Berkeley Share Discussion Threads

[this_is_me] 14/1/2016 14:27

I am very happy that the share price is around 3 times what I paid in 2012. It still looks like a good investment at the current price.

[sogoesit] 13/1/2016 10:31

Indeed, sir, 2009 was a very good year!!

I note that, in a recent negotiation, current HK holders of property in London are not keen to sell and try to increase their prices (due to the fall in the GBP v USD, hence HKD). Less property on the market leads to increased prices in this case.

My recent rent review gave a 2% increase. Someone's making money, thats for sure!

[r ball] 09/1/2016 14:24

£45 target may 2016. when Shanghai index falls invest in London property. it was only 2 years ago that BKG started their China and Hong Kong road shows. ps: I've held this share since 2009.

[ny boy] 07/1/2016 15:26

Not really, property bubble has burst at the top end and will spread out over the year, tops in here.

[prettygreen] 05/1/2016 20:20

Montyhedge and/or NYB - please change the record as it's getting a bit boring now.....zzzzzzzzzz

[ny boy] 05/1/2016 16:10

Do your research,global property has topped out, it's been fueled on either corrupt monies flowing in or cheap money both coming to an end, London is the most over valued market on the planet, expect a significant correction, especially in the apartment sector, way too much supply and no demand as prices are way too expensive. The party is over and here too, these will fall substantially.

[tudes100] 05/1/2016 06:21

NYB / montyhedge filtered - boring contributions, lack of insight, anecdotal nonsense, etc etc.
If you're short or a bear I don't have any problem with a contrary opinion (in fact I welcome it as it generally makes me question my own perspective or opinion) but please make a case rather than offering pitiful statements based on absolutely zero insight.

[mrchriss] 04/1/2016 17:48

WE'RE ALL DOOOOOOOOOOOOOOOOOOOOOOOMED!

(Am I doing it right?)

[montyhedge] 04/1/2016 17:20

Game is up for London property market.

[ny boy] 04/1/2016 16:40

When the property market tips over these will tank big time.

[montyhedge] 30/12/2015 19:16

The brown stuff to hit the fan for the London property market 2016.

[bothdavis] 27/12/2015 13:54

Never understand being a 'bear', you need to be constantly monitoring your short, available to adjust your thinking for each opportunity for each stock. Plus by mentality you have a more negative mode of thinking for the stock. Berkeley is a qualty building stock, which has a history of good returns to its holders. Personally i buy, hold reinvestthe dividend into more shares and so over the years maximise my returns (hopefully). I haven't got the time to be constantly monitoring my portfolio, working full time, out at 7am back by 6.30ish, so not at home when markets are open. Each to their own, i suppose, but i buy because i believe the stock will rise in the long term - 10 -15 years.

[ny boy] 27/12/2015 00:16

Topping out, be patient bears, soon be time to feast next year, way over valued, should be trading 50% lower. Big feast next year and into 2017

[lupins2] 22/12/2015 17:43

Nice post Topicel----Totally agree and look forward to the generous divi coming in the new year. I am in here for the long term.

[topicel] 22/12/2015 16:55

Lol. It has been a good investment, especially considering the dividend returns too.

Depending on New York tonight I can see another generous push north tomorrow morning here...

Either way, accumulate is clearly the motto with BKG going into 2016 with the momentum and forward-looking statements all pointing towards more shareholder returns likely. Pension funds need good payers like this as O&G is probably going to have to curtail dividends sooner or later as the banks did for a while (and still are in some cases).

Merry Christmas all holders.

Topicel

[r ball] 22/12/2015 14:52

just when this thread started. thats all.

[topicel] 22/12/2015 14:01

Sorry R Ball, but I don't quite comprehend your last post. 2008 price was/is relevant how?

Topicel

[r ball] 22/12/2015 11:10

From June 2008.


Berkeley Group, London's largest housebuilder, felt the pain from the sell-off in the sector as its shares declined 2.5 per cent, a fall of 19.5p to 780p, leaving its market value at £940 million, down £24 million in the morning.

780p net of dividend(capital return) would be 346p.

[topicel] 22/12/2015 09:15

Well, yes, momentum, and the 'on the news' and ex-divvy sellers just buying back slowly for, as the heading says, 'quality' house builder!

It won't be a swift move because of the low volume period, but the demand is there to ride this lull slowly but surely. Let the computers do the buying...

Topicel

[topicel] 21/12/2015 13:46

Agreed, there is not even any realistic threat of continued interest rate rises, and they've not even gotten off the blocks in the UK yet!

Certainly a £40 valuation would seem toppy, but not for the reasons given, just for simple over-heating of the market generally at that price. IMHO.

I'm sure this will trend upwards over the festive period, it was over sold and more dividend bonanzas are tempting the bigger pension funds in every day...

Topicel