Taylor Wimpey Share Discussion Threads

[stewart64] 17/8/2018 11:56

Yep when I get home will be transferring some money from the buildi g society to bank to pick up more TW. Will put my portfolio yield close to 7%, a price to book of one ( TW is the highest on that basis)and p/e under ten. Brexit uncertainty killing domestic equity just now. And cash deposits just one percent. Still got most of my money in cash and the wife all bar her pension.

[jugears] 17/8/2018 11:31

well as Warren Buffet says buy when others are selling & thats exactly what I'm doing,The markets are always like this during the summer holiday months, There are now some real bargains shares out there, Investors need to make money & at these prices I don't think it will be long before the share price is going the other way.

[gbh2] 17/8/2018 11:31

3,276.67 million shares in issue and hell of a lot were very cheap, TW should have consolidated at least two years ago imo.

[martyn9] 17/8/2018 11:27

Hard hat time literally,at this rate of decline will add more circa £1.50.

[hernando2] 17/8/2018 11:26

I wonder if the Govt is going to make some sort of announcement that will negatively impact builders, this drop is quite surprising

[gbh2] 17/8/2018 11:08

So many shares in the market that there's no indication of who's selling.

[gbh2] 17/8/2018 11:07

Huge gap back to 153 looming :(

[wfl1970] 17/8/2018 10:56

Another new low...

[martyn9] 17/8/2018 10:35

Yes getting clobbered lately and totally oversold.

[gbh2] 17/8/2018 09:55

Picked up another 10Ks worth this morning on the hope that this dog has got to get up of its back at some point !

[1carus] 16/8/2018 12:21

Not retired yet so not enough time to trade daily. However, I will look at it as a percentage of my PF when the time comes just for the fun of it tbh. Also I will have everything in ISA by then which will make it a lot easier for me. Each to their own at any point in time I guess.

[wfl1970] 16/8/2018 11:55

Jug
I'm in no way against the long term view on investments. I just chose a different view here back in late May.

As gbh say's - "if it works for 'you' then keep doing it."
GL

[jugears] 16/8/2018 11:01

WFL, I waited for the special dividend & as always I receive mine in shares as I do not need the cash, Receiving these at £1.78 Rather than Say around £2.00 Has not left me Stuffed, In fact I am extremely pleased . Todays share price is artificially low & even if they dropped to a £1 I would not sell & still collect dividends in the same way. As a long term Investor you have to look past Brexit (which in my opinion will be a blip for a while but create a substantial investing opportunity ) & look to the future & I think Tw will have an extremely good long term future, Because the fact is we are not building enough houses & as the years pass by the situation is getting worse, Any housing decline at the moment will only make the future situation worse & with very few large scale house builders the prospects here to me look better in the future than they have for the last 10 years, At some point Tw's share price will push past £2 & be heading for £3/£4/£5 Its all about waiting & If you don't sell you don't loose. The big problem here is that to many people remember the financial crisis & the near collapse of the house builders but this was due in the main to takeovers & companies with High debt, The house builders have come a long way since then & I very much doubt that we will see a return to that situation again even in the worse case situation. Today the house building industry is in better shape financially & management wise than it ever has been. Some people will laugh at my £3/£4/£5 prediction but I have looked back at shares I held 20-30 years ago nearly all have increase 10 fold Travis Perkins/Next/Weir/Johnson Matthey to name but a few & all of these have been through difficult time & have risen & fallen substanially, During this time we have had wars,9/11,recessions & the financial crisis & now Brexit & every time panic has set in & as usual all for nothing. Hopefully when we leave the Eu uk companies will actually be able to stand on there own two feet & get on with there daily business with out Eu dictatorship, Joining it was the biggest mistake we ever made, We are not part of Europe ,we don't even think like Europeans! Neither are we American ! We are Great Britain who manufacture the best products in the World & I don't think we will have Much trouble selling them to the rest of the World .IMHO Brexit has been totally over hipped, Yes none of us like change but change can be very good so lets just get on & embrace it.

[gbh2] 16/8/2018 10:14

Sounds good 1carus - I'm not really into long term investing, I enjoy the game and would rather be making a few quid every day before going our at lunch time.

However while the market is in its current state, I may well be here but the Family Tree has more of my attention until it's time to go lunching.

Good luck with your methodology, as good investors soon realise, if it works for them keep doing it :))

[1carus] 16/8/2018 09:54

On bed and Isa the low price helps as it reduces the cgt and means I can move more shares -- although I have done that with something else this year.

[1carus] 16/8/2018 09:51

gbh2 --- I have quite a few of these outside of ISA so it kinda limits what I can sell of these, plus I was lucky enough to buy in at around a quid, so I can't really complain. Got lucky with a number of shares in the last decade or so but did not have them in ISA ( was investing in managed funds ISA as well so it was not like I was not using my allowances) Nice problem to have, I have been building a cash position over the last 2 years whilst maxing cgt on bed and ISA across a number of shares. I don't trade, just long term invest I guess. The divi here is massive and I can't see an end to it just yet --- I just need to get them all in an ISA over the next several years.

[gbh2] 16/8/2018 08:59

No sense in selling at these levels, looks like I'm now a medium term investor :(

[marksp2011] 16/8/2018 08:41

Most of my UK stuff is in the toilet and has been going that way for a while

finsbury Growth
Fundsmith
JEO
US stuff
japan smaller companies

Are all continuing to rise

Opportunity cost of being in LLOY, VOD, TW etc is looking pretty horrible +15-25% versus - 10 to 20%

[iceman82] 15/8/2018 21:04

i am slightly worried as we have broken 170 barrier and closed fo a day... are we going to see 155 to 159 ? if so i am kicking myself for not having extra funds available

[clarky5150] 15/8/2018 20:32

Looking at the chart we really do need to establish a trend of higher lows fairly smartly. Very bearish since divi yet as is usually the case the company have done nothing wrong and the outlook remains the same (ignoring the toss of a coin Brexit brigade)

[clarky5150] 15/8/2018 20:28

Me and my big mouth! In fairness everything other than cryptos on my screen was royally stuffed today. Back above 170 by weeks end and ill be happy it still offers support. Failed attempts to breach it may create a ceiling tho so 165 is a possibility. I will top up if 165 is reached.

[gbh2] 15/8/2018 20:00

WLF - It does but as my sell and buy cost is only a Fiver the main loading is the Purchase tax, which is what I was telling my mate when he realised he'd not taken it into account, he's a bit of a Newby :)

[wfl1970] 15/8/2018 17:24

gbh2
Wouldn't that depend on factoring in the price between selling and re-purchasing?
Plan your trade - trade your plan.

Unfortunately, anyone who held on for the special is being royaly stuffed with this drop in terms of lost capital.