Taylor Wimpey Share Discussion Threads

[sikhthetech] 13/5/2021 13:18

Higher inflation, higher interest rates, house prices fall...

[martyn9] 13/5/2021 13:09

USA inflation up and as usual the ftse follows the dow down, laughable.

[baracuda2] 13/5/2021 11:13

Wish I had some spare cash

[gbh2] 13/5/2021 10:45

Taken a few quid out of my lloyds profit to buy add to my holding :)

[imastu pidgitaswell] 11/5/2021 14:06

Ah, just joking sikh - open goal 'n all that...

[imastu pidgitaswell] 11/5/2021 14:04

sikhthetech11 May '21 - 14:02 - 3784 of 3784 (Filtered)

😎

[sikhthetech] 11/5/2021 14:02

The sector was buoyant due to govn support.



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

[peaky traders] 11/5/2021 12:08

SYME is about to blow,last chance , figures this month.

[imastu pidgitaswell] 11/5/2021 11:56

You were filtered. Now you're not. Not too difficult to understand?

Anyway, that's fair. I do believe you have indeed mentioned the challenges the housebuilders face; once or twice. Maybe no need to keep repeating it incessantly in the face of the evidence, like a sledgehammer though, eh?

And always a thought to consider other opinions too. You could even make some money out of it, as everyone else here has done.

And it's OK to be wrong. I just admitted it, buying yesterday, and the world didn't end. Makes life simpler.

[sikhthetech] 11/5/2021 11:52

My posts are there to see, even by those who lie that I'm filtered. ;-)

I've mentioned the challenges I believe HBs face, together with timescales.
Let's see how the events unfold over the next few months.
I'm expecting TW to reach my new target.

[wfl1970] 11/5/2021 11:46

"seems irrelevant to those who have none or little understand how the uk construction industry works!"

You've always highlighted there's a difference between construction and housing...

TW are housing... ;))

[wfl1970] 11/5/2021 11:42

"This is not just a tech selloff."

Is it a sikhthetech selloff?! ;)

[jugears] 11/5/2021 11:15

I suspect that today's over exaggerated & manipulated fall has more to do with British Steel not taking on any new orders for the foreseeable future due to demand, the fact that goods are ordered months in front & so will be honoured by British steel seems irrelevant to those who have none or little understand how the uk construction industry works!

[baracuda2] 11/5/2021 11:03

Me too gbh

[sikhthetech] 11/5/2021 10:50

This is not just a tech selloff.

I expect HBs to be hit over the next few months by the challenges previously mentioned.

It's good to see Imastu bought back in at the right time... ;-)

[gbh2] 11/5/2021 10:44

Managed to find some cash to pick up a few more this morning.

[disneydonald] 11/5/2021 10:42

Hmmm, if there is a sell off, beit tech or otherwise, wouldn't you expect the general markets to fall. Thats the way it works. A little like when Archegos got a margin call that it couldn't meet, the prime brokers sold off all the underlying shares, which were predominantly media co's.

This is just a general worry re inflation type of sell off, but the same principle, all the leveraged Hedge Funds have to sell to meet margin calls; regardless. Then you start to trigger stops on the way down adding fuel to the fire, then then unleveraged pick the spoils from the carnage.

[martyn9] 11/5/2021 10:30

Too bloody true jug, a tech sell off yesterday by the yanks apparently, any excuse to drop the markets.

[jugears] 11/5/2021 10:10

Always a panick about something Lol

[imastu pidgitaswell] 10/5/2021 17:08

As promised - time permits now:


free stock charts from uk.advfn.com


Gap closed (most of the way), following the Summer share placement, but:

Bit of a lag developed over the past month or so between this and its peers and a couple of the others - good from my perspective, but not sure why. I bought a few RDW today - it is on a lower earnings multiple than the others. Bit late really,but hey-ho.


free stock charts from uk.advfn.com

[imastu pidgitaswell] 10/5/2021 08:37

Yes, I get that - it was the source of my little contretemps with sikh.

But I think it was just a temporary phenomenon - it's the amount of money that fund have invested, as a percentage of their portfolios that was causing an issue (I think) rather than the number of shares per se.

Whatever, it doesn't matter too much - it just means that the discount against its peers remains and just adds to the case for being invested.

[gbh2] 10/5/2021 08:34

"It's just a function of market cap versus earnings"

Look at the record of TW's share price since they flooded the market with shares, I don't envisage a +200p this year. I'm looking for +194 for my next move.

[imastu pidgitaswell] 10/5/2021 08:27

You think? It's just a function of market cap versus earnings isn't it - doesn't matter how many shares are in issue? Maybe it needs a chart - after hours...

Anyway, I'm back just now, just under 180. Not particularly cheap, but broadly where I left it (a few pence higher, I have 176 or so as my last sale price). Been applying the monies elsewhere - it is (for me) a rotation market and has been for nigh on 20 years, with the FTSE unchanged (OK a little volatile within...) but the index flat overall. Right now, there is a rotation into commodities, probably including gold and silver and out of, er, dunno. Maybe here, as sikh would suggest, but the valuation remains compelling.

Whatever, same approach as always - carpet bombing. Buy more if it does fall, take regular profits, argue with sikh. Worked pretty well and made a lot here last year...