Taylor Wimpey Share Discussion Threads

[shaws67] 26/4/2014 10:45

tgom

Correct. :)

[thegameofmoney] 26/4/2014 10:38

1gw - Nice post. It makes me laugh that people on BB's think they can influence peoples decision to either buy or sell and in turn their trade will prosper.
Look at the bigger picture!!!

I think when investing rather than predict the future we should look at the information to hand. Read the latest trading statement for example.
Certainly no negatives that would make you want to pull out or reduce your holding.
All the big investment banks have a combined target of £1.40, this is real information.

Not mystic meg crash predictions!

tgom

[shaws67] 26/4/2014 10:34

97p potential, i'll take that...ahhh thank you very much :)

[taffee] 26/4/2014 10:24

Funny thing is the increase in building could actually be the thing
That kills the share price ...this extra supply long with other measures is what
Collapsed property prices in Spain Ireland and others

The actually is no.shortage of property...it's in the wrong hands for now
1.4 mill buy to let's and 1 in 7 own a second/holiday home...also there
Are 1 million empty properties in the uk

[essentialinvestor] 26/4/2014 10:23

If anyone wants more reasonable UK property prices over the next few years,
then they should hope that the UK significantly increases the number of properties built annually.

Supply matching demand is the only way this will happen and it will take more
than a few interest rate rises.

The house builders are not the enemy, they are the only real solution.

[1gw] 26/4/2014 10:16

purple11 - now that is misleading to say the least to quote just part of an article which is much more balanced than your quote suggests. Full article is here , and for balance I will quote a more positive section:

"Plenty of growth still to come

In contrast, Guy Anderson, manager of Money Observer Rated Fund Mercantile Investment Trust, who has 16 per cent of his portfolio invested in housebuilders, said that while he would be 'keeping an eye' on these stocks, there was still plenty of growth to come and he wouldn't be selling out.

'There is still a lot of pressure for housebuilding to increase because household formation is running ahead of the number of new homes we have built. So there are a lot of tailwinds coming through to the sector including a positive regulatory environment, which is rare,' he says."

Note that Investors Chronicle also still likes the housebuilders, see their "Housebuilders on a Roll" article dated 24th April:

[shaws67] 26/4/2014 10:05

House price bubble?


The govts only just got this sector going, it will not be choked off, growth for another 6 years.
Bring it on.

[taffee] 26/4/2014 09:58

Looks like the house price bubble is bursting looking at the papers
Today...anyone leveraged highly should be worried or start offloading

Things are gonna get nasty when confidence evaporates and people
Realise they have been mislead

[shaws67] 26/4/2014 08:57

Sp target 150/ 180p year end

[purple11] 26/4/2014 08:52

UK mid-cap managers cautious on housebuilders

'Historically, as interest rates rise housebuilders perform less well so I'll be looking to reduce my exposure as that happens. Housebuilders are less of an easy win now and people are right to take money off the table'

[essentialinvestor] 25/4/2014 15:49

It may get interesting next week - lower market levels would suit me but not
counting on it.

PSN and BKG would be my sector plays.

[gbh2] 25/4/2014 15:28

Bounced back to 130p last time it touched this level :))

[sr2day] 25/4/2014 15:05

will be a bloodbath next week across the market,my balls are tingling.

[purple11] 25/4/2014 14:49

103 and falling....

[essentialinvestor] 25/4/2014 14:45

taffe, too many people want to live in the same area, if you have a different
view then fair enough and good luck.

Look at the ONS figure on population, unless you think they are made up.

I will buy on the sector on further weakness.

[sr2day] 25/4/2014 14:29

property in uk is relatively cheap.foreign investors will keep driving the market so long as interest rates worldwide remains low.most of those in the uk who can afford a house has got one whether on mortgage or not.still there will be always be a demand for cheap housing.either wages will go up or prices of flats and apartments will come down because they are the type of property that is not value for money.

[taffee] 25/4/2014 14:18

Essentialinvestor

Volumes are very low that's half the problem...many people cannot afford to
Move from.one house to another...so they are stuck..bailed out by near
Zero rates

What population boom...do you believe everything they spin?...next thing you will
Say it's it's a small island...yet just 6% of land is built on

[essentialinvestor] 25/4/2014 13:14

tara, I can not see the London and SE market, which you know well, crashing.
There is a population explosion in this region with huge demand.
You can certainly make a case that prices are at or very near a cyclical peak,
but volumes will remain strong imv.

If the sector sell off continues then there are opportunities imo.

[gbh2] 25/4/2014 13:14

Most folk I know spend as much of their disposable income on anything & everything that takes their fancy...........Until they buy a House, one cuts one's cloth accordingly.

Folk should remember it was the US subprime market that screwed up our lives, that and our "W"ankers playing games with our money in the subprime markets until they realised it was all smoke & mirrors!!

[shaws67] 25/4/2014 13:13

The UK is now Cyprus, fpmsl

[shaws67] 25/4/2014 13:12

El1te,They are just winding folk up. It's hilarious the rubbish being spouted. I'm not sure who they are trying to convince. Good for a chuckle though.

[tara7] 25/4/2014 13:12

Cyprus

House owners lost their money in the banks.

Now they have just stopped paying the mortgage.