Taylor Wimpey Share Discussion Threads

[imastu pidgitaswell] 29/1/2021 11:55

sikh - any chance of an answer?



"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?"



And re your post (3265) about the chart - it was a good point though wasn't it? Made early, and correctly - and therefore made a lot of money. Kind of the point, no? Did you?

[imastu pidgitaswell] 29/1/2021 11:53

jugs - we all differ in opinion, including how to 'do' this. Rest assured, I am not influence by sikh's ravings - but others may be.

You prefer to buy and hold regardless. Someone taught you that years ago - well maybe the world has changed, especially in these days of instant information and the ability to transact instantly, and maybe what worked best then (and that is arguable) doesn't work as well nowadays.

I prefer to be a little more flexible, and frankly in 2020 that was the right thing to do - I can't see the point in holding the same number of shares regardless when it traded from over 230, down to under 100 and back up to 170, with plenty of movement in between, several times. And having bought plenty lower, just holding them regardless.

Not least because there are plenty of similar gyrations elsewhere which could be and were taken advantage of. I'm not saying I'm right and you're wrong - but I am saying my approach is just as valid.

I'm making the same point, with a different emphasis of valuation being a key factor, to sikh. While there are no absolutes, the business was a better investment proposition at 98p than it is at 170, and so deserves (imho) more of the available funds at 98p. 150p is somewhere in between. And it is not invulnerable to outside influences - it's a question of valuing those influences, both in absolute terms and relative to its peers (setting aside The Moron's claim that they operate with different customer bases) - within reason.

[sikhthetech] 29/1/2021 11:50

Stamp Duty hol ends 31st March, 2 months away. Due to be debated in Parliament on Monday.
Help to buy for 2nd homes ends 31st March, 2 months away. New Help to Buy scheme less favourable and only for 1st time buyers.



UK property sales poised to fall off a cliff if buyers miss stamp duty holiday deadline

[mo123] 29/1/2021 09:57

BERENBERG RAISES TAYLOR WIMPEY PRICE TARGET TO 180 (130) PENCE - 'BUY'

[gbh2] 29/1/2021 09:53

It's only misleading for those that participate in his deluded raving.

[jugears] 29/1/2021 09:51

Imastu,BB's are for airing your views just as sikh airs his, it should have no influence on how you invest yourself,I was always taught investing was for the long term & long term these will be over £3 due to a mass shortage of new homes,short term these can go to 10p for all I care, the more cheap shares I get as a dividend the better, imo dont buy shares unless you are 110% confident in the companies you buy ,Imo once we get the next 6 months out of the way we are looking at a very prosperous future, I certainly wouldn't even consider selling any shares in any company at the moment & see stamp duty holiday ending making bo difference to the housing market which is being driven.by extremely low interest rates & I don't see these being much over 1% in ten years time.I am definately here for the long term.

[imastu pidgitaswell] 29/1/2021 09:04

Yup, like nailing jelly to a wall and I know I have said before I won't do it - but I just find it difficult to let his drivel pass; it's misleading and with an agenda. I do apologise.

But on the other hand, he's a moron.

[gbh2] 29/1/2021 08:49

Trying to justify your moves to a Moron must be like banging your head against a stone wall :)

[imastu pidgitaswell] 28/1/2021 21:10

Sikh, you're a moron.

I sold 83.3% (do the maths, thicky) of the holding I had at 98p. Because it rose to 170+. On 9th November it was in between those two prices, and I didn't have as many as I had at 98p. Because it wasn't as cheap. It's really simple.

I don't consider only bullish aspects. Nor only bearish aspects. What I do do is to try and quantify things where possible. Not stick to a pre-determined generic negative mantra regardless. You should maybe try it - you could have made a lot of money instead of whatever it is you did do, which for some reason you won't tell us.

Because, I suspect, you didn't do anything.

Once again, for clarity, you're a moron.

[sikhthetech] 28/1/2021 20:38

Imastu,

"We got an update on 14th January and I posted the current outlook for 2021 (unchanged from the 9th November statement) then"


It's you money so you're entitled to do as you please.

I just find it strange that someone who is so confident, claiming 'outlook unchanged from 9th November' and then goes onto sell over 80% of their holding. The share price hasn't changed either.


Re bull/bear points.

Is that it, the TW TU is your one and only bull point?
It's not just TW TU/results which could affect the future direction of HB/housing market or their share price

Currently, housing market/HB is a very fluid situation and there are regular sector newsflow or news articles. Unemployment, changes in Stamp Duty hol, Help to Buy, Tax changes, economic changes can all affect the housing market. Oh as can covid lockdowns.


Feel free to ignore them and stick to posting about the TU, it's your money.

I've done my research and will continue to follow sector/economic/company newsflow.
;-)

[gbh2] 28/1/2021 14:22

Just got back after having my 1st Covid injection :))

[imastu pidgitaswell] 28/1/2021 14:07

I've got 40,000. I had (at 98p) 240,000.

See the posts around the end of the year - I suggested it might range between 150 and 200. Actually found it:



OK?

Re 'bullish' statements and information - isn't it best just to put balanced information? We got an update on 14th January and I posted the current outlook for 2021 (unchanged from the 9th November statement) then - Post tax earnings of around £500m, so a PE multiple of around 11 currently; with £700m net cash. No need to keep banging on about it until there is something else to say. Wouldn't you agree?

Now:



"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] 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?