Taylor Wimpey Share Discussion Threads

[sikhthetech] 28/1/2021 13:11

gbh
"once the dividend is announced it'll recover"

The other HBs announced their dividends, it resulted in the share price rising for a day before falling back lower.

The far greater newsflow which will affect HB/property market is Stamp Duty hol, Help to Buy, Furlough, Budget tax changes and investigation into leasehold scandal.


Imastu
"I only have a relatively small exposure at the moment."
"For me, the lower it goes, the better"

Did't you still have 100k(after selling some) a few weeks ago or have you sold those down as well because of the challenges ahead? ;-)
So yes, the lower the sp, the better for you. ;-)


Would be good to have some bull points from the bulls. The lack of bull points says a lot.

[wfl1970] 28/1/2021 10:32

On that basis, it could result in an inverted exposure..... :))

[gbh2] 28/1/2021 08:40

"I only have a relatively small exposure"

Take care we're due for yet another significant drop in temperate ;)

[imastu pidgitaswell] 28/1/2021 08:37

The market may be doing me a favour here, as I only have a relatively small exposure at the moment.

Would happily(!) buy more, but at the moment everything is tied up, with only a couple of possibilities of escape (for a profit) - so not able to buy more of these yet.

For me, the lower it goes, the better, until I can do something about it. So, yeah, Brexitfurloughstampdutyleaseholdscandalathon - it's all doomed, sell...

🙄

[martyn9] 28/1/2021 08:36

gbh2, yes the dividend chasers will dive in,but let's hope after the false raid for profit some stay long term.

[gbh2] 28/1/2021 08:27

This last year has been my best trading year since 2000 when I had to fork out a good few K in CGT, 21 years later all my trading is ISA wrapped :))

Drop not worth worrying about, once the dividend is announced it'll recover.

[sikhthetech] 27/1/2021 23:13

Millwallfan,

Yes, it's the outcome of which I following, mentioned earlier.
That as well other recent sector newsflow.

[millwallfan] 27/1/2021 21:08

Stamp duty holiday extension to be discussed Monday in parliament 90 minute debate. Apologies if already posted.

[martyn9] 27/1/2021 14:54

Ftse and dow hammering all sectors today, covid woes as usual.

[gbh2] 27/1/2021 12:54

Picked up a few today, I was waiting for 150p, share price good enough atm.

[imastu pidgitaswell] 27/1/2021 12:07

What price did you take your short out at? And when?

[sikhthetech] 27/1/2021 11:48

I looked at the Crst results and nothing new, so as expected.

Looking at sector news, I'm looking to see outcome on Monday to see if anything has changed. If not then I may increase my short.
The big newsflow is in March, especially Help to Buy changes.

If nothing changes with the March newsflow then I'm expect HBs share price to fall.

Best to read company/sector newsflow.

[jugears] 27/1/2021 10:18

my estate agent has told me this morning that there is still very strong demand for houses & that Stamp Duty Holiday will have little effect when it ends, there may be a small dip in sales but he sees plenty of demand going forward, excluding London, He said sd holiday has not benefited anyone, he said he knows customers that have paid 20k more for a house just to save 10k stamp duty!!!!, Interestingly when I asked he thought house price would dip he said very unlikely as there is to much demand! extending sd holiday is just going to push house prices through the roof. so no help at all imo.

[imastu pidgitaswell] 27/1/2021 09:30

Quite a lot of UK 'economic' stocks being hit, some quite hard, over the past couple of weeks. Some I hold, some I don't but have on the watchlist.

Construction project stuff - COST and that sector taken a good 10% hit. Despite reporting well and continuing to work, with the possible danger of a tighter lockdown now having passed.

I think just a risk response by some of the fund managers - and therefore probably an opportunity. Certainly a good trading one.

But I also know someone who undoubtedly thinks differently; as he did at 98p as well.

[clarky5150] 27/1/2021 09:24

Builders being dragged down again today.

[slinkyj] 27/1/2021 07:41

Picked up some rdw the other day, drop way overdone here as well , I'll be picking up some of these as well. Decent balance sheet

[growthpotential] 25/1/2021 21:37

Presumably not in a TW constructed house :)

[porsche1945] 25/1/2021 09:27

we need to find out where sikh-the-scumbag lives.

[imastu pidgitaswell] 24/1/2021 23:02

"Have you ever bought any of these shares?
Have you ever gone short of these shares?
If so to either, when?
If no to either, why are you here?"

[sikhthetech] 24/1/2021 20:46

There you go, the share price rises a bit on the day of a TU and then falls back after. The dividend announcement made no difference.
AS EXPECTED.

Jugears, you're contradicting what HB, estate agents, buyers want and need.
There were over 100,000 who signed a petition asking govn to extend SD hol. This will be debated in Parliament.
Obviously, according to you, those 100,000 signatures were wrong. ;-)

[growthpotential] 24/1/2021 19:01

They call me names ?

[gbh2] 23/1/2021 20:48

ALL of the above ftir1 comments were Filtered until you decided to publish them under your own banner.

[imastu pidgitaswell] 23/1/2021 19:30

Jugs - I'm not wound up by him (much), it's all good - I've done very well out of these and am happy wherever it goes from here. I would just like some honesty and clarity.

He doesn't have to respond, as I'm sure he will say. But if he is just giving his own opinion, and has no other agenda, why not answer the questions - I answered all his in the two previous episodes.

[imastu pidgitaswell] 23/1/2021 19:21

"My position is clear and has been all along"

No it isn't, and nor is your agenda. You could make it clear:

Have you ever bought any of these shares?
Have you ever gone short of these shares?
If so to either, when?
If no to either, why are you here?

[jugears] 23/1/2021 14:08

Imastu, don't get so wound up about other posters, I have never ever let an unknown person or anyone for that matter sway the way I invest, My method works for me long term,In 18 months time the uk will be moving on from Brexit & covid, Markets will recover & so will share prices, take advantage of any dips, invest with money you have & wait long term, Also remember that not one of the negative posters on any BB board are or ever will be invested in a company they are deramping, I tend to take my own advise & from what I can see all my Major HB customers are flat out Judging by my current order book at the moment. Thats good enough for me, I take what sikhly says with a pinch of salt & haven't read a post of his since I blocked him, people that brag that they are right seldom are, I am by know means a good investor but have know shame admitting that I have bought here at 37p, 98p, 1.20, 1.30, 1.45, 1,70, some investment timing was better than others but overall I now have over 750k invested here that I expect to at least double in value over the next few years. I do find it amusing that SD holiday was introduced by the government before it even new what effect covid would have on the housing market especially as the hb's had already seen an upturn in enquiries whilst sites were shut, this is just another example of the government panicking without knowing the full facts, IMO stamp duty holiday ending will have little effect on the housing market other than perhaps stabilising house prices, Looking at where house prices were 12 moths ago I can not see that anyone has benefited financial & in almost all cases have ended up paying more for there houses Than before SD holiday was introduced. It may be worth noting that every single one of my customers & Suppliers are working to capacity, My company supplies to about 20 different sectors, & I have never ever seen all of those sectors so busy at the same time, I am full to capacity for the rest of this year & have been since last march, something my company has not experienced in its 60 years of trading, & I hate to disappoint but hand on heart I can not see this changing in the near future, IMO to many people have put of moving due to Brexit/Elections/ Covid over the last 2 years & companies have delayed there investments but I think the time to move forward has now come for many individuals & companies & that I am beginning to see this now in the current upsurge in orders. As for Stamp duty holiday ending is saving £15k over a 30 year mortgage or shall we say £10 a week really that big a deal? I don't think so!