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BWY Bellway Plc

2,488.00
-40.00 (-1.58%)
24 Apr 2024 - Closed
Delayed by 15 minutes
Bellway Investors - BWY

Bellway Investors - BWY

Share Name Share Symbol Market Stock Type
Bellway Plc BWY London Ordinary Share
  Price Change Price Change % Share Price Last Trade
-40.00 -1.58% 2,488.00 16:35:09
Open Price Low Price High Price Close Price Previous Close
2,522.00 2,482.00 2,530.00 2,488.00 2,528.00
more quote information »
Industry Sector
HOUSEHOLD GOODS & HOME CONSTRUCTION

Top Investor Posts

Top Posts
Posted at 12/6/2023 13:40 by tmfmayn
Hi, I have recorded a 61-minute podcast with fellow investors Roland Head, Mark Simpson and Bruce Packard where we discussed Roland's investment in BELLWAY, Mark's investment in LUCECO and Bruce's investment in SUPERDRY. We also debated whether investors should run concentrated or diversified portfolios. I hope you enjoy the conversation!

Maynard

[Podcast] BELLWAY, LUCECO And SUPERDRY With Roland Head, Mark Simpson, Bruce Packard And Maynard Paton #BWY, #LUCE and #SDRY
Posted at 29/5/2023 19:41 by tmfmayn
Hi, I have recorded a 40-minute podcast with fellow investor Roland Head all about Bellway! We talked about Roland buying at £17 during October alongside the builder's range of homes, growth record, cash flow, balance sheet, immediate prospects, dividend yield, discount to NAV and much more!


Maynard

[Podcast] BELLWAY With Roland Head And Maynard Paton #BWY
Posted at 06/12/2020 10:51 by saucepan
A good write-up in this weekend's Investors Chronicle. BWY its main 'Buy' tip of the week.
Posted at 17/10/2018 11:48 by dr_smith
mtsblogs - No, I haven't seen Redrow houses - are you saying they are good or bad design?

I hold a number of housing shares and they have been hit today, aswell as the as the last week. I assume it's Brexit.

I held housing through the Brexit vote (now way back) thinking they would be the safe port in the storm for investors and if anything go up. They dived as you know..but came back stronger, so felt my gut instinct was mollified.

I am hoping it is the same now, regardless of Brexit we all need to live somewhere, we will continue to trade between ourselves and the world. So expecting the low sector sentiment to turn.

IMO :-)

Dave
Posted at 16/10/2018 12:57 by walbrock82
Bigbertie,

Since Bellway is cylindrical, it implies a different interpretation of PE. So, a low PE tells investors to expect slower earnings growth or a possible decrease in earnings in the future.

A high PE (like in 2010 and 2011) tells us to expect higher future earnings growth.

Hope this clarifies things.
Posted at 16/10/2018 12:21 by dr_smith
Thank-you Big-Bertie.
Everyone refers to the sector as cyclical, but I don't see it that way.
The BOE and gov do everything they can to avoid peaks and troughs, boom and bust, I see cyclic activity as a failure of policy and interest rates, something that CAN happened, not something ordained to happen.

There are also strategies that can be employed to mitigate effect of rising costs.
I remain LTH.

Builders can also maintain t/o (rather than increase) and return money to s/h, giving the same effective ROCE to investor, without having to progressively get bigger and bigger.

IMO. :-)

Dave (middle name Russell - not a Doc)
Posted at 16/10/2018 09:21 by dr_smith
Me again, talking to myself again it seems.
Final results out today.
That means you should be excited and writing lots of important stuff.

Business as usual despite doomsayers on these boards for this sector,and low sentiment.
Last year PE was 8.8, now 6.8, so it is low sentiment not fundamentals holding back share price
I read this morning Aliens had landed in Mongolia.
Aha.. so you are awake! Just testing ;-)

Whilst we have world trade wars, all storm in a team cup really, but I see property sector with it's supply/demand imbalance as good as any sector if not best, for longer term investor with lowish risk. Just cos it doesn't have volatility that traders thrive on, they stay away, but I am happy to play the long game.
All IMO. - Apart from the Aliens bit.

Dave.

..phwooooooh... tumble weed crosses...
Posted at 09/8/2018 09:59 by compnews1
Investors do not seem to like the positive result posted yesterday although I think is is a much safer share to buy (No debt +cash, sale up) among others. Investor Chronicle recommend "BUY"



Extract from IC
"Valuations aside, the market’s initial reaction seems positively churlish in view of the anticipated 22 per cent operating margin, which should lead to “another year of significant earnings growth”. Revenues were up 16 per cent to almost £3bn, while Bellway exited its July year-end with net cash of £99m (from £16m in 2017), despite forking out £784m on bolstering its land bank. There was also a symbolically important milestone with over 10,000 new completions through the period – a first for the group. The average price of a Bellway home increased by 9.4 per cent, but management warned that growth rates would moderate going forward – which probably did for the shares as well. Buy at 2,916p."
Posted at 27/3/2018 09:09 by compnews1
I find it odd too, investors tend to like high PE stocks. Ok, there are uncertainties but it is a solid business, revenue & profit up. This is a stock I would keep piling when price drop.
Posted at 25/8/2016 17:19 by unabkxb
I'm a new investor here. Why no posts for so long?

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