Berkeley Share Discussion Threads

[werty5] 12/5/2014 16:39

Hope so because I am underwater at the moment. House prices on the rise so at the moment I am holding. Plus Berkley pay a good divi.

[r ball] 12/5/2014 07:26

Anyone recokon the fall is overdone?

[plasybryn] 27/4/2014 17:24

Tipped by Paul Kavanagh of Killick & Co yesterday at Master Investor London.
He said the share could go into the FTSE 100 next year.
He said house builders/construction to out-perform although pressure on brick supply.
He said they aim to return £1.7bn to shareholders by 2018.
Sees it as a 3/5 year play. Could go a bit lower but pull back has presented a good time to buy.

[plasybryn] 16/4/2014 18:57

When is the next dividend roughly?

[dr_smith] 16/4/2014 17:54

Davros, you probably agree property sector has been gaving a good time and future prospects are still rosey.
Sector SP's have been hit recently by market, for no tangible reason to my mind as Ukraine, China, Dow jones and other world issues have no direct bearing on UK publilic buying UK properties.

I am therefore curious why you sold in the short term, as the bounce cannot be predicted and law of averages means you lose 0.5% on stamp duty.

[davr0s] 16/4/2014 12:03

Yes suspect that it is - sector take a real hammering in recent weeks and thankfully sold all my housing shares much higher than they are now. Berkeley top of my buy back list but am in no hurry until markets have stabilised a bit

[r ball] 16/4/2014 10:42

indeed. PSN have accelerated their capital return. Could be a surprise on the upside at results time.

[melody9999] 16/4/2014 08:25

Dav - fear of interest rate rises? Also typically a weak sector at this time of year.

I might have sold my BKG but the story is unchanged. Dividend of £2.70 to be payable by Sep 15 (see IMS 18/3). At 2350p this must be something like a 9% divi for the next 17 months.

On the one hand....I'll take the divi thanks. On the other hand it gives me confidence to hold the stock through some price weakness.

[davr0s] 08/4/2014 10:33

Held these in the past and kept them on my watch list so getting into being good value again - the whole housing sector seems to have been badly hit in recent days. Appreciate the market is off but housing seems to have been more badly hit so in no rush to buy. Anyone heard anything as to why housing getting some much selling attention ?

[r ball] 27/3/2014 18:43

bell way in a different mkt. London looking bubbly

[werty5] 26/3/2014 08:55

Nice results from Bellway, housing a good sector to be in.

[miata] 18/3/2014 17:31

Berkeley Homes vows to build 30pc more new homes than in 2007

[miata] 18/3/2014 15:26

Strong forward sales, increased land holdings and cash return of 270p a share by September 2015 plus a further 433p per share return due by September 2018.

[billy_liar] 18/3/2014 07:31

Nice update this morning.

[this_is_me] 18/3/2014 07:30

We are all very happy with that statement.

Another £2-70 in dividends by Sept 2015; that is over 10% at the current share price.

[werty5] 18/3/2014 07:30

Good IMS should be moving up with some gusto over the next few days.

[r ball] 18/3/2014 07:16

top of range!

[chinese investor] 17/3/2014 08:24

Looking Good !

[r ball] 15/3/2014 18:17

trading statement on tuesday

[r ball] 11/3/2014 12:29

15% stop loss.

[werty5] 11/3/2014 10:59

Sure I don't have any problem with holding just kicking myself for the position I share was at when I brought it, was over keen on getting a quality building firm and with rush of blood brought in at wrong time, should have waited for share to come back near to trend line (about where it is now)

[billy_liar] 11/3/2014 10:51

It'll bounce.

[werty5] 11/3/2014 09:15

Looks like I have dropped the ball and timed the purchase of this share badly.

[billy_liar] 28/2/2014 12:39

Slow and steady increases is what we like as it discourages the day traders. Sound investment here.