Taylor Wimpey Share Discussion Threads

[taffee] 14/1/2015 07:45

Start of a cycle of falling prices.....uk property bubble is bursting and all
Property related stocks will fall...they may build a lot of housing but
Margins will be squeezed

All that without the risk of rising rates and props being withdrawn

Bulls are buying into hmg spin whose finances are in dire straits and huge
Cuts will be required or risk attack by bond vigilanties

[rogerbridge] 13/1/2015 19:01

TW site around TW corner from my home, the houses are going up pretty quickly. There have not been the usual delays for bad weather. Sow home not yet open.
Housing cycle still in early days long term hold for me

[figis] 13/1/2015 16:50

A good spot JPFD well done

[lostuser] 13/1/2015 08:41

Nice start this morning. I wonder if it's related to the news about inflation being below 1% and hence an interest rate rise being put off until next year now

[optomistic] 12/1/2015 16:19

Doydon...all the talking heads are doing is reading off a sheet of paper or autocue. There are more considered opinions to be found on this BB.

[doyden] 12/1/2015 16:15

TW featured on BBC Business News earlier. They mentioned the record order book and being in an excellent position going into 2015.

[phillis] 12/1/2015 16:10

1GW
well spotted
misread the ADVFN data

Update fine - not sure what peeps expect

TW selling all the houses it can build at better margins
good job if it slows down a bit, less pressure on tradesman availability etc

[jeffcranbounre] 12/1/2015 15:07

Taylor Wimpey is featured into today's ADFVN podcast.

To listen to the podcast click here>

In today's podcast:

- Technical Analyst Nicola Duke will be chatting and charting, Anite, Big Yellow Group, ITE, Union Jack Oil, Afren. Nicola on Twitter is @NicTrades

- And the micro and macro news including:

Quindell #QPP
Afren #AFR
Shire #SHP
ITV #ITV
Taylor Wimpey #TW.
Big Yellow Group #BYG
ITE #ITE
Union Jack Oil #UJO
Anite #AIE
Unite Group #UTG
Pace #PIC
Royal Mail #RMG
Prudential #PRU
Hikma Pharmaceuticals #HIK
AO World #AO.
Betfair #BET
Sound Oil #SOU
Advanced Oncotherapy #AVO
International Airlines Group #IAG
Afren #AFR
Ophir Energy #OPHR
Premier Farnell #PFL
New River Retail #NRR
Victrex #VCT
Catlin Group #CGL

Every Tuesday is Ten Bagger Tuesday on the podcast. If you know of a stock, whose share price has the potential to increase ten fold, just click the link below.



(All it involves is filling out a form that will take you around 5 minutes and you don't personally appear on the podcast).

Once a week, on a Friday, I feature a tip from a listener to this podcast, if you'd like to suggest a stock click the link below:



(Again all it involves is filling out a form that will take you around 5 minutes and you don't personally appear on the podcast).

You can subscribe to this podcast in iTunes by clicking

To follow me on Twitter click

As a listener to the ADVFN podcast you can take advantage of some exclusive first year discounts on popular subscriptions:

Bronze - £50 (normally £73.82/year)
Silver - £145 (normally £173.71/year)
Level 2 - £350 (normally £472.94/year)

Call 0207 0700 961 and ask for the ADVFN Podcast discount to take advantage of these reduced rates or just for more information.

Please DO NOT buy any stock recommended in this podcast basely solely on what you hear. The opinions in this podcasts are just that, opinions. Please do you own research before investing.

Justin

 

 

[gbh2] 12/1/2015 13:05

Must be heading back for the ftse250 at these levels!

[eastbourne1982] 12/1/2015 10:29

The update was clearly pretty solid as one would expect.

With regards to house prices I cannot see them rising much if at all in the short / medium term, many areas still see house prices at 10 - 12 times earnings, that isn't sustainable long term, neither are the lower interest rates that have artificially supported house prices for so long.

I have no position in TW however I certainly wouldn't be a buyer at the moment, if they head back up to the £1.37 - £1.40 level I may even be tempted to open a short.

[doyden] 12/1/2015 10:28

A great trading update. Note how many times the word 'record' is used.I'm happy to buy more at this price and hold for the usual strong first quarter performance and of course the promised bonus div in the summer.

[lostuser] 12/1/2015 10:22

12 Jan JP Morgan... 150.00 Overweight
12 Jan Panmure Gordon 120.00 Hold
12 Jan Liberum Capital 130.00 Buy
12 Jan Citigroup 144.00 Buy

[bluerunner] 12/1/2015 08:27

Really Taffee?Why didn't you mention this before?You're the first post I look for.?

[taffee] 12/1/2015 08:10

Less super optimism more 'healthier market's market'....bears think we
On on the verge of a major crash bulls think we are at the start of
A bull cycle.....one is right!

My opinion is this is a bursting bubble

[tiger20] 12/1/2015 07:41

Deusche Bank have a Buy for Wimpey today

[scrabble1975] 12/1/2015 07:32

I'm going to put my money where my mouth is, and say that I expect this tii be slightly off in early trading. Clearly a level headed approach from TW going forward. An opportunity to mar accumulate a few more shares, and watch some steady growth in the share price this year. We shall see!

[1gw] 12/1/2015 07:28

I don't know. I would say the TU is a pretty good response to Friday's Jefferies-inspired doom and gloom.

"Our strategy has been and remains to deliver ongoing and sustainable increases in volume and margin over the medium term. We are confident that in current market conditions we can deliver significant progress against these objectives in 2015."

[gbh2] 12/1/2015 07:07

Update a bit muted imo, not expecting much today!

[jeffcranbounre] 09/1/2015 19:25

Taylor Wimpey are mentioned in today's ADVFN podcast.

To listen click here>

In today's podcast:

- Technical Analyst and PR at Masterinvestor.co.uk Zak Mir Alan will be charting, Quindell, LGO Energy, Tesco and Nanoco. Zak on Twitter is @ZaksTradingCafe

- And the micro and macro news including:

Tesco #TSCO
LGO Energy #LGO
Quindell #QPP
Gulf Keystone Petroleum #GKP
Nanoco #NANO
The Restaurant Group #RTN
Laird #LRD
Unite Group #UTG
SSP #SSPG
Trainline
Jardine Lloyd Thompson #JLT
H&T Group #HAT
Morgan Sindall #MGNS
Zoopla Property #ZPLA
Rightmove #RMV
LSL Property #LSL
Countrywide #CWD
Taylor Wimpey #TW.
Redrow #RDW
Persimmon #PSN
Crest Nicholson #CRST
Bovis Homes #BVS
Berkeley Group #BKG
Bellway #BWY
Barratt Developments #BDEV

Every Tuesday is Ten Bagger Tuesday on the podcast. If you know of a stock, whose share price has the potential to increase ten fold, just click the link below.



(All it involves is filling out a form that will take you around 5 minutes and you don't personally appear on the podcast).

Once a week, on a Friday, I feature a tip from a listener to this podcast, if you'd like to suggest a stock click the link below:



(Again all it involves is filling out a form that will take you around 5 minutes and you don't personally appear on the podcast).

You can subscribe to this podcast in iTunes by clicking

To follow me on Twitter click

As a listener to the ADVFN podcast you can take advantage of some exclusive first year discounts on popular subscriptions:

Bronze - £50 (normally £73.82/year)
Silver - £145 (normally £173.71/year)
Level 2 - £350 (normally £472.94/year)

Call 0207 0700 961 and ask for the ADVFN Podcast discount to take advantage of these reduced rates or just for more information.

Please DO NOT buy any stock recommended in this podcast basely solely on what you hear. The opinions in this podcasts are just that, opinions. Please do you own research before investing.

Justin

 

 

[1gw] 09/1/2015 16:00

Phillis - don't you mean 1% of shares? Looks like about 40m out of 3.3bn.

Higher volume than recently but I think most of the housebuilders are relatively high volume today.

[phillis] 09/1/2015 14:59

more than 10% of shares traded today
not usual

[gbh2] 09/1/2015 14:37

The current level of trading isn't "people" ie PIs it's down to institutional trading and they're not likely to be Panicking!!

[1gw] 09/1/2015 13:39

I was waiting to see the jobs report initial reaction, but have now put back in the funds (and more) I recently took out of Barratt. Now looking forward to Monday's TU.