Taylor Wimpey Share Discussion Threads

[naed] 28/2/2014 10:12

Well I've had these babies since 14.75p and seen quite a few up and downs but they have been and still would be an excellent investment. This has also been the deposit money for my house and today looks like being the day I have to sell probably 90% of them. I really don't want to, financially it makes no sense but the boss wants this house now. If anybody wants to buy a house in France, tell me now and I can keep them:-) Good Luck......and please rise today!!

[justwondering] 28/2/2014 08:51

I topped up at 1.218

[ch27] 28/2/2014 08:24

Topped up yesterday, sold out imperial tabacco to do so!

[homeboy35] 28/2/2014 08:19

getting back to the 130.

Did anyone take the chance to top up?

[bluerunner] 27/2/2014 20:55

Goldman Sachs has a conviction buy rating of 166p from 24th February.

[el1te] 27/2/2014 19:32

Deutsche Bank clearly happy with the results. Upgraded their target price marginally from 155p to 158p

[homeboy35] 27/2/2014 16:27

Nice finish!

[nick9013] 27/2/2014 13:50

The only way is up

[koetser] 27/2/2014 09:34

Agree with hill brown profits up 179% for barratt what were they for taylor?

[hillbrown] 27/2/2014 09:27

I do agree JUGEARS but I think the growth prospects are the very reason for that.

Its been that way for some time. This chart shows that over the last three years TW. has underperformed BDEV by about a quid equivalent.

[darnoc64] 27/2/2014 09:22

Completely agree with that Jugears. TW is massively undervalued in comparison to BDEV.

[jugears] 27/2/2014 09:09

More upside to TW Than Bdev,Pe Ratio far to high on Bdev IMHO

[hillbrown] 27/2/2014 09:01

Have to say BDEV was a very good report and by 7.30 this morning I had decided to lighten up a little on TW. and reinvest in BDEV. I was not able to get the lowest price for Bdev (4.24) or the highest for TW. (1.23) but as my average buy in price for TW. is only 57p what do I care.

I now have, within a couple of thousand quid, the same value in each. I just feel
there may be more capital growth and quicker with Bdev. plus divis. I will of course remain well heavy in housebuilders.

[gbh2] 27/2/2014 08:22

FTSE 100 funds will be required to buy bdev so we will see some buying taking place.

[nick9013] 27/2/2014 08:16

People selling up going to bdev

[darnoc64] 26/2/2014 19:42

Thanks for that post Baracuda; much needed reassurance after today's drop. The forecast EPS of 10p for 2014 is very interesting as a modest PE of 20 would give us a share price of £2. Fingers crossed for that.

[baracuda2] 26/2/2014 18:47

From the IC

(TW.) was one of the last major house builders to recover from the economic downturn, but it has now arrived in style. A predictably strong performance last year has been accompanied by some sensible steps designed to preserve a sustainable business model.

In deference to the cyclical nature of the housing sector, Taylor Wimpey is placing greater emphasis on the husbandry of its land bank. Having added 18,770 plots to the short-term consented land bank, roughly half through purchases and half by pulling plots through from the strategic land bank, it now has 70,000-75,000 shovel-ready plots. Management consider this the optimum size to maintain a sustainable business.

Replacement plots will still be needed, but as the group returns to a more neutral replacement ratio, funding requirements will fall significantly. This will help to generate a sizeable cash surplus from the second half of this year, and the group has already turned a net debt into a net cash position. Shareholders will see an immediate benefit with the payment of a special dividend in July worth 1.54p per share - to be followed next year with a 6.16p special payout.

Analysts at broker Jefferies are forecasting pre-tax profits of £410m and EPS of 10p for 2014 (2013: £268m and 6.7p).

[bluerunner] 26/2/2014 18:32

£4million buy after close.

[moneybags] 26/2/2014 16:14

The better the results, The more it goes down on results day.
It seems to be that way with Barretts and T.W. in the past few years.
Regards , Moneybags

[gbh2] 26/2/2014 16:06

This sector must be a good bet at least until the election in 2015, it's anybodies guess after that date imo.

[bluerunner] 26/2/2014 16:02

For what it's worth, this note from IC today.

Taylor Wimpey is a strong performer. The dividend payout has historically been modest, but using Jefferies' estimates the yield in 2015 could be as high as 5.5 per cent, which merits a change in our recommendation from hold to buy.

I'm holding as I think this will resume its upward trend soon.
This is the sector to be in and this is decent value.

[gbh2] 26/2/2014 16:01

Picked up a few more, cheap atm and a 1p or 2 isn't going to matter by July.

[nick9013] 26/2/2014 15:03

They still got afew homes underwater. Must have hit them too