

for sure you did the smart thing WFL.
if you think tw has bottomed you can buy back way more than you sold. well done.
beats me why folk dont cut their losses and use the money in a more buoyant sector until the pendulum swings back to builders.
half a brain indeed....

[jugears] 07/8/2018 10:12

marksp2011, The whole sector is undervalued even with no growth! this is the time to buy for a good long term healthy return.

[jugears] 07/8/2018 10:09

There is & always will be a cycle to the housing market as there is to many industries, Now that Tw. have its ship in order I am sure that they will weather any storms in the future & still continue to pay a healthy dividend. I always take my dividends in shares, this year that will amount to £10000, my last lot were issued at £1.78 per share ,as these will be back to £2.00 (almost gauranteed) by the special dividend I do not see any point in selling prior to the dividend. Imho Financially you are better to keep saving the dividends & holding long term, In ten years these could be worth £5-10,From experience never ever underestimate long term share values. I bought £20000 worth in 2009 & have never sold any or taken dividends in cash & even though they are down probably £20000 from there high they are still worth £110,000 today. I am more than happy with that & see this doubling in the next ten years.