Taylor Wimpey Share Discussion Threads

[sir rational] 19/12/2011 10:01

Press full of stories about how it's going to be more difficult to get a mortgage

[imastu pidgitaswell] 15/12/2011 14:58

No, me neither, pessimist that I am.

We are back in the comfort blanket of that triangle - firewall problems are stopping me posting a current version - but it can't go on forever.

Every update so far from the builders is pretty uniform - steady growth in margins and volumes, nothing spectacular, cautious outlook etc. The problem might come if somebody does see sales slowing, but so far so good.

Re the chart, I can see it negatively and positively. Hit a top twice at 40p, and come off the lows at 35p three times - assuming we do continue what has started today. So a negative bias, but could quite easily head back from a strong support at 35/36p.


Holding in Company RNS - Third Advenue Management:



Sounds good, dunno how they're performing though....

Edit - it appear they actually reduced slightly from 6.03% to 5.98%. Thanks guys, merry xmas....

[shaws37] 15/12/2011 13:36

I dont believe tubs will be back at 30p, well, unless i see it that is.

[sir rational] 15/12/2011 13:34

Don't forget the end of year book closing procedure - ie switch into solid defensible stocks like TW. - might be the catalyst for 40p

[sir rational] 15/12/2011 10:50

I'm hopeful of a decent end of year rally here - 2011 results baked in the cake, massive unwarranted discount to NAV now that N America business has been sold off and finances are on a firm footing, leaving TW. free to acquire land bank opportunities on the cheap and secure its future, double digit margin hello!, Govt keen to support housebuilders with mortgage g'tees etc, pent up demand for housing plus population growing from 62m in 2011 to 70 million in 2027 all need somewhere to live etc.

[shaws37] 15/12/2011 10:45

The eurozone is the problem, it's affecting all stocks. TW is easy to manipulate by the hedgies

[aphrodites] 15/12/2011 10:36

FEWDOLLARS

I did warn how difficult it would be to break 40p when I sold just above 39p.

As I posted then I am still running a small short trading position. I am afraid we are still only in Wave 3 of 5 in the downward path which could take us back again to yet another big figure of 30p.

Not a good looking chart I am sorry to say.

[fewdollarsmore] 15/12/2011 10:25

Note to self, when (IF) TW. hits 40p again sell 50% of holdings!!!!

[newkid] 15/12/2011 10:05

I took a much small position here a number of months ago. sold out again yesterday and gone in to Hays. 10% Divi on current share price plus more chance of a 100% gain within 6 months IMO.

[shaws37] 15/12/2011 08:07

This is worse than last year. Just have to grin and bear it :()

[shaws37] 14/12/2011 22:16

Disappointing, again.

[sir rational] 14/12/2011 14:38

Rubbish today, no santa rally

[shaws37] 14/12/2011 09:29

This date 1 yr ago we managed a high of 28.56 p

This day in 2009 we managed a high of 34.19p

[fangorn2] 13/12/2011 20:28

One could argue that that sentiment is true of any and all institutional recommendations. have to say that I am concerned about the housing market myself,and yes, I am , and have been a TW shareholder for a while now.

The economic climate looks grim,and I expect next year to be worse than this.

[shaws37] 13/12/2011 20:10

UBS appear to have an agenda - volatility, it makes easy money.

[fangorn2] 13/12/2011 17:52

In its assessment of the UK house-building sector, UBS hails has warned that the upcoming year will be tough on stocks given the more challenging macro-economic outlook.

UK house-builders have outperformed the FTSE All-Share index by 25% in 2011 so far, UBS notes, despite a difficult mortgage market. However, the Swiss broker has cautioned that "the macro environment is likely to become less supportive into 2012, with no GDP growth and banks facing increasingly difficult funding markets".

UBS's sector preferences are FTSE 250 peers Berkeley and Persimmon (both of which are given a buy rating) as "high-quality and high-return plays". Barratt Developments(buy) should also be preferred as the "leveraged value play over Bovis" (which is downgraded from neutral to sell on valuation grounds), the broker said. Bellway has been downgraded from buy to neutral, while Redrow and Taylor Wimpey are also given neutral ratings.

[sir rational] 12/12/2011 14:35

Damned Yanks

[sir rational] 12/12/2011 12:11

yep intraday double bottom near as damnit and now off to form a higher high, santa rally 40p

[racg] 12/12/2011 10:37

So this is the bottom then ? Mmmm

[sir rational] 12/12/2011 09:04

Got the feeling that's the low we're seeing right now, worm is turning

[racg] 12/12/2011 09:00

Does taking the name of a billionaire, make you feel better when counting out your coppers into your savings jar?

[buffett1000bln] 11/12/2011 20:52

racq, havnt you got the message yet ..

YOUR INPUT'S NOT WANTED, TAKE A HIKE

[racg] 09/12/2011 22:15

Euro wont get sorted, that will run and run.

[shaws37] 08/12/2011 15:12

too true Davy. Next week, if the euro gets sorted, may give us the continuation for another crack and hold of the 40's.