Taylor Wimpey Share Discussion Threads

[steeplejack] 12/3/2020 16:29

Well done and I too sold a great deal of stock as comments on this board testify.However,I can't say I take much pleasure in my timely sales and I certainly don't feel able to congratulate myself.There's going to be a lot of suffering and unhappiness on the back of this market collapse.Time to show some empathy.

[martyn9] 12/3/2020 16:07

Philoosh,just basing my fiqure on another possible 2 weeks (according to health experts cv peaking) and more chaos on the markets over that period.Purely imo.
but good luck.

[philoosh] 12/3/2020 15:41

I'm quite chuffed I sold at £2.12. Its unfortunate the market is going this way but gives me a great chance to buy back in. If you are right Martyn I'll hold off a while longer yet. It is hard to know when to jump on though.

[billy5] 12/3/2020 15:35

It is easy to become greedy, I will be happy to see 20p profit per share and take the 38p divi as well.

Good luck with your 110p, you may be right.

[martyn9] 12/3/2020 15:18

Billy these have further to fall in coming weeks, will wait for my £1.10 target or less perhaps. Total madness imo.

[billy5] 12/3/2020 15:11

You have to buy at these levels, sit and wait and they will be back to 180/90 in a couple of months or before. In the meantime reap the divi benefits. Money for old rope.

[1 nhs] 12/3/2020 14:51

You can’t see it’s OVER

DEPRESSION is here and now .

[grannyboy] 12/3/2020 13:38

Best to get into companies that have contracts with the NHS at this time, TLY being one..

[martyn9] 12/3/2020 13:35

Re-adjusted my additional buying price from £1.50 to circa £1.10 as panic selling totally rife and "IF" the so called health experts predict a peak of ting tong flu in two weeks then £1.10 not unreasonable.imo

[growthpotential] 12/3/2020 13:23

I'm in both TW and CINE, cine a tiny position but that stocks not dead yet and will come through fine as well

[dr_smith] 12/3/2020 12:46

Glenowen. What if discrepancy was found in accounts, or an unkknown pension liability cropped up..or..or..
Sh*t does happen, you need to factor it in.
I'd say you should spread your folio, having said that I am way overweight in HB's, but have it across 5 of them. Also, when will some/all oof your money need to come out. Prospects may be good, but you have no control of when share price (hopefully) rectifies, so you need to factor that in too.
As I don't know you, I'd also say you shouldn't ask for guidance from biased thread users, it's you that has to sleep worry free and consider dependants etc.

IMO
Dave

[jugears] 12/3/2020 12:40

Which ever way you look at it the demand for houses isn't going to decrease, whether people put of buying now until a future date the demand is only going to increase & there are too few a large house builder to meet the demand & there is know way the smaller ones will be able to take up the slack, This is one off event & may not be an investment opportunity like this for a very long time. It is always worrying to see an share price fall but any serious investor on here knows only to well which way these are going long term & that's up.

[steeplejack] 12/3/2020 12:34

https://youtu.be/8iCR0BcvM54

[steeplejack] 12/3/2020 12:02

The TW dividend will attract the income funds, all the more so,given the likelihood of reduced dividend payments in other sectors.It's often useful to look at a share price chart.It can put things in context.TW shares are actually back to where they were in early Dec 2019 before the election.So albeit the recent falls are dramatic,the shares are now trading where they were some three months ago.Thats pretty sobering.

[battue2] 12/3/2020 11:55

Jugears. Very briefly in at 10p 2009 £10k = 100,000 shares .Took share offer
Took 50% off the table Due to referendum result @ £1.90 Have kept 50000 ever since Temporarily out at the moment . Last year made 26.5% on these and took the profit .I am retired and use the income all in a share ISA.
Each to his own. GL

[glenowen] 12/3/2020 11:38

So, I was lucky enough to sell out of Cineworld a few months ago and re-invest a chunk of the proceeds in TW. My investment in TW has declined in value since then, but at least I have avoided the carnage at CINE.Question is: do I now invest the balance in TW? Looks compelling. Dividends due to be received within the next 4 months are 14.8p per share, a ridiculously high yield of 8.75%. But, I might lose all of my capital - extremely unlikely. Or I might lose 50% of it, if the present crash continues - possible.I am sorely tempted. Even if the share price declines further (likely), there is still that highly attractive dividend and the knowledge (hope?) that, given the relative strength of its business model and of its finances, TW. is unlikely to go bust, (unlike my old friend Cineworld!) Long-term, TW looks a bargain, at this sort of level.Any thoughts?

[peteret] 12/3/2020 10:58

Bounce back starting

[1 nhs] 12/3/2020 10:44

Your product is £300,000

Your man in the st was earning £30,000

10 times income

Now your man in the st is unemployed.


Your bank is going bust, ( after dipping into clients accounts and cleaning them out first.)

Your cheap land bank is 3/4 cheaper.

[spcecks] 12/3/2020 10:36

I'm also staying put.

[dr_smith] 12/3/2020 10:29

BKG trading statement extract:
--------------
Berkeley has experienced a continuation of the good trading environment announced with its Interim Results for the period ended 31 October 2019 on 6 December 2019, with underlying demand maintained for its homes in the period. Accordingly the business remains on track to meet market expectations for the year ended 30 April 2020 and its longer term target t o deliver £3.3 billion of pre-tax profits in the six years to 30 April 2025, assuming a measured outcome to the effect of Coronavirus.
---------------
I sold BKG being London centric pre Brexit as already too overweight in HB's, but intersting to see the above. Their CV caveat seems more incidental than the big clouds other rns's currently carry, and as London centric, possibly higher chance of workers being infected..maybe that's just my guess, but still a hinderance not a big deal.

So BKG and implicitly other HB's doing business as usual whilst sp's dive.
It seems to be precautionary selling causing self induced mass selling - and of course algorithms compounding the trend in a vicious circle, along with traders hopng to make short term.

If we were talking EZJ and travel sector, that's different, but for HB's I'm feeling pounded, but still either zombie like of wisely staying put as EPS is not being decimated, so feel thinking, right or wrong in aftermath, is based on sound logic. OK, logic doesn't always win, but typically does, and more so for medium to long term.

IMO
Dave

[steeplejack] 12/3/2020 10:28

Well,apparently,if the doomsters are to be believed,all the old folk will pop their clogs and they'll be a flood of housing hitting the market.Be very suspicious of young people,they're hoping this pandemic will lead to an early inheritance!

[gbh2] 12/3/2020 10:23

battue, I don't think charts, or dividends are going to help seems to me it's just a race to the bottom, I've now halved my TW holding and dumped everything but TW & LLOY, now I can sit and wait, at my age the bloody virus is the main threat now.


Dave, I also picked it up in advfn threads, thus the question, erstwhile I've been digitally searching the Budget and found nothing.