Taylor Wimpey Share Discussion Threads

[bluerunner] 15/10/2014 20:09

Doyden - FTSE entry didn't do much for BDEV at the time. In fact, it fell or went sideways during its inclusion.

[libertine] 15/10/2014 17:49

FTSE 100 review as at 3rd December. Implementation date 19th December

[doyden] 15/10/2014 15:05

Does anyone have any idea when the next FTSE 100 review is? TW must be looking good to enter bearing in mind the price has held up reasonably well considering the overall market slide.As entry to the FTSE 100 means certain tracker funds will have to buy, presumably this could see a tick up? Is there any evidence of prices having risen when other companies have joined the 100?

[death by donut] 14/10/2014 19:35

Dont panic, i back on site thursday, quality tiling should drive price back up!DbD :+)

[homeboy35] 14/10/2014 19:15

set against a 20% loss since 130

it's all swings & roundabouts!

[aspers] 14/10/2014 17:57

Homeboy.......I reckon 2.78% rise in a day is pretty good, try getting that in a bank over a year and I think you'll struggle!

[homeboy35] 14/10/2014 16:23

yeah, lots of good news but not truly reflected in the share price

Need a few more days like today!

[aspers] 14/10/2014 07:19

Fantastic figures from Bellway today......increasing the divi 73% to 52p hopefully soon the market will wake up to the real price of the builders......this is cheap as chips at the moment!

[homeboy35] 13/10/2014 16:57

Fuk it! I'm in for the long haul!

[optomistic] 13/10/2014 16:30

New projects arriving regularly, time the market recognised the potential of TW

...................

Taylor Wimpey has announced plans to build boutique residential apartments in Dalston.

The company acquired the Kingsland High Street site to construct 98 homes, 83 private and 15 affordable as well as retail space on the ground floor.

Architecture and interior design practice Jestico + Whiles has designed the five storey building and another 15 storey building fronting Boleyn Road.

Work is due to start in 2015 for completion in 2017.

Ingrid Skinner, managing director of Taylor Wimpey Central London, said: “Dalston is an exciting location with significant growth potential and the acquisition of this site is part of our strategy to create unique, quality projects in the most sought after locations in London.”

[trytotakeiteasy] 13/10/2014 11:40

with inflation low and eurozone weakness I can't see rates rising for sometime...the forecast of rate rises next year is all on the expectation that real wages will pickup... not sure that will pan out... the reality is that UK inflation is set to fall back further due to lower food prices and the fall in oil prices and falling utility bills..

How can Carney put up rates when inflation falls significantly below the 2% target??

[1gw] 13/10/2014 11:34

"Gov of Bank of England sounds dovish note on rates"

Just caught a bit of Carney's interview on CNBC (done at the weekend I think). He referred to the fact that "we've had a housing market that's picked up" as evidence of how relatively well things are going in the UK (economy moving from recovery to expansion) and also commented on the benign global inflation environment. "That is producing a very benign global inflationary environment and that is something that we do certainly take into account"

No talk of housing "bubble".

This section of the interview is currently on the cnbc site.

[homeboy35] 13/10/2014 10:29

Hm, is that the mini crisis over on the indices?

Have hit lowest level for a year now.

[homeboy35] 13/10/2014 10:29

Hm, is that the mini crisis over on the indices?

Have hit lowest level for a year now.

[tipjunkie] 10/10/2014 14:59

we hope so monty

[montyhedge] 10/10/2014 14:51

TW and Crest Nicholson look the bargains.

[montyhedge] 10/10/2014 13:06

House prices to to rise 30% by 2019 and double in 10 years.

[gbh2] 10/10/2014 08:45

Yep, it seemed a reasonable move :)

[optomistic] 10/10/2014 08:33

Bought a few more @ 106

[homeboy35] 09/10/2014 08:34

Fingers crossed! Has bounced 3 times off 110 now

[gcom2] 05/10/2014 22:45

might get back in here. TW has always been a santa favorite.

[homeboy35] 04/10/2014 15:44

Good analysis.

I would have thought we would have been about 140 by now!

[el1te] 04/10/2014 15:28

Without looking at the attractive dividend yields, it can be argued that the PERs of housebuilders are too low at the moment anyway, given the housing market is in good condition across the UK. And that is even the case when factoring in the London's house prices could potentially slip. These are the consensus 2015 PERs:

- Inland Homes = 11.51
- Telford Homes = 11.15
- Berkeley = 9.39
- Persimmon = 9.38
- Barratts = 9.30
- Bellway = 8.31
- Taylor Wimpey = 8.08
- Redrow = 7.90
- Bovis = 7.61
- Crest = 7.05

Thus it's all about market confidence at the moment. If confidence returns, it wouldn't be surprising to see the mean PER of the larger housebuilders rise to circa 10-11 given the bumper yields. After all, Taylor Wimpey alone is offering a yield of almost 8% in 2015. A TW. PER of 10 is circa 141p and Wimpey would still offer a 2015 prospective yield of 6.3%.

El1te

[homeboy35] 03/10/2014 11:45

Come on Wimpey!