Taylor Wimpey Share Discussion Threads

[cl0ckw0rk0range] 04/11/2020 22:01

Try LSE though they are quite trigger happy in deleting posts and do tend to favour paying members.

[cl0ckw0rk0range] 04/11/2020 22:00

Well perhaps but I find it incredibly hypocritical that he posts here daily bashing yet won't allow any similar comments on stock they are invested in and on threads they control for want of a better term.

[gbh2] 04/11/2020 20:22

Set up a Guild if you're that keen to control who writes what on a thread.

Or simply learn to use the Filter, it's Effective, Free and keeps Trolls out of sight.

[bricktycoon] 04/11/2020 19:49

boring election bounce reality will bite zero sales flooded sites

[jugears] 04/11/2020 18:27

Sikh I have seen many housing, market crashes all with much higher interest rates & an over supply of house, but now we have low interest rates & a much greater need for new homes, as for lock down, there is no lock down except bizarrely they are making non essential shops close which are probably the safest place to be, but instead allowing schools & colleges to stay open which are more likely to be the most unhygienic places to be!
How do you think houses sold in the past, you didn't need to dangle a free carrot then, although mortgage interest relief did help.

[sikhthetech] 04/11/2020 18:24

HBs benefited from Stamp Duty hol and Help to Buy.


During the previous lockdown, housing market was closed, causing pent up demand when lockdown restrictions eased. HBs benefitted from the pent up demand and the Stamp Duty holiday, as well as Help to Buy scheme.

During the new lockdown, starting tomorrow, the housing market will remain open.

Will buyers continue to have the confidence to view and instruct surveyors, whilst covid infections are surging?

Both Stamp Duty Hol and Help to Buy for 2nd homes ends March 31st, less than 5 months away. Buyers are likely to miss the deadline if there is a lack of confidence.


Housebuilder Bellway restores dividend as the stamp duty holiday lifts summer house sales sharply
Bellway's reservations shot up 30.6% in the first nine weeks from August 1

"The FTSE 250 group said the stamp duty cut introduced in early July has boosted 'consumer confidence,' as has the Help-to-Buy shared equity scheme and a revival in the used property market."

[gbh2] 04/11/2020 18:10

imastu - Moving back to the old thread would be no good the trolls would simply follow us there and fill that up with their useless negative bile!

It's no good even paying for a advfn subscription to control the thread, because the mindless morons are actually paying fees to whine on a daily basis so you couldn't ban them :)

[sikhthetech] 04/11/2020 18:10

Jug,

"I also look at comoanies & sector hence the reason I am haevily invested here for the future , long term the uk needs more houses the majority of which will be built by the handful of major builders"

You fail to see HBs are being supported by govn schemes, Help to Buy and temp Stamp Duty Holiday.
Help to Buy for 2nd homes and temp Stamp Duty holiday come to an end on 31st March, less than 5 months away.

You also fail to understand that HBs are not immune from stockmarket crashes, hence why you continued buying all the way down from 170p.

[sikhthetech] 04/11/2020 18:05

Jug,
"As this is the first post where you have mention figures how can I believe you ?"

That's not true, you have a selective memory to suit your agenda. I mentioned 100p 6 months ago in reply to YOU. I have also consistently mentioned the uncertain events coming together during Q4, ie now, which you now mention in hindsight.

6 months from April is Oct.

It's nice to have an investment decision proven right so conclusively BY EVENTS.


sikhthetech17 Apr '20 - 13:51 -
Jug
"this has more chance of reaching £1.70 than £1!"

I disagree, I think there's more chance of them reaching £1 than £1.70....

End of this month in 2 weeks so many firms will have to pay a full month's pay..
Possibly crunch time..

The current share price is 135p so in the middle of 100-170p - let's see, say within next 6 months time.

[jugears] 04/11/2020 17:52

Sikh I do read both hence the reason you are not filtered, I also look at comoanies & sector hence the reason I am haevily invested here for the future , long term the uk needs more houses the majority of which will be built by the handful of major builders because they have no competition & there wont be anyone else to build them, name me a sector that like this that has a virtual monopoly, there arent any. As this is the first post where you have mention figures how can I believe you ? At least I said I expected 1.70 by October before Ocober not after ,but glad you bought in at a pound what is your target price , mine is at least £5. Why do you call me a trader most of my Tw shsres have been held since the financial crisis , I still hold all the shares I bought why would you consider selling a loss I may be down on my 1.45/ 1.70 purchases but that's only short term., I can tell you now I am to tight to sell something for a loss & know one profits from me except my suppliers obviously, & that's why I never buy a new car,why buy something new when you can get exactly the same 6 months old 25% cheaper! , I have said before I am.not clever enough to trade & tbh I just don' t have the time ,I have made more money long term.investing than my company makes why change a successful model if it's not broke the only trades I have made In LL ,Tw & RR have only profited by shear luck & nothing to do with my investing ability, at the end of the day that is gambling, I prefer the certainty of long term & getting my money back , you must surely admit though there there has never been a better time to buy shares than now since the financial crisis except of course the pre election & leaving the eu period , I must admit my gamble paid of there.

[sikhthetech] 04/11/2020 17:23

Everyone will have their own investment strategy.

All my shares are in my ISA, so tax free.

Majority of my investments are outside of shares and it was only over the past few months I started increasing my share holdings.

I look at company/sector/economic newsflow to form a judgement as to the direction shares/sector/economy are heading. If they reach my buy in price, I will buy. 6 months ago, expected TW to be around 100p by Oct.

I don't need to trade but do so on the odd occassion, mostly for fun.

I treat BB posts with a large pinch of salt. Especially traders pretending to be lths. After all they were buying all the way down from 170p ;-)

Everyone should do their own research. Read both bull/bear posts. It's your money

[woodhawk] 04/11/2020 17:10

gbh2,

Yes, I realised re £150 pd, but I'm quite happy with the level I'm at. £30K+ a year for pressing a few buttons does me nicely for what is an occasional bit of fun on top of my more regular income streams. I too have traded out of large losses from time to time and it can work. PFC was a notable one for me.

[imastu pidgitaswell] 04/11/2020 17:05

I do much the same - in fact I think we restarted this thread (post number 50 or so) with some comments about what we do and how we do it, because we wanted to get away from the voluminous drivel and irrelevant anger on 'the other thread'.

And of course, the roles have now reversed - 'the other thread' would probably be a nice quiet place to discuss TW. and trades, and this would remain a cesspit of selective misinformation and trolling, with the odd useful piece of information in it.

But this one has better charts - which is why we restarted it. So....

Could all the argumentative types revert to to the other thread?



Snogs etc

[jugears] 04/11/2020 16:49

gbh2 , certainly better than working! I thing I have just come to expect a good long term return, perhaps it takes longer who knows but it has worked well for me & makes doing the tax return a lot easier! at least with your method it doesn't matter what price the share price is If you are happier to make smaller regular profits. Apart from RR I have only bought shares in well know companies that have been around years,they all come good in the end,things are not really much different now than forty years ago, when I first started investing the high st was going through a terrible time but recovered, 40 years on they think it's something new, I bet half on here had never seen a recession before the financial crisis I rember at least 4 & then trying to cope with bad winters, fuel shortages & 15% mortgage interest but I'm still here bigger & stronger than before.

[gbh2] 04/11/2020 16:48

As you say Woody, it's for fun, but that always sound rather precocious when said out loud :)

I guess you're in a similar position to mine with your core holdings, my lloyds is a huge paper loss as was TW until I decided to trade my way out of the loss, which stands at just 0.86% today :))

PS On a good day that's £150 a day per product.

[woodhawk] 04/11/2020 16:35

gbh2,

That's pretty much what I do for fun - I have my core holdings which generate significant dividends and trade other shares for fun and profit. In an average year I probably gain as much from trading a relatively small proportion of my pot as I do from receiving dividends on the much larger remainder of my portfolio. It works for me - and as long as that's the case, and I still enjoy, I'll just keep going. I probably make on average £2 to £3K a month trading with little effort - so broadly similar to your £150 a day. Little tax either - as 3/4 of my pot is ISA'd.

[gbh2] 04/11/2020 16:26

Jugs, I'm many years retired and there's nowhere to go so trading in and out on 3% is simply something to do, as I don't watch TV the garden is going into winter mode and my family tree is very ell established.

I don't need to be here all the time because I set up the buy & sell orders usually 5000 share lots with TW and the AT trading does the rest, I sometime watch as the order is filled in small units, I'm not sure what the market gets out of that but hell I don't pay owt for selling and only pay SDRT on buys. If i make £150 a day on doing this with thee or four companies ie +£400 I feel the day has been productive.

[jugears] 04/11/2020 16:10

gbh2, I have added a few more today,maybe I will keep them maybe I will sell them, My problem is that I see very good future prospects here with highs to come that we have not seen before & do I really want to try & make 2-3% profit when I can make 200-300% by holding a few years & a little birdie tells me these are going up a lot higher very soon.

[jugears] 04/11/2020 16:04

Sikh, I think I manage my long term holdings well, I have only lost money on 2 shares out of 60 - 100 in forty years, most ended up as 5-10 baggers Ecept Just group & Birchin that were 15 baggers) not as easy now but in the early eighties most of my share were retail, buying the likes of Next, Asda & Burtons, Safewy, for 50-60P, I was very pleased at the time with selling my next shares for £7.50 each all 2569 of them, I still have a copy of the share certificate on my office wall to remind me what happens when you sell to soon, hence my stance on long term holding, If your comment refers to me I have only traded a few share in Tw, My original long term holding bought in the financial crisis together with all dividends that were received on those shares are all still held for the long term as are all the share I purchased at £1.70/£1.45 & 98p, I have also traded RR & a few Lloyds recently & whilst both have been profitable I still prefer the long run. How can long term not pay In the 80's next were only 56p (probably lower than that) they went on to be £85 each & now around £40 so I can not see for one minute that day trading would bring you anywhere near, Just looking at some of my past share buys & apart from the 2 that went bust all managed to at least double & many were taken over hence the reason I know longer own them, I admit its not as easy to make good returns these days but I have done it in the eighties & filled my boots in the financial crisis & made a fortune & the same will happen again, History always repeats itself,You do have to believe in the companies you invest in & have nerves of steel but that comes with experience, one thing about being a pi, you can never ever predict what will happen next!

[gbh2] 04/11/2020 14:47

I did Jugears, the next order at 113p is still waiting but atm I'm thinking of taking profit, order set for 117p.

Edit: Which was triggered as I was creating this post :)

Edit: The Buy Order has now been altered to trigger at 114p, back to the family tree.

Edit: My next sell triggered at 119p, Buy upped to 115p.

[sikhthetech] 04/11/2020 14:12

I would have thought long term holders do know how to manage their holding, adjusting their opinions based on newsflow etc.

Here, there's day traders pretending to be long term holders. They mention their trades in hindsight, depending on whether the current share price has gone up or down... If share price falls, they're holding for the long term. lol
Long term holders don't care about daily share price movements, day traders do.

Crucial difference.