Taylor Wimpey Share Discussion Threads

[tlobs2] 14/8/2018 19:16

Thankfully that won't happen renalrod :-)

A vote for leave is what enabled me to buy these at great prices on the days after the referendum.

Now that the financial future of TW. and the potential dividends have been presented to us by the board then I believe that these will be my best performing shares over the next three or four years. My dad did always say invest your money in bricks and mortar. Looks like he was right :-)

[renalrod] 14/8/2018 19:05

Think we would need another referendum to get it back down there.

[jugears] 14/8/2018 15:39

Well I hope for now I haven't missed the boat!, Not expecting £1.40 but a little lower for now would be good for me.

[clarky5150] 14/8/2018 15:26

These tree shakes do provide excellent opportunities to scalp an extra few pence on entry price that is for sure..

[jugears] 14/8/2018 14:52

I don't normally get excited when an share price falls but I have a large amount of cash that I wish I had invested in Tw before they were above £1.40 so I am hoping they will continue to fall for a while, But as these are probably now one of the biggest bargains on the stock market I am not sure how long I will be able to wait before I push the buy button as anything below £1.70 IMO is an absolute bargain & will easily double my return in the future.

[jugears] 14/8/2018 13:45

I'm about 40 miles from the Derbyshire dales & house prices are only a little above pre crash prices in my area.

[stewart64] 14/8/2018 12:07

Agree the last decade has been hobbled by low GDP growth and flat asset prices. May appear differently if you are from Oxbridge or London. Taking house prices as an example from 1964 to 2004 house prices tripled every decade in my area from about 3k to around 250k. 14 years on they are still stuck at 250k in an affluent area of the North Midlands ( Derbys Dales). It's been far from boom times in provincial areas for house builders.

[jugears] 14/8/2018 11:49

Stewart64- I think we have been bumping along the bottom for the last 10 years & IMHO the boom is yet to come.

[stewart64] 13/8/2018 16:22

A bit of a Brexit assumption that we are at the top of a cycle. Both GDP gains and house price inflation have been sinking since about 2015. We've actually being flirting with recession not a 2006/7 style boom.
Price to earnings of eight has been achieved against one of the lowest house price sales volumes in modern history, a cladding scandal, a leasehold scandal. Could get worse but TW will be going from awful trading conditions not 2007 highs to a 2009 cataclysm.

[yf23_1] 13/8/2018 16:09

They have a low PE because they are in a CYCLICAL industry which is deemed to be somewhere near the end or past its growth phase.
Just how long it can remain flat at the top is anyone's guess, but the next phase will be down, so you get a low PE at the top and a hih PE at the bottom.

[stewart64] 13/8/2018 15:36

Just wondering why a business with a price to earnings of eight and forward dividend of 10.7% has to exceed expectations ( shaker 44). Surely expectations are rock bottom hence the price.

If you want to look at business' that have to sprint to stand still look to tech stocks with price to earnings in the hundreds. Or maybe a more moderately priced international miner at 25 price to earnings. Three times more richly priced than TW even though future prices, the mine reserves or the schizoid Banana Republics are all unknown quantities. I'd sooner take my chance wuth the "overheated" UK housing Market. Btw house prices have barely moved since 2004 north of Derby. So much for a nationwide bust we haven't seen a boom for 14 years.

[dondee] 13/8/2018 13:48

According to HL. Someone a couple of hours ago sold 30,000,000 Lloyd shares and it can't be Horta-Osorio as he has 'only' 25,000,000!

[clarky5150] 13/8/2018 12:23

Turkish economy just like their old friends the Greeks. Government massively in debt, domestic services in tatters but scratch beneath the surface and people living same as always on a black market system.

[death by donut] 13/8/2018 10:23

I'm sure they'll find a way.

[martyn9] 13/8/2018 10:11

Turkish economy, imagine if they were members of the EU club,they would be quids in as we no doubt would have bailed them out!!

[disneydonald] 13/8/2018 09:54

Over on LSE BB WiganWarriors sums it up well

[m4rtinu] 13/8/2018 09:12

General stock market jitters around Turkish economy/currency.

[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.